Infineon Technologies Résultats passés
Passé contrôle des critères 0/6
Les bénéfices de Infineon Technologies ont diminué à un taux annuel moyen de -0.7%, tandis que le secteur Semiconductor a vu ses bénéfices augmenter de en à 8.3% par an. Les revenus ont augmenté de en à un taux moyen de 6.1% par an. Le rendement des capitaux propres de Infineon Technologies est 6.3% et ses marges nettes sont de 7.1%.
Informations clés
-0.69%
Taux de croissance des bénéfices
-0.69%
Taux de croissance du BPA
| Semiconductor Croissance de l'industrie | 30.55% |
| Taux de croissance des recettes | 6.11% |
| Rendement des fonds propres | 6.26% |
| Marge nette | 7.10% |
| Prochaine mise à jour des résultats | 05 Aug 2026 |
Mises à jour récentes des performances passées
Article d’analyse • Feb 11
There May Be Some Bright Spots In Infineon Technologies' (ETR:IFX) Earnings
Soft earnings didn't appear to concern Infineon Technologies AG's ( ETR:IFX ) shareholders over the last week. We did...Article d’analyse • Aug 12
Investors Can Find Comfort In Infineon Technologies' (ETR:IFX) Earnings Quality
XTRA:IFX 1 Year Share Price vs Fair Value Explore Infineon Technologies's Fair Values from the Community and select...Recent updates
Nouveau récit • May 07
AI Data Center Power Concentration Will Expose Revenue And Margins To Future Downside Risk
Catalysts About Infineon Technologies Infineon Technologies is a semiconductor company that supplies products for automotive, industrial power, data centers and connected devices. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • May 01
To increase Cashflow, IFX first reduced it ...
01.05.26 On 20.06.24 I wrote „there is more future than you see in the snowflake“. I explained that IFX is investing strongly in Dresden in a new Fab.
Mise à jour du récit • Apr 21
IFX: China Inventory Risk And 2027 Margins Will Anchor Fair Value
The analyst fair value estimate for Infineon Technologies has edged up by about €0.54 to roughly €50.35, supported by recent price target increases from several banks and analyst expectations for slightly higher revenue growth, profit margins, and a modestly lower future P/E multiple, despite some caution around China related inventory risk. Analyst Commentary Recent Street research on Infineon Technologies reflects a mix of optimism around execution and earnings power, balanced by caution on end market risks and valuation assumptions.Mise à jour du récit • Apr 07
IFX: China Inventory Risk Will Set Up 2027 Margin Repricing
Narrative Update The analyst price target for Infineon has been adjusted by €0.80. Analysts point to mixed views on Chinese inventory risk and 2027 margins, alongside a series of recent target increases from several banks.Mise à jour du récit • Mar 23
IFX: China Inventory Overhang Will Set Up Future Margin Repricing
Infineon Technologies' analyst fair value estimate has been adjusted slightly higher to €49.81, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E, following a mix of recent target hikes and a downgrade highlighting inventory and China demand risks. Analyst Commentary Recent Street research on Infineon points to a split view, with several price target increases clustered around the same period and a single downgrade that calls out specific risks on inventory and China demand.Mise à jour du récit • Mar 09
IFX: China Inventory Risk Will Set Up Future Margin Reassessment
Infineon Technologies' blended analyst price target has edged higher to about €49.22 from €48.78 as analysts balance concerns about China-related inventory risk and margin headwinds with a series of recent price target increases from major firms. Analyst Commentary Recent Street research on Infineon shows a mix of optimism around its long term positioning and caution around nearer term execution risks, which helps explain the relatively modest change in the blended price target.Mise à jour du récit • Feb 23
IFX: Patent Ruling And Radar Partnership Will Shape Balanced Future Prospects
Narrative Update on Infineon Technologies The analyst fair value estimate for Infineon Technologies has shifted slightly higher to €48.78, with modest tweaks to long term assumptions such as discount rate, revenue growth, profit margins and future P/E, reflecting a cluster of recent Street price target increases from around €0.80 to €9. Analyst Commentary Recent Street research on Infineon Technologies has centered on a series of price target adjustments in the €0.80 to €9 range, including changes from JPMorgan and several other large banks.Article d’analyse • Feb 11
There May Be Some Bright Spots In Infineon Technologies' (ETR:IFX) Earnings
Soft earnings didn't appear to concern Infineon Technologies AG's ( ETR:IFX ) shareholders over the last week. We did...Mise à jour du récit • Feb 07
IFX: Gallium Supply Shift And Patent Ruling Will Support Future Upside
