Growth prospects improved: Infineon raises full-year gu

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Growth prospects improved: Infineon raises full-year guidance. AI boom strengthens further. Automotive order intake improves. Revised segment structure effective from the fourth quarter

Quarterly Report

May 06, 2026

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

Q2 FY 2026: Revenue €3.812 billion, Segment Result €653 million, Segment Result Margin 17.1 percent
Outlook Q3 FY 2026: Based on an assumed EUR/USD exchange rate of 1.17, revenue of about €4.1 billion is expected. The Segment Result Margin is forecast to be in the high-teens percent range
Outlook FY 2026: Based on an assumed EUR/USD exchange rate of 1.17 (previously 1.15), revenue is now expected to rise significantly year-on-year (previously moderate increase). The adjusted gross margin should be in the low-to-mid forties percent range (previously low forties percent range) and the Segment Result Margin should reach around 20 percent (previously high-teens percent range). Adjusted Free Cash Flow is now expected to be around €1.65 billion (previously €1.4 billion) and Free Cash Flow should reach around €1.25 billion (previously €1.0 billion)
Effective from Q4 FY 2026, the number of business segments will be reduced from four to three. The revised organization will consist of Automotive (ATV), Power Systems (PS), and Edge Systems (ES)

Neubiberg, 6 May 2026 – Today, Infineon Technologies AG is reporting results for the second quarter of the 2026 fiscal year (period ended 31 March 2026).

“Infineon fully achieved its targets in the first half of the fiscal year,” said Jochen Hanebeck, CEO of Infineon. “In the second half, we will grow more strongly than previously expected, with a broader upcycle across many end markets now in sight. The AI boom strengthens further, and our power supply solutions for AI data centers are in very high demand. The expansion of power infrastructure is gaining momentum and is becoming an increasingly important growth driver for our industrial business. In Automotive, we are seeing positive developments, especially in software-defined vehicles, dampened by a challenging high-voltage business for e-mobility. Further market share gains in Automotive confirm we are overall on the right track. We are entering the second half of the year with confidence, while continuing to closely monitor geopolitical and macroeconomic risks. We are consistently developing and streamlining our organizational structure. With a clearer ownership of focus applications, we bring innovative system solutions to customers faster and accelerate decision-making.”

Press Conference Call

about 2026 Fiscal Second Quarter Results, 6 May 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.

About Infineon

Infineon Technologies AG is a global semiconductor leader in power systems and IoT. Infineon drives decarbonization and digitalization with its products and solutions. The Company had around 57,000 employees worldwide (end of September 2025) and generated revenue of about €14.7 billion in the 2025 fiscal year (ending 30 September). Infineon is listed on the Frankfurt Stock Exchange (ticker symbol: IFX) and in the USA on the OTCQX International over-the-counter market (ticker symbol: IFNNY).