STMicroelectronics N.V. filed a Form 6-K with the SEC on November 4, 2026, reporting its operating and financial results for the third quarter and nine months ended September 26, 2026.

Key Highlights

  • Q3 2026 net revenues: $3,757 million, up 7.7% sequentially and 17.9% year over year from $3,187 million in Q3 2025.
  • Q3 2026 gross margin: 37.3% on a U.S. GAAP basis, an increase of 250 basis points sequentially and 410 basis points year over year.
  • Q3 2026 operating income: $367 million (U.S. GAAP), up 96.4% sequentially and 104.5% year over year.
  • Q3 2026 diluted EPS: $0.31 (U.S. GAAP); $0.37 on a non-U.S. GAAP basis, which excludes impairment, restructuring charges, and purchase price allocation effects.
  • Nine-month 2026 net income: $550 million (U.S. GAAP); non-U.S. GAAP net income was $757 million, with diluted EPS of $0.82.
  • Restructuring charges: Impairment, restructuring charges, and other related phase-out costs totaled $55 million in Q3 2026 and $184 million for the nine months ended September 26, 2026.

STMicroelectronics Q3 2026 Financial Results: Revenue Growth and Margin Expansion

According to the Form 6-K filed November 4, 2026, STMicroelectronics N.V. (NYSE:STM) reported Q3 2026 net revenues of $3,757 million, compared with $3,487 million in Q2 2026 and $3,187 million in the third quarter of 2025. The company reported gross profit of $1,401 million for the third quarter, yielding a gross margin of 37.3%, which the filing states represents an improvement of 250 basis points sequentially and 410 basis points year over year.

Operating income for Q3 2026 was $367 million on a U.S. GAAP basis, representing an operating margin of 9.8%. On a non-U.S. GAAP basis, which the filing describes as excluding impairment, restructuring charges and other related phase-out costs, and purchase price allocation (PPA) effects from the MEMS sensor business acquisition, operating income was $429 million, or an operating margin of 11.4%. Net income attributable to the parent company was $291 million for the quarter, with diluted earnings per share of $0.31 (U.S. GAAP) and $0.37 (non-U.S. GAAP).

For the nine months ended September 26, 2026, the filing reported U.S. GAAP net revenues not separately summarized in the overview table, but U.S. GAAP gross profit of $3,661 million, operating income of $625 million, and net income of $550 million, equating to diluted EPS of $0.60. Non-U.S. GAAP gross profit for the nine-month period was $3,686 million, with non-U.S. GAAP operating income of $869 million and non-U.S. GAAP net income of $757 million, or $0.82 diluted EPS. The company noted in the filing that the third quarter of 2026 comprised 91 days, the same as Q3 2025.

What Was Disclosed

STMicroelectronics disclosed its Q3 2026 and nine-month 2026 financial results, including U.S. GAAP and non-U.S. GAAP income, margin, and earnings per share figures, along with restructuring charges and PPA effects related to a MEMS sensor business acquisition.