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X-FAB Silicon Foundries
X-FAB Silicon Foundries (XFAB) investor relations material
X-FAB Silicon Foundries Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Q4 2025 revenue reached $222.3M, up 18% year-over-year but down 3% sequentially; full-year revenue was $873M, up 7% year-over-year and within guidance.
Core business (automotive, industrial, medical) contributed $814.2M in 2025, up 7% year-over-year and representing 94% of total revenue.
EBITDA for Q4 was $42.3M (19% margin), up 6% year-over-year but down 21% sequentially, impacted by a $9.3M one-off SiC item; full-year EBITDA was $196.8M (22.6% margin).
EBIT for Q4 was $9.8M (4.4% margin), down 7% year-over-year and 59% sequentially; full-year EBIT was $76.4M (8.8% margin).
CEO transition: Damien Macq succeeds Rudi De Winter as of February 2026.
Financial highlights
Q4 gross profit was $41.6M (18.7% margin); full-year gross profit was $184.4M (21.2% margin).
Q4 net income was $1.7M; full-year net income was $30.1M, down from $61.5M in 2024.
Cash and cash equivalents at year-end were $194.3M, up $20.1M sequentially; net debt decreased by $4.5M quarter-over-quarter.
Capex for 2025 was $204.1M, below the initial $250M plan; 2026 capex projected at ~$100M.
Bookings in Q4 2025 were $164.3M, with a book-to-bill ratio of 0.75; backlog stood at $318.2M.
Outlook and guidance
Q1 2026 revenue expected between $190M–$200M, with EBITDA margin of 18–21%.
No full-year 2026 guidance due to macroeconomic uncertainty and limited visibility.
Cost-efficiency measures, including headcount reduction, to yield $6M in quarterly savings by Q4 2026.
Bookings in Q4 2025 understate demand by $30–40M due to shorter cycles, higher yields, and last-time-buy effects.
Long-term growth expected from operational improvements, new design wins, and alignment with electrification and healthcare trends.
Detail the SiC one-off impact on Q4 EBITDA
2026 Capex allocation for strategic transitions
Why Q4 order intake understated actual demand
How to reach 30% EBITDA margin target
Mitigate 300mm footprint risk for China customers
Leverage new capacity and tech for sales growth
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Next X-FAB Silicon Foundries earnings date
Q1 202630 Apr, 2026
X-FAB Silicon Foundries
Next X-FAB Silicon Foundries earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
X-FAB Silicon Foundries SE is a specialty foundry group that manufactures analog and mixed-signal integrated circuits. The company's expertise includes micro-electro-mechanical systems (MEMS) and high-voltage applications, catering primarily to the automotive, industrial, and medical sectors. X-FAB operates multiple wafer plants worldwide, including locations in Germany, France, Malaysia, and the United States, where it produces semiconductors ranging from CMOS to BiCMOS technologies. It is headquartered in Erfurt, Germany, and its shares are listed on the Paris Stock Exchange.
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