Zacks Investment Research·4d ago
Cirrus Logic Faces Pricing Pressure: Can Gross Margin Stay Firm?CRUS is navigating pricing cuts and supply-chain costs while preserving its long-term margin outlook and securing future wafer capacity.
Cirrus Logic's accelerating revenue growth, up 12.9% year-over-year in 2027Q1, is driven by content expansion in its primary customer's devices, with gross margins stable at 52.6%. The company maintains a fortress balance sheet with a 0.08 debt-to-equity ratio...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 12.9% year-over-year to $459.7M in 2027Q1, with gross margin stable at 52.6% and operating margin expanding to 18.4% from 17.8%, reflecting operating leverage.
Cirrus Logic has high operating margins, strong cash flow, and healthy cash reserves, enabling robust debt servicing and financial flexibility.
The company's expertise in low-power mixed-signal processing and ability to deliver differentiating features is valued in key markets.
Cirrus leads with award-winning aircraft like the SR Series and Vision Jet, blending innovation, luxury, and safety in personal aviation.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $1.84+1.7% vs $1.81 | $460M-0.1% vs $460M |
Q2 2026 May 6, 2026 | $1.95+10.8% vs $1.76 | $449M+1.4% vs $442M |
Q1 2026 Feb 3, 2026 | $2.97+22.7% vs $2.42 | $581M+8.6% vs $535M |
Q4 2025 Nov 4, 2025 | $2.83+19.4% vs $2.37 | $561M+3.8% vs $540M |
CRUS is navigating pricing cuts and supply-chain costs while preserving its long-term margin outlook and securing future wafer capacity.
Bank of America Corp DE acquired a new position in shares of Cirrus Logic, Inc. (NASDAQ: CRUS) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,133,298 shares of the semiconductor company's stock, valued at approximately $168,329,000. Bank of America Corp
On September 15, 2026, Cirrus Logic Inc (CRUS) shares rose 5.1% to $122.21, reflecting a positive price performance amidst market fluctuations. The stock has fl
Cirrus Logic (CRUS) reported earnings 30 days ago. What's next for the stock?
Benchmark CRUS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cirrus Logic, Inc. (CRUS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $121.17 | $6.11B | 15.46 | 5.34% | 20.75% | 20.33% | — | |
| $121.10 | $4.73B | -9.60 | 11.44% | -75.67% | -79.77% | — | |
| $321.60 | $24.54B | -440.55 | 32.58% | 20.7% | 17.09% | — | |
| $103.84 | $4.77B | 72.62 | 13.04% | 5.27% | 4.38% | — | |
| $222.76 | $7.35B | -112.51 | 34.29% | -4.57% | -3.59% | — | |
| $54.46 | $3.03B | 139.64 | 5.85% | 5.58% | 3.72% | — |
Cirrus Logic, Inc. (CRUS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Cirrus Logic, Inc. (CRUS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Aug 3, 2026·SEC
May 6, 2026·SEC
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Cirrus Logic, Inc. (CRUS) stock FAQ — growth, dividends, profitability & financials explained
Cirrus Logic, Inc. (CRUS) reported $2.05B in revenue for fiscal year 2026. This represents a 123% increase from $917.2M in 1997.
Cirrus Logic, Inc. (CRUS) grew revenue by 5.3% over the past year. This is steady growth.
Yes, Cirrus Logic, Inc. (CRUS) is profitable, generating $430.6M in net income for fiscal year 2026 (20.7% net margin).
Cirrus Logic, Inc. (CRUS) has a return on equity (ROE) of 20.3%. This is excellent, indicating efficient use of shareholder capital.
Cirrus Logic, Inc. (CRUS) generated $572.1M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
