TSEM — Tower Semiconductor Ltd.
Quarterly Earnings Performance
Calendar 2025
| Quarter |
Period |
Report Date |
Revenue |
YoY Growth |
EPS (non-GAAP) |
Guidance (next qtr) |
Notes |
| Q1 2025 |
Jan–Mar 2025 |
2025-05-14 |
$358M |
+9% |
$0.35 |
~$370M mid |
Beat estimates; 9% YoY revenue growth |
| Q2 2025 |
Apr–Jun 2025 |
2025-08-04 |
$372M |
+6% |
$0.50 |
~$395M mid |
Beat EPS est.; silicon photonics demand |
| Q3 2025 |
Jul–Sep 2025 |
2025-11-10 |
$396M |
+6% |
$0.55 |
$440M mid (record) |
Beat est.; SiPho +70% YoY; guided Q4 record |
| Q4 2025 |
Oct–Dec 2025 |
2026-02-11 |
$440M |
+14% |
$0.70 |
~$412M mid (Q1 '26) |
Record revenue; AI data center demand |
| FY 2025 |
Full Year |
— |
$1.57B |
+9% |
$1.94 |
— |
Record annual revenue vs. $1.44B in 2024 |
Calendar 2026
| Quarter |
Period |
Report Date |
Revenue |
YoY Growth |
EPS (non-GAAP) |
Guidance (next qtr) |
Notes |
| Q1 2026 |
Jan–Mar 2026 |
2026-05-13 |
— (est.) |
+15% (est.) |
$0.57 (est.) |
— |
Results due May 13, 2026; not yet released |
Upcoming
| Quarter |
Est. Report Date |
Est. Revenue |
Est. EPS |
Source |
| Q1 2026 |
2026-05-13 |
~$412M (est.) |
$0.57 (est.) |
Q4 2025 guidance; analyst consensus |
| Q2 2026 |
~2026-08-05 |
— |
— |
To be guided on May 13, 2026 call |
Commentary
Tower Semiconductor delivered record revenue in Q4 2025 ($440M) and full-year 2025 revenue of $1.57B (+9% YoY), driven primarily by surging silicon photonics demand for AI data center applications (SiPho revenue up ~70% YoY in Q3). The company is investing $650M to expand silicon photonics and silicon germanium capacity, targeting a long-term revenue run rate of $2.84B by 2028. Q1 2026 results (due May 13) are guided at ~$412M midpoint, reflecting continued but moderating growth (+15% YoY) as seasonality normalizes from Q4's record. Key risk: geopolitical exposure given Israeli HQ and global fab footprint.
Sources
Tower Semiconductor Q4 2025 Record Revenue Press Release
Tower Semiconductor Q3 2025 Financial Results
Tower Semiconductor Q2 2025 Financial Results
Tower Semiconductor Q1 2025 Financial Results (GlobeNewswire)
TSEM Q4 2025 Earnings Call Highlights (Yahoo Finance)
TSEM Q3 2025 Earnings Call Highlights (Yahoo Finance)
Tower Semiconductor Q1 2026 Results Announcement (StockTitan)
Tower Semiconductor Investor Relations — Quarterly Results
Generated: 2026-05-11