Rambus

RMBS

85.6500.09% ( -0.080 )

Closed: Oct 23, 16:00:00 (EDT)

Q2 FY2026 EarningsQ2 FY26 beat consensus on key top and bottom-line metrics: revenue $207.4M vs. $198.3M expected, and normalized EPS $0.77 (est.) vs. $0.72 expected. Product revenue grew 22% YoY, fueled by high-performance memory interface chips for AI infrastructure. GAAP gross margin was slightly below consensus at 79.7% vs. 80.3% expected, primarily due to shifting product mix. The effective tax rate remained favorable at 15.0%, aiding the net income beat.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Rambus(RMBS) the Revenue is 207.39 M (+20.43%), Beat estimate;the EBIT is 93.66 M (+18.51%), Beat estimate;the EPS is 0.61 (+15.09%), Beat estimate.

Actual

YoY

Estimate

YoY

Vs estimate

YoY

RevenueExceed expectations

0.21B20.43%

0.20B15.15%

+0.01B5.28%

EBITExceed expectations

0.09B18.51%

0.09B9.66%

+0.01B8.85%

EPSExceed expectations

0.6115.09%

0.577.55%

+0.04007.54%

Upcoming earnings report - Q3 FY2026

Available dateOct 26, 2026

Estimate Revenue$213 M

Estimate EBIT$96.03 M

Estimate EPS$0.644

Revenue

ActualEstimateUnit: USD

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EBIT

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Net income

ActualEstimateUnit: USD

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EPS

ActualEstimateUnit: USD

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