LEDS, US8166452040

SemiLEDs reports USD 9.07 million revenue: what it means for SemiLEDs stock

Published on 10/05/2026 at 05:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GAAP net income reached USD 1.52 million in the third quarter of fiscal 2026. SemiLEDs stock last closed at EUR 2.06 on October 2, 2026 after EUR 2.06.

LEDS, US8166452040, Illustration mit AI erstellt.

SemiLEDs Corporation (ISIN US8166452040) reported USD 9.07 million in revenue and USD 1.52 million in GAAP net income for the third quarter of fiscal 2026 ended May 31, 2026. The results were published on July 14, 2026, and the latest filing shows why the profit improvement needs careful reading.

Revenue rebounds on equipment orders

According to StockTitan in its July 14, 2026 filing summary, third-quarter revenue rose from USD 1.10 million in the second quarter to USD 9.07 million. GAAP diluted earnings per share reached USD 0.18, compared with a loss of USD 0.07 per share in the prior quarter.

The revenue increase was tied mainly to buy-sell equipment purchase orders, rather than a broad-based expansion in the core LED business. Gross profit reached USD 2.46 million, while operating cash flow was USD 3.76 million for the nine months ended May 31, 2026, according to StockTitan.

What the profit means for investors

The third-quarter margin profile improved sharply, with GAAP gross margin at 27 percent versus 1 percent in the second quarter and operating margin at 16 percent versus negative 79 percent. That comparison points to strong operating leverage, but it also shows how sensitive results are to the timing and size of equipment transactions.

The filing also described substantial doubt about SemiLEDs' ability to continue as a going concern and highlighted funding needs, customer concentration and reliance on equipment revenue. Cash and cash equivalents stood at USD 5.98 million on May 31, 2026, while nine-month revenue was USD 12.71 million versus USD 29.78 million a year earlier, according to StockTitan.

Nasdaq valuation remains small

SemiLEDs is listed on Nasdaq under LEDS. The stock closed at USD 2.32 on Nasdaq on October 2, 2026, with a USD 1.01 to USD 3.62 52-week range and a USD 19.2 million market capitalization. The narrow market value leaves the shares highly sensitive to individual orders and financing developments.

Last Lang and Schwarz close

The last Lang and Schwarz close was EUR 2.06 on October 2, 2026, with the prior close also at EUR 2.06. The reference quote did not provide a current October 5 session value, so the dated close is the relevant euro market marker.