CRUS
Cirrus Logic Inc
Q4 2025 Report
Cirrus Logic Inc (CRUS) Q4 FY2025 Financial Analysis: Record Results Amid Strategic Growth...
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Executive Summary
In the first quarter of fiscal 2026, Cirrus Logic Inc reported impressive revenue of $407.3 million, exceeding the top end of the guidance range, driven by strong smartphone demand. This marks a 9% year-over-year growth, fueled by the launch of new generation products and higher unit volumes. However, the company experienced a 4% sequential decline due to lower smartphone unit volumes compared to the previous quarter. Management is optimistic about continued growth in the upcoming quarter, anticipating revenues to reach between $510 million and $570 million, positioning Cirrus Logic to capitalize on seasonality shifts and strong demand trends in the market.
Key Performance Indicators
Revenue
407.27M
QoQ: -4.05% | YoY:8.89%
Gross Profit
214.03M
52.55% margin
QoQ: -5.60% | YoY:13.29%
Operating Income
72.39M
QoQ: -15.77% | YoY:54.71%
Net Income
60.70M
QoQ: -14.83% | YoY:44.19%
EPS
1.17
QoQ: -13.33% | YoY:48.10%
Revenue Trend
Margin Analysis
Key Insights
Revenue for Q1 2026 stood at $407.3 million, a 9% increase year-over-year, indicating a solid recovery trajectory. Gross profit reached $214 million with a gross margin of 52.6%. Operating income was recorded at approximately $94.9 million, translating to an operating margin of 23.3%. Net income finished at $80.3 million with earnings per share (EPS) of $1.51. The balance sheet remained robust, with total assets of $2.29 billion and no debt outstanding, reflecting strong liquidity position with ...