Earnings research

Shin-Etsu Chemical Co., Ltd. reported a revenue miss of 11.7% in Q4 FY2026, with actual revenue coming in at ¥4.08 billion against the street estimate of ¥4.62 billion. The company's earnings per share (EPS) of ¥0.17 did not have a comparable street estimate, but the revenue miss is a significant concern for investors.

Lasertec Corporation Lasertec Corporation reported a revenue miss in Q3 FY2026, with revenues coming in at ¥263.1 million, 8.7% below the street estimate of ¥288.3 million. Despite the miss, the company's management remains optimistic about the recovery in orders and the outlook for the remainder of the fiscal year.

Sumitomo Metal Mining Co., Ltd. (5713.T) reported a strong Q4 FY2026, with both revenue and EPS beating street estimates. Revenue came in at ¥491.42 billion, a 2.9% beat, while EPS of ¥251.16 significantly outperformed the estimate of ¥173.27, delivering a 45.0% surprise. The company's gross margin expanded to 20.9%, reflecting improved operational efficiency and favorable pricing conditions.

Furuya Metal Co., Ltd. (7826.T) delivered a stellar Q3 FY2026 performance, with revenue surging 86% year-over-year (YoY) to ¥30.83 billion, significantly outpacing the street estimate of ¥19.89 billion. The company's gross margin expanded to 36.5%, reflecting improved operational efficiency and favorable pricing dynamics.

Ushio Inc. (6925.T) reported a strong Q4 FY2026, with both revenue and EPS exceeding street estimates. Revenue came in at ¥52.3 billion, a 11.2% beat over the estimated ¥47.0 billion. EPS of ¥47.63 significantly outpaced the estimate of ¥29.40, marking a 62.0% surprise. Despite these positive results, the company's guidance for the next fiscal year remains cautious.

Marvell Technology reported a solid Q4 FY2026, with revenue and EPS both beating street estimates, driven by strong demand in the data center and switching markets. The company's outlook for FY2027 is even more ambitious, with revenue guidance pointing to a significant year-over-year growth.

Semtech's Q4 FY2026 earnings report shows a steady, albeit modest, beat on both revenue and EPS, driven by strong performance in the data center segment. The company's outlook for Q1 FY2027 is positive, with revenue guidance indicating continued growth.

Jabil Inc. (JBL) reported a strong Q2 FY2026, with both revenue and earnings surpassing street estimates. The company's revenue of $8.28 billion and EPS of $2.69 beat the consensus estimates of $7.78 billion and $2.51, respectively, by 6.5% and 7.2%. This performance underscores Jabil's ability to capitalize on key growth areas, particularly in AI-related revenue and Intelligent Infrastructure.

Micron Technology reported a staggering 196% year-over-year revenue growth in Q2 FY2026, driven by strong demand across all business units and a significant expansion in gross margins. The company's outlook for Q3 FY2026 is equally bullish, with revenue guidance of $33.5 billion, reflecting continued momentum in the memory market.

Aehr Test Systems reported a revenue miss and an EPS beat for Q3 FY2026, with revenue of $10.3 million and a non-GAAP EPS of -$0.05. Despite the revenue shortfall, the company's strong backlog and significant bookings indicate a positive outlook for the remainder of the fiscal year.

ASML Holding ADR reported a solid Q1 FY2026, with both revenue and EPS exceeding street estimates. The company's guidance for Q2 FY2026 reflects continued strength in demand, despite ongoing supply constraints and geopolitical uncertainties.

Danaher [DANAHER CORP /DE/] reported a mixed Q1 FY2026, with EPS beating estimates by 6.2% while revenue fell short by 0.5%. The company's strong margin performance and positive outlook for the full year suggest that it is well-positioned to navigate ongoing market challenges.

3M CO's Q1 FY2026 earnings report reflects a steady performance, with a slight revenue miss and an EPS beat. The company's focus on operational efficiency and cash flow management is evident, setting a positive tone for the year ahead.

ASM International N.V. (ASMIY) reported a strong Q1 2026, with both revenue and EPS exceeding street estimates. The company's guidance for Q2 and the second half of 2026 indicates continued momentum, driven by advanced technology nodes and capacity expansions.

Vertiv Holdings Co Vertiv Holdings Co reported a strong Q1 FY2026, with both revenue and earnings significantly outpacing street estimates. The company's adjusted diluted EPS of $1.17 beat the consensus estimate of $1.00 by 17%, while revenue of $2.65 billion slightly exceeded the street estimate of $2.64 billion. The quarter was marked by strong margin expansion and strong operational performance, setting a positive tone for the year.

