AEHR Q4 FY2026 earnings: EPS far above expectations, revenue beat by 0.6%
Aehr Test Systems reported Q4 FY2026. EPS came in at $0.11 against a -$0.01 consensus, far above expectations. Revenue was $18.8M versus $18.7M expected, beat by 0.6%. Gross margin was 42.6%, up 990 bps from last quarter.
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Noticed on the call
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Q4 non-GAAP earnings per share $0.11.
show quote
“This compares with a non GAAP net loss of $200 thousand or negative $0.01 per diluted share in the fourth quarter of fiscal 25.”
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From the call / model-read, verbatim-grounded
Sentiment
0.31
Net tone of the full call — above 0 positive, below 0 negative
Q&A Evasiveness
+41.0
Question-dodging vs this company's own baseline — spikes matter, not the level
Guidance Tone
0.29
Tone of the forward-guidance language
Novelty Share
98%
Language not seen in this company's prior calls
Guidance “With current customer forecasts that we are seeing across our wafer level and package level burn in platforms, we see the opportunity to increase our revenue guidance even higher as additional orders materialize.”
Demand & Orders “Record quarterly bookings a very strong and record backlog, and growing demand across AI processors, silicon photonics, and power semiconductors for both our wafer level and package level burn-in solutions positions us well for significant growth in 2027 and moving forward.”
4 more flagged statementsand 2 tone events from this call are in the Pro read.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.11 | -$0.01 | far above expectations |
| Revenue | $18.8M | $18.7M | beat by 0.6% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $18.8M | +82.6% | +33.7% |
| Gross profit | $8.0M | +138.1% | +87.7% |
| Operating income | $-987K | +76.7% | +57.8% |
| Net income | $1.4M | +143.4% | +148.0% |
| Diluted EPS | $0.04 | +140.0% | +141.2% |
| Gross margin: 42.6%. |
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The trend
Revenue is up 33.7% from the same quarter last year. Gross margin sits at 42.6%, 1140 bps off its 8-quarter high.
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How it stacks up
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