英飞凌2026财年第二季度财务报告 fineon Technologies AG

PRESSRELEASE

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Growthprospectsimproved:Infineonraisesfull-yearguidance.AIboomstrengthensfurther.Automotiveorderintakeimproves.Revisedsegmentstructureeffectivefromthefourthquarter

–Q2FY2026:Revenue€3.812billion,SegmentResult€653million,SegmentResultMargin17.1percent

–OutlookQ3FY2026:BasedonanassumedEUR/USDexchangerateof1.17,

revenueofabout€4.1billionisexpected.TheSegmentResultMarginisforecasttobeinthehigh-teenspercentrange

–OutlookFY2026:BasedonanassumedEUR/USDexchangerateof1.17

(previously1.15),revenueisnowexpectedtorisesignificantlyyear-on-year

(previouslymoderateincrease).Theadjustedgrossmarginshouldbeinthelow-to-midfortiespercentrange(previouslylowfortiespercentrange)andthe

SegmentResultMarginshouldreacharound20percent(previouslyhigh-teenspercentrange).AdjustedFreeCashFlowisnowexpectedtobearound€1.65

billion(previously€1.4billion)andFreeCashFlowshouldreacharound€1.25billion(previously€1.0billion)

–EffectivefromQ4FY2026,thenumberofbusinesssegmentswillbereduced

fromfourtothree.TherevisedorganizationwillconsistofAutomotive(ATV),PowerSystems(PS),andEdgeSystems(ES)

Neubiberg,6May2026–Today,InfineonTechnologiesAGisreportingresultsforthesecondquarterofthe2026fiscalyear(periodended31March2026).

“Infineonfullyachieveditstargetsinthefirsthalfofthefiscalyear,”saidJochen

Hanebeck,CEOofInfineon.“Inthesecondhalf,wewillgrowmorestronglythan

previouslyexpected,withabroaderupcycleacrossmanyendmarketsnowinsight.The

AIboomstrengthensfurther,andourpowersupplysolutionsforAIdatacentersarein

veryhighdemand.Theexpansionofpowerinfrastructureisgainingmomentumandis

becominganincreasinglyimportantgrowthdriverforourindustrialbusiness.In

Automotive,weareseeingpositivedevelopments,especiallyinsoftware-definedvehicles,dampenedbyachallenginghigh-voltagebusinessfore-mobility.Furthermarketshare

gainsinAutomotiveconfirmweareoverallontherighttrack.Weareenteringthesecondhalfoftheyearwithconfidence,whilecontinuingtocloselymonitorgeopoliticaland

macroeconomicrisks.Weareconsistentlydevelopingandstreamliningourorganizationalstructure.Withaclearerownershipoffocusapplications,webringinnovativesystem

solutionstocustomersfasterandacceleratedecision-making.”

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Groupperformanceinthesecondquarterofthe2026fiscalyear

Inthesecondquarterofthe2026fiscalyear,Grouprevenueroseby€150millionto

€3,812million,comparedwith€3,662millioninthepreviousquarter.The4percent

increasewasdrivenbyimproveddemandintheAutomotive(ATV),GreenIndustrial

Power(GIP),andPower&SensorSystems(PSS)segments.RevenueintheConnectedSecureSystems(CSS)segmentremainednearlyunchanged.

€inmillions

(unlessotherwisestated)

Q2FY2026

Q1FY2026

Changevs.previousquarterin%

Q2FY2025

Changevs.previousyear

quarterin%

Revenue

3,812

3,662

4

3,591

6

Grossmargin(in%)

38.7%

39.9%

38.7%

Adjustedgrossmargin1(in%)

41.0%

43.0%

40.9%

SegmentResult

653

655

0

601

9

SegmentResultMargin(in%)

17.1%

17.9%

16.7%

Profit(loss)fromcontinuingoperations

301

256

18

230

31

Profit(loss)fromdiscontinuedoperations,netofincometaxes

-

-

-

2

Profit(loss)fortheperiod

301

256

18

232

30

Basicearningspershare(ineuro)fromcontinuingoperations2

0.23

0.19

21

0.18

28

Dilutedearningspershare(ineuro)fromcontinuingoperations2

0.23

0.19

21

0.17

35

Adjustedearningspershare(ineuro)fromcontinuingoperations–diluted2,3

0.34

0.35

(3)

0.34

–

1Thereconciliationofcostofgoodssoldtoadjustedcostofgoodssoldandadjustedgrossmarginispresentedonpage11.

