🔹 Revenue: $1.99B (Est. $1.932B) 🟢
🔹 EPS: $0.51 (Est. $0.43) 🟢
🔹 Gross Margin: 14.3%; DOWN -30bps YoY
🔸 Kevin Engel appointed CEO effective Jan 1, 2026
Q4 Guide
🔹 Revenue: $1.775B–$1.875B (Est. $1.834B) 🟡
🔹 Gross Margin: 14.0%–15.0% (incl. ~$30M asset-sale benefit)
🔹 Net Income: $95M–$120M; EPS: $0.38–$0.48
🔹 FY25 Capex: ~$950M (increased)
Segment:
🔹 Advanced Products: $1.684B; UP +7% YoY
🔹 Mainstream Products: $303M; UP +3% YoY
🔹 End-Market Mix: Communications 51% | Computing 19% | Auto/Industrial 16% | Consumer 14%
Other Metrics
🔹 EBITDA: $340M; UP +10% YoY
🔹 Cash & ST Investments: ~$2.1B | Total Debt: ~$1.8B (redeemed $400M 2027 notes in Oct’25)
🔹 Dividend: $0.08269/share paid Sep 23, 2025
Commentary
🔸 “Advanced packaging demand set a new revenue record; executed steep production ramps; broke ground on new Arizona advanced packaging & test campus.”