Lam Research reported a strong Q3 FY2026, beating both revenue and EPS estimates, driven by record revenues and a significant uptick in advanced packaging and customer support. The company's outlook for the next quarter and the year ahead suggests continued momentum, particularly in NAND and advanced packaging segments.

Texas Instruments reported a strong Q1 FY2026, with revenue and EPS both significantly beating street estimates. Revenue of $4.83 billion and EPS of $1.68 represent a 6.6% and 23.5% surprise, respectively, driven by strong growth in the industrial and data center segments.

DOW INC. reported Q1 FY2026 results that beat both revenue and EPS estimates, driven by sequential volume growth and significant cost savings. Despite ongoing challenges, the company's strategic initiatives are showing early signs of success.

MaxLinear reported Q1 FY2026 earnings that met revenue expectations and exceeded EPS estimates, with a revenue surprise of +2.0% and an EPS surprise of +22.2%. The company's guidance for Q2 FY2026 indicates a strong outlook, with revenue expected to range from $160 million to $170 million. This print and the subsequent guidance underscore the company's growing momentum in the optical data center segment and its broader infrastructure business.

STMicroelectronics STMicroelectronics reported Q1 FY2026 results that saw revenue beat estimates but EPS fall short. The company's revenue of $3.1 billion exceeded the street estimate of $3.06 billion, marking a 1.2% surprise. However, EPS of $0.13 missed the estimate of $0.19, resulting in a -31.6% surprise. Despite the mixed results, the company remains optimistic, guided by a strong Q2 outlook and strategic acquisitions.

Freeport-McMoRan FREEPORT-MCMORAN INC reported Q1 FY2026 earnings that surpassed street estimates, with revenue and EPS beating by 8.8% and 22.2%, respectively. However, the company faces significant production challenges at its Grasberg mine, which may impact future performance.

Honeywell International Inc HONEYWELL INTERNATIONAL INC reported mixed Q1 FY2026 results, missing revenue expectations but beating EPS estimates. The company's revenue of $9.14 billion fell short of the $9.30 billion consensus estimate, marking a -1.7% surprise. However, adjusted EPS of $2.58 exceeded the $2.43 estimate, delivering a +6.2% surprise. This print underscores a complex quarter marked by strong margin performance and significant backlog growth, despite near-term headwinds.

Thermo Fisher Scientific THERMO FISHER SCIENTIFIC INC. reported Q1 FY2026 results that beat both revenue and EPS estimates, driven by strong operational performance and a favorable foreign exchange tailwind. The company also raised its full-year guidance, signaling continued confidence in its growth trajectory.

Intel reported a strong Q1 FY2026, with revenue and EPS significantly outpacing street estimates. Revenue came in at $13.58 billion, a 9.3% beat over the $12.42 billion estimate, while EPS of $0.29 far exceeded the near-zero estimate. This print underscores Intel's resurgence, driven by strong demand in AI and improved operational efficiency.

BE Semiconductor Industries N.V. (BESIY) reported a modest revenue miss and an EPS beat in Q1 FY2026, with revenue of €216.5 million and EPS of €0.76. The company's guidance for Q2 FY2026 indicates a significant uptick in revenue, driven by strong demand for hybrid bonding and advanced packaging solutions.

Renesas Electronics Corporation Renesas Electronics Corporation reported a mixed Q1 FY2026, missing EPS estimates by 37% while revenue was flat compared to street expectations. The company's guidance and capital expenditure plans suggest a cautious outlook, despite a positive tone on the earnings call.

Amkor Technology reported a strong Q1 FY2026, with record revenue of $1.68 billion, up 27% year-over-year, and non-GAAP EPS of $0.33, significantly beating street estimates. The company's favorable product mix and cost management drove gross margin expansion, setting a positive tone for the year.

Rambus delivered a steady Q1 FY2026, with revenue and EPS beating estimates by a modest margin. The company's guidance for Q2 indicates continued momentum, driven by strong product revenue growth and strategic inventory builds. Despite a slight decline in sequential revenue, the outlook remains positive, supported by ongoing strength in DDR5 products and new project contributions.

