Intel earnings date and guidance
Intel reports third-quarter results on October 29, 2026. Watch whether stronger sales become cash.
What has Intel guided for the next quarter?
Intel’s weighted forecast falls from $107.08 to $93.04 in October 2029, a -13% return including dividends, and hinges on turning operating improvement into self-funded factory economics. Management guides Q3 2026 revenue to $15.8 billion to $16.8 billion. It guides to 41.0% GAAP gross margin. Adjusted diluted EPS is guided to $0.38 for Q3, with capital expenditure of $20 billion for FY 2026.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| Revenue | Q3 2026 | 15.8 | 16.8 | Jul 23, 2026 |
| Gross margin (GAAP) | Q3 2026 | 41.0% | 41.0% | Jul 23, 2026 |
| Earnings (Loss) Per Share Attributable to Intel—Diluted (Non-GAAP) | Q3 2026 | 0.38 | 0.38 | Jul 23, 2026 |
| cap ex | FY 2026 | 20 | Jul 23, 2026 |
What has Intel’s revenue and profit done over the last eight quarters?
Across the eight-quarter record available, Intel exceeded recorded revenue estimates every quarter. Adjusted earnings beat in five of those quarters, and the latest four all showed beats. That record is encouraging, but different services use different analyst samples.
| Quarter to Jun 2026 | Quarter to Mar 2026 | Quarter to Dec 2025 | Quarter to Sep 2025 | Quarter to Jun 2025 | Quarter to Mar 2025 | Quarter to Dec 2024 | Quarter to Sep 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 16,128 | 13,577 | 13,674 | 13,653 | 12,859 | 12,667 | 14,260 | 13,284 |
| Gross margin (calculated) | 40.4% | 39.4% | 36.1% | 38.2% | 27.5% | 36.9% | 39.2% | 15.0% |
| Operating income | 1,796 | -3,136 | 580 | 683 | -3,176 | -301 | 412 | -9,057 |
| Net income | -11,033 | -3,728 | -591 | 4,063 | -2,918 | -821 | -126 | -16,639 |
| EPS, diluted | -2.16 | -0.73 | -0.12 | 0.90 | -0.67 | -0.19 | -0.03 | -3.88 |
What should Intel watchers look for next?
The next evidence must show whether stronger sales are becoming cash and whether manufacturing milestones are becoming dependable supply.
Intel reports third-quarter results on October 29, 2026. Sales and earnings will test its guidance, but cash deserves equal attention. Free cash flow usually means operating cash left after capital expenditure. Intel’s adjusted measure also includes specified partner, incentive and lease flows.