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Corsair Gaming, Inc.

Corsair Gaming, Inc.

NASDAQ•CRSR
CEO: Mr. Andrew J. Paul
セクター: Technology
業種: Computer Hardware
上場日: 2020-09-23
Corsair Gaming, Inc., together with its subsidiaries, designs, develops, markets, and sells gaming and streaming peripherals, components and systems in the Americas, Europe, the Middle East, and the Asia Pacific. It offers gamer and creator peripherals, including gaming keyboards, mice, headsets, controllers, and streaming products, such as capture cards, stream decks, microphones and audio interfaces, facecam streaming cameras, studio accessories, gaming furniture, and other related products. The company also provides gaming components and systems comprising power supply units, cooling solutions, computer cases, and DRAM modules, as well as prebuilt and custom-built gaming PCs and laptops, gaming monitors, and others; and PC gaming software comprising iCUE for gamers and Elgato streaming suite for content creators, as well as digital services. It sells its products through e-retail, retail, and direct-to-consumer channels and distributors. Corsair Gaming, Inc. was formerly known as Corsair Components (Cayman) Ltd and changed its name to Corsair Gaming, Inc in August 2017. The company was incorporated in 1994 and is headquartered in Milpitas, California.
連絡先情報
115 North McCarthy Boulevard, Milpitas, CA, 95035, United States
510-657-8747
ir.corsair.com
時価総額
$723.64M
PER (TTM)
-40.6
32
配当利回り
--
52週高値
$13.02
52週安値
$4.48
52週レンジ
27%
順位53Top 76.1%
2.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.8 / 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: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$436.86M+0.00%
直近4四半期の推移

EPS

$0.23+0.00%
直近4四半期の推移

フリーCF

$32.92M+0.00%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Revenue Growth Strong Net revenue $345.8M Q3 2025, up 13.7% compared to prior period; 9-month revenue up 14.7%.
Gross Margin Significantly Improved Gross margin 26.9% Q3 2025, expanding 400 bps due to better product mix and Fanatec inclusion.
Operating Cash Flow Positive Nine months operating cash flow $12.0M provided, reversing prior $19.7M used; driven by non-cash adjustments.
Net Loss Substantially Reduced Net loss attributable to CRSR $(10.6M) Q3 2025, sharply reduced from $(51.7M) loss in Q3 2024.

リスク要因

Global Tariff Environment Volatile Evolving global trade dynamics and proposed US tariffs create volatile environment; mitigation efforts ongoing through 2025.
High Customer Concentration Risk Amazon accounted for 29.3% of Q3 revenue; top ten customers represent 50.4% of nine-month revenue.
Variable Rate Debt Exposure $123.4M outstanding variable rate term loan exposes interest expense to hypothetical 100 bps rate change impact of $1.2M.
Product Cycle Dependency High Operating results materially affected by timing of new GPU/CPU releases and acceptance of new sophisticated games.

見通し

New Credit Facility Secured Refinanced debt in June 2025, securing $225.0M commitments including June 2030 Term Loan and Revolving Facility.
Fanatec Growth Expected Expect Fanatec products to continue drawing key specialist retailers, expanding reach in enthusiast gaming market for 2025.
Liquidity Sufficient Next Year Anticipated cash flows combined with $99.8M borrowing capacity expected to fund needs for at least next twelve months.
Continued Product Introductions Plan to continue developing and releasing new products; 80 new products released in first nine months of 2025.

同業比較

売上高 (TTM)

Corsair Gaming, Inc.CRSR
$1.47B
+11.9%
ADTRAN Holdings, Inc.ADTN
$1.04B
+14.3%
Alpha and Omega Semiconductor LimitedAOSL
$685.88M
+2.9%

粗利益率 (最新四半期)

OppFi Inc.OPFI
84.1%
+2.5pp
Blend Labs, Inc.BLND
74.4%
+16.9pp
Stratasys Ltd.SSYS
41.0%
+0.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
AUR$8.73B-10.6-40.4%4.3%
RCAT$1.02B-16.4-68.2%7.8%
SSYS$937.23M-7.3-15.3%2.9%

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
5.7%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月4日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月4日|
    売上高: $345.76M+13.7%
    |
    EPS: $-0.09-84.0%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $320.11M+22.5%
    |
    EPS: $-0.16-42.9%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月7日|
    売上高: $369.75M+9.6%
    |
    EPS: $-0.10-16.7%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月26日|
    売上高: $1.32B-9.8%
    |
    EPS: $-0.95-3154.7%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月6日|
    売上高: $304.20M-16.2%
    |
    EPS: $-0.56+1766.7%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月1日|
    売上高: $261.30M-19.7%
    |
    EPS: $-0.28-2900.0%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月7日|
    売上高: $337.26M-4.7%
    |
    EPS: $-0.12+1100.0%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月27日|
    売上高: $1.46B+6.2%
    |
    EPS: $0.03+104.9%
    予想を下回る