X-FAB Fourth Quarter and Full Year 2025 Results

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Intermediate declaration by the Board of Directors TESSENDERLO-HAM, Belgium, February 05, 2026--(BUSINESS WIRE)--Regulatory News: X-FAB (BOURSE:XFAB): Highlights Q4 2025: Highlights 2025 Outlook: Revenue breakdown per quarter: Business development In the fourth quarter of 2025, X-FAB recorded revenues of USD 222.3 million, up 18% year-on-year and down 3% quarter-on-quarter. Excluding the impact from revenue recognized over time, quarterly revenue was USD 218.1 million, within the guided range of USD 215-225 million. Fourth quarter revenue in X-FAB’s core markets – automotive, industrial, and medical – was at USD 204.3 million*, up 13% year-on-year and down 5% quarter-on-quarter, representing a share of 94%* of total revenue. Full-year revenue amounted to USD 870.3 million, up 7% year-on-year. Excluding the impact from revenue recognized over time, X-FAB recorded annual revenues of USD 867.6 million*, within the guided USD 863‑873 million range. In the full year of 2025, core market revenue was at USD 814.2 million*, which is a 7% growth compared to the previous year and a share of 94%* of total revenue. Order intake in the fourth quarter came in at USD 164.3 million, up 18% year-on-year and 1% quarter-on-quarter. Full-year bookings amounted to USD 709.2 million, down 19% over 2024. Fourth quarter bookings understate actual underlying demand by approximately USD 30-40 million reflecting (i) shorter cycle times driving order deferrals, (ii) higher wafer yields reducing order quantities, and (iii) the absence of new bookings in the 0.6µm CMOS technologies terminating in early 2027 as customers already secured significant supply following the last-time-buy announcement more than a year ago. Backlog at the end of the quarter was USD 318.2 million, down from USD 346.9 million at the end of the previous quarter. In the fourth quarter, automotive revenue came in at USD 132.6 million*, up 3% year-on-year and down 10% quarter-on-quarter. The sequential decline was mainly due to inventory corrections alongside increased cautiousness in light of macroeconomic uncertainties related to tariffs and trade wars. This trend is also evident in the full-year automotive revenue, which recorded only a slight increase of 1%. Although the shift to electric mobility in 2025 advanced at a slower pace, it remains an important megatrend underpinning X‑FAB’s automotive business. Key ...

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