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Compared to Estimates, GlobalFoundries (GFS) Q2 Earnings: A Look at Key Metrics

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GlobalFoundries Inc. (GFS - Free Report) reported $1.69 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 3.4%. EPS of $0.42 for the same period compares to $0.38 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.68 billion, representing a surprise of +0.67%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $0.36.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how GlobalFoundries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Wafer shipment volume: 581 compared to the 575 average estimate based on four analysts.
  • Net revenue- Type of goods and services- Wafer fabrication: $1.52 billion compared to the $1.5 billion average estimate based on five analysts. The reported number represents a change of +2.8% year over year.
  • Net revenue- End Market- Smart Mobile Devices: $683 million compared to the $653.1 million average estimate based on five analysts. The reported number represents a change of -10.4% year over year.
  • Net revenue- End Market- Non wafer revenue: $166 million versus $172.86 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9.9% change.
  • Net revenue- End Market- Home and Industrial IoT: $300 million compared to the $325.75 million average estimate based on five analysts. The reported number represents a change of +1.7% year over year.
  • Net revenue- End Market- Automotive: $368 million versus the five-analyst average estimate of $341.3 million. The reported number represents a year-over-year change of +36.3%.
  • Net revenue- End Market- Communications Infrastructure & Datacenter: $171 million versus $183.91 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +11% change.

View all Key Company Metrics for GlobalFoundries here>>>

Shares of GlobalFoundries have returned -7.1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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