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Tower Semiconductor
Tower Semiconductor (TSEM) investor relations material
Tower Semiconductor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 2025 revenue reached $440 million, up 11% quarter-over-quarter and 14% year-over-year, with full-year revenue at $1.566 billion, a 9% increase from 2024.
Net profit for Q4 was $80 million (18% margin), and full-year net profit was $220 million, both showing significant growth.
Major growth was driven by silicon photonics (SiPho) and silicon germanium (SiGe) platforms, with strong customer demand and capacity expansion plans.
Financial highlights
Q4 gross profit was $118 million, operating profit $71 million, and net profit $80 million; full-year gross profit was $364 million and operating profit $194 million.
Q4 EPS was $0.71 basic and $0.70 diluted; full-year basic EPS was $1.97, up from $1.87 in 2024.
Q4 2025 gross margin was 26.7%, operating margin 16.1%, and net margin 18.2%; full-year gross margin was 23.2%, operating margin 12.4%, and net margin 14.1%.
Q4 included a non-recurring tax benefit, resulting in a 2% effective tax rate.
Outlook and guidance
Q1 2026 revenue guidance is $412 million ±5%, a 15% increase from Q1 2025.
Targeting sequential revenue and profitability growth throughout 2026.
New financial model targets $2.84 billion revenue, 39.4% gross margin, 31.7% operating margin, and $750 million net profit (26.4% margin) by 2028.
SiPho and SiGe capacity expansion to be fully qualified by Q4 2026, with full production starts in 2027.
How is SiPho capacity secured through 2028?
Impact of Intel's non-performance on 300mm supply?
Reconcile Q1 2026 guidance with 2026 sequential growth target.
SiPho capacity reservation status through 2028?
Fab 11X exclusion impact on 2028 financial model?
Describe the value-driven product mix strategy
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Next Tower Semiconductor earnings date
Q1 202613 May, 2026
Tower Semiconductor
Next Tower Semiconductor earnings date
Q1 202613 May, 2026
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Frequently asked questions
Tower Semiconductor Ltd. is a pure-play independent specialty foundry offering advanced technology, dedicated design and development, manufacturing, customized test and thin film packaging services using its process technologies from 1.0 to 0.13 micron and mixed-signal capabilities. These process technologies include advanced CMOS technologies that enable the integration of mixed-signal and RF functions in one silicon wafer; enhanced high voltage process technology targeting power management products; GaAs for wireless applications; SiGe for high frequency wireless applications; MEMS for sensors for consumer, medical and aerospace applications; image sensors for consumer applications; BiCMOS for special high-performance applications such as intercarrier sound processor chips used in CATV receivers and optical chips used in FTTH applications; and copper Damascene via a copper filling process.
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