Qorvo Inc
2QO.F
€76.75 -1.70% Quote
Exchange FSX Sector Technology Industry Semiconductors
Q4 2025
Reported
Published: May 19, 2025

Data: Financial Modeling Prep

Company Status Snapshot

Fast view of the latest quarter outcome for 2QO.F

Report Date

May 19, 2025

Quarter Q4 2025

Revenue

869.47M

YoY: -1.9%

EPS

0.33

YoY: +7,807.0%

Market Move

-1.70%

Previous quarter: N/A

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Earnings Highlights

Gross Margin

42.2%

Net Income

31.37M

YoY: +7.0%

we are on track to capture greater than 10% content upside in this year, this fall model

— Frank Stewart
2QO.F
Company 2QO.F

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Executive Summary

Qorvo delivered a solid March-quarter performance across its three operating segments, underscoring the company’s multi-year strategy to diversify away from mass Android content toward high-value, differentiated RF and power solutions. Revenue for Q4 2025 was $869.5 million, with non-GAAP gross margin of 45.9% and non-GAAP diluted EPS of $1.42, aided by disciplined cost controls and structural portfolio actions. Management highlighted a portfolio that is increasingly oriented toward defense/aerospace (DNA), automotive connectivity and Ultra-Wideband (UWB), and high-performance Wi-Fi/SOC opportunities in CSG, plus a ramp of envelope tracking power management (ET PMIC) in ACG tied to its largest customer. The company reiterated a long-term objective to reach roughly $1 billion in DNA revenue and signaled a strong, multi-year design-wind funnel (> $5 billion) across its core markets. Near-term guidance for the June quarter implies revenue of about $775 million (±$25 million), with non-GAAP gross margin of 42–44% and non-GAAP EPS of $0.50–$0.75, reflecting seasonality and ongoing tariff-related uncertainties. Cash flow remained favorable: operating cash flow around $200 million in Q4 and free cash flow of about $171 million, contributing to full-year 2025 FCF of $485 million and a robust balance sheet (cash around $1.02 billion, net debt ~$528 million). The June guidance embeds continued tariff risk, but management outlined mitigation playbooks and geographic/inventory flexibility to manage direct exposure. Overall, Qorvo’s performance demonstrates credible execution across the portfolio with meaningful optionality from defense, UWB, IoT, and premium mobile content, while the strategic portfolio actions (e.g., Costa Rica exit, Android exposure reduction, and SiC divestiture) are intended to lift margins and diversify revenue streams over the next 12–24 months.

Key Performance Indicators

Revenue
Decreasing
869.47M
QoQ: 0.00% | YoY: -1.94%
Gross Profit
Increasing
366.56M
42.16% margin
QoQ: 0.00% | YoY: 10.31%
Operating Income
Increasing
28.22M
QoQ: 0.00% | YoY: 512.70%
Net Income
Increasing
31.37M
QoQ: 0.00% | YoY: 7 476.09%
EPS
Increasing
0.34
QoQ: 0.00% | YoY: 7 806.98%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q4 2026 808.28 0.32 -7.0% View
Q3 2026 992.96 1.75 +14.2% View
Q2 2026 1,058.50 1.28 +15.5% View
Q1 2026 818.78 0.27 -21.8% View
Q4 2025 869.47 0.33 -1.9% View