2Thecalculationforearningspershareandadjustedearningspershareisbasedonunroundedfigures.

3Thereconciliationofprofit(loss)fortheperiodtoadjustedprofit(loss)fortheperiodandadjustedearningspershareispresentedonpage10.

Grossmargininthesecondquarterofthecurrentfiscalyearwas38.7percent,comparedwith39.9percentinthepreviousquarter.Theadjustedgrossmarginwas41.0percent,

comparedwith43.0percentinthefirstquarterofthe2026fiscalyear.Thedeclinein

grossmargininthesecondquarterwasduetolowerrevenueinthebusinessrelatingtohigh-voltagecomponentsforelectricvehiclesandcostsassociatedwiththerestructuringofthisbusiness.Inaddition,priceadjustmentsatthebeginningoftheyearoccurredasplanned.

SegmentResultinthesecondquarterofthe2026fiscalyearstoodat€653million,

virtuallyunchangedfrom€655millioninthepreviousquarter.TheSegmentResultMarginwas17.1percent,comparedwith17.9percentinthepreviousquarter.

Non-SegmentResultwasminus€195millioninthesecondquarterofthe2026fiscalyear,comparedwithminus€267millioninthepreviousquarter.Ofthetotalamount,€85millionrelatedtocostofgoodssold,€29milliontoresearchanddevelopmentexpenses,and

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€52milliontoselling,generalandadministrativeexpenses.Inaddition,therewereotheroperatingexpenses(net)of€29million.

Inthesecondquarterofthe2026fiscalyear,operatingprofitroseto€458million,comparedwith€388millioninthepreviousquarter.

Financialresultinthesecondquarterofthecurrentfiscalyearwasminus€68million,comparedwithminus€56millioninthepreviousquarter.

Taxexpenseinthesecondquarterofthe2026fiscalyearamountedto€91million,comparedwith€82millioninthefirstquarter.

Incomefromcontinuingoperationsimprovedto€301millioninthesecondquarterofthe

currentfiscalyear,comparedwith€256millioninthefirstquarter.Profitfortheperiodalsoroseto€301million,comparedwith€256millioninthefirstquarterofthecurrentfiscal

year.

Basicearningspersharefromcontinuingoperationsanddilutedearningspersharefromcontinuingoperationsbothimprovedto€0.23inthesecondquarterofthe2026fiscal

year,comparedwith€0.19ineachcasepreviously.Adjustedearningspershare(diluted)

1

were€0.34inthesecondquarterofthecurrentfiscalyear,comparedwith€0.35inthe

previousquarter.

Investments–whichInfineondefinesasthesumofinvestmentsinproperty,plantand

equipment,investmentsinotherintangibleassetsandcapitalizeddevelopmentcosts–

amountedto€541millioninthesecondquarterofthecurrentfiscalyear,comparedwith

€582millioninthepreviousquarter.Depreciationandamortizationstoodat€452millioninthesecondquarterofthe2026fiscalyear,comparedwith€478millioninthefirstquarter.

FreeCashFlow

2

stoodatminus€63millioninthesecondquarterofthecurrentfiscalyear,comparedwithminus€199millioninthefirstquarterofthe2026fiscalyear.

Attheendofthesecondquarterofthe2026fiscalyear,thegrosscashpositionamountedto€2,153million,comparedwith€1,849millionattheendofthepreviousquarter.Atthe

endofMarch2026,financialdebttotaled€7,874million,comparedwith€6,829millionasof31December2025.Thenetcashamountedtominus€5,721millionasof31March

2026,comparedwithminus€4,980millionattheendofthepreviousquarter.

1Adjustedprofit(loss)fortheperiodandadjustedearningspershare(diluted)shouldnotbeseenasareplacementorassuperiorperformanceindicators,butratherasadditionalinformationtoprofit(loss)fortheperiodandearningspershare

(diluted)determinedinaccordancewithIFRS.Thedetailedcalculationofadjustedearningspershareispresentedonpage10.

2FordefinitionsandthecalculationofFreeCashFlowandofthegrossandnetcashpositions;seepage13.

