Infineon Technologies Ag · XETR:IFX

Infineon Technologies — Q3 FY2026 Earnings Presentation

16 slides from Infineon Technologies's earnings presentation, Aug 5, 2026

  1. Slide 1: Third Quarter FY 2026 Analyst Call

    Third Quarter FY 2026 Analyst Call Infineon Technologies AG Investor Relations public 1

  2. Slide 2: Group financial performance

    Group financial performance Revenues and Segment Result USD exchange rate [EUR m] Segment result​​ Revenues​​ Segment result margin​​ Average revenue exchange rate +13%​​ +9%​​ Q3 Q2 Q3 ​4,172​​ FY25 FY26 FY26 ​3,943​​ ​3,812​​ ​3,704​​ ​3,662​​ ø USD/EUR 1.14 1.17 1.16 Order backlog1 [EUR bn] ​30​​

  3. Slide 3: Automotive (ATV)

    Automotive (ATV) Revenues Segment Result [EUR m] Revenues​​ [EUR m] Segment Result​​ Segment Result Margin​​ +3%​​ +6%​​ ​1,870​​ ​1,921​​ ​1,932​​ ​1,821​​ ​1,830​​ ​430​​ ​403​​ ​371​​ ​356​​ ​331​​ ​22.4​​% ​22.1​​% ​19.8​​% ​18.4​​% ​18.1​​% ​Q3 FY25​​ ​Q4 FY25​​ ​Q1 FY26​​ ​Q2 FY26​​ ​Q3 FY26​​

  4. Slide 4: Green Industrial Power (GIP)

    Green Industrial Power (GIP) Revenues1 Segment Result1 [EUR m] Revenues​​ [EUR m] Segment Result​​ Segment Result Margin​​ +9%​​ +11%​​ ​442​​ ​447​​ ​409​​ ​403​​ ​349​​ ​72​​ ​62​​ ​47​​ ​44​​ ​31​​ ​15.2​​% ​16.3​​% ​8.9​​% ​11.7​​% ​9.8​​% ​Q3 FY25​​ ​Q4 FY25​​ ​Q1 FY26​​ ​Q2 FY26​​ ​Q3 FY26​​ ​

  5. Slide 5: Power & Sensor Systems (PSS)

    Power & Sensor Systems (PSS) Revenues1 Segment Result1 [EUR m] Revenues​​ [EUR m] Segment Result​​ Segment Result Margin​​ +34%​​ +14%​​ ​1,442​​ ​1,210​​ ​1,260​​ ​1,171​​ ​1,075​​ ​359​​ ​257​​ ​197​​ ​204​​ ​176​​ ​24.9​​% ​20.4​​% ​18.3​​% ​17.4​​% ​14.5​​% ​Q3 FY25​​ ​Q4 FY25​​ ​Q1 FY26​​ ​Q2 F

  6. Slide 6: Connected Secure Systems (CSS)

    Connected Secure Systems (CSS) Revenues Segment Result [EUR m] Revenues​​ [EUR m] Segment Result​​ Segment Result Margin​​ +0%​​ +10%​​ ​369​​ ​349​​ ​350​​ ​321​​ ​319​​ ​45​​ ​39​​ ​34​​ ​23​​ ​12.2​​% ​18​​ ​11.2​​% ​9.7​​% ​7.2​​% ​5.6​​% ​Q3 FY25​​ ​Q4 FY25​​ ​Q1 FY26​​ ​Q2 FY26​​ ​Q3 FY26​​ ​Q

  7. Slide 7: Gross margin and Opex

    Gross margin and Opex Gross profit R&D SG&A [EUR m] [EUR m] [EUR m] ​1,703​​ ​1,515​​ ​1,504​​ ​1,462​​ ​1,477​​ ​674​​ ​626​​ ​612​​ ​560​​ ​565​​ ​410​​ ​433​​ ​401​​ ​409​​ ​379​​ ​40.9​% ​ ​38.1​% ​ ​39.9​% ​ ​38.7​% ​ ​40.8​​% ​15.1​% ​ ​14.3​​% ​17.1​% ​ ​16.1​​% ​16.2​​% ​11.1​% ​ ​10.2​% ​ ​

  8. Slide 8: Investments, Depreciation & Amortization and Free Cash Flow

    Investments, Depreciation & Amortization and Free Cash Flow Investments Depreciation & Amortization Free Cash Flow [EUR m] [EUR m] [EUR m] ​582​​ ​541​​ ​599​​ ​514​​ ​484​​ ​478​​ ​288​​ ​451​​ ​463​​ ​452​​ ​466​​ ​442​​ -1,276​*​ -199​​ -63​​ ​Q3 FY25​​ ​Q4 FY25​​ ​Q1 FY26​​ ​Q2 FY26​​ ​Q3 FY26​​

  9. Slide 9: Working capital, in particular trade working capital components

    Working capital, in particular trade working capital components Working capital1 Inventories [EUR m] [EUR m] [days] ​4,280​​ ​4,485​​ ​4,540​​ ​4,531​​ ​4,141​​ ​3,716​​ ​3,568​​ ​3,486​​ ​2,955​​ ​3,275​​ ​176​​ ​183​​ ​175​​ ​165​​ ​153​​ ​Q3 FY25​​ ​Q4 FY25​​ ​Q1 FY26​​ ​Q2 FY26​​ ​Q3 FY26​​ ​Q3

  10. Slide 10: Development of liquidity and debt

    Development of liquidity and debt Capital structure [EUR m] Gross Cash​​ Gross Debt​​ Net Cash/Debt​​ ​2,102​​ ​1,849​​ ​2,153​​ ​1,539​​ ​1,656​​ -4,984​​ -3,445​​ -6,829​​ -4,727​​ -6,829​​ -4,980​​ -6,841​​ -5,185​​ -7,874​​ -5,721​​ ​Q3 FY25​​ ​Q4 FY25​​ ​Q1 FY26​​ ​Q2 FY26​​ ​Q3 FY26​​ 2026-08-

  11. Slide 11: Outlook for Q4 FY26 and FY26

    Outlook for Q4 FY26 and FY26 Outlook Outlook Q4 FY261 FY261 Revenue ~€4.7bn ~€16.3bn Adj. Gross Margin low-to-mid 40s % Segment Result Margin ~23% ~20% FCF ~€0.9bn/ Adj. FCF ~€1.85bn Investments ~€2.7bn D&A ~€2.0bn2 1 Based on an assumed average exchange rate of $1.15 for €1.00 for Q4 2 Including th

  12. Slide 12: Key points

    Key points Q3: fully in line with guidance – €4.2bn revenue, 19.1% Segment Result Margin Cyclical momentum meets structural growth ‒ Upcycle gaining momentum, end-market strength broadening; structural growth drivers proving to be very strong ‒ AI growth accelerating; AI data center-related revenue

  13. Slide 13: Questions & Answers

    Questions & Answers 2026-08-05 public Copyright © Infineon Technologies AG 2026. All rights reserved. 13

  14. Slide 14: Cinfineon

    Cinfineon

  15. Slide 15: Disclaimer

    Disclaimer Disclaimer This presentation contains forward-looking statements and/or assessments about the business, financial condition performance and strategy of the Infineon Group. These statements and/or assessments are based on assumptions and management expectation resting upon currently availa

  16. Slide 16: Notes

    Notes Investments = 'Investments in property, plant and equipment' + 'Investments in other intangible assets and capitalized developments costs' Order backlog = The total amount of orders received regardless of their current status Working Capital = ('Total current assets' – 'Cash and cash equivalen

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