Earnings research

Ambarella reported Q2 FY2027. EPS came in at $0.18 against a $0.17 consensus, beat by 5.3%. Revenue was $108.1M versus $107.8M expected, in line. Gross margin was 57.7%, down 140 bps from last quarter.

Broadcom reported results (Sep 02, 2026). EPS came in at $3.32 against a $3.22 consensus, beat by 3.1%. Revenue was $29.6B versus $29.2B expected, beat by 1.2%.

Credo Technology reported Q1 FY2027. EPS came in at $1.20 against a $1.17 consensus, beat by 2.6%. Revenue was $479.0M versus $473.3M expected, beat by 1.2%. Gross margin was 64.5%, down 370 bps from last quarter.

Marvell Technology reported Q2 FY2027. EPS came in at $0.94 against a $0.93 consensus, beat by 0.8%. Revenue was $2.7B versus $2.7B expected, beat by 0.7%. Gross margin was 53.1%, up 100 bps from last quarter.

Synopsys reported results (Aug 26, 2026). EPS came in at $3.91 against a $3.67 consensus, beat by 6.5%. Revenue was $2.5B versus $2.4B expected, beat by 1.6%.

NVIDIA reported results (Aug 26, 2026). EPS came in at $2.22 against a $2.09 consensus, beat by 6.2%. Revenue was $96.2B versus $92.3B expected, beat by 4.3%.

Photronics reported Q3 FY2026. EPS came in at $0.50 against a $0.40 consensus, beat by 24.0%. Revenue was $216.0M versus $208.8M expected, beat by 3.5%. Gross margin was 33.2%, up 190 bps from last quarter.

Semtech reported Q2 FY2027. EPS came in at $0.71 against a $0.61 consensus, beat by 15.6%. Revenue was $341.9M versus $328.7M expected, beat by 4.0%. Gross margin was 53.8%, up 190 bps from last quarter.

Wolfspeed reported Q4 FY2026. EPS came in at -$2.26 against a -$2.45 consensus, beat by 7.8%. Revenue was $149.6M versus $150.0M expected, in line. Gross margin was 269.2%, up 29580 bps from last quarter.

Analog Devices reported results (Aug 19, 2026). EPS came in at $3.45 against a $3.34 consensus, beat by 3.3%. Revenue was $4.0B versus $3.9B expected, beat by 2.6%.

Keysight Technologies, Inc. reported Q3 FY2026. EPS came in at $3.07 against a $2.48 consensus, beat by 23.8%. Revenue was $1.8B versus $1.7B expected, beat by 5.7%.

POET Technologies ADR reported results (Aug 13, 2026). EPS came in at -$0.07 against a -$0.07 consensus, in line. Revenue was $570K versus $500K expected, beat by 14.0%.

HOYA Corporation's Q1 FY2026 print arrives with a garbled consensus tape, but the underlying story is unambiguous: record revenue and operating profit, a ¥200 billion buyback, and an EUV blanks franchise that keeps compounding. The investable question is not whether the quarter beat; it is whether the market is pricing the durability of a 23.8% ROIC business that just committed to shrinking its own cash pile.

Applied Materials reported Q3 FY2026. EPS came in at $3.50 against a $3.40 consensus, beat by 2.9%. Revenue was $9.1B versus $9.0B expected, beat by 1.3%. Gross margin was 50.3%, up 40 bps from last quarter.

Cerebras Systems Inc. reported results (Aug 12, 2026). EPS came in at -$0.04 against a -$0.17 consensus, beat by 76.7%. Revenue was $209.9M versus $190.6M expected, beat by 10.1%.

Coherent reported Q4 FY2026. EPS came in at $1.74 against a $1.62 consensus, beat by 7.4%. Revenue was $2.0B versus $2.0B expected, beat by 3.1%. Gross margin was 38.5%, up 80 bps from last quarter.

Alpha and Omega Semiconductor reported Q4 FY2026. EPS came in at -$0.13 against a -$0.24 consensus, beat by 45.8%. Revenue was $170.4M versus $168.0M expected, beat by 1.4%. Gross margin was 22.3%, up 120 bps from last quarter.

