GlobalFoundries Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
25.1%projected annual EPS growth
Analyst Coverage
21analysts covering
FY Revenue (est.)
$7.3Bnext fiscal year
FY EPS (est.)
$1.96next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 16 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Wafer Shipments (300mm equivalent) Quarterly579KTarget: Capacity expansion at Fab 8 (Malta, NY) and Singapore to drive higher volumes
Non-IFRS Gross Margin Quarterly2,900.0%Target: 40.0%
Silicon Photonics Revenue Run-Rate Annually
Watch Items
- Mubadala Investment Company share sales and supply overhangTrigger: Further block trades or secondary offerings reducing Mubadala's majority stakeAction: Assess market sentiment, trading volume impact, and potential pressure on GFS share price
- Chinese mature-node capacity expansion and legacy node ASP erosionTrigger: Aggressive pricing cuts by SMIC or Hua Hong on 28nm to 65nm nodesAction: Monitor GFS average selling prices (ASPs) and evaluate the speed of customer transition to differentiated specialty nodes
- Capital expenditure intensity and Fab 8.2 construction timelineTrigger: CapEx exceeding 20% of full-year revenue or delays in CHIPS Act funding disbursementsAction: Re-evaluate free cash flow projections and balance sheet liquidity
Research as of 2 Sep 2026