SHARPE
Reported results
- Q3 2026 revenues: $184.0 million, up 20% YoY from Q3 2025 revenues of $152.9 million
- Q3 2026 GAAP diluted EPS from continuing operations: $0.24; Q3 2026 non-GAAP diluted EPS: $0.38
- Q3 2026 net cash provided by operating activities: $44.6 million
- Q3 2026 GAAP gross profit: $81.3 million (44.2% of revenues); non-GAAP gross profit: $83.3 million (45.3% of revenues)
- Nine months 2026 revenues: $503.9 million; nine months 2026 GAAP diluted EPS from continuing operations: $0.58; nine months 2026 non-GAAP diluted EPS: $0.98
- Book-to-bill ratio in Precision Devices remained above one for the eighth consecutive quarter
Guidance
- Q4 2026 revenues guidance: $180 to $190 million
- Q4 2026 GAAP diluted EPS guidance: $0.31 to $0.35
- Q4 2026 non-GAAP diluted EPS guidance: $0.39 to $0.43
- Q4 2026 net cash provided by operating activities guidance: $60 to $70 million
- 2026 full year revenue estimated at $689 million, up 16% vs 2025
Notes
Results exclude Consumer MEMS Microphones reporting business, which was divested in December 2024. Q3 2026 GAAP diluted EPS includes $0.06 per share in stock-based compensation expense, $0.04 per share in intangibles amortization expense, $0.01 per share in restructuring charges, $0.01 per share in production transfer costs, and $0.02 per share for GAAP effective tax rate differences. Q4 2026 GAAP results expected to include approximately $0.06 per share in stock-based compensation expense, $0.04 per share in intangibles amortization expense, $0.02 per share for GAAP effective tax rate differences, and $0.02 per share for other adjustments, partially offset by $0.06 per share in Syntiant dividend income.
Price and volatility reaction
The stock moved -3.6% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -5.9 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 33.38 | 2026-10-22 |
| Close after release | 32.17 | 2026-10-23 |
| Realised move | -3.6% | close to close |
| 30d ATM IV change | -5.9 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-22 (8-K, Item 2.02). Read the original filing on sec.gov.