Earnings research

Alphabet Inc. reported Q3 FY2026. EPS came in at $2.12 against a $3.02 consensus, missed by 29.8%. Revenue was $127.6B versus $128.0B expected, in line. Gross margin was 59.7%, down 190 bps from last quarter.

Cohu reported Q3 FY2026. EPS came in at $0.43 against a $0.35 consensus, beat by 24.5%. Revenue was $173.0M versus $170.2M expected, beat by 1.6%. Gross margin was 45.5%, up 10 bps from last quarter.

ADVANTEST CORP reported results (Oct 28, 2026). EPS came in at ¥1.67 against a ¥1.32 consensus, beat by 26.5%. Revenue was ¥3.0B versus ¥2.7B expected, beat by 10.4%.

Renesas Electronics Corporation reported results (Oct 29, 2026). EPS came in at ¥0.65 against a ¥0.22 consensus, beat by 197.8%. Revenue was ¥2.8B versus ¥2.8B expected, in line.

FormFactor reported Q3 FY2026. EPS came in at $1.04 against a $0.86 consensus, beat by 20.6%. Revenue was $280.5M versus $270.5M expected, beat by 3.7%. Gross margin was 54.7%, up 400 bps from last quarter.

Everspin Technologies reported results (Oct 28, 2026). EPS came in at $0.12 against a -$0.04 consensus, far above expectations. Revenue was $20.6M versus $20.1M expected, beat by 2.9%.

KLA reported Q1 FY2027. EPS came in at $1.22 against a $1.19 consensus, beat by 2.5%. Revenue was $4.1B versus $4.0B expected, beat by 2.3%. Gross margin was 61.9%, up 50 bps from last quarter.

Vertiv Holdings Co reported Q3 FY2026. EPS came in at $2.21 against a $1.82 consensus, beat by 21.4%. Revenue was $4.3B versus $3.7B expected, beat by 15.0%. Gross margin was 38.1%, up 40 bps from last quarter.

Silicon Motion reported results (Oct 28, 2026). EPS came in at $4.35 against a $3.30 consensus, beat by 31.8%. Revenue was $560.2M versus $529.1M expected, beat by 5.9%.

MICROSOFT CORP reported results (Oct 28, 2026). EPS came in at $4.89 against a $4.72 consensus, beat by 3.6%. Revenue was $92.3B versus $90.6B expected, beat by 1.8%.

United Microelectronics ADR reported results (Oct 28, 2026). EPS came in at NT$0.21 against a NT$0.23 consensus, missed by 8.7%. Revenue was NT$2.3B versus NT$2.3B expected, missed by 1.6%.

Xylem Inc. reported results (Oct 27, 2026). EPS came in at $1.44 against a $1.45 consensus, missed by 0.7%. Revenue was $2.2B versus $2.3B expected, missed by 3.5%.

ROGERS CORP reported Q3 FY2026. EPS came in at $1.39 against a $1.19 consensus, beat by 16.8%. Revenue was $236.1M versus $238.0M expected, missed by 0.8%. Gross margin was 34.2%, up 170 bps from last quarter.

NXP Semiconductors reported Q3 FY2026. EPS came in at $4.20 against a $4.12 consensus, beat by 1.9%. Revenue was $3.8B versus $3.8B expected, beat by 0.6%. Gross margin was 57.8%, up 50 bps from last quarter.

CORNING INC /NY reported Q3 FY2026. EPS came in at $0.91 against a $0.88 consensus, beat by 3.3%. Revenue was $5.1B versus $5.0B expected, beat by 1.1%. Gross margin was 37.3%, up 120 bps from last quarter.

Shin-Etsu Chemical Co., Ltd. reported results (Oct 27, 2026). EPS came in at ¥0.26. Revenue was ¥4.8B versus ¥4.7B expected, beat by 3.0%.

ILLINOIS TOOL WORKS INC reported Q3 FY2026. EPS came in at $3.04 against a $2.97 consensus, beat by 2.4%. Revenue was $4.2B versus $4.3B expected, missed by 0.5%. Gross margin was 45.1%, up 100 bps from last quarter.

FREEPORT-MCMORAN INC reported Q3 FY2026. EPS came in at $0.88 against a $0.81 consensus, beat by 8.0%. Revenue was $7.5B versus $7.4B expected, beat by 2.5%.

ASM International N.V. reported results (Oct 27, 2026). EPS came in at €6.88 against a €6.99 consensus, missed by 1.6%. Revenue was €1.3B versus €1.3B expected, beat by 2.6%.

Seagate Technology Holdings plc reported Q1 FY2027. EPS came in at $7.68 against a $7.45 consensus, beat by 3.1%. Revenue was $4.2B versus $4.1B expected, beat by 2.0%. Gross margin was 57.3%, up 500 bps from last quarter.

Ultra Clean Holdings reported Q3 FY2026. EPS came in at $1.15 against a $0.94 consensus, beat by 22.6%. Revenue was $759.0M versus $727.6M expected, beat by 4.3%. Gross margin was 16.9%, up 80 bps from last quarter.

Teradyne reported Q3 FY2026. EPS came in at $2.29 against a $2.09 consensus, beat by 9.6%. Revenue was $1.3B versus $1.3B expected, beat by 3.0%. Gross margin was 59.1%, down 70 bps from last quarter.

