STMicroelectronics delivers above-consensus Q2 guide; Q1 results in-line

Published 24/04/2025, 07:50
© Reuters

Investing.com -- STMicroelectronics (NYSE:STM) (EPA:STMPA) expects weaker sales in the current quarter, as sluggish demand for semiconductors used in automotive and industrial applications continues to weigh on the business and outlook remains uncertain amid the global trade war.  

The chipmaker said it anticipates second-quarter revenue of approximately $2.71 billion, representing a year-over-year decline of more than 16%, but still better than the consensus estimate of $2.62 billion.

Gross margin is projected at 33.4%, down sharply from 40.1% in the same quarter last year, and below the analysts’ average estimate of 33.6%.

For the first quarter, STMicroelectronics reported earnings per share (EPS) of $0.07, just above the consensus estimate of $0.06. It posted revenue of $2.52 billion, in line with analyst estimates, but down 27% compared to the prior year. 

Gross margin came in below expectations at 33.4%, compared to the consensus estimate of 33.8%. 

Net income dropped to $56 million, a steep fall from $509 million a year earlier. Gross profit also contracted, falling to $841 million from $1.44 billion, reflecting a gross margin of 33.4%. Analysts had projected net income of $32.9 million and gross profit of $848.8 million.

For 2025, the company plans to spend between $2 billion and $2.3 billion in capital expenditures, slightly below the $2.53 billion invested last year.

STMicroelectronics, which supplies major tech and automotive firms including Apple (NASDAQ:AAPL), Samsung (KS:005930), and Tesla (NASDAQ:TSLA), has not yet issued full-year revenue guidance.

"We expect the market to focus on the balance between revenue recovery and gross margin pressures," Citi analysts said in a post-earnings note.

"Shares look cheap on 2026 recovery, but visibility/confidence in estimates is lacking," they added.

Separately, Jefferies analysts said they "believe the auto/industrial chip sector is at the early stages of a cyclical recovery from a deep trough, with improvement into H2-25 and 2026 regardless of macro-uncertainties."

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