Executive Summary
Cirrus Logic Inc, a leader in mixed-signal processing solutions, reported impressive Q4 2025 financial results, demonstrating resilience and growth despite the challenging environment characterized by typical seasonal fluctuations. The company achieved revenues of $424.46 million, marking a 14.15% increase year-over-year (YoY) but a significant decline of 23.62% quarter-over-quarter (QoQ). The rise in net income to $71.27 million, a YoY increase of 58.93%, showcases the company’s ability to enhance its profitability while navigating its operational landscape effectively.
The management highlighted the successful integration of advanced audio technologies and expanding customer applications as pivotal to their performance. This growth reflects the company’s investment in research and development, which totaled $103.42 million this quarter, positioning Cirrus Logic to capitalize on ongoing trends in the semiconductor and consumer electronics markets.
Key Performance Indicators
Revenue
424.46M
QoQ: -23.62% | YoY:14.15%
Gross Profit
226.74M
53.42% margin
QoQ: -23.86% | YoY:17.71%
Operating Income
85.95M
QoQ: -41.04% | YoY:64.09%
Net Income
71.27M
QoQ: -38.57% | YoY:58.93%
EPS
1.35
QoQ: -38.36% | YoY:62.65%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue**: $424.46 million, -23.62% QoQ, +14.15% YoY
- **Gross Profit**: $226.74 million, reflecting a gross profit margin of 53.42%
- **Net Income**: $71.27 million with a net income margin of 16.79%
- **Earnings Per Share (EPS)**: $1.35 (Diluted EPS: $1.31)
- **Operating Income**: $85.95 million, +64.09% YoY but -41.04% QoQ