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Segmentearningsforthesecondquarterofthe2026fiscalyear

3

RevenueintheAutomotivesegmentroseslightlyto€1,830millioninthesecondquarterofthe2026fiscalyear,comparedwith€1,821millioninthepreviousquarter.Segment

Resultwas€331million,comparedwith€403millioninthefirstquarterofthe2026fiscalyear.TheSegmentResultMarginstoodat18.1percent,comparedwith22.1percentinthepreviousquarter.Thedeclinewas,asmentionedabove,duetolowerrevenueinthebusinessrelatingtohigh-voltagecomponentsforelectricvehiclesaswellascosts

associatedwiththerestructuringofthisbusiness.Inaddition,seasonallytypicalpricereductionsoccurredasplanned.

Inthesecondquarterofthe2026fiscalyear,revenueintheGreenIndustrialPowersegmentincreasedto€403millionfrom€349millioninthepreviousquarter.The

15percentrisewasdrivenbystrongerdemandinmanyareas,inparticularpower

infrastructure,heatingventilationandairconditioning,andhomeappliances.Segment

Resultimprovedto€47millioninthesecondquarter,comparedwith€31millioninthefirstquarterofthecurrentfiscalyear.TheSegmentResultMarginroseto11.7percent,

comparedwith8.9percentinthepreviousquarter.

RevenueinthePower&SensorSystemssegmentincreasedto€1,260millioninthe

secondquarterofthe2026fiscalyear,comparedwith€1,171millionintheprevious

quarter.The8percentrisewasdrivenbycontinuedstrongdemandintheareaofserversanddatacentersforartificialintelligenceaswellasincreasingdemandforautomotive

radarsensors,mobiledevices,andinnearlyallpowersemiconductorapplications.

SegmentResultincreasedto€257millioninthesecondquarter,comparedwith€204millioninthefirstquarter.TheSegmentResultMarginimprovedto20.4percent,

comparedwith17.4percentinthepreviousquarter.

IntheConnectedSecureSystemssegment,revenueinthesecondquarterofthe2026

fiscalyearwas€319million,onparwiththepreviousquarter(€321million).Revenue

growthintheareasofconnectivityandmicrocontrollerswasoffsetbyadeclineintheareaofgovernmentIDs.SegmentResultreached€18million,comparedwith€23millioninthefirstquarterofthecurrentfiscalyear.TheSegmentResultMarginwas5.6percent,

comparedwith7.2percentinthepreviousquarter.

Outlookforthethirdquarterofthe2026fiscalyear

Inthethirdquarterofthe2026fiscalyear,basedonanassumedEUR/USDexchangerateof1.17,Infineonexpectsrevenuetoreachabout€4.1billion.Slightgrowthis

expectedintheATVsegment.IntheGIP,PSSandCSSsegments,revenuegrowth

3Theproductline„PowerDrivers&SignalICs“,whichwaspreviouslyallocatedtotheGreenIndustrialPowersegment,

wasreclassifiedtothePower&SensorSystemssegmentwitheffectfrom1October2025.Thefiguresforthecomparativeperiodshavebeenadjustedaccordingly.

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quarter-on-quartershouldbesignificant.TheSegmentResultMarginisforecasttobeinthehigh-teenspercentrange.

Outlookforthe2026fiscalyear

BasedonanassumedEUR/USDexchangerateof1.17forthesecondhalfofthefiscal

year(previously1.15),Infineonnowexpectsrevenueinthe2026fiscalyeartorise

significantlyyear-on-year(previouslymoderateincrease),despitenegativecurrency

effects.GrowthintheATVsegmentisexpectedtobelowerthantheGroupaverage.Thesubdueddemandforhigh-voltagecomponentsfore-mobilityisbeingoffsetbythepositivemomentumintheareaofsoftware-definedvehicles.Incontrast,revenueinthePSS

segmentisexpectedtogrowsignificantlyfasterthantheGroupaverage,drivenbyvery

dynamicdemandforproductsusedinpowersupplysolutionsforAIdatacenters.FortheGIPsegment,revenueisexpectedtorisemoderatelyyear-on-year,whilerevenueintheCSSsegmentisexpectedtoremainroughlyunchanged.Theadjustedgrossmargin

shouldnowbeinthelow-to-midfortiespercentrange(previouslylow-fortiespercent

range),andtheSegmentResultMarginshouldreacharound20percent(previouslyhigh-teenspercentrange).ThisoutlookdoesnottakeintoaccounttheriskofaweakeningoftheglobaleconomyresultingfromafurtherescalationoftheconflictintheMiddleEastorotherunexpectedgeopoliticaldevelopments.

Forthe2026fiscalyear,investments–whichInfineondefinesasthesumofinvestmentsinproperty,plantandequipment,investmentsinotherintangibleassetsandcapitalized

developmentcosts–arestillplannedataround€2.7billion.Keyfocusareasincludethe

completionandstart-upofproductioninthefourthmodulebuildinginDresden(Germany),aswellasfurthermanufacturinginvestmentsalignedwiththerapidlygrowingcustomer

demandforpowersupplysolutionsforAIdatacenters.Inthisarea,notwithstandinga

weakercurrency,revenueofaround€1.5billionisexpectedforthe2026fiscalyearandaround€2.5billionforthe2027fiscalyear.

Depreciationandamortizationisexpectedtoamountto€2.0billioninthe2026fiscalyear.Around€400millionofthatrelatestodepreciationandamortizationfrompurchaseprice

allocations,mainlyinconnectionwiththeacquisitionofCypressaswellastheAutomotiveEthernetbusinessfromMarvell.AdjustedFreeCashFlowisnowexpectedtobearound

€1.65billion,comparedwith€1.4billionpreviously.FreeCashFlowshouldreacharound

€1.25billion(previously€1.0billion).

Returnoncapitalemployed(RoCE)isexpectedtoreachamid-single-digitpercentage.

Theoutlookforthe2026fiscalyearispresentedwithouttakingintoaccounttheplannedacquisitionofthesensorportfoliofromamsOSRAM,whichwasannouncedinapress

releaseon3February2026.Inparticular,neitherthepurchasepricepaymentof

-6-

€570millionnortheexpectedrevenueforthe2026fiscalyearareincluded,asthe

transactionisstillsubjecttocustomaryclosingconditions.Completionofthetransactionisexpectedinthesecondquarterofcalendaryear2026.

Revisedsegmentstructureeffectivefromthefourthfiscalquarter

Effective1July2026,Infineonwillreducethenumberofitsbusinesssegmentsfromfourtothree.TherevisedorganizationwillcompriseAutomotive(ATV),PowerSystems(PS),andEdgeSystems(ES).Thiswillenableaclearerallocationofbusinessresponsibilityforfocusapplications.Innovativesystemsolutionscanthusgeneratevalueforcustomers

morequickly.Internally,decision-makingpathswillbeacceleratedandtheorganizationstreamlined.

ATVwillassumealimitednumberofautomotive-specificapplicationsintheon-boardchargerareafromothersegments,butwillotherwiselargelyretainitscurrentscope.

PSwillberesponsibleforallnon-automotiveapplicationsinwhichpowersemiconductorsarethesystem-definingelement.Thisincludes,forexample,powersuppliesforAIdata

centers,powergenerationandgridinfrastructure,aswellasotherindustrialand

communicationsapplications.PSwillbeformedbycombiningGIPwiththepowerpartofPSS.ESwillfocusonapplicationsthatconnectthephysicalwiththedigitalworld,wheretheinterplayofmicrocontrollers,sensors,connectivity,andsecurityiscrucial.ExamplesincludeEdgeAI,robotics,industrialautomation,andhomeappliances.ESwillbecreatedbycombiningCSSwiththesensor,RFandUSBbusinessfromPSS.

Forreportingpurposes,therevisedsegmentstructurewillbeappliedfromitseffectivedateinthefourthquarterofthecurrentfiscalyear.Financialmetricsforhistorical

comparativeperiodswillbeprovidedonaproformabasis.

Pressandanalystconferencecall

On6May2026theManagementBoardofInfineonwillhostapressconferencecallwiththemediaat8:00am(CEST),2:00am(EDT).ItcanbefollowedovertheInternetinbothEnglishandGerman.Inaddition,aconferencecallincludingawebcastforanalystsandinvestors(inEnglishonly)willtakeplaceat9:30am(CEST),3:30am(EDT).Duringbothconferences,theInfineonManagementBoardwillpresenttheCompany’sresultsforthesecondquarteraswellastheoutlookforthethirdquarterandthe2026fiscalyear.The

conferenceswillalsobeavailableliveandasreplayonInfineon’swebsiteat

/about/investor/reports-presentations/financial-results

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TheQ2InvestorPresentationisavailable(inEnglishonly)at:

/about/investor/reports-presentations/financial-results

InfineonFinancialCalendar(*preliminary)

18May2026JPMGlobalTMTConference,Boston

20May2026BerenbergEuropeanConference,NewYork

20May2026UBSTechnology,MediaandInternetConference,London

21May2026JPMTMTConference,London

27May2026DBAccessChampionshipConference,Frankfurt

2June2026BankPekaoTechnology&ConsumerConference,virtual

2June2026BofAGlobalTechConference,SanFrancisco2–3June2026BNPParibasCEOConference,Paris

8June2026BarclaysEMEATechnologyConference,London

9June2026BofAC-SuiteTMTConference,London

9June2026PCIM,Nuremberg

23June2026JefferiesGerman&SwissCorporateConference,Baden-Baden

5August2026*EarningsReleasefortheThirdQuarterofthe2026FiscalYear

10November2026*EarningsReleasefortheFourthQuarterandthe2026FiscalYear

AboutInfineon

InfineonTechnologiesAGisaglobalsemiconductorleaderinpowersystemsandIoT.

Infineondrivesdecarbonizationanddigitalizationwithitsproductsandsolutions.The

Companyhadaround57,000employeesworldwide(endofSeptember2025)and

generatedrevenueofabout€14.7billioninthe2025fiscalyear(ending30September).InfineonislistedontheFrankfurtStockExchange(tickersymbol:IFX)andintheUSAon

theOTCQXInternationalover-the-countermarket(tickersymbol:IFNNY).

Furtherinformationisavailableat

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FINANCIALINFORMATION

AccordingtoIFRS–unaudited

Thefollowingfinancialdatarelatestothesecondquarterofthe2026fiscalyearended31March2026andthecorrespondingpriorquarterandprioryearperiod.

CondensedConsolidatedStatementofProfitorLoss

€inmillions

Q2FY2026

Q1FY2026

Q2FY2025

Revenue

3,812

3,662

3,591

Costofgoodssold

(2,335)

(2,200)

(2,200)

Grossprofit

1,477

1,462

1,391

Researchanddevelopmentexpenses

(612)

(626)

(559)

Selling,generalandadministrativeexpenses

(379)

(409)

(376)

Otheroperatingincome

15

8

22

Otheroperatingexpenses

(43)

(47)

(160)

Operatingprofit

458

388

318

Financialincome

15

17

18

Financialexpenses

(83)

(73)

(46)

Shareofprofit(loss)ofassociatesandjointventuresaccountedforusingtheequitymethod

2

6

3

Profit(loss)fromcontinuingoperationsbeforeincometaxes

392

338

293

Incometaxes

(91)

(82)

(63)

Profit(loss)fromcontinuingoperations

301

256

230

Profit(loss)fromdiscontinuedoperations,netofincometaxes

-

-

2

Profit(loss)fortheperiod

301

256

232

Attributableto:

ShareholdersandhybridcapitalinvestorsofInfineonTechnologiesAG

301

256

232

Earningspershare(ineuro)attributabletoshareholdersofInfineonTechnologiesAG1

Weightedaveragesharesoutstanding(inmillion)–basic

1,302

1,302

1,299

Basicearningspershare(ineuro)fromcontinuingoperations

0.23

0.19

0.18

Basicearningspershare(ineuro)fromdiscontinuedoperations

-

-

-

Basicearningspershare(ineuro)

0.23

0.19

0.18

Weightedaveragesharesoutstanding(inmillion)–diluted

1,314

1,311

1,307

Dilutedearningspershare(ineuro)fromcontinuingoperations

0.23

0.19

0.17

Dilutedearningspershare(ineuro)fromdiscontinuedoperations

-

-

-

Dilutedearningspershare(ineuro)

0.23

0.19

0.17

1Thecalculationofearningspershareisbasedonunroundedfigures.Fortheconsiderationofthecompensationofhybridcapitalinvestorswhendeterminingearningspershare,see“Reconciliationtoadjustedearningsandadjustedearningspershare”onpage10.

-9-

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Revenues,ResultsandMarginsoftheSegments

TheSegmentResultisdefinedasoperatingprofitexcludingspecificnetimpairmentsandimpairmentreversals,theimpactonearningsofrestructuringandclosures,share-basedpayment,acquisition-relateddepreciation/amortizationandotherexpense,theimpactonearningsofsalesofbusinessesorinterestsinsubsidiaries,andotherincome(expenses).

€inmillions

(unlessotherwisestated)

Q2FY2026

Q1FY2026

Changevs.previousquarterin%

Q2FY2025

Changevs.

previousyearquarterin%

Automotive

SegmentRevenue

1,830

1,821

0

1,858

(2)

SegmentResult

331

403

(18)

385

(14)

SegmentResultMargin(in%)

18.1%

22.1%

20.7%

GreenIndustrialPower1

SegmentRevenue

403

349

15

377

7

SegmentResult

47

31

52

41

15

SegmentResultMargin(in%)

11.7%

8.9%

10.9%

Power&SensorSystems1

SegmentRevenue

1,260

1,171

8

999

26

SegmentResult

257

204

26

135

90

SegmentResultMargin(in%)

20.4%

17.4%

13.5%

ConnectedSecureSystems

SegmentRevenue

319

321

(1)

356

(10)

SegmentResult

18

23

(22)

40

(55)

SegmentResultMargin(in%)

5.6%

7.2%

11.2%

OtherOperatingSegments

SegmentRevenue

-

-

-

1

SegmentResult

-

-

-

-

-

CorporateandEliminations

SegmentRevenue

-

-

-

-

-

SegmentResult

-

(6)

+++

-

-

Infineontotal

SegmentRevenue

3,812

3,662

4

3,591

6

SegmentResult

653

655

0

601

9

SegmentResultMargin(in%)

17.1%

17.9%

16.7%

1Theproductline„PowerDrivers&SignalICs“,whichwaspreviouslyallocatedtotheGreenIndustrialPowersegment,wasreclassifiedtothePower&SensorSystemssegmentwitheffectfrom1October2025.Thefiguresforthecomparativeperiodshavebeenadjustedaccordingly.

-10-

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ReconciliationofSegmentResulttooperatingprofit

€inmillions

Q2FY2026

Q1FY2026

Q2FY2025

SegmentResult:

653

655

601

Plus/minus:

Certainreversalofimpairments(impairments)

1

(2)

(129)

Gains(losses)fromrestructuringandclosures

(31)

(39)

(16)

Share-basedpayment

(68)

(88)

(38)

Acquisition-relateddepreciation/amortizationandotherexpenses

(96)

(133)

(99)

Gains(losses)onsalesofbusinessesorofinterestsinsubsidiaries

8

-

8

Otherincomeandexpenses

(9)

(5)

(9)

TotalNonSegmentResult

(195)

(267)

(283)

Operatingprofit

458

388

318

Reconciliationtoadjustedearningsandadjustedearningspershare–diluted

EarningspershareinaccordancewithIFRS®AccountingStandards(International

FinancialReportingStandards)areinfluencedby,amongotherthings,effectsfromthe

purchasepriceallocationforacquisitions(inparticulartheacquisitionofCypressand

Marvell'sAutomotiveEthernetbusiness),expensesforshare-basedcompensation,andotherexceptionalitems(e.g.,fromrestructuringmeasures).Toimprovethecomparabilityofoperatingperformanceovertimeandagainstcompetitors,Infineoncalculatesadjustedearningspershare(diluted)asfollows:

€inmillions

Q2

Q1

Q2

(unlessotherwisestated)

FY2026

FY2026

FY2025

Profit(loss)fromcontinuingoperations–diluted

301

256

230

Compensationofhybridcapitalinvestors1

(4)

(4)

(4)

Profit(loss)fromcontinuingoperationsattributabletoshareholdersofInfineonTechnologiesAG–diluted

297

252

226

Plus/minus:

NonSegmentResult2

195

267

283

Taxeffectonadjustments

(43)

(64)

(62)

Adjustedprofit(loss)fortheperiodfromcontinuingoperationsattributabletoshareholdersofInfineonTechnologiesAG–diluted

449

455

447

Weighted-averagenumberofsharesoutstanding(inmillions)–diluted

1,314

1,311

1,307

Adjustedearningspershare(