Intel forecasts Q3 2026 EPS of $0.38 on $15.8B-$16.8B revenue while planning 2026 CapEx above $20B (NASDAQ:INTC)

Intel Q2 2026 earnings call: demand vs. supply, 18A/14A foundry milestones, raised $20B+ CapEx and Q3 EPS outlook.

Intel forecasts Q3 2026 EPS of $0.38 on $15.8B-$16.8B revenue while planning 2026 CapEx above $20B (NASDAQ:INTC) | Seeking Alpha

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Earnings Call Insights: Intel (INTC) Q2 2026

Management View

“Q2 was another quarter of solid execution. Revenue, gross margin, earnings per share were above our guidance... Strong demand for our products continue to outpace our growing supply.” (CEO & Director Lip-Bu Tan)

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Quick Insights

What factors are driving Intel's increased 2026 CapEx projections?

Stronger customer demand signals and growth across all business units are prompting Intel to raise 2026 CapEx to over $20 billion, with increased investment in advanced packaging and front-end capacity as management expresses confidence in demand fulfillment.

What risks could impact Intel’s ability to execute its investment plan?

Key risks include ongoing industry-wide supply constraints (with shortages in wafers, memory, substrates, and 'T-glass'), subseasonal PC demand, potential execution challenges ramping new node technologies, and client/end-market softness.

How is Intel currently performing relative to its major competitors in CPUs and foundry?

Intel emphasizes a strong roadmap in CPUs and is reportedly catching up to competitors like AMD and ARM, while continuing to see rapid top-line growth in foundry though profitability is still negative, with committed investments signaling competitiveness but lag remains in some areas.

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