Aeluma
Develops compound-semiconductor devices for sensing, communication, and computing.
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Profile
Develops optoelectronic and electronic devices for sensing, communication, and computing, using compound semiconductors on large-diameter substrates. Current revenue is concentrated in government R&D contracts, while commercial activity is mainly engineering samples, small-volume chips, and related services.
Develops optoelectronic and electronic devices for sensing, communication, and computing applications. The platform combines compound semiconductors with large-diameter substrates used in mass-market microelectronics, with near-term work around photodetectors and imaging arrays.
Operations are centered in Goleta, California, where wafer production, quick-turn chip fabrication, prototyping, test, and validation support customer engagements. Commercial work includes wafer development, engineering samples, small-volume chips, and R&D-related services.
Current revenue is dominated by government R&D contracts with U.S. agencies and prime contractors. Scaling depends on converting prospective customers and partners into production use, while the business remains shaped by government-contract timing and customer concentration.
Company facts
Key statistics
Year to date −26.1% · Average volume (30d) 492.3K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 13, 2026Q3 FY26 | −$0.04 | −$0.04 | −14.3% | $1.4M | $1.2M | −10.1% | −15.37% |
| Feb 11, 2026Q2 FY26 | −$0.05 | −$0.04 | +20.0% | $1.4M | $1.3M | −8.8% | −8.40% |
| Nov 12, 2025Q1 FY26 | −$0.05 | −$0.03 | +40.0% | $1.4M | $1.4M | −0.7% | −4.56% |
| Sep 9, 2025Q4 FY25 | −$0.02 | −$0.01 | +33.3% | $1.2M | $1.3M | +6.6% | −27.47% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.6M | $1.3M | $1.3M | $1.4M | $1.3M | $1.2M | |
| Gross profit | $1.0M | $841.9K | $745.0K | $684.0K | $353.0K | $386.0K | |
| Operating income | $389.0K | −$831.5K | −$968.7K | −$1.6M | −$2.1M | −$2.1M | |
| Net income | −$2.9M | $1.5M | −$858.5K | −$1.5M | −$1.9M | −$1.8M | |
| Diluted EPS | −$0.24 | $0.11 | −$0.05 | −$0.09 | −$0.10 | −$0.10 | |
| Gross margin | 63.8% | 67.1% | 56.6% | 49.4% | 27.8% | 31.6% | |
| Operating margin | 24.1% | -66.3% | -73.6% | -116.1% | -163.6% | -173.9% |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $193.3K · FY24 $918.6K · FY25 $4.7M
Balance sheet, Mar 31, 2026Cash & short-term investments $37.8M · Total debt $1.1M · Total assets $42.5M · Shareholders' equity $40.1M
Dividends
No dividends on record.
Ownership
Shares outstanding 18.31M · Float 13.65M · 74.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Tompkins Mark N. · other: Former 10% Owner | 1.79M | 9.78% | Form 4 | Feb 5, 2026 |
| Jonathan Klamkin · director, officer: Chief Executive Officer | 1.33M | 7.26% | Form 4 | Aug 5, 2026 |
| Perry George Herbert | 1.00M | 5.60% | 13G | Mar 31, 2026 |
| McCarthy Lee · 10 percent owner | 977.4K | 5.34% | Form 4 | Jan 2, 2026 |
| BlackRock, Inc. | 963.8K | 5.30% | 13G | Jul 27, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Steven Denbaars | director | −12,500 | $13.82 |
| Aug 26, 2026 | Steven Denbaars | director | −12,500 | $13.84 |
| Aug 3, 2026 | Jonathan Klamkin | director, officer: Chief Executive Officer | −20,000 | $16.73 |
| Jul 1, 2026 | Jonathan Klamkin | director, officer: Chief Executive Officer | −20,000 | $21.08 |
| May 20, 2026 | Steven Denbaars | director | −12,500 | $20.46 |
Peers
- Coherent
Scale peer in compound photonics, lasers, and AI optics
- Lumentum
Optical-networking and 3D-sensing photonics rival
- MACOM Technology Solutions
Photodetector, laser, data-center, and defense semiconductor peer
- Teledyne Technologies
Infrared imaging and defense sensing incumbent
- POET Technologies
Photonic-integration peer for AI and datacenter optics
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aeluma | $13.31 | +1.18% | $240.5M | — | — | 46.3 | −2.6% |
| Coherent | $279.00 | −0.02% | $54.62B | 67.9 | 29.8 | 7.7 | +33.7% |
| Lumentum | $895.00 | +0.03% | $69.63B | — | 41.5 | 23.1 | +136.7% |
| MACOM Technology Solutions | $262.56 | −1.05% | $20.24B | 85.3 | 32.2 | 17.4 | +35.8% |
| Teledyne Technologies | $621.96 | +0.02% | $28.83B | 30.0 | 24.4 | 4.5 | +9.8% |
| POET Technologies | $7.55 | +0.53% | $990.1M | — | — | 578.0 | +112.3% |
| Median | 67.9 | 31.0 | 17.4 | +35.8% |