SemiLEDs Q3 Net Profit Drops Sequentially
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 11 2025
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Should l Buy LEDS?
Source: NASDAQ.COM
Earnings Report: SemiLEDs Corporation reported a net income of $223 thousand for the third quarter, down from $388 thousand in the previous quarter.
Revenue Growth: Despite the decline in earnings, the company's revenue increased significantly to $17.7 million from $10.9 million in the second quarter.
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Analyst Views on LEDS
About LEDS
SemiLEDs Corp is a Taiwan-based company mainly engaged in the development, manufacture and sale of light emitting diode (LED) chips and LED components, LED modules and systems. The Company’s products are used for general lighting and specialty industrial applications, including ultraviolet, curing of polymers, LED light therapy in medical/cosmetic applications, counterfeit detection, germicidal and viricidal devices LED lighting for horticulture applications, architectural lighting and entertainment lighting.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SemiLEDs Reports Q1 2026 Financials with Revenue Surge but Wider Loss
- Revenue Growth: SemiLEDs reported Q1 2026 revenue of $2.6 million, a significant increase from $1.26 million year-over-year, although it declined from $13.2 million sequentially, indicating market volatility.
- Wider Loss: The company posted a net loss of $742,000 or 9 cents per diluted share, which is an increase from the $1.2 million loss in the same quarter last year, highlighting challenges in cost management.
- Gross Margin Decline: Gross margin fell to 1% from 2% in the previous quarter, while operating margin widened to negative 39%, indicating ongoing pressure on profitability that could affect investor confidence.
- Market Performance: Despite cautious overall market sentiment, SemiLEDs shares surged 13.99% in premarket trading to $2.20, reflecting short-term investor interest, though long-term prospects remain uncertain.
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- Intel Stock Surge: Intel shares rose 3.4% after KeyBanc upgraded its rating from Sector Weight to Overweight, indicating increased market confidence in the chipmaker's manufacturing advancements and growing demand from AI data centers, which may drive future earnings growth.
- SemiLEDs Financial Challenges: Despite a 9% stock increase, SemiLEDs reported only $2.6 million in revenue for Q1 FY2026, a significant drop from $13.2 million in Q4 FY2025, highlighting financial challenges that could impact long-term growth prospects.
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SemiLEDs Reports Q1 Revenue of $2.6M with Net Loss of $742K
- Significant Revenue Decline: SemiLEDs reported revenue of $2.6 million for Q1 FY2026, an 80% drop from $13.2 million in Q4 FY2025, indicating increased pressure in market competition.
- Reduced Net Loss: Despite the revenue decline, SemiLEDs' net loss decreased from $1.194 million in Q4 FY2025 to $742,000, suggesting improvements in cost control measures.
- Slight Gross Margin Decline: The GAAP gross margin for Q1 fell to 1%, down from 2% in the previous quarter, reflecting ongoing challenges in profitability.
- Improved Cash Position: As of November 30, 2025, SemiLEDs' cash and cash equivalents rose to $2.89 million, up from $2.593 million at the end of Q4 FY2025, indicating positive progress in liquidity management.
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SemiLEDs Reports Q1 2026 Revenue of $2.6M and Net Loss of $742K
- Revenue Decline: SemiLEDs reported Q1 2026 revenue of $2.6 million, an 80% drop from $13.2 million in Q4 2025, indicating weak demand in the LED market that could impact future cash flow and investment capacity.
- Net Loss Improvement: The net loss for Q1 was $742,000 (loss of $0.09 per share), an improvement from $1.2 million (loss of $0.15 per share) in the previous quarter, reflecting the company's efforts in cost control, though ongoing losses may affect shareholder confidence.
- Gross Margin Decline: The GAAP gross margin for Q1 decreased to 1% from 2% in Q4, indicating challenges in production cost management that could affect long-term profitability and market competitiveness.
- Stable Cash Position: As of November 30, 2025, SemiLEDs had cash and cash equivalents of $2.89 million, up from $2.6 million at the end of Q4 2025, demonstrating stability in liquidity management despite the need for overall financial performance improvement.
See More
SemiLEDs Reports Q4 Revenue of $13.2M with Net Loss of $1.2M
- Revenue Decline: SemiLEDs reported fourth-quarter revenue of $13.2 million, a 25% decrease from $17.7 million in the third quarter, indicating weakened market demand that could impact future cash flow and investment capacity.
- Widening Net Loss: The company experienced a net loss of $1.2 million in Q4, translating to a loss of $0.15 per share, contrasting with a net income of $223,000 in Q3, reflecting challenges in cost control and profitability.
- Gross Margin Decline: The GAAP gross margin for Q4 fell to 2%, down from 5% in Q3, highlighting rising production costs and pricing pressures that may affect long-term profitability.
- Annual Performance Improvement: Despite the poor Q4 results, total revenue for fiscal year 2025 reached $43 million, significantly up from $5.2 million in fiscal year 2024, demonstrating potential growth opportunities in the LED market.
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SemiLEDs Reports Q4 Revenue Drop to $13.2 Million
- Declining Financial Performance: SemiLEDs reported fourth-quarter revenue of $13.2 million, a 25% decrease from $17.7 million in the third quarter, indicating pressure in market competition that may affect future investor confidence.
- Widening Net Loss: The net loss attributable to SemiLEDs stockholders for Q4 was $1.2 million, or $(0.15) per diluted share, contrasting with a net income of $223,000 in Q3, reflecting a significant deterioration in profitability.
- Gross Margin Decline: The GAAP gross margin for Q4 fell to 2%, down from 5% in Q3, indicating challenges in cost control that could impact long-term profitability.
