Added to YB: 2026-02-12
Pitch date: 2026-02-10
XFAB.PA [neutral]
X-FAB Silicon Foundries SE
+0.39%
current return
Author Info
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Company Info
X-FAB Silicon Foundries SE develops, produces, and sells analog/mixed-signal IC, micro-electro-mechanical systems, and silicon carbide products for automotive, medical, industrial, communication, and consumer sectors in the Europe, the United States, Asia, and internationally.
Market Cap
EUR 675.4M
Pitch Price
EUR 4.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.88
P/E
22.42
EV/Sales
1.10
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
X‑FAB (XFAB Belgium): another weak quarter, and 2026 is already starting badly
XFAB.PA (update): Q4 miss w/ $9M SiC charge ($6M contract renegotiation, $3M inventory). Rev -3% QoQ, 61% auto exposure hurt by inventory destocking. EBITDA $42M (19% margin) vs exp 24.5%. Net debt $285M (1.5x) + $250M customer prepayments = tight balance sheet. No FY26 guide; Q1 rev $190-200M vs consensus $213M. Weak orders $164M. $6M/qtr cost cuts through Q4'26. Needs auto recovery & SiC stabilization.
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