EarningsQ4 2026 Earnings Report
CH:WOLF Q4 2026 EPS Results
Actual EPS-CHF1.88
Consensus EPS-CHF2.04
Beat/MissBeat by +CHF0.16
One Year Ago EPS-CHF0.64
CH:WOLF Q4 2026 Revenue Results
Actual RevenueCHF124.61M
Expected RevenueCHF124.95M
Beat/MissMissed by -CHF333.19K
YoY Revenue Growth-24.06%
Earnings Announcement Details
QuarterQ4 2026
Date08/19/2026
TimeAfter Close
Conference CallWednesday, August 19, 2026
CH:WOLF Upcoming Earnings
Wolfspeed Inc's next earnings date is estimated for October 28, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
CH:WOLF Q4 2026 Earnings Call
0:00 / 0:00
Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed meaningful strategic and technical progress — notable product milestones (Gen5 and 10kV MOSFET), accelerating AI/data center revenue (100%+ YoY and ~20% sequential in Q4), new design wins, and a strong cash balance (~$1.1B). However, near-term financial health remains challenged: adjusted gross margin stayed deeply negative (-19.9%), adjusted EBITDA and operating cash flow were negative, utilization and high fixed costs constrain margin recovery, and substantial high-interest debt remains a drag. Management highlighted a clear path (volume growth, utilization, refinancing) but timing to profitability is uncertain.Company Guidance
Quarterly Revenue in Line with Guidance
Q4 revenue of $150 million, delivered at the midpoint of guidance, demonstrating consistency with the company’s commitments.
Strong Data Center Growth
AI/data center revenue more than doubled year-over-year (FY2026 vs FY2025) and increased approximately 20% sequentially from Q3 to Q4, driven by design wins with suppliers such as LITEON and MacMic and expanding hyperscaler traction.
Power Revenue Expansion
Power revenue of approximately $106 million for the quarter, up 6% sequentially, helped by AI data center strength which offset softer automotive demand.
Materials Business Stability During Transition
Materials revenue of approximately $43 million while supporting 150mm LTA customers and shipping first engineering 200mm substrate samples to multiple customers, indicating progress on the 200mm transition.
Technology Leadership Milestones
Announced Gen 5 SiC MOSFET technology (best-in-class specific on-state resistance) and commercial readiness of a 10-kilovolt MOSFET; Gen 5 runs in the automated 200mm Mohawk Valley fab, reinforcing product differentiation.
Strategic Partnerships and New Leadership
Appointed Andy Mattes to the Board; signed a memorandum of understanding with GE Aerospace for co-development and supply of 10kV SiC MOSFETs; awarded first-time business from a European Tier 1 supplier supporting a large German OEM; launched a dedicated data center solutions team.
Balance Sheet and Liquidity
Ended the quarter with approximately $1.1 billion in cash and short-term investments and net debt of roughly $600 million, providing runway to pursue strategic priorities.
Debt Reduction Actions
Holders voluntarily converted $46 million of 2L convertible notes to equity during Q4, reducing debt principal and yielding an estimated ~$1 million in annual interest savings.
Operational Actions Improving Cash
Working capital improvements and inventory reductions contributed approximately $23 million to cash in Q4 and a $41 million benefit included in Q4 operating cash flow, demonstrating progress on cash conversion.
CH:WOLF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed