View ValuationGLOBALFOUNDRIES 향후 성장Future 기준 점검 4/6GLOBALFOUNDRIES (는) 각각 연간 23.9% 및 9.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.5% 로 예상됩니다.핵심 정보23.9%이익 성장률24.64%EPS 성장률Semiconductor 이익 성장21.5%매출 성장률9.9%향후 자기자본이익률11.54%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트공시 • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.공시 • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05.공시 • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05.공시 • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €74.53, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 133% over the past year.공시 • May 10GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026GLOBALFOUNDRIES Inc. announced that its Board of Directors approved its first-ever quarterly dividend, marking a significant milestone for the company. The quarterly dividend will be $0.12 per share, which will be payable on July 14, 2026 to shareholders of record as of June 24, 2026.공시 • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.19 (vs US$0.38 in 1Q 2025)First quarter 2026 results: EPS: US$0.19 (down from US$0.38 in 1Q 2025). Revenue: US$1.63b (up 3.1% from 1Q 2025). Net income: US$103.0m (down 51% from 1Q 2025). Profit margin: 6.3% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.공시 • May 05GlobalFoundries Introduces Scale Optical Module Solution For Co-Packaged OpticsGlobalFoundries announced the introduction of its SCALE optical module solution for co-packaged optics. GF’s SCALE solution, or Silicon photonics Co-packaged Advanced Light Engine solution, is the industry’s first Optical Compute Interconnect Multi-Source Agreement (OCI MSA) capable platform, exceeding the requirements for the OCI MSA’s optical interconnect specification for modern AI scale-up architectures. Built with GF’s advanced silicon photonics technology, the SCALE CPO solution utilizes both coarse and dense wavelength-division multiplexing (CWDM, DWDM) for bi-directional data transmission over each optical fiber for significant improvements in bandwidth density and system scalability versus traditional copper interconnects. GF has already demonstrated 8 and 16 bi-directional DWDM natively on its platform, a fundamental technology milestone that uniquely positions GF to support the industry’s shift to CPO and accelerate the adoption of optical scale-up interconnects. GF’s SCALE CPO solution and silicon photonics technology offer an advanced portfolio of fully-qualified photonic devices, such as 50Gbps and 100Gbps micro-ring modulators, coupled ring resonators and integrated photodiodes. Additional features include through silicon vias (TSVs) for high-speed signaling and power delivery and copper pad pitches ranging from 110µm down to sub-45µm for 2.5D/3D stacking from organic substrates to silicon interposers, enabling customers to move quickly from design to volume production. The platform integrates electrical ICs on single-digit advanced nodes, enabling optimization between best-in-class compute and optics without compromising performance. While GF offers multiple fiber-attach approaches, the SCALE solution leverages broadband detachable fibers with flat insertion loss over the CWDM spectrum to future-proof scaling from 4 in each direction to 8 and beyond, while still enabling serviceability and known-good-die testability for next-generation AI interconnects.Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €59.64, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 92% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.22 per share.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €50.62, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 34x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €34.08 per share.Buy Or Sell Opportunity • Apr 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €39.94. The fair value is estimated to be €33.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.공시 • Mar 31GLOBALFOUNDRIES Inc. to Report Q1, 2026 Results on May 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q1, 2026 results on May 05, 2026New Risk • Mar 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Mar 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €38.28. The fair value is estimated to be €31.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.공시 • Mar 12+ 1 more updateGLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million.GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: $42공시 • Mar 10GlobalFoundries Inc. Announces Availability Of AutoPro150 EMRAM Technology On Enhanced FDX Platform For Advanced Automotive ApplicationsGlobalFoundries Inc. announced the availability of Auto Grade 1 ready embedded magnetic RAM (eMRAM) technology on the company’s ultra-low power FDX platform, a key enhancement to GF’s portfolio of non-volatile memory (eNVM) technologies and AutoPro platform of automotive-ready solutions. The new FDX+AutoPro150 eMRAM technology delivers essential advantages over competitive industry grade memories, including proven endurance up to 500k cycles, sub-10 nanosecond read speed, and superior scalability for larger memory density. The technology is designed to address known magnetic field effects and qualified for reliable operation in harsh environments up to 150°C, enabling high-performance, system-on-chip (SoC) solutions that meet the demands of critical automotive applications. On-chip integration with GF’s enhanced FDX platform, manufactured in both Germany and the U.S., enables compact and versatile designs with exceptional energy efficiency and security. eMRAM technology is widely used by Tier 1 OEMs for microcontroller units in software-defined vehicles (SDVs) and advanced driver assistance systems (ADAS), enabling real-time processing for safety-critical functions and over-the-air updates for improved user experience with reduced downtime. As Physical AI systems continue to advance and scale, eMRAM’s fast access times and low power consumption enable future-proof designs for self-learning entities, including autonomous vehicles and humanoid robots. A process design kit for FDX+AutoPro150 eMRAM is available through GF’s self-service GF Connect portal to help jumpstart the design process. Volume production is slated for the second half of 2026 through GF’s manufacturing site in Dresden, driven by several key customer engagements.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$1.60 (vs US$0.48 loss in FY 2024)Full year 2025 results: EPS: US$1.60 (up from US$0.48 loss in FY 2024). Revenue: US$6.79b (flat on FY 2024). Net income: US$885.0m (up US$1.15b from FY 2024). Profit margin: 13% (up from net loss in FY 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Feb 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to €39.92. The fair value is estimated to be €32.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.공시 • Feb 11+ 2 more updatesGlobalFoundries Inc. Announces Niels Anderskouv Intends to Resign as President and Chief Operating Office, Effective March 2, 2026On February 11, 2026, GlobalFoundries Inc. announced that Niels Anderskouv intends to resign as President and Chief Operating Officer of the Company, effective as of March 2, 2026, to pursue another professional opportunity. Mr. Anderskouv’s decision to resign did not result from any dispute or disagreement with the Company, including with respect to any matters relating to the Company’s operations or policies. The responsibilities of President and Chief Operating Officer will be assumed by Mr. Breen and other members of the executive leadership team.공시 • Feb 05GLOBALFOUNDRIES Inc. Appoints Samer Halawa As Board Member And Strategy & Investment Committee Member, Effective February 3, 2026GLOBALFOUNDRIES Inc. announced that on February 3, 2026, the Board of Directors elected Samer Halawa as a new member of the Board and of the Board's Strategy & Investment Committee. Mr. Halawa is currently the Chief Legal Officer of Mubadala Investment Company, the Company's majority shareholder. Mr. Halawa will serve as a Class III director, with an initial term expiring at the Company's 2027 annual general meeting of shareholders. Mr. Halawa was elected as a member of the Board as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala.공시 • Jan 15Globalfoundries Appoints Ganesh Moorthy to Board of Directors, Effective from January 15, 2026GlobalFoundries announced the appointment of Ganesh Moorthy to its board of directors. Mr. Moorthy, former president and CEO of Microchip Technology Inc., joins GF’s Board, effective from January 15, 2026. Mr. Moorthy brings more than four decades of experience in the semiconductor industry, including transformative leadership at Microchip Technology, where he served as CEO, president and board member until his retirement in November 2024. He was appointed CEO and president in March 2021 and joined Microchip’s Board of Directors in January 2021. Prior to that, he held senior leadership roles at Microchip including COO and executive vice president. Earlier in his career, Mr. Moorthy spent 19 years at Intel in engineering and executive leadership positions, building deep expertise across manufacturing, product innovation and customer-driven execution. Currently, Mr. Moorthy serves as Chair of the Board of Ralliant, a global precision technologies company essential for breakthrough innovation in an electrified and digital world. He also serves on the Board of Directors of Celanese, SiTime and Ayar Labs, a leader in optical interconnect solutions for large-scale AI workloads. Previously, he served for over a decade on the board of Rogers, a global leader in engineered materials.Mr. Moorthy’s appointment reinforces GF’s commitment to advance its long-term growth strategy through a resilient manufacturing footprint that delivers power-efficient, differentiated technologies to customers worldwide.공시 • Jan 07GlobalFoundries Inc. to Report Q4, 2025 Results on Feb 11, 2026GlobalFoundries Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 11, 2026Buy Or Sell Opportunity • Jan 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 7.1% to €32.27. The fair value is estimated to be €26.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.공시 • Dec 11GlobalFoundries Inc. Appoints Sam Franklin as Chief Financial Officer, Effective December 10, 2025GlobalFoundries Inc. announced that its Board of Directors has appointed Sam Franklin as Chief Financial Officer, effective December 10, 2025. Mr. Franklin previously served as Senior Vice President of Business Finance & Operations and Investor Relations and recently Interim CFO. Franklin brings extensive financial leadership experience and a proven track record of driving operational excellence and strategic growth. He joined GF in 2022 and has held senior roles overseeing finance operations, business finance, investor relations, capital markets and treasury. His deep understanding of GF’s business and commitment to disciplined financial management position him to lead the company’s finance and operations organization as GF continues to execute its long-term strategy.Buy Or Sell Opportunity • Dec 03Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €31.97. The fair value is estimated to be €26.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.공시 • Nov 18GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd.GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd. on November 17, 2025. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Advanced Micro Foundry Pte Ltd. on November 17, 2025.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.32 in 3Q 2024)Third quarter 2025 results: EPS: US$0.45 (up from US$0.32 in 3Q 2024). Revenue: US$1.69b (down 2.9% from 3Q 2024). Net income: US$248.0m (up 40% from 3Q 2024). Profit margin: 15% (up from 10% in 3Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.공시 • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05.공시 • Oct 28GlobalFoundries Inc. Announces Chief Financial Officer ChangesGlobalFoundries Inc. announced that, effectively October 27, 2025, John Hollister, GF’s Chief Financial Officer, is leaving the company for personal reasons. Sam Franklin, GF’s Senior Vice President of Business Finance, Operations and Investor Relations, will assume the position of Interim Chief Financial Officer while the company conducts a search for a permanent CFO. Mr. Franklin is an experienced financial leader, with over 18 years in corporate finance, investment management and investment banking, and has been with GF since 2022. He brings deep institutional knowledge and extensive expertise to the role. During his Senior Vice President roles at GF, Sam’s responsibilities have included Finance Operations, Business Finance, Investor Relations, Capital Markets and Treasury. Previously, he was a Senior Vice President at Mubadala Investment Company with financial responsibilities for the Direct Investments group.공시 • Oct 08GlobalFoundries Inc. to Report Q3, 2025 Results on Nov 12, 2025GlobalFoundries Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 12, 2025Buy Or Sell Opportunity • Sep 17Now 22% overvaluedOver the last 90 days, the stock has fallen 14% to €27.65. The fair value is estimated to be €22.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company became loss making.공시 • Aug 28+ 1 more updateGlobalFoundries Inc Announces Production Release of 130CBIC SiGe Platform for High-Performance Smart Mobile, Communications and Industrial ApplicationsGlobalFoundries Inc. announced the production release of its 130nm complementary Bi-CMOS (CBIC) platform, the company's highest-performance silicon germanium (SiGe) technology to date. Now available for design with a process design kit (PDK), 130CBIC delivers unmatched performance with NPN transistors exceeding 400 GHz ft/fmax and PNP transistors surpassing 200 GHz--making it the only high-performance SiGe platform capable of addressing multiple key markets including smartphones, wireless infrastructure, optical networking, satellite communications and industrial IoT. Developed and manufactured at GF's facility in Burlington, Vermont, 130CBIC is optimized to push the limits of RF performance in connected applications while reducing cost. For cellular smartphones, the platform enables low-noise amplifiers (LNAs) that reduce current consumption while maintaining ultra-low noise figure, helping to reduce battery drain. In the datacenter, the platform's high-performance PNP transistors enable innovative amplifier topologies that deliver high gain-bandwidth at lower power for high-speed analog and optical networking. The platform also supports advanced mmWave industrial radar applications exceeding 100GHz, enabling high resolution sensing and distance ranging in a reduced form factor. 130CBIC is available for prototyping through GF's GlobalShuttle multi-project wafer program, with shuttles scheduled through 2025 and 2026. RF reference designs are available through GF's self-service GF Connect portal to help jumpstart the design process.공시 • Aug 14GlobalFoundries Inc. (NasdaqGS:GFS) acquired MIPS Tech LLC.GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries. The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc. Evercore Group L.L.C. acted as financial advisor to GlobalFoundries Inc. Needham & Company, LLC acted as financial advisor to MIPS Tech LLC. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of MIPS Tech LLC on August 8, 2025. MIPS is expected to continue to operate as a standalone business within GF, maintaining its licensing model and focusing on serving a broad customer base across diverse technology sectors.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.28 in 2Q 2024)Second quarter 2025 results: EPS: US$0.41 (up from US$0.28 in 2Q 2024). Revenue: US$1.69b (up 3.4% from 2Q 2024). Net income: US$228.0m (up 47% from 2Q 2024). Profit margin: 14% (up from 9.5% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.공시 • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05.공시 • Jul 09GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC.GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries. The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc.공시 • Jul 02GlobalFoundries Inc. to Report Q2, 2025 Results on Aug 05, 2025GlobalFoundries Inc. announced that they will report Q2, 2025 results on Aug 05, 2025공시 • Jun 20GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025. Location: 140 east 45th street, 41s` floor, new york 10017, new york United StatesReported Earnings • May 06First quarter 2025 earnings released: EPS: US$0.38 (vs US$0.24 in 1Q 2024)First quarter 2025 results: EPS: US$0.38 (up from US$0.24 in 1Q 2024). Revenue: US$1.59b (up 2.3% from 1Q 2024). Net income: US$210.0m (up 58% from 1Q 2024). Profit margin: 13% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.공시 • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06.Board Change • May 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Camilla Languille was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측BIT:1GFS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288,9451,4351,2752,9991112/31/20278,0661,1111,0642,3501812/31/20267,2677568392,115203/31/20266,8407781,0741,942N/A12/31/20256,7918851,0091,731N/A9/30/20256,791-441,1651,814N/A6/30/20256,842-1159721,594N/A3/31/20256,786-1881,0031,565N/A12/31/20246,750-2651,0971,722N/A9/30/20246,7747421,2311,949N/A6/30/20246,8878141,1101,990N/A3/31/20247,1008999542,134N/A12/31/20237,3921,0203212,125N/A9/30/20237,6391,411-6351,932N/A6/30/20237,8611,499-6612,195N/A3/31/20238,0091,523-1,0112,258N/A12/31/20228,1081,448-4352,624N/A9/30/20227,8548235633,280N/A6/30/20227,4804921,2143,711N/A3/31/20227,107551,4283,536N/A12/31/20216,585-2501,0722,839N/A9/30/20215,800-8155711,892N/A6/30/20215,191-1,114-21,049N/A3/31/20214,920-1,207123884N/A12/31/20204,851-1,3504121,004N/A12/31/20195,813-1,371N/A497N/A12/31/20186,196-2,554N/A279N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1GFS 의 연간 예상 수익 증가율(23.9%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1GFS 의 연간 수익(23.9%)이 Italian 시장(11.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1GFS 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1GFS 의 수익(연간 9.9%)이 Italian 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1GFS 의 수익(연간 9.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1GFS의 자본 수익률은 3년 후 11.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 04:02종가2026/05/26 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스GLOBALFOUNDRIES Inc.는 26명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Janco VenterArete Research Services LLPTristan GerraBairdDavid O'ConnorBNP Paribas23명의 분석가 더 보기
공시 • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.
공시 • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05.
공시 • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05.
공시 • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €74.53, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 133% over the past year.
공시 • May 10GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026GLOBALFOUNDRIES Inc. announced that its Board of Directors approved its first-ever quarterly dividend, marking a significant milestone for the company. The quarterly dividend will be $0.12 per share, which will be payable on July 14, 2026 to shareholders of record as of June 24, 2026.
공시 • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.19 (vs US$0.38 in 1Q 2025)First quarter 2026 results: EPS: US$0.19 (down from US$0.38 in 1Q 2025). Revenue: US$1.63b (up 3.1% from 1Q 2025). Net income: US$103.0m (down 51% from 1Q 2025). Profit margin: 6.3% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
공시 • May 05GlobalFoundries Introduces Scale Optical Module Solution For Co-Packaged OpticsGlobalFoundries announced the introduction of its SCALE optical module solution for co-packaged optics. GF’s SCALE solution, or Silicon photonics Co-packaged Advanced Light Engine solution, is the industry’s first Optical Compute Interconnect Multi-Source Agreement (OCI MSA) capable platform, exceeding the requirements for the OCI MSA’s optical interconnect specification for modern AI scale-up architectures. Built with GF’s advanced silicon photonics technology, the SCALE CPO solution utilizes both coarse and dense wavelength-division multiplexing (CWDM, DWDM) for bi-directional data transmission over each optical fiber for significant improvements in bandwidth density and system scalability versus traditional copper interconnects. GF has already demonstrated 8 and 16 bi-directional DWDM natively on its platform, a fundamental technology milestone that uniquely positions GF to support the industry’s shift to CPO and accelerate the adoption of optical scale-up interconnects. GF’s SCALE CPO solution and silicon photonics technology offer an advanced portfolio of fully-qualified photonic devices, such as 50Gbps and 100Gbps micro-ring modulators, coupled ring resonators and integrated photodiodes. Additional features include through silicon vias (TSVs) for high-speed signaling and power delivery and copper pad pitches ranging from 110µm down to sub-45µm for 2.5D/3D stacking from organic substrates to silicon interposers, enabling customers to move quickly from design to volume production. The platform integrates electrical ICs on single-digit advanced nodes, enabling optimization between best-in-class compute and optics without compromising performance. While GF offers multiple fiber-attach approaches, the SCALE solution leverages broadband detachable fibers with flat insertion loss over the CWDM spectrum to future-proof scaling from 4 in each direction to 8 and beyond, while still enabling serviceability and known-good-die testability for next-generation AI interconnects.
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €59.64, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 92% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.22 per share.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €50.62, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 34x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €34.08 per share.
Buy Or Sell Opportunity • Apr 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €39.94. The fair value is estimated to be €33.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
공시 • Mar 31GLOBALFOUNDRIES Inc. to Report Q1, 2026 Results on May 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q1, 2026 results on May 05, 2026
New Risk • Mar 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Mar 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €38.28. The fair value is estimated to be €31.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
공시 • Mar 12+ 1 more updateGLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million.GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: $42
공시 • Mar 10GlobalFoundries Inc. Announces Availability Of AutoPro150 EMRAM Technology On Enhanced FDX Platform For Advanced Automotive ApplicationsGlobalFoundries Inc. announced the availability of Auto Grade 1 ready embedded magnetic RAM (eMRAM) technology on the company’s ultra-low power FDX platform, a key enhancement to GF’s portfolio of non-volatile memory (eNVM) technologies and AutoPro platform of automotive-ready solutions. The new FDX+AutoPro150 eMRAM technology delivers essential advantages over competitive industry grade memories, including proven endurance up to 500k cycles, sub-10 nanosecond read speed, and superior scalability for larger memory density. The technology is designed to address known magnetic field effects and qualified for reliable operation in harsh environments up to 150°C, enabling high-performance, system-on-chip (SoC) solutions that meet the demands of critical automotive applications. On-chip integration with GF’s enhanced FDX platform, manufactured in both Germany and the U.S., enables compact and versatile designs with exceptional energy efficiency and security. eMRAM technology is widely used by Tier 1 OEMs for microcontroller units in software-defined vehicles (SDVs) and advanced driver assistance systems (ADAS), enabling real-time processing for safety-critical functions and over-the-air updates for improved user experience with reduced downtime. As Physical AI systems continue to advance and scale, eMRAM’s fast access times and low power consumption enable future-proof designs for self-learning entities, including autonomous vehicles and humanoid robots. A process design kit for FDX+AutoPro150 eMRAM is available through GF’s self-service GF Connect portal to help jumpstart the design process. Volume production is slated for the second half of 2026 through GF’s manufacturing site in Dresden, driven by several key customer engagements.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$1.60 (vs US$0.48 loss in FY 2024)Full year 2025 results: EPS: US$1.60 (up from US$0.48 loss in FY 2024). Revenue: US$6.79b (flat on FY 2024). Net income: US$885.0m (up US$1.15b from FY 2024). Profit margin: 13% (up from net loss in FY 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Feb 11Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to €39.92. The fair value is estimated to be €32.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.
