Infineon Technologies AG - ADR

Infineon Technologies AG - ADR

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Market Cap$120.19B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Infineon Technologies AG - ADRInfineon Technologies AG - ADR95.30.44%7%8.40.5

Earnings Call Q2 2026

May 6, 2026 - AI Summary

Q2 FY2026 results (in-line) + key financial numbers - Revenue: EUR 3.812bn, +4% QoQ and +6% YoY (+14% on a currency-adjusted basis due to FX). - Segment earnings: EUR 653m, margin 17.1% vs 17.9% QoQ (drag from annual price adjustments and automotive high-voltage realignment costs, partly offset by higher volumes). - Free cash flow (FCF): -EUR 63m (improved vs -EUR 199m prior quarter).
Demand/recovery signal: orders and backlog improving (capacity-constrained in places) - Order backlog +EUR 4bn QoQ to ~EUR 25bn, ~+25% YoY. - Management says they can confirm customer orders into the next fiscal year where capacity allows, but not fully booked across all areas; 300mm fabs are cited as having very high utilization. - Implication/opportunity: stronger visibility into future quarters, but supply allocation may still limit deliveries in the most constrained product groups (notably tied to AI power supply).
Forecasts/outlook: raised full-year guidance and improving profitability - FX assumption: USD/EUR changed from 1.15 to 1.17 for FY guidance. - Q3 (June quarter) outlook: revenue ~EUR 4.1bn (~+8% QoQ), segment profit margin high single-digit %. - FY2026 revenue: >EUR 16bn (up from ~EUR 14.7bn in FY2025 ⇒ roughly ~10% growth). - FY2026 segment profit margin: ~20% (management previously guided to high single-digit %), reflecting improved mix/volumes and lower vacancy costs, partially offset by costs and FX. - FCF guidance raised: reported ~EUR 1.25bn (from ~EUR 1.0bn); adjusted for major front-end capex & acquisitions ~EUR 1.65bn (from ~EUR 1.4bn).

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$4.00

Current Fair Value

95.7% downside

Overvalued by 95.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$120.19 Billion
Enterprise Value$127.86 Billion
Dividend Yield$0.41 (0.44%)
Earnings per Share$0.77
Beta1.98
Outstanding Shares1,302,000,000

Return

Return on Equity6.52%ROE
Return on Assets3.45%
Return on Invested Capital7.18%

Valuation & Multiples

P/E Ratio95.28P/E Ratio
PEG298.92PEG
Price to Sales8.41Price to Sales
Price to Book Ratio7.71Price to Book Ratio
Enterprise Value to Revenue8.44
Enterprise Value to EBIT70.87
Enterprise Value to Net Income116
Total Debt to Enterprise0.07
Debt to Equity0.53Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 14, 2026
EPS Estimate
$0.41
Average shareholder expectation
Revenue Estimate
$4.46 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$0.49
Average shareholder expectation
Revenue Estimate
$4.80 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.25%▼ 0.00%
Total Invested$145.51M▲ 2.24%
Investors Holding21▼ 1.00%

ESG Score

No data

About Infineon Technologies AG

CEO: Reinhard Ploss

Relevant Senate Committees

Joint Committee on Taxation

Provides crucial analysis and scoring for all tax legislation, directly influencing corporate tax structures and R&D incentives, which are vital for a semiconductor company's financial planning and investment.

Finance

Controls taxation (corporate tax rates, R&D credits) and trade policy (tariffs, export controls). These directly impact Infineon's profitability, investment incentives, global supply chains, and market access.

Appropriations

Allocates specific federal spending across various sectors (defense, research, infrastructure). These allocations directly translate into demand and funding for programs that utilize semiconductors.

Judiciary

Oversees antitrust laws and intellectual property. IP protection is crucial for semiconductor innovation, and antitrust actions can impact industry consolidation and competitive landscape.

Commerce, Science, and Transportation

Broad jurisdiction over interstate commerce, technology, and R&D. Directly impacts key end markets (automotive, aerospace, telecommunications) and crucial for science policy and potential domestic semiconductor manufacturing incentives (e.g., CHIPS Act provisions).

Foreign Relations

Shapes U.S. foreign policy, trade agreements, and sanctions. Given Infineon's global operations and the strategic nature of semiconductors, these policies directly impact market access, supply chains, and export controls.