INTC · News · 20260919N

Gross Margin Drivers

INTEL CORP · 2026-09-19 · Importance 60 · Surprise 40 · No source text

Intel’s adjusted gross margin reached 41.8% in the second quarter. The adjusted gross margin was approximately 12 percentage points higher than a year earlier, representing a year-over-year improvement of more than 10%. CEO Lip-Bu Tan said Intel could supply only about 50% of what customers needed, indicating that customer demand exceeded available supply during the week reported.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
marginpositiverealized+12.0%Intel's adjusted gross margin hit 41.8% in the second quarter, about 12 percentage points higher than a year earlier.