One-sentence summary
This dataset compiles STMicroelectronics Q3 2026 (ended September 26): net revenues $3.757B (+17.9% YoY), gross margin 37.3%, GAAP operating income $367M, net income $291M, and Q4 revenue guidance midpoint of $4.15B.
Data Notes
- Amounts in US$ millions; GAAP and non-GAAP shown separately.
- Quarter ended September 26, 2026; released October 29.
- Segments: AM&S, P&D, EMP.
Core Data
| model | Q3 2026 | Q/Q | Y/Y |
|---|---|---|---|
| Net revenues | $3.757B | +7.7% | +17.9% |
| Gross margin (GAAP) | 37.3% | +250 bps | +410 bps |
| Operating income (GAAP) | $367M | +96.4% | +104.5% |
| Operating margin (GAAP) | 9.8% | +440 bps | +420 bps |
| Net income (GAAP) | $291M | +31.2% | +22.8% |
| Diluted EPS (GAAP) | $0.31 | +29.2% | +19.2% |
| Operating income (non-GAAP) | $429M | +59.3% | +98.0% |
Segments and Guidance
| Item | Q3 2026 | Y/Y |
|---|---|---|
| AM&S segment revenue | $1.560B | +8.8% |
| P&D segment revenue | $0.477B | +11.3% |
| APMS product group subtotal | $2.037B | +9.4% |
| EMP segment revenue | $1.212B | +24.1% |
| Q4 revenue guidance midpoint | $4.15B | ~+10.5% Q/Q, ~+24.7% Y/Y |
| FY2026 revenue expected | ~$14.5B | ~+22.8% Y/Y |
Field Notes
- Growth drivers: AI datacenters and LEO satellite communication; demand remains above supply.
- Q4 gross margin expected ~39.0%, including ~40 bps of unused capacity charges.
Sources
- STMicroelectronics: Q3 2026 Financial Results