Cadence Design Systems reported a solid Q1 FY2026, with both revenue and EPS exceeding street estimates. Revenue came in at $1.474 billion, a 1.2% surprise, while EPS of $1.96 beat estimates by 2.6%. The company's guidance for Q2 and FY2026 reflects continued optimism and strong execution.

Fuji Electric Co., Ltd. (6504.T) reported a strong Q4 FY2026, with both revenue and earnings surpassing street estimates. The company's revenue of ¥370.93 billion and EPS of ¥331.60 represent a 5.8% and 21.8% surprise, respectively, highlighting the company's ability to outperform in a challenging market environment.

Tokuyama Corporation reported a 2% miss on revenue expectations for Q4 FY2025, with actual revenue coming in at ¥97.95 billion compared to the street estimate of ¥100.00 billion. Despite the revenue miss, the company maintained its gross margin at 34.9%, indicating a focus on cost management and operational efficiency.

Socionext Inc. (6526.T) reported a 6.0% revenue beat in Q4 FY2026, with revenue coming in at ¥58.69 billion. However, the company's gross margin is expected to decline in the upcoming fiscal year, raising concerns about profitability.

Xylem Inc. (XYL) reported a steady Q1 FY2026, with both revenue and EPS beating estimates. The company's disciplined approach to operational efficiency and strategic capital deployment is evident, but the cautious guidance reflects a prudent stance in an uncertain macro environment.

NXP Semiconductors NXP Semiconductors reported a solid Q1 FY2026, with both revenue and earnings per share (EPS) exceeding street estimates. Revenue came in at $3.18 billion, a 12.2% year-over-year (YoY) increase, while EPS reached $3.05, surpassing the estimated $2.98. The company's guidance for Q2 FY2026 indicates continued momentum, with revenue expected to reach $3.45 billion.

Ultra Clean Holdings reported a solid Q1 FY2026, beating both revenue and EPS estimates, while providing a bullish outlook driven by AI infrastructure investments. The company's financial performance and strategic positioning indicate a strong trajectory for the year ahead.

Seagate Technology Holdings plc Seagate Technology Holdings plc reported a stellar Q3 FY2026, with revenue growing 44% year-over-year (YoY) and gross margins hitting a record high of 46.5%. The company's strong performance is driven by strong demand from cloud service providers (CSPs) and continued progress in its HAMR technology.

Rogers Corp reported Q1 FY2026 earnings that met revenue expectations but exceeded EPS estimates by 10.3%. The company's adjusted EPS of $0.75, up 178% year-over-year, reflects significant improvements in gross margin and operating expenses.

CORNING INC /NY reported a solid Q1 FY2026, with both revenue and EPS beating street estimates. The company's performance was driven by strong demand in Optical Communications and Solar segments, reflecting ongoing investments in Gen AI and renewable energy.

Alphabet Inc. reported a strong Q1 FY2026, with revenue and EPS both significantly beating street estimates. Revenue grew 22% year-over-year to $109.9 billion, while EPS surged 82% to $5.11, driven by strong performance across Google Services and Google Cloud.

Everspin Technologies Everspin Technologies reported Q1 FY2026 results that saw revenue come in at $14.9 million, a 1.9% beat over the street estimate of $14.6 million. However, the company missed on EPS, reporting a loss of $0.01 compared to the street estimate of $0.01. The quarter was marked by a significant $40 million contract with a U.S. prime contractor, which will bolster future revenue streams. Despite the mixed financial performance, the company remains optimistic about its long-term growth prospects, particularly with the UNISYST product line and the ongoing development of high-reliability parts.

Silicon Motion reported a strong Q1 FY2026, with record revenue and strong guidance, signaling continued momentum across its product portfolio. The company's strategic investments and market share gains are driving significant outperformance.

Meta Platforms, Inc. (META) reported a strong Q1 FY2026, with both revenue and earnings per share (EPS) significantly beating street estimates. Revenue grew 33% year-over-year (YoY) to $56.3 billion, and EPS came in at $10.44, a 55.8% surprise. The company also provided optimistic guidance for Q2 FY2026, with revenue expected to range from $58 billion to $61 billion.

Materion Corp reported a strong Q1 FY2026, beating both revenue and EPS estimates, driven by strong demand in AI-related applications and defense orders. The company's guidance for the year reflects continued optimism, with a focus on expanding margins and generating strong cash flow.

FormFactor's Q1 FY2026 earnings report shows a solid beat on both revenue and EPS, with a significant improvement in gross margins. The company's strategic focus on margin expansion and market share gains in high-bandwidth memory (HBM) testing is paying off, setting the stage for continued growth in the coming quarters.

