RMBS Q3 FY2026 earnings: EPS beat by 6.5%, revenue beat by 2.4%
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.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.84 | $0.79 | beat by 6.5% |
| Revenue | $218.3M | $213.2M | beat by 2.4% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $218.3M | +5.3% | +22.3% |
| Gross profit | $170.9M | +3.3% | +28.6% |
| Operating income | $83.7M | +15.0% | +32.2% |
| Net income | $74.6M | +10.3% | +54.1% |
| Diluted EPS | $0.69 | +13.1% | +56.8% |
| Gross margin: 78.3%. |
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The trend
Revenue is up 22.3% from the same quarter last year. Gross margin sits at 78.3%, 150 bps off its 8-quarter high.
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How it stacks up
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