WOLF earnings
Wolfspeed — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Aug 19, 2026 | -2.26 | -2.45 | +7.8% |
| May 05, 2026 | -3.26 | -3.78 | +13.8% |
| Feb 04, 2026 | -6.11 | -0.61 | -893.5% |
| Oct 29, 2025 | -0.55 | -0.71 | +22.9% |
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.
read the full report →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).
read the full report →Wolfspeed missed the Street where it mattered, not on revenue but on the loss structure: the market was braced for a flat top line and got a balance-sheet reset wrapped around still-negative factory economics. The variant view is that investors should not treat the post-emergence cash balance as proof the SiC cycle has turned, because the print ties the next equity move to utilization and materials pricing rather than liquidity.
read the full report →- Sees Q4 revenue $140 million to $160 million.
- Sees Q4 non-GAAP gross margin to remain negative.
- Sees Q4 non-GAAP operating expenses to be roughly flat quarter-over-quarter.