Infineon Technologies closed its 2025 fiscal year with results that followed its earlier guidance, as it prepares for what it expects to be a modest upturn in 2026 and a marked rise in demand linked to AI power systems.
The company reported Q4 FY 2025 revenue of €3.943 billion with a Segment Result of €717 million, giving a Segment Result Margin of 18.2%. Full-year revenue reached €14.662 billion, a fall of 2% on the previous year. It recorded a Segment Result of €2.560 billion and a Segment Result Margin of 17.5%.
Infineon issued guidance for its first quarter of FY 2026 based on an assumed exchange rate of $1.15 to the euro: revenue is expected to reach around €3.6 billion, with a Segment Result Margin projected to fall in the mid-to-high-teens percentage range.
For the full FY 2026 outlook, Infineon anticipates moderate revenue growth despite an expected adverse currency influence. It forecast an adjusted gross margin in the low-forties percentage range and a Segment Result Margin in the high-teens percentage range. Planned investments of approximately €2.2 billion are set to support its manufacturing and capacity roadmap.
Announcing the results in Neubiberg, CEO Jochen Hanebeck stated: “”Infineon has met expectations in the 2025 fiscal year despite challenging macroeconomic and geopolitical conditions. Our results underline the resilience of our business model.
“In the 2026 fiscal year we are expecting moderate growth in a still mixed market environment. Growth momentum in the automotive, industrial, and consumer markets remains modest. Many customers are proceeding cautiously and placing short-term orders. On the other hand, global investment in AI infrastructure is continuing to rise rapidly and we expect considerable growth in demand for our leading power supply solutions for AI data centres.
“We are significantly increasing our target and expect to generate revenue of around €1.5 billion in this area in the 2026 fiscal year. By the end of the decade, Infineon’s addressable market will reach €8 to €12 billion. Decisive success factors for us in this market are our innovative strength, development speed, manufacturing excellence, and our broad customer base.”