Amazon AMAZON COM INC reported a strong Q1 FY2026, with revenue and earnings both exceeding street estimates. Revenue came in at $181.52 billion, a 17% year-over-year increase, and EPS reached $2.78, significantly outpacing the $1.63 estimate. The company's AWS segment continues to be a key driver, with growth accelerating to 28% year-over-year, the fastest rate in 15 quarters.

Qualcomm reported a slight beat in both revenue and EPS for Q2 FY2026, but the guidance for the next quarter suggests a more cautious outlook. The company's automotive and IoT segments continue to drive growth, but the handset market remains a headwind.

Microsoft MICROSOFT CORP reported a solid Q3 FY2026, with revenue and EPS beating street estimates. Revenue grew 18% year-over-year to $82.9 billion, and EPS came in at $4.27, a 21% increase. While the company's cloud and AI businesses continue to drive growth, the guidance for Q4 suggests a more cautious outlook, particularly in the consumer segment.

KLA reported Q3 FY2026 earnings that exceeded both revenue and EPS estimates, driven by strong performance in leading-edge foundry logic and high-bandwidth memory. The company's guidance for the June quarter and its long-term outlook underscore continued confidence in the semiconductor industry's growth trajectory.

Teradyne reported a strong Q1 FY2026, with revenue and EPS both significantly outpacing street estimates. The company's revenue of $1.282 billion and EPS of $2.56 represent a 26% and 241% increase year-over-year, respectively, driven by strong demand in semi test and robotics.

AVNET INC AVNET INC reported a significant beat on both revenue and earnings for Q3 FY2026, driven by strong performance across all regions and operating groups. The company's results reflect a continued recovery and growth trajectory, with management guiding for further momentum in the upcoming quarter.

Murata Manufacturing Co., Ltd. (MRAAY) reported a mixed quarter, with EPS beating estimates by 30% while revenue fell short by 0.3%. The company's guidance and capital expenditure plans suggest a continued focus on growth and efficiency.

HOYA Corporation reported a mixed Q4 FY2025, with revenue beating estimates by 2.3% but missing EPS expectations by 7.2%. The company's full-year guidance remains optimistic, with a 9% revenue increase projected for FY2026.

Sandisk Corp Sandisk Corp reported a significant beat in both revenue and earnings for Q3 FY2026, with revenue of $5.95 billion and EPS of $23.41, far exceeding street estimates of $4.72 billion and $14.62, respectively. This print underscores the company's strong market position and its ability to capitalize on favorable industry conditions.

Monolithic Power Systems reported a record Q1 FY2026 revenue of $804.2 million, beating street estimates by 2.8%, and EPS of $5.10, surpassing estimates by 4.1%. The company's strong performance is driven by continued growth in key end markets and strategic capacity expansion.

Entegris reported a solid Q1 FY2026, with revenue and EPS both exceeding street estimates. The company's strong free cash flow and disciplined capital management underscore its financial health, while the guidance for Q2 FY2026 indicates continued momentum.

AXT reported Q1 FY2026 results that exceeded street expectations, with revenue beating estimates by 2.7% and a significant improvement in gross margin. The company's financial trajectory and strategic initiatives indicate a positive outlook, despite ongoing challenges in the semiconductor industry.

ATI INC ATI INC reported a mixed Q1 FY2026, with revenue missing estimates by 3.0% and EPS beating by 14.0%. Despite the revenue miss, the company raised its full-year guidance, signaling confidence in its operational execution and market demand.

Apple Inc. reported a strong Q2 FY2026, with revenue and EPS both exceeding street estimates. The company's revenue of $111.2 billion and EPS of $2.01 represent a 1.6% and 3.1% surprise, respectively. This print underscores Apple's continued resilience and growth, driven by strong performance across its product lines and services.

Western Digital reported a strong Q3 FY2026, with revenue up 45% year-over-year (YoY) to $3.3 billion and earnings per share (EPS) of $2.72, beating estimates by 13.8%. The company's performance was driven by strong demand across all end markets and an improved pricing environment.

Parker-Hannifin Corp Parker-Hannifin Corp reported a solid Q3 FY2026, with both revenue and EPS exceeding street estimates. Revenue came in at $5.49 billion, a 1.6% beat, while EPS of $8.17 exceeded the estimate by 4.2%. The company's performance reflects strong organic growth, margin expansion, and a positive outlook for the remainder of the fiscal year.

