Tower Semiconductor Ltd

TSEM

Equity

ISIN IL0010823792 / Valor 280630

NASDAQ (2026-04-24)

USD 200.54-0.36%

Tower Semiconductor Ltd
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About company

Tower Semiconductor Ltd, traded on NASDAQ and TASE under the ticker TSEM, is a prominent player in the global semiconductor industry, specializing in the production of analog integrated circuits. The company positions itself as a leading foundry, offering high-value analog semiconductor solutions. It serves a diverse and expanding customer base of over 300 clients across various sectors, including automotive, medical, industrial, consumer electronics, and aerospace and defense. Tower Semiconductor's business model is centered on leveraging its strong financial foundation to pursue opportunities for value creation, aiming to enhance shareholder value. With a focus on specialized manufacturing processes, the company caters to the growing demand for analog technology in an array of applications, underscoring its role in the evolving semiconductor landscape.

Summarized from source with an LLMView SourceSector: Technology

Revenue

Q4 2025 revenue was $440 million, up 14% year‑over‑year and 11% quarter‑over‑quarter; management noted 23% growth Q4 over Q1 2025 and said the company met its 2025 sequential growth targets with an acceleration in H2.

Profitability

Gross profit in Q4 2025 was $118 million and operating profit was $71 million, both up versus Q3 2025 ($93M and $51M, respectively). Net profit was $80 million in Q4 2025, compared with $54 million in Q3 2025.

Earnings per Share

Q4 2025 EPS was $0.71 basic and $0.70 diluted, versus $0.48 basic and $0.47 diluted in Q3 2025.

Cash Flow and Capital Spending

Cash flow from operating activities in Q4 2025 was $40 million, which includes a $105 million Fab3 lease prepayment. Investments in property and equipment (net) were $111 million in Q4 (Q3 2025: $139M operating cash flow and $103M CapEx). For the full year, operating cash flow was $395 million and CapEx was $437 million (per the release).

SiPho Capacity Expansion (CapEx)

Management announced an additional $270 million CapEx for SiPho expansion, increasing the previously announced program to $920 million total. The company says the investment targets more than a fivefold increase in SiPho wafer‑start capacity by December 2026 versus Q4 2025 monthly shipments, with customer‑committed consumption.

Outlook / Guidance

Tower Semiconductor Ltd guided Q1 2026 revenue to $412 million ±5% (implying ~15% year‑over‑year growth) and indicated a target of sequential quarterly increases in revenue and profitability through 2026.

Other

The company reaffirmed strong SiPho margin performance and held an investor webcast/teleconference to discuss the results and updated financial model; the release also reiterated use of certain non‑GAAP measures (EBITDA, Free Cash Flow, Net Cash) with reconciliations provided in the disclosure.

Summarized from source with an LLMView Source

Key figures

445%1Y

348%3Y

584%5Y

Performance

58.8%1Y

47.8%3Y

43.4%5Y

Volatility