ALAB · NASDAQ-GS
Consensus is $0.48 EPS for Sep 2026 across 7 estimates, ranging $0.40 to $0.59.
No consensus figures are on file, so the quarter cannot be assessed against an external earnings expectation. Revenue reached $392,400 thousand, up from $191,925 thousand in the year-ago quarter and $0.31B in the preceding quarter, extending the company’s reported growth trajectory from $0.23B in Q3 FY2025 and $0.19B in Q2 FY2025. Gross profit was $287,567 thousand on cost of revenue of $104,833 thousand. Operating income was $89,248 thousand after $198,319 thousand of operating expenses, with research and development the largest expense at $135,898 thousand. Net income of $153,088 thousand also benefited materially from a $50,263 thousand income-tax benefit and included $13,577 thousand of interest and other income. The filing provides no reportable segment figures, so it does not identify which business lines carried or dragged results. Compared with the prior quarter, revenue and net income rose from $0.31B and $0.08B, respectively.
No company-specific guidance was given in the supplied filing. Management did not provide forward ranges for revenue, operating income, earnings per share, gross margin, subscribers, units, or capital expenditures, and no prior guidance range is available for comparison. The filing contains general forward-looking discussion around sustaining growth, future profitability, demand, cloud and AI infrastructure conditions, customer purchases, product qualifications, manufacturing capacity, and export controls, but it does not attach numerical assumptions or targets to those statements. Accordingly, the periods ahead are described qualitatively rather than through a formal quarterly or annual outlook.