KYOCERA CORP reported a strong Q4 FY2026, with both revenue and EPS significantly beating street estimates. Revenue came in at ¥3.50 billion, a 9.0% surprise, while EPS was ¥0.20, a 81.8% surprise. The company's financial performance and forward guidance suggest a continued positive trajectory.

Illinois Tool Works Inc (ITW) reported a solid Q1 2026, with revenue and EPS both beating street estimates. The company's disciplined operational execution and favorable currency translation drove a 4.6% revenue increase and a 12% jump in GAAP EPS to $2.66, outpacing the underlying market.

Cohu's Q1 FY2026 results show a modest revenue beat and a significant increase in the high-performance computing (HPC) pipeline, setting the stage for a strong Q2 and full-year outlook. Despite a lower-than-expected EPS, the company's strategic investments and growing HPC opportunities position it well for future growth.

Air Products & Chemicals, Inc. (APD) reported a solid Q2 FY2026, beating both revenue and EPS estimates. The company's EPS of $3.20 exceeded the street estimate of $3.06 by 4.6%, while revenue of $3.17 billion surpassed the estimate of $3.07 billion by 3.3%. This performance, coupled with raised guidance and a significant reduction in capital expenditures, positions APD for continued growth and improved financial health.

Ichor Holdings Ichor Holdings reported Q1 FY2026 revenue of $256.1 million, a 1.9% beat over the street estimate of $251.3 million. EPS came in at $0.15, a 15.4% beat over the estimate of $0.13. The company's guidance for Q2 FY2026 indicates a continued positive trajectory, with revenues expected in the range of $290 million to $310 million.

onsemi onsemi reported Q1 FY2026 results that beat both revenue and EPS estimates, driven by strong performance in the AI data center segment. Revenue of $1.51 billion and EPS of $0.64 exceeded the street estimates of $1.49 billion and $0.61, respectively. The company's guidance for Q2 FY2026 indicates continued momentum, with revenue expected in the range of $1.535 billion to $1.635 billion.

Advanced Energy Industries Inc reported Q1 FY2026 results that surpassed street estimates, driven by strong performance in data center computing and semiconductor segments. The company's revenue and earnings growth, coupled with positive guidance for Q2, signal a continued upward trajectory.

Lattice Semiconductor Lattice Semiconductor reported a strong Q1 FY2026, with revenue and EPS both beating street estimates. The company's 42% year-over-year revenue growth and 80% year-over-year EPS growth underscore its continued momentum and strategic execution.

Shoals Technologies reported a solid Q1 FY2026, with revenue and EPS both beating street estimates. The company's strong performance is underpinned by a significant increase in backlog and awarded orders, coupled with improved operating leverage.

Astera Labs reported a solid Q1 FY2026, with both revenue and EPS beating street estimates. The company's strong performance is driven by its AI fabric and signal conditioning portfolios, with a particular emphasis on the growth of its PCIe 6 business. Management's guidance for Q2 FY2026 indicates continued momentum, positioning Astera Labs to outperform its end market growth rates.

GlobalFoundries reported Q1 FY2026 revenue of $1.634 billion, a slight beat over the street estimate of $1.6299 billion, with a 0.3% surprise. EPS came in at $0.40, surpassing the estimate of $0.35 by 13.9%. The company's gross margin improved to 27.6%, up 510 basis points year-over-year, driven by cost efficiencies and a favorable product mix.

DuPont de Nemours, Inc. (DD) reported a strong Q1 FY2026, with revenue and EPS both beating street estimates. The company's revenue of $1.68 billion and EPS of $1.65 significantly outperformed the street estimates of $1.67 billion and $0.49, respectively. This performance was driven by a combination of organic growth, favorable currency impacts, and strong operational execution.

Lumentum Holdings [Lumentum] reported a strong Q3 FY2026, with revenue and profitability both exceeding expectations. The company's revenue grew 90.1% year-over-year to $808.4 million, driven by strong demand in both components and systems segments. Non-GAAP EPS of $2.37 beat the street estimate by 4.4%, reflecting the company's operational leverage and favorable product mix.

Atomera reported a significant revenue miss and a wider-than-expected loss in Q1 FY2026, but the company's tone and sentiment have shown improvement. Despite the financial underperformance, management's focus on strategic initiatives and ongoing customer engagements suggests a potential for future growth.

