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Company Research25 Sep 2024
The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
Cirrus Logic
Cirrus Logic (CRUS) investor relations material
Cirrus Logic Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Feb, 2026
Executive summary
Q3 FY26 revenue reached $580.6 million, surpassing guidance due to strong smartphone demand, favorable product mix, and HPMS growth, with Apple accounting for 94% of sales.
Achieved record GAAP and non-GAAP earnings per share, with GAAP EPS at $2.66 and non-GAAP EPS at $2.97.
Progressed on strategic pillars: leadership in smartphone audio, HPMS expansion, and diversification into PCs, automotive, and AI-enabled devices.
Focused on long-term revenue growth, operating profit expansion, and strong cash flow generation.
Financial highlights
Q3 FY26 revenue: $580.6 million, up 4% year-over-year and sequentially, with net income of $140.3 million and non-GAAP net income of $156.7 million.
GAAP and non-GAAP gross margin: 53.1%; GAAP operating margin: 26.3%; non-GAAP operating margin: 30.2%.
Cash and investments at quarter end: $1.08 billion; cash and cash equivalents: $778.1 million.
Free cash flow for Q3 FY26: $285.7 million, with a free cash flow margin of 49%.
Repurchased $70 million in shares during Q3 FY26; $344.1 million remains authorized.
Outlook and guidance
Q4 FY26 revenue expected between $410 million and $470 million; GAAP gross margin guidance: 51%–53%.
GAAP R&D and SG&A expenses projected at $147–$153 million; non-GAAP operating expenses at $124–$130 million.
Fiscal year 2026 non-GAAP effective tax rate expected at 16%–18%.
Sufficient liquidity expected to meet capital requirements in the short and long term.
Timeline for AI PC component revenue contribution?
What factors explain the Q4 revenue outlook?
How do new products impact HPMS segment growth?
AI PC voice interface revenue timeline
General market headwinds and growth drivers
PC market penetration key indicators
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Next Cirrus Logic earnings date
Q4 20266 May, 2026
Cirrus Logic
Next Cirrus Logic earnings date
Q4 20266 May, 2026
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Frequently asked questions
Cirrus Logic, Inc. specializes in the development of low-power, high-precision mixed-signal processing solutions for audio and voice applications. Its product lines include audio converters, amplifiers, smart codecs, and power control devices used in consumer electronics. Cirrus Logic, Inc. is headquartered in Austin, Texas, and its shares are listed on the NASDAQ.
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