RMBS Q2 FY2026 earnings: EPS beat by 7.4%, revenue beat by 4.1%
Rambus reported Q2 FY2026. EPS came in at $0.77 against a $0.72 consensus, beat by 7.4%. Revenue was $207.4M versus $199.3M expected, beat by 4.1%. Gross margin was 79.8%, up 10 bps from last quarter.
§
The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.77 | $0.72 | beat by 7.4% |
| Revenue | $207.4M | $199.3M | beat by 4.1% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $207.4M | +15.1% | +20.4% |
| Gross profit | $165.4M | +15.1% | +28.3% |
| Operating income | $72.7M | +17.8% | +15.5% |
| Net income | $67.6M | +12.9% | +16.7% |
| Diluted EPS | $0.61 | +10.9% | +15.1% |
| Gross margin: 79.8%. |
§
The trend
Revenue is up 20.4% from the same quarter last year. Gross margin sits at 79.8%, a new high for the period charted.
§
How it stacks up
Pro
This section is part of the Pro report for RMBS.
Subscribe — $49.99/mo →
§
Go deeper on RMBS
The Weekly Semi Engine
The week in semiconductors, in your inbox. Free.
Every Saturday: the tape, the rotation, the prints that mattered, and what the desk is watching next week. No noise.
Get it every Saturday →