Filing Flows › STMicroelectronics N.V. (STM) › Q3 2026 › vs Q2 2026
STMicroelectronics N.V. (STM) Q3 2026 vs Q2 2026 (quarter over quarter)
STMicroelectronics N.V.'s revenue rose $270M (+8%) from $3.5B in Q2 2026 to $3.8B in Q3 2026. The biggest changes: Analog, Power & Discrete, MEMS and Sensors (APMS) Product Group +$147M (+8%); Microcontrollers, Digital ICs and RF products (MDRF) Product Group +$124M (+8%); Others −$1.0M (-20%). Gross margin 37.3% against 34.8% (+2.4 pts).
STMicroelectronics N.V., Q3 2026: revenue $3.8B (+18% year over year), operating margin 9.8%, net earnings $292M, operating cash flow $1.0B. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 37.3% | 34.8% | +2.4 pts |
| Operating margin | 9.8% | 5.4% | +4.4 pts |
| Net margin | 7.8% | 6.5% | +1.3 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Analog products, MEMS and Sensors (AM&S) segment | $1.6B | $1.4B | $134M | +9% |
| Embedded Processing (EMP) segment | $1.2B | $1.1B | $65.0M | +6% |
| RF Optical Communications (RFOC) segment | $504M | $445M | $59.0M | +13% |
| Power and discrete products (P&D) segment | $477M | $464M | $13.0M | +3% |
| Analog, Power & Discrete, MEMS and Sensors (APMS) Product Group | $2.0B | $1.9B | $147M | +8% |
| Microcontrollers, Digital ICs and RF products (MDRF) Product Group | $1.7B | $1.6B | $124M | +8% |
| Others | $4.0M | $5.0M | −$1.0M | -20% |
| Revenue | $3.8B | $3.5B | $270M | +8% |
| Gross profit | $1.4B | $1.2B | $186M | +15% |
| Cost of revenue | $2.4B | $2.3B | $84.0M | +4% |
| Operating profit | $367M | $187M | $180M | +96% |
| Operating expenses | $1.0B | $1.0B | $6.0M | +0.6% |
| Pre-tax earnings | $358M | $255M | $103M | +40% |
| Research & development | $545M | $551M | −$6.0M | -1% |
| SG&A | $448M | $444M | $4.0M | +0.9% |
| Other operating costs | $41.0M | $33.0M | $8.0M | +24% |
| Net earnings | $292M | $225M | $67.0M | +30% |
| Income tax | $66.0M | $30.0M | $36.0M | +120% |
| Depreciation & amortization | $504M | $492M | $12.0M | +2% |
| Working capital & other | $224M | −$215M | $439M | — |
| Operating cash flow | $1.0B | $502M | $518M | +103% |
Questions
How much did STMicroelectronics N.V.'s revenue grow quarter over quarter in Q3 2026?
STMicroelectronics N.V.'s revenue rose $270M (+8%) from $3.5B in Q2 2026 to $3.8B in Q3 2026.
What drove STMicroelectronics N.V.'s revenue change in Q3 2026?
Analog, Power & Discrete, MEMS and Sensors (APMS) Product Group +$147M (+8%); Microcontrollers, Digital ICs and RF products (MDRF) Product Group +$124M (+8%); Others −$1.0M (-20%).