CVD Equipment reported Q2 FY2026. EPS came in at -$0.20. Revenue was $2.0M. Gross margin was 16.8%, up 880 bps from last quarter.

Silicon Laboratories reported Q2 FY2026. EPS came in at $0.71 against a $0.69 consensus, beat by 2.9%. Revenue was $228.2M versus $228.0M expected, in line. Gross margin was 64.3%, up 760 bps from last quarter.

QuickLogic reported Q2 FY2026. EPS came in at -$0.06 against a -$0.04 consensus, missed by 37.6%. Revenue was $5.5M versus $6.0M expected, missed by 8.6%. Gross margin was 43.9%, up 740 bps from last quarter.

Lumentum Holdings reported Q4 FY2026. EPS came in at $3.23 against a $2.97 consensus, beat by 8.8%. Revenue was $1.0B versus $987.7M expected, beat by 1.9%. Gross margin was 47.4%, up 320 bps from last quarter.

ChipMOS Technologies ADR reported results (Aug 11, 2026). EPS came in at NT$0.80 against a NT$0.64 consensus, beat by 25.2%. Revenue was NT$229.1M versus NT$236.9M expected, missed by 3.3%.

Camtek reported results (Aug 10, 2026). EPS came in at $0.78 against a $0.76 consensus, beat by 2.5%. Revenue was $133.2M versus $130.4M expected, beat by 2.2%.

CEVA reported results (Aug 10, 2026). EPS came in at $0.08 against a $0.07 consensus, beat by 9.3%. Revenue was $29.0M versus $28.2M expected, beat by 3.0%.

inTEST reported Q2 FY2026. EPS came in at $0.09 against a $0.05 consensus, beat by 92.7%. Revenue was $35.3M versus $35.0M expected, beat by 1.0%. Gross margin was 40.6%, down 260 bps from last quarter.

Murata Manufacturing's latest quarter beat street estimates, but the headline surprise percentages understate the real news: management raised full-year revenue guidance by 7.7% and operating profit guidance by 13.2%, language that signals a supply-demand cycle the market is still pricing as flat. The variant view is that passives investors keep anchoring on Murata's two-year revenue plateau while the margin trajectory and the guide say the cycle has already turned.

ACM Research, Inc. reported results (Aug 07, 2026). EPS came in at $0.61 against a $0.42 consensus, beat by 45.7%. Revenue was $292.9M versus $269.3M expected, beat by 8.8%.

MICROCHIP TECHNOLOGY INC reported Q1 FY2027. EPS came in at $0.76 against a $0.70 consensus, beat by 8.6%. Revenue was $1.5B versus $1.5B expected, beat by 1.8%. Gross margin was 63.2%, up 220 bps from last quarter.

Synaptics reported Q4 FY2026. EPS came in at $1.23 against a $1.21 consensus, beat by 1.7%. Revenue was $308.0M versus $305.3M expected, beat by 0.9%. Gross margin was 47.3%, up 200 bps from last quarter.

nLIGHT reported Q2 FY2026. EPS came in at $0.15 against a $0.14 consensus, beat by 6.3%. Revenue was $82.6M versus $78.6M expected, beat by 5.1%. Gross margin was 31.1%, down 200 bps from last quarter.

ARROW ELECTRONICS, INC. reported results (Aug 06, 2026). EPS came in at $5.45 against a $4.59 consensus, beat by 18.7%. Revenue was $10.0B versus $9.7B expected, beat by 3.4%.

PDF Solutions reported Q2 FY2026. EPS came in at $0.27 against a $0.27 consensus, beat by 0.7%. Revenue was $61.5M versus $61.2M expected, beat by 0.6%. Gross margin was 68.9%, down 290 bps from last quarter.

Onto Innovation reported Q2 FY2026. EPS came in at $1.93 against a $1.69 consensus, beat by 14.2%. Revenue was $343.1M versus $325.3M expected, beat by 5.5%. Gross margin was 53.4%, up 330 bps from last quarter.

indie Semiconductor reported Q2 FY2026. EPS came in at -$0.05 against a -$0.05 consensus, beat by 4.6%. Revenue was $64.0M versus $62.5M expected, beat by 2.4%. Gross margin was 0.0%, down 3800 bps from last quarter.

Arteris reported results (Aug 06, 2026). EPS came in at -$0.10 against a -$0.04 consensus, missed by 140.4%. Revenue was $24.1M versus $23.5M expected, beat by 2.8%.

Applied Optoelectronics reported Q2 FY2026. EPS came in at $0.06 against a $0.02 consensus, beat by 297.4%. Revenue was $189.0M versus $190.5M expected, missed by 0.8%. Gross margin was 27.7%, down 140 bps from last quarter.

Parker-Hannifin Corp reported results (Aug 06, 2026). EPS came in at $9.27 against a $8.26 consensus, beat by 12.2%. Revenue was $5.8B versus $5.6B expected, beat by 3.3%.

Nova Ltd. reported results (Aug 06, 2026). EPS came in at $2.51 against a $2.41 consensus, beat by 4.1%. Revenue was $255.0M versus $250.3M expected, beat by 1.9%.

MACOM Technology Solutions reported Q3 FY2026. EPS came in at $1.40 against a $1.35 consensus, beat by 3.7%. Revenue was $342.2M versus $335.5M expected, beat by 2.0%. Gross margin was 58.3%, up 140 bps from last quarter.

ATI INC reported results (Aug 06, 2026). EPS came in at $1.23 against a $1.03 consensus, beat by 19.4%. Revenue was $1.3B versus $1.2B expected, beat by 3.7%.

Axcelis Technologies reported Q2 FY2026. EPS came in at $1.06 against a $0.89 consensus, beat by 18.6%. Revenue was $215.2M versus $205.0M expected, beat by 4.9%. Gross margin was 42.4%, up 190 bps from last quarter.

Sumco Corporation reported results (Aug 06, 2026). EPS came in at -¥0.16.

Himax Technologies reported results (Aug 06, 2026). EPS came in at $0.11 against a $0.10 consensus, beat by 10.0%.

ROHM Co., Ltd. reported results (Aug 05, 2026). EPS came in at ¥0.12 against a ¥0.14 consensus, missed by 14.3%.

Amtech Systems reported Q3 FY2026. EPS came in at $0.14 against a $0.10 consensus, beat by 40.0%. Revenue was $22.4M versus $21.5M expected, beat by 4.1%. Gross margin was 50.0%, up 230 bps from last quarter.

MKS Instruments reported Q2 FY2026. EPS came in at $3.30 against a $2.91 consensus, beat by 13.4%. Revenue was $1.2B versus $1.2B expected, beat by 4.4%. Gross margin was 47.7%, up 650 bps from last quarter.

Diodes Incorporated reported Q2 FY2026. EPS came in at $0.70 against a $0.63 consensus, beat by 11.6%. Revenue was $445.5M versus $436.6M expected, beat by 2.0%. Gross margin was 33.1%, up 130 bps from last quarter.

Amtech Systems reported Q3 FY2026. EPS came in at $0.14 against a $0.10 consensus, beat by 40.0%. Revenue was $22.4M versus $21.5M expected, beat by 4.1%. Gross margin was 50.0%, up 230 bps from last quarter.

Sandisk Corp reported Q4 FY2026. EPS came in at $39.25 against a $34.96 consensus, beat by 12.3%. Revenue was $9.0B versus $8.5B expected, beat by 5.7%. Gross margin was 84.6%, up 620 bps from last quarter.

SiTime reported Q2 FY2026. EPS came in at $2.34 against a $1.95 consensus, beat by 20.0%. Revenue was $157.4M versus $146.5M expected, beat by 7.5%. Gross margin was 61.3%, up 230 bps from last quarter.

Power Integrations reported Q2 FY2026. EPS came in at $0.37 against a $0.32 consensus, beat by 15.6%. Revenue was $118.9M versus $117.4M expected, beat by 1.3%. Gross margin was 54.3%, up 170 bps from last quarter.

Kulicke and Soffa reported Q3 FY2026. EPS came in at $1.20 against a $1.06 consensus, beat by 13.2%. Revenue was $330.4M versus $308.5M expected, beat by 7.1%. Gross margin was 47.8%, down 170 bps from last quarter.

Veeco Instruments reported Q2 FY2026. EPS came in at $0.33 against a $0.26 consensus, beat by 28.0%. Revenue was $193.5M versus $180.1M expected, beat by 7.4%. Gross margin was 39.0%, up 420 bps from last quarter.

Western Digital reported Q4 FY2026. EPS came in at $3.56 against a $3.31 consensus, beat by 7.6%. Revenue was $3.7B versus $3.7B expected, beat by 1.3%. Gross margin was 54.1%, up 390 bps from last quarter.

Everspin Technologies reported Q2 FY2026. EPS came in at -$0.15 against a -$0.03 consensus, far below expectations. Revenue was $18.7M versus $17.3M expected, beat by 8.3%. Gross margin was 53.9%, up 120 bps from last quarter.

Cirrus Logic reported Q1 FY2027. EPS came in at $1.84 against a $1.81 consensus, beat by 1.7%. Revenue was $459.7M versus $460.3M expected, in line. Gross margin was 52.6%, down 40 bps from last quarter.

AVNET INC reported Q4 FY2026. EPS came in at $2.28 against a $1.80 consensus, beat by 26.7%. Revenue was $8.3B versus $7.6B expected, beat by 9.8%. Gross margin was 10.4%, up 0 bps from last quarter.

Vishay Intertechnology reported Q2 FY2026. EPS came in at $0.19 against a $0.15 consensus, beat by 30.9%. Revenue was $888.6M versus $897.0M expected, missed by 0.9%. Gross margin was 23.3%, up 230 bps from last quarter.

GlobalFoundries reported results (Aug 05, 2026). EPS came in at $0.46 against a $0.43 consensus, beat by 6.3%. Revenue was $1.8B versus $1.8B expected, beat by 1.2%.

MATERION Corp reported Q2 FY2026. EPS came in at $1.90 against a $1.52 consensus, beat by 25.0%. Revenue was $613.9M versus $549.8M expected, beat by 11.7%. Gross margin was 17.4%, up 300 bps from last quarter.

INFINEON TECHNOLOGIES AG reported results (Aug 05, 2026). EPS came in at €0.51 against a €0.48 consensus, beat by 6.3%. Revenue was €4.8B versus €4.8B expected, beat by 1.2%.

Sequans Communications ADR reported results (Aug 04, 2026). EPS came in at -$0.27 against a -$0.47 consensus, beat by 42.6%. Revenue was $7.5M versus $7.1M expected, beat by 5.3%.

Xperi reported Q2 FY2026. EPS came in at $0.28 against a $0.21 consensus, beat by 33.3%. Revenue was $114.5M versus $112.7M expected, beat by 1.6%. Gross margin was 100.0%, up 2700 bps from last quarter.

Azenta, Inc. reported Q3 FY2026. EPS came in at $0.16 against a $0.11 consensus, beat by 40.6%. Revenue was $161.2M versus $149.3M expected, beat by 8.0%. Gross margin was 44.9%, up 210 bps from last quarter.

Astera Labs reported Q2 FY2026. EPS came in at $0.80 against a $0.69 consensus, beat by 15.8%. Revenue was $392.4M versus $360.9M expected, beat by 8.7%. Gross margin was 73.3%, down 300 bps from last quarter.

Lattice Semiconductor reported Q2 FY2026. EPS came in at $0.53 against a $0.44 consensus, beat by 19.1%. Revenue was $201.1M versus $185.5M expected, beat by 8.4%. Gross margin was 70.3%, up 150 bps from last quarter.

EMERSON ELECTRIC CO reported Q3 FY2026. EPS came in at $1.71 against a $1.68 consensus, beat by 1.8%. Revenue was $4.9B versus $4.8B expected, beat by 1.4%. Gross margin was 0.0%, down 5310 bps from last quarter.

Advanced Micro Devices reported Q2 FY2026. EPS came in at $1.66 against a $1.62 consensus, beat by 2.5%. Revenue was $11.5B versus $11.3B expected, beat by 2.0%. Gross margin was 53.8%, up 100 bps from last quarter.

Atomera reported Q2 FY2026. EPS came in at -$0.17 against a -$0.13 consensus, missed by 30.8%. Revenue was $158K versus $100K expected, beat by 58.0%. Gross margin was 83.5%, up 112900 bps from last quarter.

Tower Semiconductor reported results (Aug 04, 2026). EPS came in at $0.88 against a $0.76 consensus, beat by 16.1%. Revenue was $460.1M versus $454.7M expected, beat by 1.2%.

Shoals Technologies reported Q2 FY2026. EPS came in at $0.12 against a $0.10 consensus, beat by 22.0%. Revenue was $163.4M versus $160.0M expected, beat by 2.1%. Gross margin was 30.3%, up 110 bps from last quarter.

Entegris reported Q2 FY2026. EPS came in at $0.93 against a $0.82 consensus, beat by 13.1%. Revenue was $883.2M versus $835.8M expected, beat by 5.7%. Gross margin was 47.6%, up 640 bps from last quarter.

BRUKER CORP reported Q2 FY2026. EPS came in at $0.49 against a $0.38 consensus, beat by 27.3%. Revenue was $838.5M versus $853.6M expected, missed by 1.8%. Gross margin was 49.6%, up 230 bps from last quarter.

Qnity Electronics reported Q2 FY2026. EPS came in at $1.19 against a $1.07 consensus, beat by 11.2%. Revenue was $1.4B versus $1.4B expected, beat by 4.7%. Gross margin was -39.6%, down 8260 bps from last quarter.

DuPont de Nemours, Inc. reported Q2 FY2026. EPS came in at $1.88 against a $1.76 consensus, beat by 6.8%. Revenue was $1.8B versus $1.8B expected, beat by 0.7%. Gross margin was -33.1%, down 6890 bps from last quarter.

onsemi reported Q2 FY2026. EPS came in at $0.74 against a $0.71 consensus, beat by 3.5%. Revenue was $1.6B versus $1.6B expected, beat by 0.9%. Gross margin was 38.4%, down 10 bps from last quarter.

Ultra Clean Holdings reported Q2 FY2026. EPS came in at $0.70 against a $0.53 consensus, beat by 31.8%. Revenue was $644.9M versus $587.6M expected, beat by 9.7%. Gross margin was 16.1%, up 30 bps from last quarter.

ADVANCED ENERGY INDUSTRIES INC reported Q2 FY2026. EPS came in at $2.74 against a $2.21 consensus, beat by 24.0%. Revenue was $574.1M versus $544.4M expected, beat by 5.5%. Gross margin was 41.1%, up 180 bps from last quarter.

Ichor Holdings reported Q2 FY2026. EPS came in at $0.34 against a $0.31 consensus, beat by 10.7%. Revenue was $294.8M versus $300.2M expected, missed by 1.8%. Gross margin was 14.7%, up 310 bps from last quarter.

Murata Manufacturing Co., Ltd. reported results (Jul 31, 2026). EPS came in at ¥0.14 against a ¥0.12 consensus, beat by 16.7%. Revenue was ¥502.3B versus ¥3.0B expected, far above expectations.

Renesas Electronics Corporation reported results (Jul 31, 2026). EPS came in at ¥0.26 against a ¥0.18 consensus, beat by 44.2%. Revenue was ¥2.6B versus ¥2.4B expected, beat by 7.9%.

TDK Corporation reported results (Jul 31, 2026). EPS came in at ¥0.14 against a ¥0.16 consensus, missed by 12.5%. Revenue was ¥4.7B versus ¥4.1B expected, beat by 14.7%.

HOYA Corporation reported results (Jul 31, 2026). EPS came in at ¥1.23 against a ¥1.14 consensus, beat by 7.9%. Revenue was ¥1.6B versus ¥1.6B expected, beat by 3.6%.

AXT reported Q2 FY2026. EPS came in at $0.19 against a $0.07 consensus, beat by 171.4%. Revenue was $47.6M versus $34.1M expected, beat by 39.6%. Gross margin was 44.9%, up 1530 bps from last quarter.

Apple Inc. reported Q3 FY2026. EPS came in at $2.02 against a $1.89 consensus, beat by 6.9%. Revenue was $109.4B versus $109.0B expected, in line. Gross margin was 50.1%, up 80 bps from last quarter.

Monolithic Power Systems reported Q2 FY2026. EPS came in at $6.50 against a $5.87 consensus, beat by 10.7%. Revenue was $980.6M versus $903.3M expected, beat by 8.6%. Gross margin was 55.2%, down 10 bps from last quarter.

