Infineon Technologies AG Announces FY 2025 Results and FY 2026 Outlook

Infineon Technologies AG reported fiscal year 2025 results that aligned with expectations despite challenging conditions. Revenue stood at €14.662 billion, marking a 2% decline from the previous year. The segment result was €2.560 billion, with a margin of 17.5%. The negative free cash flow of €1.051 billion resulted from acquiring Marvell’s Automotive Ethernet business.

For fiscal year 2026, moderate revenue growth is projected despite adverse currency effects. The segment result margin is expected to be in the high-teens, with €2.2 billion planned for investments, focusing on technological development and AI demand. AI power revenue targets have been significantly increased, anticipating €1.5 billion in revenue from this sector in 2026.

Looking at Q1 FY 2026, revenue is expected to be around €3.6 billion with margins in the mid-to-high-teens. The company's focus on AI infrastructure and expansion of manufacturing capabilities supports its strategic outlook for growth in the power supply market.