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GlobalFoundries Inc. (GFS)

Nasdaq: GFS · Semiconductors & Related Devices · Malta, NY · filing with the SEC since 2017
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Grade5.0
◀ Past 5.2● Present 5.6▶ Future 4.0
1 est.
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The grade of GlobalFoundries Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.0/10
◀ Past5.230% of the headline
● Present5.640% of the headline
▶ Future4.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.2/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.6/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 76th percentile among 99 sector filers · read for itself

From the record

GlobalFoundries Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.8/10

What has it actually done, year after year?

+2.6% a year over 7 filed years; profitable in 3 of 7.

weight 45% of this tense · 38th percentile among 93 sector filers · read for its customers

From the record

GlobalFoundries Inc.'s 7 filed years say what it did: revenue went from $5.8 billion in fiscal 2019 to $6.8 billion in fiscal 2025, up 2.6% a year; it rose in 3 of 6 years; the deepest fall was 17% from fiscal 2022 to fiscal 2024; net income was positive in 3 of 7 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span2.6%bottom 27% of its family
  • the share of years revenue rosebottom 19% of its family
  • the share of filed years with a profitbottom 38% of its family
  • the deepest fall from a revenue peak16.7%top 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.7/10

How has it treated the people who own it?

Share count grew 0.4% a year. 4% of cash flow returned. Insiders: 52 sales, 3 purchases.

weight 22% of this tense · 47th percentile among 67 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, GlobalFoundries Inc.'s diluted share count grew about 0.4% a year, and dividends and buybacks returned about 4% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 52 sales (51 under scheduled 10b5-1 plans) and 3 purchases of their own stock on the open market in the year to 2026-11-09, buying about $474 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 42% of its family
  • cash returned against operating cash flowbottom 37% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.6/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
4.8/10

Is it financially healthy right now?

ROE 7%: 7¢ of profit per shareholder dollar. Leverage 30%: owes 30¢ per asset dollar.

weight 33% of this tense · 48th percentile among 95 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, GlobalFoundries Inc. earned about 7 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 10 cents per dollar of everything the company owns. Leverage: it owed about 30 cents per dollar of assets, and net share issuance: its share count grew 0.9% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 44% of its family
  • return on equitytop 39% of its family
  • gross profit against assetsbottom 22% of its family
  • the share count against the year beforetop 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.4/10

How strong is its position in its industry?

top 36% of 97 in its family; net margin 13.1%.

weight 45% of this tense · 64th percentile among 97 sector filers · read for its customers

From the record

GlobalFoundries Inc.'s standing among 97 graded names in its industry family: revenue of $6.8 billion in fiscal 2025 ranks in the top 13% by size; a net margin of 13.1% ranks in the top 29%; revenue growth of -5.7% a year over the last 3 filed years ranks in the bottom 35% (its annual reports).

What it rests on

  • revenue against the family$6.79Btop 13% of its family
  • net margin13.1%top 29% of its family
  • three-year revenue growth-5.7%bottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
5.4/10

What are the people in charge doing?

SI estimate 5.4/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 78 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 78 members with one.
What the record cannot read
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
family median, 78 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: GlobalFoundries Inc.'s leadership is put at 5.4 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-17 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 78 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.0/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.1/10

How much room does it have to grow?

bottom 41% of 94 in its family for room to expand.

weight 22% of this tense · 41st percentile among 94 sector filers · read for itself

From the record

GlobalFoundries Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.8 billion against debt of $1.2 billion leaves 3.8% of its assets as net cash, bottom 40% of its family; cash from operations less capital spending is 14.9% of revenue (top 28%); a gross margin of 24.9% (bottom 27%); research spending of 7.6% of revenue (bottom 25%) (its annual report).

What it rests on

  • cash less debt against assets3.8%bottom 40% of its family
  • cash from operations less capital spending against revenue14.9%top 28% of its family
  • gross margin24.9%bottom 27% of its family
  • research spending against revenue7.6%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.8/10

What could actually drive growth from here?

bottom 28% of 93 in its family for growth drivers.

weight 45% of this tense · 28th percentile among 93 sector filers · read for its customers

From the record

GlobalFoundries Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -5.7% a year over the last three filed years against 2.6% over all 7, slowing (bottom 41% of its family); the newest year grew 0.6% (bottom 28%); research spending grew 2.4% a year (bottom 34%); capital spending grew -38.2% a year (bottom 8%) (its annual reports). GlobalFoundries Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-8.4 points a yearbottom 41% of its family
  • the newest year's revenue growth0.6%bottom 28% of its family
  • three-year growth of research spending2.4%bottom 34% of its family
  • three-year growth of capital spending-38.2%bottom 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.6/10

Did its newest year beat what its own record pointed to?

top 44% of 88 in its family for expectations against reality.

weight 33% of this tense · 56th percentile among 88 sector filers · read for its shareholders

From the record

GlobalFoundries Inc.'s newest year against its own record: revenue of $6.8 billion in fiscal 2025 came in 10.3% above the $6.2 billion its prior three years' pace pointed to (bottom 41% of its family); net income of $888 million against a prior three-year average of $734 million (top 36%); a net margin of 13.1% against 9.2% before (top 38%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace10.3%bottom 41% of its family
  • net income against the prior three years' average+21%top 36% of its family
  • net margin against its prior average+3.8 pointstop 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton GFS · research, not advice