공시 • Feb 11+ 2 more updatesGlobalFoundries Inc. Announces Niels Anderskouv Intends to Resign as President and Chief Operating Office, Effective March 2, 2026On February 11, 2026, GlobalFoundries Inc. announced that Niels Anderskouv intends to resign as President and Chief Operating Officer of the Company, effective as of March 2, 2026, to pursue another professional opportunity. Mr. Anderskouv’s decision to resign did not result from any dispute or disagreement with the Company, including with respect to any matters relating to the Company’s operations or policies. The responsibilities of President and Chief Operating Officer will be assumed by Mr. Breen and other members of the executive leadership team.
공시 • Feb 05GLOBALFOUNDRIES Inc. Appoints Samer Halawa As Board Member And Strategy & Investment Committee Member, Effective February 3, 2026GLOBALFOUNDRIES Inc. announced that on February 3, 2026, the Board of Directors elected Samer Halawa as a new member of the Board and of the Board's Strategy & Investment Committee. Mr. Halawa is currently the Chief Legal Officer of Mubadala Investment Company, the Company's majority shareholder. Mr. Halawa will serve as a Class III director, with an initial term expiring at the Company's 2027 annual general meeting of shareholders. Mr. Halawa was elected as a member of the Board as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala.
공시 • Jan 15Globalfoundries Appoints Ganesh Moorthy to Board of Directors, Effective from January 15, 2026GlobalFoundries announced the appointment of Ganesh Moorthy to its board of directors. Mr. Moorthy, former president and CEO of Microchip Technology Inc., joins GF’s Board, effective from January 15, 2026. Mr. Moorthy brings more than four decades of experience in the semiconductor industry, including transformative leadership at Microchip Technology, where he served as CEO, president and board member until his retirement in November 2024. He was appointed CEO and president in March 2021 and joined Microchip’s Board of Directors in January 2021. Prior to that, he held senior leadership roles at Microchip including COO and executive vice president. Earlier in his career, Mr. Moorthy spent 19 years at Intel in engineering and executive leadership positions, building deep expertise across manufacturing, product innovation and customer-driven execution. Currently, Mr. Moorthy serves as Chair of the Board of Ralliant, a global precision technologies company essential for breakthrough innovation in an electrified and digital world. He also serves on the Board of Directors of Celanese, SiTime and Ayar Labs, a leader in optical interconnect solutions for large-scale AI workloads. Previously, he served for over a decade on the board of Rogers, a global leader in engineered materials.Mr. Moorthy’s appointment reinforces GF’s commitment to advance its long-term growth strategy through a resilient manufacturing footprint that delivers power-efficient, differentiated technologies to customers worldwide.
공시 • Jan 07GlobalFoundries Inc. to Report Q4, 2025 Results on Feb 11, 2026GlobalFoundries Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 11, 2026
Buy Or Sell Opportunity • Jan 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 7.1% to €32.27. The fair value is estimated to be €26.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.
공시 • Dec 11GlobalFoundries Inc. Appoints Sam Franklin as Chief Financial Officer, Effective December 10, 2025GlobalFoundries Inc. announced that its Board of Directors has appointed Sam Franklin as Chief Financial Officer, effective December 10, 2025. Mr. Franklin previously served as Senior Vice President of Business Finance & Operations and Investor Relations and recently Interim CFO. Franklin brings extensive financial leadership experience and a proven track record of driving operational excellence and strategic growth. He joined GF in 2022 and has held senior roles overseeing finance operations, business finance, investor relations, capital markets and treasury. His deep understanding of GF’s business and commitment to disciplined financial management position him to lead the company’s finance and operations organization as GF continues to execute its long-term strategy.
Buy Or Sell Opportunity • Dec 03Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €31.97. The fair value is estimated to be €26.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making.
공시 • Nov 18GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd.GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd. on November 17, 2025. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Advanced Micro Foundry Pte Ltd. on November 17, 2025.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.32 in 3Q 2024)Third quarter 2025 results: EPS: US$0.45 (up from US$0.32 in 3Q 2024). Revenue: US$1.69b (down 2.9% from 3Q 2024). Net income: US$248.0m (up 40% from 3Q 2024). Profit margin: 15% (up from 10% in 3Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
공시 • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05.
