Filing Flows › STMicroelectronics N.V. (STM) › Q2 2026 › vs Q1 2026
STMicroelectronics N.V. (STM) Q2 2026 vs Q1 2026 (quarter over quarter)
STMicroelectronics N.V.'s revenue rose $392M (+13%) from $3.1B in Q1 2026 to $3.5B in Q2 2026. The biggest changes: : Microcontrollers, Digital ICs and RF products (MDRF) Product Group +$208M (+15%); : Analog, Power & Discrete, MEMS and Sensors (APMS) Product Group +$183M (+11%); Others +$1.0M (+25%). Gross margin 34.8% against 33.8% (+1.1 pts).
STMicroelectronics N.V., Q2 2026: revenue $3.5B (+26% year over year), operating margin 5.4%, net earnings $222M, operating cash flow $502M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Gross margin | 34.8% | 33.8% | +1.1 pts |
| Operating margin | 5.4% | 2.3% | +3.1 pts |
| Net margin | 6.4% | 1.2% | +5.2 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Analog products, MEMS and Sensors (AM&S) segment | $1.4B | $1.3B | $108M | +8% |
| Embedded Processing (EMP) segment | $1.1B | $975M | $172M | +18% |
| Power and discrete products (P&D) segment | $464M | $389M | $75.0M | +19% |
| RF Optical Communications (RFOC) segment | $445M | $409M | $36.0M | +9% |
| : Analog, Power & Discrete, MEMS and Sensors (APMS) Product Group | $1.9B | $1.7B | $183M | +11% |
| : Microcontrollers, Digital ICs and RF products (MDRF) Product Group | $1.6B | $1.4B | $208M | +15% |
| Others | $5.0M | $4.0M | $1.0M | +25% |
| Revenue | $3.5B | $3.1B | $392M | +13% |
| Gross profit | $1.2B | $1.0B | $170M | +16% |
| Cost of revenue | $2.3B | $2.0B | $222M | +11% |
| Other income, net | $68.0M | −$37.0M | $105M | — |
| Operating profit | $187M | $70.0M | $117M | +167% |
| Operating expenses | $1.0B | $975M | $53.0M | +5% |
| Pre-tax earnings | $255M | $33.0M | $222M | +673% |
| Research & development | $551M | $520M | $31.0M | +6% |
| SG&A | $444M | $429M | $15.0M | +3% |
| Other operating costs | $33.0M | $26.0M | $7.0M | +27% |
| Net earnings | $222M | $37.0M | $185M | +500% |
| Minority interests | $3.0M | $6.0M | −$3.0M | -50% |
| Income tax | $30.0M | −$10.0M | $40.0M | — |
| Depreciation & amortization | $492M | $454M | $38.0M | +8% |
| Working capital & other | $212M | −$43.0M | $255M | — |
| Operating cash flow | $502M | $534M | −$32.0M | -6% |
Questions
How much did STMicroelectronics N.V.'s revenue grow quarter over quarter in Q2 2026?
STMicroelectronics N.V.'s revenue rose $392M (+13%) from $3.1B in Q1 2026 to $3.5B in Q2 2026.
What drove STMicroelectronics N.V.'s revenue change in Q2 2026?
: Microcontrollers, Digital ICs and RF products (MDRF) Product Group +$208M (+15%); : Analog, Power & Discrete, MEMS and Sensors (APMS) Product Group +$183M (+11%); Others +$1.0M (+25%).