Tower Semiconductor's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-02. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $526 million (+33.0% vs a year earlier) |
| Diluted EPS (GAAP) | $1.05 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.15 |
| Full-year guidance | Next quarter only |
Guidance
Tower guides Q4 2026 revenue of $600 million, plus or minus 5%; it says this closes 2026 at $2 billion annual revenue.
Why this label: Formal guidance is Q4 2026 revenue of $600M +/-5%; the '$2 Billion Annual Revenue' headline is derived from that Q4 guide, not a separate full-year guide.
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4 2026 | $600 million, plus or minus 5% |
From the release
Revenue: "Record revenue for the third quarter of 2026 of $526 million, representing revenue growth of 33% year over year, as compared to $396 million in the third quarter of 2025."
Earnings per share: "reflecting $1.06 basic and $1.05 diluted earnings per share"
Key fact: Record Q3 revenue of $526 million, up 33%; Q4 guided to $600 million.
Source
Tower Semiconductor earnings release (SEC filing), accession 0001178913-26-004949, filed 2026-11-02.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.