MarketQoQ +11.23 % · YoY +23.66 %
VLSI ASTRIA / INVESTOR RELATIONS
Company earnings & IR
45 companies · 2026-09-09
Published disclosure snapshot
TSEM · Israel · Foundry
Tower Semiconductor
Period ended 2026-06-30 · USD
Published 2026-08-17
QoQ +4.02 pp · YoY +8.91 pp
QoQ +39.58 % · YoY +94.99 %
Quarterly comparison
Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.
| Metric / Unit | Q2 2026 | Q1 2026 | Q2 2025 | QoQ | YoY |
|---|---|---|---|---|---|
| Consolidated revenueUSD million · GAAP | 460.08 | 413.63 | 372.06 | +11.23 % | +23.66 % |
| Gross profitUSD million · GAAP | 137.77 | 110.95 | 80.03 | +24.17 % | +72.16 % |
| Gross marginpercent · GAAP | 29.95% † | 26.82% † | 21.51% † | +3.12 pp | +8.44 pp |
| Operating profitUSD million · GAAP | 90.29 | 64.57 | 39.87 | +39.84 % | +126.49 % |
| Operating marginpercent · GAAP | 19.62% † | 15.61% † | 10.71% † | +4.02 pp | +8.91 pp |
| Net profit attributable to the companyUSD million · GAAP | 90.77 | 65.03 | 46.55 | +39.58 % | +94.99 % |
| Net margin attributable to companypercent · GAAP | 19.73% † | 15.72% † | 12.51% † | +4.01 pp | +7.22 pp |
| Basic EPSUSD/share · GAAP | 0.8 | 0.58 | 0.42 | +37.93 % | +90.48 % |
Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.
Revenue history
Consolidated revenue
Profitability history
Gross marginOperating margin
Full quarterly statements
| Metric / Unit | Q2 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|
| Consolidated revenueUSD million | 372.06 | 413.63 | 460.08 |
| Gross profitUSD million | 80.03 | 110.95 | 137.77 |
| Gross marginpercent | 21.51% † | 26.82% † | 29.95% † |
| Operating profitUSD million | 39.87 | 64.57 | 90.29 |
| Operating marginpercent | 10.71% † | 15.61% † | 19.62% † |
| Net profit attributable to the companyUSD million | 46.55 | 65.03 | 90.77 |
| Net margin attributable to companypercent | 12.51% † | 15.72% † | 19.73% † |
| Basic EPSUSD/share | 0.42 | 0.58 | 0.8 |
Revenue composition
RF infrastructureRF mobilePower managementSensors / displayOther revenue (residual)
| Category / Revenue basis | Q2 2026 |
|---|---|
| RF infrastructureIssuer-defined revenue | 49% |
| RF mobileIssuer-defined revenue | 12% |
| Power managementIssuer-defined revenue | 14% |
| Sensors / displayIssuer-defined revenue | 12% |
| Other revenue (residual)Issuer-defined revenue | 13% † |
† Calculated share. Product groups, reportable segments and submarket denominators are kept separate. Missing categories are not zero-filled.
Customer & geographic revenue
Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.
Source & calculation disclosure
Customer headquarters issuing purchase order
FY2025 · ANNUAL · percent of revenue · Complete disclosed breakdown
2025-01-01 → 2025-12-31
Revenue denominator: — percent of revenue · Published: 2026-04-30
Tower Semiconductor 2025 Form 20-F ↗Issuer reports percentage distribution only.
| Region | percent of revenue | Revenue share | Evidence & disclosure |
|---|---|---|---|
| USA | —Unavailable | 42%Reported | Source ↗ |
| Japan | —Unavailable | 13%Reported | Source ↗ |
| Asia (other than Japan) | —Unavailable | 39%Reported | Source ↗ |
| Europe | —Unavailable | 6%Reported | Source ↗ |
Disclosure
Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.
Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09
Download exposure CSVOriginal IR documents
Comparison rules & source notes
This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.
- Revenue, wafer revenue share and physical wafer shipments remain separate. Foundry operating estimates are available in the dedicated foundry desk.
Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.