Cohu reported Q2 FY2026. EPS came in at $0.26 against a $0.14 consensus, beat by 85.7%. Revenue was $149.0M versus $144.2M expected, beat by 3.3%. Gross margin was 0.0%, down 4040 bps from last quarter.

AMAZON COM INC reported Q2 FY2026. EPS came in at $5.75 against a $1.82 consensus, beat by 215.9%. Revenue was $200.6B versus $197.0B expected, beat by 1.8%. Gross margin was 52.3%, up 50 bps from last quarter.

Netlist reported Q2 FY2026. EPS came in at $0.00 against a -$0.01 consensus, beat by 122.0%. Revenue was $109.8M versus $90.0M expected, beat by 22.1%. Gross margin was 20.8%, down 50 bps from last quarter.

Allegro MicroSystems reported Q1 FY2027. EPS came in at $0.23 against a $0.21 consensus, beat by 9.5%. Revenue was $259.2M versus $251.4M expected, beat by 3.1%. Gross margin was 48.5%, up 140 bps from last quarter.

Tokyo Electron Limited reported results (Jul 30, 2026). EPS came in at ¥1.13 against a ¥1.09 consensus, beat by 3.7%. Revenue was ¥4.6B versus ¥4.7B expected, missed by 1.6%.

Air Products & Chemicals, Inc. reported results (Jul 30, 2026). EPS came in at $3.47 against a $3.34 consensus, beat by 3.9%. Revenue was $3.2B versus $3.2B expected, missed by 1.3%.

ASE Technology ADR reported results (Jul 30, 2026). EPS came in at NT$0.29 against a NT$0.23 consensus, beat by 26.1%. Revenue was NT$5.9B versus NT$6.0B expected, missed by 1.2%.

ADVANTEST CORP reported results (Jul 29, 2026). EPS came in at ¥1.51 against a ¥0.96 consensus, beat by 57.1%. Revenue was ¥2.3B versus ¥2.1B expected, beat by 9.3%.

Silicon Motion reported results (Jul 29, 2026). EPS came in at $2.43 against a $2.13 consensus, beat by 14.1%. Revenue was $451.0M versus $403.4M expected, beat by 11.8%.

Arm Holdings ADR reported results (Jul 29, 2026). EPS came in at $0.45 against a $0.40 consensus, beat by 12.5%. Revenue was $1.3B versus $1.3B expected, beat by 2.1%.

FormFactor reported Q2 FY2026. EPS came in at $0.82 against a $0.61 consensus, beat by 34.6%. Revenue was $258.2M versus $240.0M expected, beat by 7.6%. Gross margin was 42.4%, down 550 bps from last quarter.

Lam Research reported Q4 FY2026. EPS came in at $1.82 against a $1.69 consensus, beat by 7.7%. Revenue was $6.7B versus $6.7B expected, beat by 0.9%. Gross margin was 51.7%, up 190 bps from last quarter.

Meta Platforms, Inc. reported Q2 FY2026. EPS came in at $6.18 against a $7.19 consensus, missed by 14.0%. Revenue was $60.8B versus $60.2B expected, beat by 1.0%. Gross margin was 81.4%, down 50 bps from last quarter.

Qualcomm reported Q3 FY2026. EPS came in at $2.21 against a $2.23 consensus, missed by 0.9%. Revenue was $9.9B versus $9.7B expected, beat by 2.6%. Gross margin was 53.1%, down 70 bps from last quarter.

MICROSOFT CORP reported Q4 FY2026. EPS came in at $4.74 against a $4.24 consensus, beat by 11.8%. Revenue was $90.0B versus $87.6B expected, beat by 2.7%. Gross margin was 67.2%, down 40 bps from last quarter.

Powertech Technology Inc. reported results (Jul 28, 2026). EPS came in at NT$3.04 against a NT$3.19 consensus, missed by 4.7%. Revenue was NT$23.4B versus NT$23.0B expected, beat by 1.7%.

United Microelectronics ADR reported Q2 FY2026. EPS came in at NT$0.54 against a NT$0.16 consensus, beat by 237.5%. Revenue was NT$2.1B versus NT$2.1B expected, missed by 1.3%. Gross margin was 32.5%, up 330 bps from last quarter.

