SemiLEDs Corp — Form 8-K/A
Filed July 15, 2026 · analyzed by the 8-K Agent
8-K/A
▲ Likely positive
significance 72/100
What the filing says
SemiLEDs reported Q3 FY2026 (ended May 31, 2026) revenue of $9.1 million versus $1.1 million in Q2, driven by increased buy-sell equipment purchase orders. GAAP net income was $1.5 million ($0.18 per diluted share) versus a $603K loss in Q2. Gross margin expanded to 27% from 1%, operating margin to 16% from −79%. Cash rose to $6.0 million from $4.0 million. The company has 8.3 million diluted shares outstanding and ~$5.7M market cap.
Why this rating
Revenue surge and return to profitability are substantial for a $5.7M market-cap company; however, profitability depends on one-time equipment orders, sustainability unclear. Material near-term positive but elevated risk.
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