Sequans Communications ADR reported a significant miss on EPS and a slight revenue miss in Q1 FY2026, reflecting ongoing challenges in the semiconductor industry. Despite a modest revenue decline and a substantial increase in the net loss, the company remains optimistic about its future prospects, driven by a strong order backlog and a strong design-win pipeline.

Wolfspeed's Q3 FY2026 earnings report shows revenue in line with estimates and an EPS beat, underpinned by strategic refinancing and improved gross margin. Despite ongoing challenges, the company's outlook remains cautiously optimistic, with a focus on long-term growth opportunities in AI and electric vehicles (EVs).

Onto Innovation Onto Innovation reported in-line Q1 FY2026 results, with revenue and EPS matching street estimates. The company's guidance for Q2 FY2026, however, indicates a significant acceleration in growth, driven by strong demand across advanced nodes and specialty devices.

Veeco Instruments reported a miss on both revenue and earnings per share (EPS) for Q1 FY2026, with revenue coming in at $158.3 million and EPS at $0.14, missing street estimates of $160.1 million and $0.20, respectively. Despite the miss, the company maintained its full-year guidance, signaling continued confidence in its growth trajectory.

EMERSON ELECTRIC CO's Q2 FY2026 results show a mixed performance, with revenue missing estimates and EPS beating. The company's guidance has been adjusted to reflect ongoing geopolitical and operational challenges.

Skyworks Solutions Skyworks Solutions reported Q2 FY2026 earnings that beat both revenue and EPS estimates, but the company's guidance for the next quarter suggests a more cautious outlook. Despite the beat, the company's forward-looking statements and financial projections indicate a challenging environment ahead.

Advanced Micro Devices AMD reported Q1 FY2026 earnings that exceeded street estimates, with revenue of $10.25 billion and EPS of $1.37, representing a 38% year-over-year revenue increase and a 43% year-over-year EPS growth. The company's guidance for Q2 FY2026 indicates continued momentum, driven by strong demand in the Data Center segment and the expanding market opportunity in AI.

Arm Holdings ADR (ARM) reported a strong Q4 FY2026, with both revenue and EPS exceeding street estimates. Revenue came in at $1.49 billion, a 20.1% year-over-year (YoY) increase, and EPS reached $0.60, a 3.4% beat over the estimated $0.58. The company's performance underscores its continued growth and market leadership in semiconductor IP and licensing.

Navitas Semiconductor Navitas Semiconductor reported Q1 FY2026 results that exceeded both revenue and EPS estimates, signaling a return to growth and margin expansion. The company's focus on high-power markets and disciplined cost management is beginning to pay off, with management guiding for continued sequential growth and margin improvement in the coming quarters.

BRUKER CORP BRUKER CORP reported Q1 FY2026 results that beat both revenue and EPS estimates, with revenue coming in at $823.4 million (a 3.5% beat) and EPS at $0.31 (a 34.8% beat). The company reaffirmed its full-year guidance, signaling continued confidence in its strategic initiatives and cost-saving measures.

INFINEON TECHNOLOGIES AG (IFNNY) reported a mixed Q2 FY2026, with revenue beating estimates but EPS falling short. The company's guidance for FY2026 revenue of over €16 billion and a segment profit margin of around 20% underscores a cautious yet optimistic outlook.

Azenta, Inc. reported a miss on both revenue and EPS estimates for Q2 FY2026, signaling ongoing challenges in the Multiomics segment and a more cautious outlook for the year. The company's financial performance and guidance suggest a need for strategic adjustments to navigate the current market conditions.

Coherent's Q3 FY2026 results exceeded street estimates, with revenue and EPS both beating expectations. The company's strong performance is driven by strong demand in AI data centers and communications, and it is well-positioned for continued growth in fiscal 2027.

Cirrus Logic reported a solid Q4 FY2026, with revenue and EPS both beating street estimates, driven by strong demand in smartphones and PCs. The company's guidance for Q1 FY2027 indicates continued momentum, with a focus on R&D investment and share repurchases.

Xperi's Q1 FY2026 earnings report shows a stabilization in revenue and a significant beat on EPS, driven by strong performance in the Media Platform segment. The company's strategic focus on advertising monetization and user growth is beginning to pay off, despite ongoing challenges in the Pay TV and Consumer Electronics segments.

