Executive Summary
In Q2 2025, Cirrus Logic Inc posted a notable recovery in financial performance, with revenues of $541.86 million, representing a 44.87% increase from the previous quarter, though down 12.46% year-on-year. The company's gross profit margin improved to 52.15%, supported by operational efficiencies and a resurgence in demand for its mixed-signal processing solutions. Management highlighted a successful focus on audio and haptic technologies, which is expected to drive growth in various market sectors.
The operating income surged to $131.85 million, reflecting a remarkable 181.78% quarter-over-quarter increase, while net income reached $102.14 million—a 142.64% improvement compared to Q1 of 2025, despite a year-on-year decline of 26.37%. This performance illustrates both the challenging shipping circumstances faced in comparison with the preceding fiscal year and the effective existing management strategies focusing on profitability. Overall, investors should take note of the increased scalability in Cirrus’s operations and continued investment in innovative technologies as pivotal points for future growth.
Key Performance Indicators
Revenue
541.86M
QoQ: 44.87% | YoY:-12.46%
Gross Profit
282.59M
52.15% margin
QoQ: 49.58% | YoY:-10.99%
Operating Income
131.85M
QoQ: 181.78% | YoY:-21.30%
Net Income
102.14M
QoQ: 142.64% | YoY:-26.37%
EPS
1.92
QoQ: 143.04% | YoY:-25.29%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue:** $541.86 million (QoQ: +44.87%, YoY: -12.46%)
- **Gross Profit:** $282.59 million (QoQ: +49.58%, YoY: -10.99%)
- **Operating Income:** $131.85 million (QoQ: +181.78%, YoY: -21.30%)
- **Net Income:** $102.14 million (QoQ: +142.64%, YoY: -26.37%)
- **EPS:** $1.92 (QoQ: +143.04%, YoY: -25.29%)