SHARPE
Reported results
- Total revenue increased 72% to $62.6 million in fiscal 2026 compared with $36.5 million in fiscal 2025 (GAAP).
- Semiconductor Back-End Solutions revenue increased 99% to $49.0 million in fiscal 2026 compared with $24.7 million in fiscal 2025 (GAAP).
- Gross profit was $10.4 million, or 17% of revenue, in fiscal 2026 compared with $9.1 million, or 25% of revenue, in fiscal 2025 (GAAP).
- Operating loss was $204,000 in fiscal 2026 compared with operating income of $254,000 in fiscal 2025 (GAAP).
- Net loss attributable to Trio-Tech common shareholders was $34,000 in fiscal 2026 compared with net loss of $41,000 in fiscal 2025 (GAAP).
- Total backlog was $24.2 million at June 30, 2026, compared with $11.0 million at June 30, 2025.
Guidance
- Company received additional purchase order of approximately $1.5 million in Q1 fiscal 2027.
- Three-year production burn-in contract with second European EV semiconductor customer features minimum billings of approximately $4.7 million over the term with potential to scale to $6 million.
- Company anticipates progressive increase in production volumes beginning in Q2 fiscal 2027 as phased installation of system-level and electrical test capabilities in expanded Malaysian facility is completed.
- Industrial Electronics first-quarter bookings to date total approximately $4.6 million; company anticipates year-over-year growth in IE operations.
Notes
Operating loss increase was primarily attributed to higher general and administrative expenses associated with increased corporate activity (stock split, investor relations initiatives) and higher stock-based compensation expense related to share price appreciation. Q4 fiscal 2026 gross margin declined to 19% of revenue from 25% in Q4 fiscal 2025.
Price and volatility reaction
Source
The figures above come from the earnings release the company filed with the SEC on 2026-09-24 (8-K, Item 2.02). Read the original filing on sec.gov.