FORMFACTOR INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
FormFactor reported Q3 2026 revenue of $280.5 million, up 38.4% from $202.7 million in Q3 2025 and 8.6% sequentially from Q2's $258.2 million—the company's fourth consecutive quarterly revenue record. GAAP net income was $73.8 million ($0.93 per diluted share) vs. $15.7 million ($0.20) in Q3 2025; gross margin expanded to 54.7% from 39.8%. Foundry & Logic segment grew 10% sequentially; Systems segment grew >20% on co-packaged optics demand. Management announced post-quarter expansion of partnership with Teradyne. Q4 2026 guidance: $285M ±$10M revenue, 52.3% ±1.5% gross margin, $0.84 ±$0.09 GAAP EPS.
Why this rating
Strong earnings beat, 38% YoY growth, capacity expansion underway. Material growth relative to $3.3B market cap but moderating productivity gains indicate near-term ceiling.
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