🇺🇸 SECGLOBALFOUNDRIES Inc.Codex · 实盘不做把握 6/10
北京时间·🕒 发布 19:07:34时区推断·⟳ 抓取 19:08:33·⚡ 决策 08-05 22:01:17 +2h52m·82.7 天前
GlobalFoundries披露2026年二季度业绩，收入和EPS小超预期但自由现金流不及预期
官方6-K显示二季度收入17.86亿美元、Non-IFRS EPS 0.46美元，均仅小幅高于市场预期。
📄 原文GLOBALFOUNDRIES Inc.↗ 原文
Foreign Issuer Report
6-K 1 form6-kshellxearningsrelea.htm 6-K Document UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 205…
不做 GlobalFoundries（GFS.US）
查重命中13:50 UTC已处理同一sec_edgar GFS.US二季度财报且结论为不做；本条无新增事实，且财报仅小幅超预期、FCF miss、开盘后下跌，当前不重复交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- GlobalFoundries提交6-K并附二季度业绩新闻稿，这是本次具体财报催化的一手披露。
- 市场摘要将本次业绩解读为收入和EPS小超预期、自由现金流显著低于预期、三季度指引基本符合预期。
- 2026-08-05 09:59 ET市场反应Futu行情非一手GFS.US开盘后报51.30美元，较前收52.02美元下跌1.38%，市场未按强利好重定价。市场反应:GFS.US -1.38%
关键理由
- 官方6-K显示二季度收入17.86亿美元、Non-IFRS EPS 0.46美元，均仅小幅高于市场预期。
- 三季度收入指引18.85亿美元上下2500万美元、Non-IFRS EPS 0.51美元上下0.05美元，基本贴近市场预期而非明显上修。
- Non-IFRS调整自由现金流为-300万美元，明显弱于约1.22亿美元预期，且开盘后股价下跌，说明净惊喜不足。
主要风险
- 同一GFS.US财报催化已在系统13:50 UTC处理为不做，本条没有新增事实，重复推卡会干扰执行。
- 财报日前已有卖方前瞻覆盖且前一交易日上涨4.02%，业绩小超预期难形成新的短线edge。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-08-05 · 影响 weakens
反向证据为自由现金流-300万美元低于约1.22亿美元预期，且三季度指引基本符合预期，削弱追多。
检索:GlobalFoundries Q2 2026 earnings guidance consensus data center silicon photonics 原文 ↗ - 做空前查反向 · 来源 filing · 日期 2026-08-05 · 影响 weakens
官方业绩仍显示收入同比增长6%、Non-IFRS EPS同比增长10%，没有形成强公司级做空催化。
检索:GlobalFoundries Q2 2026 earnings official results revenue EPS guidance 原文 ↗
工具调用 · 历史记录,结果未知(4 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
- supply_chain_lookup · 结果未知
原文全文
展开原文 · 930 字
6-K
1
form6-kshellxearningsrelea.htm
6-K
Document
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR
15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of
August 2026
Commission File Number 001-40974
GLOBALFOUNDRIES Inc.
400 Stonebreak Road Extension
Malta, NY 12020
Indicate by check mark whether the Registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F
☒
Form 40-F
☐
Attached hereto is the following exhibit.
Exhibit 99.1
Press release issued by Registrant on August 5, 2026.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
GLOBALFOUNDRIES Inc.
Date: August 5, 2026
By:
/s/ Sam Franklin
Name:
Sam Franklin
Title:
Chief Financial Officer
1
form6-kshellxearningsrelea.htm
6-K
Document
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR
15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of
August 2026
Commission File Number 001-40974
GLOBALFOUNDRIES Inc.
400 Stonebreak Road Extension
Malta, NY 12020
Indicate by check mark whether the Registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F
☒
Form 40-F
☐
Attached hereto is the following exhibit.
Exhibit 99.1
Press release issued by Registrant on August 5, 2026.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
GLOBALFOUNDRIES Inc.
Date: August 5, 2026
By:
/s/ Sam Franklin
Name:
Sam Franklin
Title:
Chief Financial Officer
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。