Company profiles · Reshoring, Industrials & Semis

GlobalFoundries (GFS): US–Canada Tariff Exposure, Government Contracts, and Risk

MIXEDWATCH TIER
Last close · Oct 30$41.90 −6.4% since report
Report price · Aug 28, 2026 close$44.76
Market cap$24.6B
52-wk range31.59–92.55
Dividend · quarterly$0.48/yr 1.15% · next expected Jan 2027

Why it’s on the map

DoD Trusted Foundry; GaN fab announced April 2026.

Government money & contracts

CHIPS $1.587B + reported $375M Commerce/NIST equity stake (May 2026, terms unverified).

Customers & commercial

Defense, auto, IoT.

Catalysts

Q3 early Nov.

Risk

Market doubts earnings translation; about 48% off high.

Tariff durability

Policy-backed.

Dividend · #31 of 47 payers by yield
1.15% yield
$0.48 a share a year · quarterly · pays Jan · Apr · Jul · Oct
All payers ranked →
Per payment$0.12a share, 4× a year
Next payoutexpected Jan 2027not yet declared
Last ex-dateJun 24, 2026own it before the ex-date to collect
Last paidOct 9, 2026$0.12 a share
Payout ratio9%of earnings · well covered
Raised—streak not on record
Shares at the Oct 30 close of $41.9023.87
Each payment$2.86
Per year · 4 payments$11.46
Recent payments
Ex-datePaidPer share
Sept 23, 2026Oct 9, 2026$0.12
Jun 24, 2026Jul 14, 2026$0.12

Yield = $0.12 × 4 ÷ the Oct 30 close of $41.90. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source