Analysts have nudged their price targets on Infineon higher, with our fair value estimate moving from €46.39 to about €48.48. This adjustment is supported by Street research that cites updated views on revenue growth, profit margins and future P/E assumptions.Article d’analyse • Feb 06
Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35
Infineon Technologies AG ( ETR:IFX ) has announced that it will pay a dividend of €0.35 per share on the 24th of...Mise à jour du récit • Jan 24
IFX: Data Center Power Partnerships And Materials Supply Will Shape Balanced Outlook
Analysts have nudged their price expectations for Infineon higher, reflecting updated fair value estimates of €46.39, slightly adjusted assumptions for growth, margins and discount rate, and recent Street research in which firms lifted their price targets on the shares and highlighted Infineon's role in a planned DC-based datacenter infrastructure partnership. Analyst Commentary Recent Street research on Infineon points to a mix of optimism around the updated fair value and the DC-based datacenter opportunity, alongside some caution on execution and risk-reward at current levels.Article d’analyse • Jan 11
Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35
The board of Infineon Technologies AG ( ETR:IFX ) has announced that it will pay a dividend of €0.35 per share on the...Mise à jour du récit • Jan 09
IFX: Data Center Power And Materials Optionality Will Shape Balanced Outlook
Analysts have lifted their fair value estimate for Infineon Technologies by about €0.59 to €44.26, citing slightly higher long term profit margin and P/E assumptions following recent research updates that include a higher €41 Street price target and interest in the company as a partner for DC based datacenter infrastructure. Analyst Commentary Street research around Infineon has focused on refreshed valuation targets and the potential impact of new partnership activity linked to DC based datacenter infrastructure.Article d’analyse • Jan 05
With Infineon Technologies AG (ETR:IFX) It Looks Like You'll Get What You Pay For
Infineon Technologies AG's ( ETR:IFX ) price-to-earnings (or "P/E") ratio of 50.5x might make it look like a strong...Mise à jour du récit • Dec 25
IFX: Data Center Power Partnerships Will Drive Future Margin And Share Momentum
Analysts have nudged their price target on Infineon Technologies higher to approximately EUR 41, citing a slightly richer long term valuation multiple supported by resilient margin expectations and incremental growth opportunities from new partnerships in data center power infrastructure. Analyst Commentary Bullish analysts emphasize that the modest lift in the price target reflects increased confidence in Infineon Technologies margin durability and its ability to capture incremental value from secular trends in power electronics for data centers.Mise à jour du récit • Dec 11
IFX: Data Center Power Partnerships Will Drive Long-Term Share Momentum
Analysts have nudged their fair value estimate for Infineon Technologies slightly higher, lifting the price target by about EUR 1 to reflect modestly improved growth and margin assumptions, supported by recent target increases from the Street and growing optimism around long term demand drivers. Analyst Commentary Bullish analysts highlight that recent target increases to the low 40s in euro terms signal confidence that Infineon can defend and gradually expand margins, even as the broader European hardware space faces mixed sentiment.Mise à jour du récit • Nov 26
IFX: Partnerships And Mineral Supply News Will Drive Long-Term Share Momentum
Infineon Technologies' analyst fair value target has increased slightly from €43.02 to €43.61. Analysts cited steady price target raises supported by optimism for future growth and strategic partnerships.Article d’analyse • Nov 15
Infineon Technologies AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Investors in Infineon Technologies AG ( ETR:IFX ) had a good week, as its shares rose 7.9% to close at €35.30 following...Mise à jour du récit • Nov 12
IFX: New Partnerships And AI Demand Will Drive Share Gains Ahead
Infineon Technologies' analyst price target has increased modestly from EUR 37 to EUR 39. Analysts highlight supportive 2027 valuation estimates and optimism around new partnerships, despite a slightly lower revenue growth outlook.Article d’analyse • Sep 17
Estimating The Intrinsic Value Of Infineon Technologies AG (ETR:IFX)
Key Insights The projected fair value for Infineon Technologies is €35.14 based on 2 Stage Free Cash Flow to Equity...Article d’analyse • Aug 25
Returns At Infineon Technologies (ETR:IFX) Are On The Way Up
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Article d’analyse • Aug 12
Investors Can Find Comfort In Infineon Technologies' (ETR:IFX) Earnings Quality
XTRA:IFX 1 Year Share Price vs Fair Value Explore Infineon Technologies's Fair Values from the Community and select...Article d’analyse • Jul 24
Is There Now An Opportunity In Infineon Technologies AG (ETR:IFX)?
