Infineon Technologies AG forecast fiscal 2027 revenue growth of more than 20% to about €20 billion, with data center power supplies among the expected sources of sales.
Revenue for the quarter ended Sept. 30 was €4.706 billion, up 19% from a year earlier. Adjusted diluted earnings per share (EPS) from continuing operations rose 76% to €0.60, while diluted EPS from continuing operations under International Financial Reporting Standards was €0.40. Infineon described the financial information as preliminary and unaudited.
The segment result rose 56% to €1.119 billion, and the segment result margin increased to 23.8% from 18.2% a year earlier.
Results differed across divisions. Revenue at Power & Sensor Systems increased 25% from the previous quarter, with demand for products used in AI servers and data centers the main driver. Connected Secure Systems revenue fell 9% quarter over quarter. Infineon attributed the decline to fluctuations in project business, particularly government identification documents and payment cards. These division comparisons are against the previous quarter, while the overall revenue and earnings changes are year-over-year figures.
For fiscal 2027, Infineon expects revenue of about €20 billion, assuming an exchange rate of $1.15 per euro. It forecasts close to €4 billion in revenue from data center power supplies within that total. The company’s outlook pairs that full-year estimate with a first-quarter forecast of about €4.6 billion in revenue and a segment result margin near 23%.
Chief Executive Jochen Hanebeck cited a cyclical recovery and demand for data center power supplies, energy infrastructure, electromobility and software-defined vehicles as factors behind the outlook.
Infineon scheduled the release of its fiscal 2027 first-quarter results for Feb. 3, 2027.
