STMicroelectronics N.V. Due Diligence

Run due diligence on STMicroelectronics N.V.: check compliance and get alerts when suppliers change.

Switzerland · www.st.com · 11 vendors

STMicroelectronics N.V. is a global independent semiconductor company that designs, develops, manufactures, and markets a broad range of products, including discrete and general-purpose components, application-specific integrated circuits, and microcontrollers. It provides innovative semiconductor solutions for various applications, including automotive, industrial, personal electronics, and communications equipment.

Resilience scores

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5 services in catalogue across 1 category; runs on 11 sub-vendors.

Insights

Last updated 2026-08-15 · revision 1

11 direct vendors, 186 subvendors

Direct vendors by controlling owner country (sample)

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Compliance

12 in-scope frameworks identified; showing 3.

SOC 2 (source) — No public evidence

Evidence: https://www.st.com/content/st_com/en/about/security-and-privacy.html, https://estore.st.com, https://community.st.com

REACH — Evidence found

Evidence: https://www.st.com/content/st_com/en/about/quality-and-reliability.html, https://www.st.com/content/st_com/en/about/sustainability.html

GDPR (source) — Evidence found

Evidence: https://www.st.com/content/st_com/en/about/security-and-privacy.html, https://www.st.com/content/st_com/en/common/privacy-portal/corporate-privacy-statement.html, https://www.st.com/content/st_com/en/common/privacy-portal/st-recruiting-privacy-terms/st-recruiting-privacy-terms-en.html, https://www.st.com/content/st_com/en/about/st_company_information/ethics-and-compliance.html

Financials

Three-year financials

Financial Resilience Score: 7/10

STMicroelectronics demonstrates strong balance sheet resilience with a substantial equity base of approximately US$17 billion, a consistently positive net financial position of several billion USD, and low leverage primarily composed of convertible bonds. The company has maintained an uninterrupted dividend history since its 1994 IPO and continues to run active share buyback programs, reflecting confidence in long-term cash generation despite cyclical headwinds. However, the semiconductor industry's cyclicality has clearly impacted ST, with FY2024 revenues falling 23.2% and FY2025 declining further to approximately US$10.2 billion. Operating margins collapsed from ~27% at peak to ~12% in FY2024, driven by unused capacity charges from high capital intensity (capex ~US$4B/year). The company announced a restructuring program targeting ~US$700M in annual cost savings by 2027 and roughly 5,000 headcount reductions. Diversification across 15+ product families, end markets (automotive, industrial, personal electronics, communications), and geographies provides some buffer. Strategic franchises in STM32 MCUs, MEMS sensors, and silicon carbide power devices offer growth vectors, supported by EU Chips Act subsidies and French/Italian state backing. Q2 2026 results show a strong recovery with revenues up 26% YoY, and management guided 2026 datacenter revenues above US$1B, indicating financial resilience through the cycle despite near-term margin pressure.

Key strengths: Strong balance sheet with ~US$17B equity and positive net financial position of several billion USD, Low leverage with convertible bonds as main debt instrument, Highly diversified product portfolio across 15+ families and multiple end markets, Market leadership in STM32 MCUs, MEMS sensors, and silicon carbide (SiC) power devices, Integrated device manufacturer (IDM) with fabs in France, Italy, Singapore, EU Chips Act and French/Italian state subsidies supporting capex, Uninterrupted dividend history since 1994 IPO and active share buybacks, Recovery underway in 2026 with Q2 revenues +26% YoY and datacenter/LEO satellite programs ramping

Risk factors: Highly cyclical semiconductor demand - FY2024 revenue fell 23% and FY2025 fell further, Heavy exposure to automotive and industrial end markets which slowed sharply in 2024-2025, Very high capital intensity (~US$4B/year capex) creating unused capacity charges in downturns, Complex governance with French and Italian states jointly holding ~27.5% - geopolitical/state-influence risk, FX exposure: revenues largely in USD but ~50% of costs in EUR pressures margins when EUR strengthens, Ongoing restructuring with ~5,000 headcount reduction through 2027, Customer concentration risk with largest customer (widely reported as Apple) above 10% of revenues, Operating margin collapsed from ~27% at peak to ~12% in FY2024

Revenue by geography

Revenue by product/service

Workforce by country

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