SemiLEDs
Makes vertical LED chips, components, and lighting products while reselling machinery and equipment.
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Profile
Produces high-brightness LED chips, packaged components, modules and lighting products, while buying machinery from vendors and reselling it to customers. Revenue combines LED sales with buy-sell equipment orders, with research, development, fabrication and employees concentrated in Taiwan and customers concentrated in several international markets.
Develops, fabricates and packages high-brightness LED chips and components, centered on MvpLED metal-alloy vertical chips and the Enhanced Vertical series in blue, white, green and ultraviolet wavelengths. The portfolio also includes LED modules, systems and lighting products for general lighting and specialty uses including curing, light therapy, detection, germicidal devices and horticulture. Research, development, manufacturing, marketing and sales are centralized in Hsinchu Science Park, Taiwan.
Sells chips to packagers or distributors and components to distributors and end customers; it also buys machinery from vendors and resells it after controlling title and delivery risk. Revenue combines LED sales with buy-sell equipment orders and was recently dominated by those transactions. Customers are concentrated in India, Japan, the Netherlands and the United States, while research, development, fabrication and the employee base remain concentrated in Taiwan.
Company facts
Categories
Key statistics
Year to date +22.2% · Average volume (30d) 97.8K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 14, 2026Q3 FY26 | — | $0.18 | — | — | $9.1M | — | +14.73% |
| Apr 14, 2026Q2 FY26 | — | −$0.07 | — | — | $1.1M | — | −0.82% |
| Jan 14, 2026Q1 FY26 | — | −$0.09 | — | — | $2.6M | — | −0.51% |
| Nov 28, 2025Q4 FY25 | — | −$0.15 | — | — | $13.2M | — | −14.36% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $10.9M | $17.7M | $13.2M | $2.6M | $1.1M | $9.1M | |
| Gross profit | $1.0M | $939.0K | $229.0K | $18.0K | $6.0K | $2.5M | |
| Operating income | $110.0K | −$62.0K | −$986.0K | −$1.0M | −$845.0K | $1.4M | |
| Net income | $388.0K | $223.0K | −$1.2M | −$742.0K | −$603.0K | $1.5M | |
| Diluted EPS | $0.05 | $0.03 | −$0.15 | −$0.09 | −$0.07 | $0.18 | |
| Gross margin | 9.2% | 5.3% | 1.7% | 0.7% | 0.6% | 27.1% | |
| Operating margin | 1.0% | -0.4% | -7.5% | -40.5% | -79.4% | 15.6% |
Fiscal years (4-quarter sums)FY21 $4.7M · FY22 $7.1M · FY23 $6.0M · FY24 $5.2M · FY25 $43.0M
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, May 31, 2026Cash & short-term investments $6.0M · Total debt $2.3M · Total assets $17.5M · Shareholders' equity $3.1M
Dividends
No dividends on record.
Ownership
Shares outstanding 8.27M · Float 2.73M · 33.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Scott R. Simplot · director, 10 percent owner: | 3.20M | 38.67% | Form 4 | Mar 4, 2025 |
| Simplot Taiwan Inc. · 10 percent owner | 3.17M | 38.29% | Form 4 | Mar 4, 2025 |
| J.R. Simplot Co · 10 percent owner | 3.17M | 38.29% | Form 4 | Mar 4, 2025 |
| Trung T. Doan · director, 10 percent owner, officer: Chairman and CEO | 1.52M | 18.34% | Form 4 | Mar 4, 2025 |
| Renaissance Technologies LLC | 61.7K | 0.75% | 13F | May 14, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Penguin Solutions
Cree LED chips and packages overlap in high-brightness lighting.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SemiLEDs | $1.90 | −4.01% | $16.5M | — | — | 0.6 | −48.6% |
| Penguin Solutions | $49.26 | −0.59% | $2.54B | 35.5 | 15.6 | 1.7 | +47.6% |
| Median | 35.5 | 15.6 | 1.7 | +47.6% |