Rambus reported Q3 FY2026. EPS came in at $0.84 against a $0.79 consensus, beat by 6.5%. Revenue was $218.3M versus $213.2M expected, beat by 2.4%. Gross margin was 78.3%, down 150 bps from last quarter.

Amkor Technology reported Q3 FY2026. EPS came in at $0.76 against a $0.78 consensus, missed by 2.9%. Revenue was $2.0B versus $2.0B expected, missed by 2.3%. Gross margin was 18.3%, up 150 bps from last quarter.

Cadence Design Systems reported Q3 FY2026. EPS came in at $2.11 against a $2.05 consensus, beat by 2.9%. Revenue was $1.6B versus $1.6B expected, beat by 1.3%. Gross margin was 85.6%, up 70 bps from last quarter.

HONEYWELL INTERNATIONAL INC reported Q3 FY2026. EPS came in at $2.27 against a $2.17 consensus, beat by 4.6%. Revenue was $5.0B versus $5.0B expected, in line. Gross margin was 40.4%, up 280 bps from last quarter.

Disco Corporation reported results (Oct 22, 2026). EPS came in at ¥0.27.

Western Digital reported Q1 FY2027. EPS came in at $4.64 against a $4.11 consensus, beat by 12.9%. Revenue was $4.4B versus $4.1B expected, beat by 5.7%. Gross margin was 57.8%, up 370 bps from last quarter.

MaxLinear reported results (Oct 22, 2026). EPS came in at $0.62 against a $0.56 consensus, beat by 11.1%. Revenue was $218.1M versus $214.9M expected, beat by 1.4%.

DOW INC. reported Q3 FY2026. EPS came in at $0.71 against a $0.64 consensus, beat by 11.3%. Revenue was $11.3B versus $11.2B expected, in line. Gross margin was 12.2%, down 570 bps from last quarter.

Texas Instruments reported Q3 FY2026. EPS came in at $2.62 against a $2.44 consensus, beat by 7.4%. Revenue was $6.1B versus $5.9B expected, beat by 1.9%. Gross margin was 64.2%, up 280 bps from last quarter.

DANAHER CORP /DE/ reported Q3 FY2026. EPS came in at $2.11 against a $1.92 consensus, beat by 9.9%. Revenue was $6.6B versus $6.6B expected, in line. Gross margin was 58.5%, up 90 bps from last quarter.

Lam Research reported Q1 FY2027. EPS came in at $2.20 against a $2.18 consensus, beat by 0.9%. Revenue was $8.2B versus $8.1B expected, beat by 1.0%. Gross margin was 52.3%, up 60 bps from last quarter.

Meta Platforms, Inc. reported Q3 FY2026. EPS came in at $7.40 against a $6.54 consensus, beat by 13.1%. Revenue was $64.6B versus $63.3B expected, beat by 2.0%. Gross margin was 79.3%, down 210 bps from last quarter.

THERMO FISHER SCIENTIFIC INC. reported Q3 FY2026. EPS came in at $6.68 against a $6.40 consensus, beat by 4.4%. Revenue was $12.1B versus $12.0B expected, beat by 1.5%. Gross margin was 42.8%, up 160 bps from last quarter.

3M CO reported Q3 FY2026. EPS came in at $2.50 against a $2.38 consensus, beat by 5.0%. Revenue was $6.6B versus $6.6B expected, in line. Gross margin was 42.3%, up 100 bps from last quarter.

VICOR CORP reported Q3 FY2026. EPS came in at $1.33 against a $1.32 consensus, beat by 0.8%. Revenue was $197.1M versus $187.0M expected, beat by 5.4%. Gross margin was 68.3%, up 1030 bps from last quarter.

Taiwan Semiconductor ADR reported results (Oct 15, 2026). EPS came in at NT$4.60 against a NT$4.45 consensus, beat by 3.4%. Revenue was NT$46.1B versus NT$45.7B expected, beat by 0.9%.

ASML Holding ADR reported results (Oct 14, 2026). EPS came in at €14.47 against a €12.17 consensus, beat by 18.9%. Revenue was €13.0B versus €13.1B expected, missed by 1.3%.

Micron Technology reported results (Sep 30, 2026). EPS came in at $33.42 against a $31.77 consensus, beat by 5.2%. Revenue was $54.2B versus $51.3B expected, beat by 5.6%.

JABIL INC reported Q4 FY2026. EPS came in at $4.40 against a $4.07 consensus, beat by 8.1%. Revenue was $10.6B versus $9.7B expected, beat by 9.3%. Gross margin was 9.4%, down 10 bps from last quarter.

Trio-Tech International reported Q4 FY2026. EPS came in at -$0.02.

Aeluma reported Q4 FY2026. EPS came in at -$0.15 against a -$0.07 consensus, missed by 100.0%. Revenue was $582K versus $575K expected, beat by 1.2%. Gross margin was 25.6%, down 600 bps from last quarter.

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.

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%.

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%.

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.

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.

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.

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.

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.

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.

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%.

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%.

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%.

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.

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%.

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.

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.

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.

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%.

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.

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.

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.

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%.

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.

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%.

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%.

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.

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

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

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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%.

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.

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.

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.

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.

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.

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.

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.

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.

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%.

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.

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.

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.