Qorvo, Inc.
NASDAQ•QRVO
CEO: Mr. Robert A. Bruggeworth
セクター: Technology
業種: Semiconductors
上場日: 2015-01-02
Qorvo, Inc. engages in development and commercialization of technologies and products for wireless, wired, and power markets worldwide. It operates through three segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG). The HPA segment supplies radio frequency and power management solutions for defense and aerospace, and 5G and 6G infrastructure markets. The CSG segment supplies connectivity and sensor solutions featuring various technologies, such as UWB, Matter, Bluetooth Low Energy, Zigbee, Thread, Wi-Fi, cellular IoT, and MEMS-based sensors. It serves smart home, industrial automation, automotive, smartphones, wearables, gaming, and industrial and enterprise access points markets. The ACG segment supplies cellular RF solutions for smartphones, wearables, laptops, tablets, and various other devices. It also offers foundry services for defense primes and other defense and aerospace customers. The company sells its products directly to original equipment manufacturers and original design manufacturers, as well as through a network of sales representative firms and distributors. Qorvo, Inc. was founded in 1957 and is headquartered in Greensboro, North Carolina.
連絡先情報
時価総額
$7.23B
PER (TTM)
21.2
46.6
配当利回り
--
52週高値
$106.30
52週安値
$49.46
52週レンジ
順位30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.1 / 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
Q3 2026 データ
売上高
$992.96M+8.36%
直近4四半期の推移
EPS
$1.77+302.27%
直近4四半期の推移
フリーCF
$236.94M+34.44%
直近4四半期の推移
2026 Q3 決算ハイライト
主なハイライト
Operating Income Soars Operating income reached $192.1M for the quarter, a massive 262.4% increase compared to $53.0M last year.
Gross Margin Expansion Gross margin improved significantly to 46.7% this quarter, driven by strategic ACG shift and favorable HPA mix.
Strong Cash Generation Net cash from operations was $532.4M for nine months, reflecting strong cash conversion from profitability gains.
Diluted EPS Jumps Diluted EPS was $1.75 for the three months ended December 27, 2025, up substantially from $0.43 previously.
リスク要因
Merger Closing Uncertainty Consummation of Skyworks merger depends on regulatory approvals; delays could negatively impact stock price and business focus.
Restructuring Cost Exposure Expect additional $30.0M to $40.0M charges related to 2026 Restructuring Initiatives, impacting near-term expenses.
Potential Termination Fees Termination of merger agreement could trigger $298.7M fee payable to Skyworks under specified adverse circumstances.
Customer Concentration Risk Business remains subject to dependence on several large customers for substantial portion of total revenue figures.
見通し
Strategic Portfolio Focus Strategy continues narrowing focus to flagship/premium smartphone tiers while reducing mass-market Android exposure.
Merger Completion Anticipated Currently anticipates completing the transaction with Skyworks early in calendar year 2027, pending stockholder approvals.
Capital Commitments Planned Capital commitments total approximately $50.6M, focused on new product capability expansion and facility upgrades.
No Internal Control Changes Management confirmed no material changes to internal control over financial reporting occurred during the quarter.
同業比較
売上高 (TTM)
$6.71B
$6.32B
$4.05B
粗利益率 (最新四半期)
81.1%
73.4%
66.7%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| TSEM | $15.41B | 70.0 | 7.8% | 4.9% |
| NVMI | $14.16B | 52.8 | 22.7% | 36.4% |
| LSCC | $12.61B | 4085.6 | 0.4% | 8.9% |
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
4.5%
緩やかな成長
4四半期純利益CAGR
73.6%
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4月27日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし