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Credo Technology Group Holding Ltd

Credo Technology Group Holding Ltd

NASDAQ•CRDO
CEO: Mr. William J. Brennan
セクター: Technology
業種: Communication Equipment
上場日: 2022-01-27
Credo Technology Group Holding Ltd provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. Its products include HiWire active electrical cables, optical digital signal processors, low-power line card PHY, serializer/deserializer (SerDes) chiplets, and SerDes IP, as well as integrated circuits, active electrical cables. The company also offers intellectual property solutions consist of SerDes IP licensing. It sells its products to hyperscalers, original equipment manufacturers, original design manufacturers and optical module manufacturers, as well as into the enterprise and HPC markets. The company was founded in 2008 and is based in Grand Cayman, Cayman Islands.
連絡先情報
c/o Maples Corporate Services Limited, Ugland House PO Box 309, Grand Cayman, 1-1104, Cayman Islands
408-664-9329
credosemi.com
時価総額
$24.33B
PER (TTM)
110.3
37.9
配当利回り
--
52週高値
$213.80
52週安値
$29.09
52週レンジ
57%
順位46Top 59.5%
3.5
F-Score
改良版 Piotroski 分析
6年ファンダメンタル
弱い • 3.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2020-2025

財務ダッシュボード

Q2 2026 データ

売上高

$268.03M+272.08%
直近4四半期の推移

EPS

$0.47-1950.39%
直近4四半期の推移

フリーCF

$38.48M-429.91%
直近4四半期の推移

2026 Q2 決算ハイライト

主なハイライト

Six Months Revenue Surge Six months total revenue $491.1M, up 272.1%, fueled by $352.0M product sales surge this period.
Profitability Reversal Achieved Six months net income $146.0M, successfully reversing prior period net loss of $13.8M reported last year.
Gross Margin Expansion Gross margin improved 4.7 points to 67.5% for six months, driven by product sales economies of scale.
Strong Liquidity Position Cash balance grew to $567.6M; financing provided $374.9M net cash via At-The-Market offering proceeds.

リスク要因

Customer Revenue Concentration Substantial revenue concentration exists; Customer A drove 58% of six months revenue volume this reporting period.
Operating Expense Escalation Operating expenses rose sharply; R&D increased 77.6% to $110.4M and SG&A grew 87.4% to $81.5M.
Acquisition Estimate Revisions Hyperlume acquisition finalized for $92.0M; purchase price allocation is preliminary, requiring management judgment updates.
Forward Estimate Volatility Forward-looking statements rely on current estimates subject to material changes from macroeconomic volatility and uncertainty.

見通し

AEC Solution Scaling Focus remains on scaling AEC solutions adoption across hyperscale data center customers for sustained future growth.
IP Revenue Recognition Expect recognition of $33.9M in remaining IP license performance obligations over the next twelve months period.
Capital Sufficiency Confirmed Existing cash and working capital sufficient to meet needs for at least the next 12 months timeframe.
Hyperlume Integration Benefits Acquisition intended to expand portfolio, realizing strategic and synergistic benefits expected from Hyperlume integration.

同業比較

売上高 (TTM)

Hewlett Packard Enterprise CompanyHPE
$34.30B
+14.1%
Jabil Inc.JBL
$31.11B
+13.2%
Super Micro Computer, Inc.SMCI
$28.06B
+34.8%

粗利益率 (最新四半期)

Pure Storage, Inc.PSTG
72.3%
+2.2pp
Credo Technology Group Holding LtdCRDO
67.5%
+4.4pp
Keysight Technologies, Inc.KEYS
61.2%
-1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TER$48.50B86.119.9%8.3%
CIEN$42.13B342.84.5%27.0%
KEYS$40.38B48.115.2%26.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
25.7%
高成長
4四半期純利益CAGR
41.2%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年3月3日
|
EPS:$0.78
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q2 2026

    会計期末: 2025年11月1日|提出日: 2025年12月2日|
    売上高: $268.03M+272.1%
    |
    EPS: $0.47-1950.4%
    予想を下回る

  • Form 10-Q - Q1 2026

    会計期末: 2025年8月2日|提出日: 2025年9月4日|
    売上高: $223.07M+273.6%
    |
    EPS: $0.37-740.1%
    予想通り

  • Form 10-K - FY 2025

    会計期末: 2025年5月3日|提出日: 2025年7月2日|
    売上高: $436.78M+126.3%
    |
    EPS: $0.31+272.2%
    予想を下回る

  • Form 10-Q - Q3 2025

    会計期末: 2025年2月1日|提出日: 2025年3月10日|
    売上高: $135.00M+154.4%
    |
    EPS: $0.17+6196.3%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2024年11月2日|提出日: 2024年12月3日|
    売上高: $72.03M+63.6%
    |
    EPS: $-0.03-42.4%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年8月3日|提出日: 2024年9月5日|
    売上高: $59.71M+70.2%
    |
    EPS: $-0.06-26.3%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年4月27日|提出日: 2024年6月24日|
    売上高: $192.97M+4.8%
    |
    EPS: $-0.18-63.6%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年1月27日|提出日: 2024年2月28日|
    売上高: $53.06M-2.2%
    |
    EPS: $0.00-85.9%
    予想を下回る