Infineon makes a successful start to fiscal year 2026 and accelerates AI Investments in view of further increasing market dynamics

Source: Infineon

Quarterly Report

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

• Q1 FY 2026: Revenue €3.662 billion, Segment Result €655 million, Segment Result Margin 17.9 percent
• Outlook for Q2 FY 2026: Based on an assumed EUR/USD exchange rate of 1.15, revenue is expected to be around €3.8 billion. The Segment Result Margin is expected to be in the mid-to-high-teens percentage range
• Outlook for FY 2026: Based on an assumed EUR/USD exchange rate of 1.15, revenue is still expected to rise moderately compared with the prior year. The adjusted gross margin should be in the low-forties percentage range and Segment Result Margin in the high-teens percentage range. Investments are now planned at around €2.7 billion (previously €2.2 billion) to further accelerate the expansion of manufacturing capacity for power supplies for AI data centers. For fiscal year 2027, revenue of around 2.5 billion is expected in this area after around 1.5 billion in the current fiscal year. Adjusted free cash flow should now amount to around €1.4 billion (previously €1.6 billion), and free cash flow is now expected to reach around €1.0 billion (previously €1.1 billion)

Neubiberg, Germany, February 4, 2026 – Infineon Technologies AG today reported results for the first quarter of fiscal year 2026, which ended on 31 December 2025.

“Infineon has made a successful start to fiscal year 2026,” said Jochen Hanebeck, CEO of Infineon. “The very dynamic demand for AI, against an otherwise subdued market back-drop, is providing strong tailwinds to Infineon. At present, the focus is on power supply solutions for AI data centers; in the coming years, the expansion of grid infrastructure will be added. To serve our customers in the best possible way, we are aligning our manu-facturing capacity to meet further rising demand and are bringing forward our investments in this area. A significant portion will go toward accelerating the ramp-up of our new Smart Power Fab in Dresden, which we will open this summer – at exactly the right time.”

Press Conference Call

about 2026 Fiscal First Quarter Results, 4 February 2026Hosts: Jochen Hanebeck (CEO), Dr. Sven Schneider (CFO), Florian Martens

Start: 8:00 am CET / 7:00 am UK / 2:00 am EST

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).

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