Intel Corporation (INTC) Q3 FY2026 earnings

Reported results

• Third-quarter 2026 revenue was $16.5 billion, up 21% year-over-year.
• Q3 2026 GAAP earnings per share attributable to Intel—diluted was $0.60, down 33% year-over-year.
• Q3 2026 non-GAAP earnings per share attributable to Intel—diluted was $0.52, up 126% year-over-year.
• Q3 2026 GAAP gross margin was 43.0%, while non-GAAP gross margin was 44.1%.
• Q3 2026 GAAP net income attributable to Intel was $3.3 billion, and non-GAAP net income attributable to Intel was $2.8 billion.
• The company generated $5.1 billion in cash from operations in the third quarter.

Guidance

• Fourth-quarter 2026 revenue is forecasted to be $15.0 billion to $16.0 billion.
• Fourth-quarter 2026 GAAP gross margin percentage is expected to be approximately 37.1%, and non-GAAP gross margin percentage is expected to be approximately 38.0%.
• Fourth-quarter 2026 GAAP earnings per share attributable to Intel—diluted is forecasted to be $0.10.
• Fourth-quarter 2026 non-GAAP earnings per share attributable to Intel—diluted is forecasted to be $0.25.

Notes

CCPG was referred to as the Client Computing Group (CCG) in Q1 2026 and earlier periods. Additionally, Altera was deconsolidated following the sale of 51% of its common stock on September 12, 2025, and its operational results were included through September 11, 2025.

Price and volatility reaction

The stock moved -28.6% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -0.9 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.