Today we're going to take a look at the well-established Infineon Technologies AG ( ETR:IFX ). The company's stock...Article d’analyse • Jun 26
Does Infineon Technologies (ETR:IFX) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Nouveau récit • Nov 24
Innovation In AI And EV Solutions Sparks Promising Growth In Semiconductor Markets
Infineon's innovations in power semiconductor technology and focus on growth areas like EVs and AI are poised to enhance market share and profitability.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Infineon Technologies gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 15,123 | 1,074 | 1,467 | 2,357 |
| 31 Dec 25 | 14,900 | 1,003 | 1,464 | 2,304 |
| 30 Sep 25 | 14,662 | 987 | 1,450 | 2,222 |
| 30 Jun 25 | 14,637 | 1,125 | 1,433 | 2,041 |
| 31 Mar 25 | 14,635 | 1,236 | 1,413 | 2,166 |
| 31 Dec 24 | 14,677 | 1,396 | 1,412 | 2,137 |
| 30 Sep 24 | 14,955 | 1,751 | 1,412 | 2,149 |
| 30 Jun 24 | 15,185 | 2,116 | 1,391 | 2,103 |
| 31 Mar 24 | 15,572 | 2,547 | 1,397 | 2,091 |
| 31 Dec 23 | 16,060 | 2,979 | 1,416 | 2,048 |
| 30 Sep 23 | 16,309 | 3,110 | 1,431 | 1,976 |
| 30 Jun 23 | 16,303 | 3,092 | 1,475 | 1,942 |
| 31 Mar 23 | 15,832 | 2,782 | 1,493 | 1,910 |
| 31 Dec 22 | 15,010 | 2,425 | 1,468 | 1,871 |
| 30 Sep 22 | 14,218 | 2,157 | 1,388 | 1,786 |
| 30 Jun 22 | 13,082 | 1,895 | 1,267 | 1,695 |
| 31 Mar 22 | 12,186 | 1,614 | 1,195 | 1,606 |
| 31 Dec 21 | 11,588 | 1,355 | 1,154 | 1,499 |
| 30 Sep 21 | 11,060 | 1,149 | 1,135 | 1,433 |
| 30 Jun 21 | 10,543 | 792 | 1,128 | 1,339 |
| 31 Mar 21 | 9,995 | 417 | 1,102 | 1,284 |
| 31 Dec 20 | 9,282 | 383 | 988 | 1,185 |
| 30 Sep 20 | 8,567 | 337 | 881 | 1,095 |
| 30 Jun 20 | 8,139 | 395 | 912 | 1,034 |
| 31 Mar 20 | 7,979 | 756 | 809 | 956 |
| 31 Dec 19 | 7,975 | 837 | 807 | 950 |
| 30 Sep 19 | 8,029 | 889 | 821 | 943 |
| 30 Jun 19 | 8,014 | 1,027 | 869 | 938 |
| 31 Mar 19 | 7,941 | 1,058 | 866 | 913 |
| 31 Dec 18 | 7,794 | 1,266 | 863 | 877 |
| 30 Sep 18 | 7,599 | 1,218 | 850 | 836 |
| 30 Jun 18 | 7,371 | 1,095 | 830 | 802 |
| 31 Mar 18 | 7,261 | 1,090 | 829 | 779 |
| 31 Dec 17 | 7,193 | 832 | 828 | 771 |
| 30 Sep 17 | 7,063 | 791 | 819 | 776 |
| 30 Jun 17 | 6,919 | 841 | 809 | 767 |
| 31 Mar 17 | 6,720 | 776 | 800 | 769 |
| 31 Dec 16 | 6,562 | 754 | 787 | 772 |
| 30 Sep 16 | 6,473 | 742 | 791 | 770 |
| 30 Jun 16 | 6,396 | 836 | 810 | 787 |
| 31 Mar 16 | 6,350 | 757 | 820 | 791 |
| 31 Dec 15 | 6,223 | 643 | 842 | 776 |
| 30 Sep 15 | 5,795 | 620 | 778 | 717 |
| 30 Jun 15 | 5,372 | 445 | 701 | 660 |
Des revenus de qualité: IFX a un important ponctuel perte de €654.0M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de IFX sont inférieures à celles de l'année dernière IFX. (7.1%) sont inférieures à celles de l'année dernière (8.4%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de IFX ont diminué de 0.7% par an au cours des 5 dernières années.
Accélération de la croissance: IFX a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: IFX a enregistré une croissance négative de ses bénéfices ( -13.1% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Semiconductor ( -38.9% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de IFX ( 6.3% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 10:53 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/09/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Infineon Technologies AG est couverte par 43 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |