The forecast for the current quarter (fiscal Q3) is for revenue of €3.7 billion at a margin in the mid-teens.
For FY 2025, Infineon expectsrevenue to slightly decline compared with 2024.
Capex is reduced to around €2.3 billion.
Adjusted Free Cash Flow (Free Cash Flow adjusted for investment in frontend buildings) should now be around €1.6 billion and reported Free Cash Flow unchanged at around €900 million
“Infineon has performed well in the second quarter.
Even at a more unfavorable exchange rate of $1.125 to the euro, we would be right on track and in line with our previous expectations for the fiscal year. Given that order intake still shows no signs at all of slowing down, we can only guesstimate the effects of tariff disputes. We have therefore applied a haircut of 10 percent of expected revenue in the fourth quarter of the 2025 fiscal year. We are now anticipating a slight decline in revenue compared with the prior year,” says Jochen Hanebeck, CEO of Infineon.