Chunghwa Precision Test Tech. Co., Ltd. reported results (Jul 28, 2026). EPS came in at NT$12.25 against a NT$13.08 consensus, missed by 6.3%. Revenue was NT$1.6B versus NT$1.6B expected, missed by 3.2%.

Vertiv Holdings Co reported Q2 FY2026. EPS came in at $1.52 against a $1.43 consensus, beat by 6.3%. Revenue was $3.3B versus $3.4B expected, missed by 3.1%.

Tokuyama Corporation reported results (Jul 29, 2026). EPS came in at ¥72.82. Revenue was ¥86.2B versus ¥94.5B expected, missed by 8.8%.

TESEC Corporation reported results (Jul 28, 2026). EPS came in at ¥91.87. Revenue was ¥1.9B versus ¥1.6B expected, beat by 19.5%.

Keyence Corporation reported results (Jul 28, 2026). EPS came in at ¥577.92 against a ¥463.17 consensus, beat by 24.8%. Revenue was ¥348.9B versus ¥312.9B expected, beat by 11.5%.

Nitto Denko Corporation reported results (Jul 28, 2026). EPS came in at ¥50.75 against a ¥72.09 consensus, missed by 29.6%. Revenue was ¥273.5B versus ¥257.6B expected, beat by 6.1%.

SCREEN Holdings Co., Ltd. reported results (Jul 28, 2026). EPS came in at ¥55.47 against a ¥111.18 consensus, missed by 50.1%. Revenue was ¥122.6B versus ¥152.3B expected, missed by 19.5%.

Maruwa Co., Ltd. reported results (Jul 29, 2026). EPS came in at ¥365.09 against a ¥412.15 consensus, missed by 11.4%. Revenue was ¥19.4B versus ¥19.9B expected, missed by 2.4%.

Powertech Technology Inc. reported results (Jul 29, 2026). EPS came in at $3.04 against a $3.19 consensus, missed by 4.7%. Revenue was $23.4B versus $23.1B expected, beat by 1.6%.

Qorvo, Inc. reported Q1 FY2027. EPS came in at $1.64 against a $1.11 consensus, beat by 47.7%. Revenue was $784.8M versus $743.3M expected, beat by 5.6%. Gross margin was 51.1%, up 220 bps from last quarter.

KLA reported Q4 FY2026. EPS came in at $1.05 against a $1.00 consensus, beat by 5.0%. Revenue was $3.7B versus $3.6B expected, beat by 1.4%. Gross margin was 61.4%, up 30 bps from last quarter.

ROGERS CORP reported Q2 FY2026. EPS came in at $0.92 against a $0.99 consensus, missed by 6.8%. Revenue was $216.8M versus $215.0M expected, beat by 0.8%. Gross margin was 32.5%, up 30 bps from last quarter.

Seagate Technology Holdings plc reported Q4 FY2026. EPS came in at $5.71 against a $5.10 consensus, beat by 12.0%. Revenue was $3.6B versus $3.5B expected, beat by 3.7%. Gross margin was 52.3%, up 580 bps from last quarter.

Teradyne reported Q2 FY2026. EPS came in at $2.47 against a $2.09 consensus, beat by 18.2%. Revenue was $1.3B versus $1.2B expected, beat by 9.0%. Gross margin was 59.8%, down 110 bps from last quarter.

NXP Semiconductors reported Q2 FY2026. EPS came in at $3.61 against a $3.52 consensus, beat by 2.6%. Revenue was $3.5B versus $3.5B expected, beat by 0.9%. Gross margin was 57.3%, up 110 bps from last quarter.

Skyworks Solutions reported Q3 FY2026. EPS came in at $1.08 against a $1.03 consensus, beat by 4.9%. Revenue was $934.8M versus $926.0M expected, beat by 1.0%. Gross margin was 40.1%, down 70 bps from last quarter.

Unimicron Technology Corp. reported results (Jul 28, 2026). EPS came in at NT$8.65 against a NT$3.52 consensus, beat by 145.7%. Revenue was NT$43.5B versus NT$42.7B expected, beat by 1.7%.