Released
FY2026 Q1
Earnings ReviewFORM
BEAT폼팩터
FormFactor, Inc. · 반도체 (테스트·프로브카드)
Wed, April 29, 2026·After Market Close
FormFactorProbe cardHBM testingSemi equipmentAI infra
01Wall Street Consensus
EPS$0.44
Revenue$203.84M
02Earnings Results
EPS$0.56+27.3%
Revenue$226.1M+10.9%
After-Hours ReactionRegular up
Key Takeaways
- EPS $0.56 — beat consensus $0.44 by +27.3%
- Revenue $226.1M — +32% YoY, +5.1% QoQ, third straight quarterly record
- Non-GAAP gross margin 49% — margin recovery accelerating
- Asia (memory big-3) HBM demand drove the quarter
- Q2 revenue guide $240M ± $5M (+6% QoQ)
- Q2 EPS guide $0.61 ± $0.04
- Q2 non-GAAP gross-margin guide 49.5% ± 1.5%
- Progress on next-gen HBM4 design wins
Key Checkpoints
- 01HBM probe-card revenue momentum
- 02Non-GAAP gross-margin trajectory (50% target)
- 03Asia HBM customer mix
- 04Q2 guidance
- 05Next-gen HBM4 design-win progress
Upside Catalysts
- HBM share expansion
- Broader penetration into AI accelerators
- Next-gen HBM4 design wins
Risk Factors
- HBM cycle volatility
- Possible conservative Q2 guide
- Customer concentration (memory big-3 dependence)
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)