Chip foundry X-FAB's Q4 revenue rises

X-Fab Silicon Foundries Europese Vennootschap

05/02/2026 16:50

Overview

Semiconductor foundry's Q4 revenue rose 18% yr/yr, beating analyst expectations

EBITDA margin for Q4 was 19.0%, impacted by a one-off SiC business item

Outlook

Q1 2026 revenue expected between $190-$200 mln with EBITDA margin of 18-21%

Result Drivers

AUTOMOTIVE SEGMENT - Automotive revenue increased 3% YoY but declined 10% QoQ due to inventory corrections and macroeconomic uncertainties

INDUSTRIAL GROWTH - Industrial revenue rose 40% YoY and 6% QoQ, driven by last-time-buy technologies and SiC business recovery

SiC BUSINESS RECOVERY - SiC revenue grew 77% YoY and 6% QoQ, despite higher customer-supplied raw wafers affecting billing

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$222.30 mln
$219.70 mln (3 Analysts)
Q4 EBIT
$9.8 mln
Q4 EBITDA
$42.3 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy."

Wall Street's median 12-month price target for X-Fab Silicon Foundries Europese Vennootschap is €6.50, about 47% above its February 4 closing price of €4.42

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw1XrG5Ha

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)