공시 • Oct 28GlobalFoundries Inc. Announces Chief Financial Officer ChangesGlobalFoundries Inc. announced that, effectively October 27, 2025, John Hollister, GF’s Chief Financial Officer, is leaving the company for personal reasons. Sam Franklin, GF’s Senior Vice President of Business Finance, Operations and Investor Relations, will assume the position of Interim Chief Financial Officer while the company conducts a search for a permanent CFO. Mr. Franklin is an experienced financial leader, with over 18 years in corporate finance, investment management and investment banking, and has been with GF since 2022. He brings deep institutional knowledge and extensive expertise to the role. During his Senior Vice President roles at GF, Sam’s responsibilities have included Finance Operations, Business Finance, Investor Relations, Capital Markets and Treasury. Previously, he was a Senior Vice President at Mubadala Investment Company with financial responsibilities for the Direct Investments group.
공시 • Oct 08GlobalFoundries Inc. to Report Q3, 2025 Results on Nov 12, 2025GlobalFoundries Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 12, 2025
Buy Or Sell Opportunity • Sep 17Now 22% overvaluedOver the last 90 days, the stock has fallen 14% to €27.65. The fair value is estimated to be €22.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company became loss making.
공시 • Aug 28+ 1 more updateGlobalFoundries Inc Announces Production Release of 130CBIC SiGe Platform for High-Performance Smart Mobile, Communications and Industrial ApplicationsGlobalFoundries Inc. announced the production release of its 130nm complementary Bi-CMOS (CBIC) platform, the company's highest-performance silicon germanium (SiGe) technology to date. Now available for design with a process design kit (PDK), 130CBIC delivers unmatched performance with NPN transistors exceeding 400 GHz ft/fmax and PNP transistors surpassing 200 GHz--making it the only high-performance SiGe platform capable of addressing multiple key markets including smartphones, wireless infrastructure, optical networking, satellite communications and industrial IoT. Developed and manufactured at GF's facility in Burlington, Vermont, 130CBIC is optimized to push the limits of RF performance in connected applications while reducing cost. For cellular smartphones, the platform enables low-noise amplifiers (LNAs) that reduce current consumption while maintaining ultra-low noise figure, helping to reduce battery drain. In the datacenter, the platform's high-performance PNP transistors enable innovative amplifier topologies that deliver high gain-bandwidth at lower power for high-speed analog and optical networking. The platform also supports advanced mmWave industrial radar applications exceeding 100GHz, enabling high resolution sensing and distance ranging in a reduced form factor. 130CBIC is available for prototyping through GF's GlobalShuttle multi-project wafer program, with shuttles scheduled through 2025 and 2026. RF reference designs are available through GF's self-service GF Connect portal to help jumpstart the design process.
공시 • Aug 14GlobalFoundries Inc. (NasdaqGS:GFS) acquired MIPS Tech LLC.GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries. The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc. Evercore Group L.L.C. acted as financial advisor to GlobalFoundries Inc. Needham & Company, LLC acted as financial advisor to MIPS Tech LLC. GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of MIPS Tech LLC on August 8, 2025. MIPS is expected to continue to operate as a standalone business within GF, maintaining its licensing model and focusing on serving a broad customer base across diverse technology sectors.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.28 in 2Q 2024)Second quarter 2025 results: EPS: US$0.41 (up from US$0.28 in 2Q 2024). Revenue: US$1.69b (up 3.4% from 2Q 2024). Net income: US$228.0m (up 47% from 2Q 2024). Profit margin: 14% (up from 9.5% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
공시 • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05.
공시 • Jul 09GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC.GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries. The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc.
공시 • Jul 02GlobalFoundries Inc. to Report Q2, 2025 Results on Aug 05, 2025GlobalFoundries Inc. announced that they will report Q2, 2025 results on Aug 05, 2025
공시 • Jun 20GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025. Location: 140 east 45th street, 41s` floor, new york 10017, new york United States
Reported Earnings • May 06First quarter 2025 earnings released: EPS: US$0.38 (vs US$0.24 in 1Q 2024)First quarter 2025 results: EPS: US$0.38 (up from US$0.24 in 1Q 2024). Revenue: US$1.59b (up 2.3% from 1Q 2024). Net income: US$210.0m (up 58% from 1Q 2024). Profit margin: 13% (up from 8.6% in 1Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.
공시 • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06.
Board Change • May 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Camilla Languille was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.