ACM Research, Inc. (ACMR) reported a strong Q1 FY2026, with revenue and EPS both beating street estimates. Revenue came in at $231.3 million, a 7.2% surprise over the $215.7 million estimate, while EPS of $0.34 exceeded the $0.26 estimate by 33.3%.

MACOM Technology Solutions reported a solid Q2 FY2026, with both revenue and EPS exceeding analyst estimates. The company's guidance for Q3 FY2026 indicates continued momentum, driven by strong demand across all end markets.

SiTime reported a strong Q1 FY2026, with both revenue and EPS beating estimates. The company's guidance for Q2 indicates continued momentum, driven by strong demand in key markets such as communications, data centers, and aerospace defense.

Alpha and Omega Semiconductor reported Q3 FY2026 results that beat both revenue and EPS estimates, signaling a modest improvement in the company's financial trajectory. Despite ongoing challenges, the company's guidance for the next quarter suggests a continued focus on cost management and strategic investments.

Himax Technologies reported a Q1 FY2026 revenue of $199.0 million, a 2.1% beat over the street estimate of $195.0 million. The company's non-GAAP EPS of $0.046 exceeded the estimate of $0.04. Despite a slight sequential decline in revenue, Himax maintained gross margin stability and provided an optimistic outlook for Q2.

Despite a revenue miss and continued losses, Applied Optoelectronics (AAOI) delivered a mixed Q1 FY2026 earnings report that was overshadowed by strong forward guidance and ambitious expansion plans. The company's outlook for Q2 and beyond, coupled with its significant investments in capacity, suggests a positive trajectory despite near-term headwinds.

Axcelis Technologies Axcelis Technologies reported a modest beat on both revenue and earnings for Q1 FY2026, but the underlying financials and forward guidance suggest a more cautious outlook. Revenue came in at $199.0 million, beating the street estimate of $195.0 million by 2.0%, while EPS of $0.72 exceeded the estimate of $0.71 by 1.4%. Despite these positive surprises, the company's gross margin and operational metrics indicate ongoing challenges in the semiconductor equipment market.

MKS Instruments MKS Instruments reported a strong start to the fiscal year, with both revenue and earnings per share (EPS) exceeding street estimates. The company's Q1 FY2026 results reflect a solid performance across its key markets, driven by sequential and year-over-year growth in semiconductor and electronics packaging segments.

Allegro MicroSystems reported a solid Q4 FY2026, with both revenue and EPS beating street estimates. Revenue came in at $243.2 million, a 3.1% surprise over the $235.9 million estimate, while EPS of $0.17 exceeded the $0.16 estimate by 4.2%.

Kulicke and Soffa Kulicke and Soffa reported a strong Q2 FY2026, with both revenue and EPS exceeding street estimates. Revenue came in at $242.6 million, a 6.1% beat over the $228.8 million estimate, while EPS of $0.79 surpassed the $0.67 estimate by 17.9%.

Diodes Incorporated reported Q1 FY2026 earnings that surpassed street estimates, with revenue and EPS beating expectations by 2.3% and 24.0%, respectively. The company's financial performance reflects a continued recovery and strong demand in key markets, particularly automotive and industrial.

ARROW ELECTRONICS, INC. (ARW) reported a significant beat in both revenue and earnings for Q1 FY2026, with revenue up 39% year-over-year (YoY) and EPS up 190% YoY. The company's outlook for Q2 FY2026 is also strong, with sales expected to grow 25% YoY at the midpoint. This print underscores ARW's ability to capitalize on favorable market conditions and operational improvements.

indie Semiconductor indie Semiconductor reported Q1 FY2026 results that were largely in line with expectations, with revenue up 3% year-over-year and EPS matching estimates. The company's guidance for Q2 suggests continued momentum in its core business, driven by strong demand in ADAS, photonics, and adjacent markets.

PDF Solutions reported a solid Q1 FY2026, with both revenue and EPS exceeding street estimates. The company's revenue of $60.1 million and EPS of $0.31 represent a 0.7% and 34.8% beat, respectively. This print underscores the company's consistent execution and reaffirms its long-term growth and margin targets.

Synaptics reported a solid Q3 FY2026, with both revenue and EPS beating estimates. The company's revenue of $294.2 million and EPS of $1.09 exceeded the street estimates of $290.5 million and $1.01, respectively, driven by strong performance in its Core IoT segment.

