--- title: "Corsair Gaming | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 314.34 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295172087.md" datetime: "2026-08-07T02:47:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295172087.md) - [en](https://longbridge.com/en/news/295172087.md) - [zh-HK](https://longbridge.com/zh-HK/news/295172087.md) generator: "portal-rs" --- # Corsair Gaming | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 314.34 M Revenue: As of FY2026 Q2, the actual value is USD 314.34 M, beating the estimate of USD 310.48 M. EPS: As of FY2026 Q2, the actual value is USD 0.06, beating the estimate of USD -0.0825. EBIT: As of FY2026 Q2, the actual value is USD 7.878 M. ### Overall Financial Performance (Second Quarter 2026 vs. Second Quarter 2025) #### Gross Profit and Margin Gross profit increased 21% year-over-year to $104.3 million. Gross margin expanded by 635 basis points year-over-year and 45 basis points sequentially to a record 33.2%. #### GAAP Operating Income GAAP operating income improved to $7.6 million from an operating loss of - $16.9 million. #### Net Income Net income improved to $9.1 million from a net loss of - $20.3 million. #### Adjusted EBITDA Adjusted EBITDA increased 279% year-over-year to $30.8 million, expanding the Adjusted EBITDA margin by 730 basis points to 9.8%. #### Net Revenue Net revenue was $314.3 million, down 2% year-over-year. #### Direct-to-Consumer Business The direct-to-consumer business represented 20% of total net revenue. #### Net Cash Provided by Operating Activities Net cash provided by operating activities increased 148% year-over-year to $74.8 million. #### Cash and Restricted Cash Cash and restricted cash increased $74.1 million sequentially to $193.9 million at quarter-end. ### Impact of Tariff Refund The company recognized a benefit of approximately $15.6 million to GAAP gross profit from tariff refunds, which delivered approximately 500 basis points of benefit to gross margin. Net income benefited by approximately $14.9 million, and adjusted EBITDA by approximately $14.3 million. Excluding this benefit, net loss would have been - $5.7 million, and adjusted EBITDA would have been $16.6 million. ### Business Segment Performance (Second Quarter 2026 vs. Second Quarter 2025) #### Gamer and Creator Peripherals Segment Revenue grew 13% year-over-year to $115.9 million. Gross profit increased 27% year-over-year to $52.0 million, with a gross margin of 44.9%. #### Gaming Components and Systems Segment Revenue declined 9% year-over-year to $198.5 million. Gross profit increased 17% year-over-year to $52.2 million, and gross margin expanded 570 basis points to 26.3% year-over-year. ### Operational Metrics and Developments Elgato Marketplace showed strong first half year-over-year growth in 2026, with gross revenue and transaction volume each up over 100%, product submissions up more than 300%, and over 500,000 new accounts added. Corsair Gaming, Inc. made a minority investment in Bitfocus AS to deepen integration with Stream Deck, extending its ecosystem into live production and broadcast workflows. On August 3, 2026, Corsair Gaming, Inc. acquired Trak Racer, a Sim Racing hardware brand, to extend Fanatec’s product range and distribution reach. Within the Gaming Components and Systems segment, memory revenue grew 17% year-over-year. The company is developing an AI workstation offering targeting the approximately $22 billion desktop AI PC opportunity, with a more impactful contribution expected in the latter part of 2027 and beyond. ### Outlook and Guidance For the third quarter of 2026, Corsair Gaming, Inc. expects net revenue in the range of $320 million to $350 million and Adjusted EBITDA between $18 million and $21 million. For the full year 2026, the company updated its guidance, expecting net revenue in the range of $1.40 billion to $1.47 billion and Adjusted EBITDA between $121 million and $131 million. This outlook assumes continued double-digit growth in Gamer and Creator Peripherals and pressure on Gaming Components and Systems due to elevated memory pricing, with overall higher-margin mix supporting consolidated gross margin. ### Related Stocks - [CRSR.US](https://longbridge.com/en/quote/CRSR.US.md) ## Related News & Research - [Corsair Gaming Insider Move Sparks Fresh Investor Buzz](https://longbridge.com/en/news/295990468.md) - [Corsair Gaming, Inc. 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