Q3 FY 2026 concluded with record sales driven by strong AI business; further significant increase in revenue and margin expected in Q4 FY 2026

Quarterly Report

Aug 05, 2026

For the full version of this news release (incl. financial data), please download the PDF version.

  • Q3 FY 2026: Revenue €4.172 billion, Segment Result €797 million, Segment Result Margin 19.1 percent
  • Outlook for Q4 FY 2026: Based on an assumed exchange rate of US$1.15 to the euro, revenue is expected to rise by a good 13 percent to around €4.7 billion. On this basis, the Segment Result Margin is forecast to be around 23 percent
  • Outlook for FY 2026: Revenue is now expected to be around €16.3 billion (previously: significantly rising revenue compared with the prior year). The adjusted gross margin should continue to be in the low-to-mid-forties percentage range and the Segment Result Margin should continue to reach around 20 percent. Adjusted Free Cash Flow is now expected to be around €1.85 billion (previously €1.65 billion) and Free Cash Flow is now expected to reach around €0.9 billion (previously €1.25 billion), now including the acquisition of the sensor portfolio from ams OSRAM in July 2026
  • Multi-year capacity reservation agreements with leading AI customers concluded or in negotiation, respectively, with a cumulative revenue volume of a high single-digit billion euro amount

Neubiberg, 5 August 2026 – Infineon Technologies AG today announced results for the third quarter of the 2026 fiscal year, ended 30 June 2026.

“Infineon concluded the third quarter of the 2026 fiscal year with record revenue and continues its growth trajectory,” said Jochen Hanebeck, CEO of Infineon. “An increasing number of our target markets are showing a positive trend. Our power supply solutions for AI data centers remain in very high demand and continue to be our most important growth driver. In addition, rising investment worldwide in grid infrastructure is providing tailwinds. Automotive orders are also picking up noticeably. With its product portfolio and corresponding manufacturing capacities, Infineon is very well positioned in structural growth markets – and we are translating these opportunities into profitable growth.”

Press Conference Call

about 2026 Fiscal Third Quarter Results, 5 August 2026
Hosts: Jochen Hanebeck (CEO), Dr. Sven Schneider (CFO), Florian Martens
Start: 8:00 am CEST / 7:00 am UK / 2:00 am EDT

Open Webcast

For the full version of this news release (incl. financial data), please download the PDF version.

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Jochen Hanebeck

Jochen Hanebeck

Jochen Hanebeck, CEO Infineon Technologies AG

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Andre Tauber

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