Amtech Systems reported a strong Q2 FY2026, beating both revenue and EPS estimates by a significant margin. The company's financial performance, coupled with positive guidance and a focus on AI applications, suggests a promising outlook for the remainder of the fiscal year.

nLIGHT reported a strong Q1 FY2026, with revenue and EPS both significantly beating street estimates. Revenue grew 55% year-over-year to $80.2 million, and EPS came in at $0.20, a 150% surprise over the $0.08 estimate. The company's performance was driven by strong growth in both aerospace and defense and commercial markets.

Power Integrations reported a modest beat on both revenue and earnings for Q1 FY2026, with revenue of $108.3 million and EPS of $0.25, beating estimates by 1.5% and 8.7%, respectively. The company's outlook for Q2 and its long-term growth projections in automotive and data center segments suggest a continued focus on high-margin opportunities.

Tokyo Ohka Kogyo Co., Ltd. (4186.T) reported a 23.6% year-over-year (YoY) revenue increase to ¥67.15 billion, significantly outpacing the street estimate of ¥63.23 billion. The company's strong performance is driven by increased demand for semiconductors, particularly in the generative AI market.

Sumitomo Bakelite Company Limited (4203.T) reported Q4 FY2026 revenue of ¥82.03 billion, exceeding the street estimate of ¥79.25 billion by 3.5%. The company also provided a positive outlook for FY2026, forecasting sales growth of 10% and specific product segments showing significant increases.

Ibiden Co.,Ltd. (4062.T) reported a mixed Q4 FY2026, with revenue slightly missing estimates and EPS significantly beating. The company's guidance for FY2025 remains cautious, reflecting a balanced view of the market.

CEVA's Q1 FY2026 results reflect a solid performance, with revenue and EPS beating street estimates. The company's licensing and related revenues, a key driver of growth, surged 18% year-over-year, indicating strong customer momentum and a strong pipeline. Despite a sequential decline in revenue, the company's guidance for the full year points to continued growth, driven by favorable market conditions and strategic initiatives.

MinebeaMitsumi Inc. (6479.T) reported a strong Q4 FY2026, with both revenue and EPS significantly outpacing street estimates. Revenue came in at ¥432.64 billion, a 13.8% beat over the estimated ¥380.22 billion, while EPS of ¥123.63 more than doubled the estimate of ¥57.99, marking a 113.2% surprise.

Qnity Electronics Q reported a strong start to the fiscal year with 18% year-over-year revenue growth and a 33% increase in adjusted earnings per share. The company's performance underscores its continued momentum and strategic execution, setting a positive tone for the year ahead.

Arteris reported a strong Q1 FY2026, with both revenue and EPS beating street estimates. The company raised its full-year guidance, reflecting continued momentum in its business.

Netlist reported a significant beat in Q1 FY2026, with revenue surging 262% to $104.9 million and EPS swinging from an expected loss of -$0.01 to a profit of $0.03. The company's financial performance reflects a combination of tight memory supply, accelerating demand, and rising DRAM prices, which have bolstered both revenue and gross profit margins.

Camtek reported a solid Q1 FY2026, with revenue and EPS beating estimates. The company's guidance for Q2 and the second half of the year indicates a strong outlook, driven by significant orders and a growing addressable market.

QuickLogic reported a Q1 FY2026 revenue of $5.1 million, missing the street estimate of $5.5 million by 8.3%. The company also reported a non-GAAP loss per share of $0.08, missing the street estimate of $0.05. Despite the miss, the company provided guidance for Q2 that suggests a return to growth and improved financial performance.

Despite a slight revenue beat, Mitsubishi Chemical Group Corporation Mitsubishi Chemical Group Corporation reported a significant EPS miss of -75.2%, reflecting ongoing challenges in the chemicals sector.

Denka Company Limited Denka Company Limited reported Q4 FY2025 earnings that missed revenue expectations but surprised to the upside on EPS. The company's revenue of ¥93.47 billion fell short of the street estimate of ¥98.30 billion, marking a -4.9% surprise. However, EPS of ¥117.87 exceeded the estimate of ¥113.31, resulting in a +4.0% surprise. This print suggests that Denka's cost management and operational efficiency are compensating for the revenue shortfall, but the revenue miss raises concerns about demand and market conditions.

Shibaura Mechatronics Corporation Shibaura Mechatronics Corporation reported a miss on both revenue and EPS for Q4 FY2026, with revenue coming in at ¥21.88 billion, a 7.9% miss against the street estimate of ¥23.74 billion. EPS of ¥35.34 also fell short, missing the estimate of ¥40.75 by 13.3%.