Welcome to our dedicated page for Globalfoundries SEC filings (Ticker: GFS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
GlobalFoundries Inc. filings document its foreign private issuer reporting, semiconductor foundry operations, ordinary-share capital structure and material events. Form 6-K reports include interim condensed consolidated financial statements, management discussion and analysis, IFRS and Non-IFRS operating measures, dividend and share-repurchase authorizations, and investor-day materials.
The filings also cover closed secondary offering and share repurchase transactions involving ordinary shares, underwriting agreements, Form F-3 registration-statement incorporation, governance changes, shareholder voting matters and material agreements tied to its technology portfolio, manufacturing footprint and customer end markets.
Caulfield Thomas reported acquisition or exercise transactions in this Form 4 filing.
GLOBALFOUNDRIES Inc. director Thomas Caulfield reported receiving a grant of 146,199 restricted share units (RSUs) on May 1, 2026. The new RSUs vest on December 31, 2027, if he remains in service through that date, and each RSU can settle into one ordinary share.
After this award, Caulfield holds 188,256 RSUs directly, according to the filing. Footnotes state that 42,057 of these RSUs vest on February 27, 2027, and 146,199 vest on December 31, 2027, all subject to his continued service with the company.
GLOBALFOUNDRIES reports modest top-line growth but sharply lower profit for the three months ended March 31, 2026. Net revenue rose to $1,634 million from $1,585 million, while net income fell to $104 million from $211 million as the effective tax rate climbed to 43.8%.
Gross margin improved to 27.6% from 22.4%, helped by richer manufacturing mix and lower depreciation, partly offset by reduced customer underutilization payments. Automotive and Communications Infrastructure & Datacenter revenue grew strongly, while Home and Industrial IoT and Smart Mobile Devices declined.
Operating cash flow strengthened to $542 million, supporting $400 million of share repurchases, including $300 million bought from majority shareholder MTIC. The company ended with about $3.8 billion in cash, cash equivalents and marketable securities and roughly $1.1 billion of debt, and continues to integrate recent acquisitions and pursue the planned Synopsys ARC IP purchase.
GlobalFoundries reported preliminary first quarter 2026 results with net revenue of $1.634 billion, up 3% from $1.585 billion a year earlier. Gross margin improved to 27.6% and Non-IFRS gross margin to 29.0%, reflecting better profitability on each dollar of sales.
Net income was $104 million, down from $211 million, with diluted EPS of $0.18 versus $0.38, while Non-IFRS net income rose to $227 million and Non-IFRS diluted EPS to $0.40. Non-IFRS adjusted EBITDA reached $561 million. Cash, cash equivalents and marketable securities totaled $3.8 billion, supported by $542 million of cash from operating activities and Non-IFRS adjusted free cash flow of $233 million.
For the second quarter 2026, the company guides net revenue to $1.760 billion ± $25 million, IFRS gross margin of 27.4% ± 100bps, IFRS diluted EPS of $0.30 ± $0.05, and Non-IFRS diluted EPS of $0.43 ± $0.05.
GLOBALFOUNDRIES Inc. Chief Legal Officer Azar Samak L reported an open-market sale of 500 Ordinary Shares on April 30, 2026, at $63.00 per share. After this transaction, the reporting person directly held 16,494 Ordinary Shares.
According to the disclosure, the reporting person is subject to a lock-up agreement that expires on May 10, 2026, entered into with underwriters in connection with an offering by the issuer’s majority shareholder. The sale was a permissible exemption under that lock-up and was executed under a pre-established Rule 10b5-1 trading plan adopted prior to the offering.
GLOBALFOUNDRIES Inc. Chief Business Officer Michael James Hogan reported two insider transactions. On April 29, 2026, he made a bona fide gift of 150 Ordinary Shares and separately sold 2,300 Ordinary Shares at $60.69 per share in an open-market transaction. Both transactions were executed under a pre-arranged Rule 10b5-1 trading plan and are permitted exceptions to a lock-up agreement that runs until May 10, 2026. Hogan continues to hold more than 15,000 Ordinary Shares after these transactions.
GLOBALFOUNDRIES Inc. director Marc Antaki reported routine equity compensation activity tied to restricted stock units. On April 29, 2026, 5,971 RSUs vested and were settled into the same number of ordinary shares. To cover tax withholding obligations, the issuer withheld 1,792 ordinary shares at a price of $59.49 per share, a non-market disposition rather than an open-market sale. Following these transactions, Antaki directly holds 4,179 ordinary shares and 11,538 RSUs. Of these RSUs, 5,971 are scheduled to vest in equal installments on April 29, 2027, and 5,567 are scheduled to vest on July 29, 2026, subject to his continued service.
GLOBALFOUNDRIES Inc. Chief Legal Officer Azar Samak L reported an open-market sale of 500 Ordinary Shares on April 23, 2026 at $59.66 per share. After this transaction, the officer directly held 16,994 Ordinary Shares.
The footnote explains that Azar Samak L is subject to a lock-up agreement expiring on May 10, 2026 in connection with an offering by the issuer's majority shareholder, and that this sale is a permitted exception. The sale was carried out under a Rule 10b5-1 trading plan adopted before that offering.
GLOBALFOUNDRIES Inc. ownership disclosure: Amendment No. 2 to a Schedule 13G/A reports that Mubadala-related entities collectively hold 423,042,773 ordinary shares, representing 77.05% of the 549,072,416 Ordinary Shares issued and outstanding as of March 13, 2026. The filing breaks ownership across related reporting persons: Mubadala Investment Company PJSC, Mamoura Diversified Global Holding PJSC, and Mubadala Technology Investments LLC each report 423,042,773 shared voting and dispositive power. Mubadala Technology Investment Company reports 308,740,704 shares (56.23%) and MTI International Investment Company LLC reports 114,302,069 shares (20.82%). The filing also states that Mubadala Technology Investment Company disposed of 1,469,017 Ordinary Shares after March 31, 2026 and prior to this amendment.
GLOBALFOUNDRIES Inc. director Glenda Dorchak reported an open-market sale of 4,000 Ordinary Shares on April 20, 2026 at an average price of $58.46 per share. After this transaction, she directly holds 18,867 Ordinary Shares. The sale is permitted under a lock-up agreement that runs until May 10, 2026 and was carried out under a pre-established Rule 10b5-1 trading plan adopted before an offering by the issuer’s majority shareholder.
GLOBALFOUNDRIES Inc. Chief Business Officer Michael James Hogan sold 500 Ordinary Shares at $60.00 per share in an open-market transaction. After this sale, he directly holds 18,345 Ordinary Shares. The transaction occurred on April 20, 2026.
The sale is permitted under a lock-up agreement that runs until May 10, 2026 and was executed as an allowed exception. It was also carried out under a pre-established Rule 10b5-1 trading plan adopted before an offering by the company’s majority shareholder, indicating the sale was pre-planned rather than opportunistic.