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Infineon Technologies
Infineon Technologies (IFX) investor relations material
Infineon Technologies Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Feb, 2026
Executive summary
Q1 FY26 revenue reached €3.662 billion, up 7% year-over-year and down 7% sequentially, with a segment result margin of 17.9%.
AI-related business is driving significant growth, with €1.5 billion in AI power solution revenues targeted for FY26 and €2.5 billion for FY27.
Major acquisition of ams OSRAM's non-optical analog/mixed-signal sensor portfolio for €570 million, expected to be EPS accretive and close by Q2 2026.
Automotive and Power & Sensor Systems segments showed strong performance, while Green Industrial Power and Connected Secure Systems faced sequential declines.
Investments accelerated to expand manufacturing, especially for AI-related products.
Financial highlights
Segment result for Q1 was €655 million, with a margin of 17.9%, stable versus the prior quarter.
Adjusted gross margin expanded to 43.0%; reported gross margin rose to 39.9%.
Free cash flow for Q1 was -€199 million, a significant improvement from the previous quarter.
Gross cash position at quarter-end was €1.8 billion; net debt at €5 billion.
EPS for Q1 FY26 was €0.18 (basic and adjusted); profit for the period was €256 million.
Outlook and guidance
FY26 revenue expected to be moderately up year-over-year, with low-40s % adjusted gross margin and high-teens % segment result margin.
Q2 revenue forecasted at around €3.8 billion; PSS segment to grow significantly, GIP to see moderate increase, ATV and CSS stable.
FY26 free cash flow now expected at €1 billion, adjusted free cash flow at €1.4 billion.
€500 million in AI-related investments pulled forward to accelerate capacity expansion.
FY26 guidance excludes the planned ams OSRAM sensor portfolio acquisition.
Impact of increased AI investments on FCF?
AI data center revenue growth FY26 to FY27?
How is AI demand offsetting market weakness?
How will AI capacity investments fuel FY27 growth?
How is Infineon shifting its automotive portfolio?
What are the integration plans for ams OSRAM sensors?
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Next Infineon Technologies earnings date
Q2 20266 May, 2026
Infineon Technologies
Next Infineon Technologies earnings date
Q2 20266 May, 2026
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Frequently asked questions
Infineon Technologies AG, a technology company, designs, develops, manufactures, and markets semiconductors and related system solutions worldwide. It offers power management and multimarket solutions, including power semiconductors and integrated circuits and system solutions for automotive, industrial power control, mobile devices, energy efficient homes, smart grid and infrastructure applications. The company also provides logic products; opto semiconductors; micro controllers and sensors; radio frequency identification; memories; discrete components; hard switches; and passive components. Infineon Technologies AG is headquartered in Munich, Germany.
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