Tower Semiconductor Ltd (NASDAQ:TSEM) Reports Mixed Q2 2025 Earnings with Revenue Miss but EPS Beat

TOWER SEMICONDUCTOR LTD (NASDAQ:TSEM) reported its second-quarter 2025 financial results, delivering mixed performance relative to analyst expectations. The company posted revenue of $372.1 million, slightly below the consensus estimate of $379.1 million, while earnings per share (EPS) of $0.50 exceeded the forecasted $0.461.

Key Takeaways from the Earnings Report

• Revenue Growth: The company highlighted quarter-over-quarter and year-over-year revenue growth, though the figure came in 1.8% below expectations.
• EPS Beat: Despite the revenue miss, Tower Semiconductor managed to surpass EPS estimates by approximately 8.5%, suggesting better-than-expected cost management or operational efficiency.
• Guidance for Q3: The company provided an optimistic outlook for accelerated revenue growth in the third quarter, aligning with analysts' projections of $400.4 million in sales for Q3 2025.

Market Reaction

Following the earnings release, TSEM shares saw a notable pre-market surge of 5.91%, indicating investor optimism, likely driven by the EPS beat and positive forward guidance. However, the stock has struggled in recent weeks, posting declines of 5% over the past month, which may reflect broader market conditions or sector-specific pressures.

Analyst Expectations vs. Company Outlook

For the full year 2025, analysts estimate revenue of $1.584 billion, while Tower Semiconductor’s guidance suggests confidence in maintaining momentum. The company’s ability to exceed EPS estimates despite a slight revenue miss may reassure investors about its profitability trajectory.

For a deeper dive into Tower Semiconductor’s earnings and future estimates, visit the earnings page.

Disclaimer: This article is for informational purposes only and should not be construed as investment advice.