- Annual Performance Improvement: Despite the poor Q4 results, total revenue for fiscal year 2025 reached $43 million, a substantial increase from $5.2 million in fiscal year 2024, highlighting potential growth opportunities in the LED market.
See More
SemiLEDs Reports Q1 2026 Financials with Revenue Surge but Wider Loss
- Revenue Growth: SemiLEDs reported Q1 2026 revenue of $2.6 million, a significant increase from $1.26 million year-over-year, although it declined from $13.2 million sequentially, indicating market volatility.
- Wider Loss: The company posted a net loss of $742,000 or 9 cents per diluted share, which is an increase from the $1.2 million loss in the same quarter last year, highlighting challenges in cost management.
- Gross Margin Decline: Gross margin fell to 1% from 2% in the previous quarter, while operating margin widened to negative 39%, indicating ongoing pressure on profitability that could affect investor confidence.
- Market Performance: Despite cautious overall market sentiment, SemiLEDs shares surged 13.99% in premarket trading to $2.20, reflecting short-term investor interest, though long-term prospects remain uncertain.
See More
WeRide (WRD) Enables Robotaxi Booking via WeChat, Stock Rises 1.6%
- Robotaxi Booking Enhancement: WeRide's integration with Tencent's WeChat for seamless robotaxi bookings has led to a 1.6% stock increase, enhancing user experience for residents and visitors in Guangzhou and Beijing, thereby improving market competitiveness.
- Intel Stock Surge: Intel shares rose 3.4% after KeyBanc upgraded its rating from Sector Weight to Overweight, indicating increased market confidence in the chipmaker's manufacturing advancements and growing demand from AI data centers, which may drive future earnings growth.
- SemiLEDs Financial Challenges: Despite a 9% stock increase, SemiLEDs reported only $2.6 million in revenue for Q1 FY2026, a significant drop from $13.2 million in Q4 FY2025, highlighting financial challenges that could impact long-term growth prospects.
- Rivian Stock Decline: Rivian's stock fell 3% after UBS downgraded it from Neutral to Sell, setting a price target of $15, implying a 20% decrease from the last close, reflecting market concerns about the company's future outlook.
See More
SemiLEDs Reports Q1 Revenue of $2.6M with Net Loss of $742K
- Significant Revenue Decline: SemiLEDs reported revenue of $2.6 million for Q1 FY2026, an 80% drop from $13.2 million in Q4 FY2025, indicating increased pressure in market competition.
- Reduced Net Loss: Despite the revenue decline, SemiLEDs' net loss decreased from $1.194 million in Q4 FY2025 to $742,000, suggesting improvements in cost control measures.
- Slight Gross Margin Decline: The GAAP gross margin for Q1 fell to 1%, down from 2% in the previous quarter, reflecting ongoing challenges in profitability.
- Improved Cash Position: As of November 30, 2025, SemiLEDs' cash and cash equivalents rose to $2.89 million, up from $2.593 million at the end of Q4 FY2025, indicating positive progress in liquidity management.
See More
SemiLEDs Reports Q1 2026 Revenue of $2.6M and Net Loss of $742K
- Revenue Decline: SemiLEDs reported Q1 2026 revenue of $2.6 million, an 80% drop from $13.2 million in Q4 2025, indicating weak demand in the LED market that could impact future cash flow and investment capacity.
- Net Loss Improvement: The net loss for Q1 was $742,000 (loss of $0.09 per share), an improvement from $1.2 million (loss of $0.15 per share) in the previous quarter, reflecting the company's efforts in cost control, though ongoing losses may affect shareholder confidence.
- Gross Margin Decline: The GAAP gross margin for Q1 decreased to 1% from 2% in Q4, indicating challenges in production cost management that could affect long-term profitability and market competitiveness.
- Stable Cash Position: As of November 30, 2025, SemiLEDs had cash and cash equivalents of $2.89 million, up from $2.6 million at the end of Q4 2025, demonstrating stability in liquidity management despite the need for overall financial performance improvement.
See More
SemiLEDs Reports Q4 Revenue of $13.2M with Net Loss of $1.2M
- Revenue Decline: SemiLEDs reported fourth-quarter revenue of $13.2 million, a 25% decrease from $17.7 million in the third quarter, indicating weakened market demand that could impact future cash flow and investment capacity.
- Widening Net Loss: The company experienced a net loss of $1.2 million in Q4, translating to a loss of $0.15 per share, contrasting with a net income of $223,000 in Q3, reflecting challenges in cost control and profitability.
- Gross Margin Decline: The GAAP gross margin for Q4 fell to 2%, down from 5% in Q3, highlighting rising production costs and pricing pressures that may affect long-term profitability.
- Annual Performance Improvement: Despite the poor Q4 results, total revenue for fiscal year 2025 reached $43 million, significantly up from $5.2 million in fiscal year 2024, demonstrating potential growth opportunities in the LED market.
See More
SemiLEDs Reports Q4 Revenue Drop to $13.2 Million
- Declining Financial Performance: SemiLEDs reported fourth-quarter revenue of $13.2 million, a 25% decrease from $17.7 million in the third quarter, indicating pressure in market competition that may affect future investor confidence.
- Widening Net Loss: The net loss attributable to SemiLEDs stockholders for Q4 was $1.2 million, or $(0.15) per diluted share, contrasting with a net income of $223,000 in Q3, reflecting a significant deterioration in profitability.
- Gross Margin Decline: The GAAP gross margin for Q4 fell to 2%, down from 5% in Q3, indicating challenges in cost control that could impact long-term profitability.
- Annual Performance Improvement: Despite the poor Q4 results, total revenue for fiscal year 2025 reached $43 million, a substantial increase from $5.2 million in fiscal year 2024, highlighting potential growth opportunities in the LED market.
See More
