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SemiLEDs Corporation(LEDS)Earnings, Financials & Key Ratios
LEDS•NASDAQ
$1.60
Price updated Jul 7, 2026
AboutSemiLEDs Corporation develops, manufactures, and sells light emitting diode (LED) chips, LED components, and LED modules and systems in the United States, Taiwan, the Netherlands, Germany, Japan, Ireland, and internationally. The company also sells enhanced vertical, LED product series in blue, white, green, and UV; LED chips to packagers or distributors; and lighting products primarily to original design manufacturers of lighting products and the end-users of lighting devices, as well as packages and sells its LED chips into LED components to distributors. Its products are used for general lighting applications, including commercial, industrial, and residential lighting; and specialty industrial applications, such as ultraviolet or UV, curing of polymers, LED light therapy in medical/cosmetic applications, counterfeit detection, germicidal and viricidal devices LED lighting for horticulture applications, architectural lighting, and entertainment lighting. SemiLEDs Corporation was incorporated in 2005 and is based in Chunan, Taiwan.Show more
- Revenue$43M+729.8%
- EBITDA-$878K+62.4%
- Net Income-$1M+44.5%
- EPS (Diluted)-0.15+53.1%
- Gross Margin5.65%-72.2%
- EBITDA Margin-2.04%+95.5%
- Operating Margin-3.71%+93.5%
- Net Margin-2.63%+93.3%
- ROE-44.94%+62.0%
LEDS Price & Volume
SemiLEDs Corporation (LEDS) stock price & volume — 10-year historical chart
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Volatile Revenue Growth Masks Structural Margin Erosion
Investment Thesis • Updated 2026Q2
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Mixed
Primary Risk:Liquidity and solvency constraints
Key Thesis Takeaways
- SemiLEDs faces a precarious fundamental outlook characterized by extreme revenue volatility and a persistent inability to achieve sustainable operating leverage, as evidenced by a -79.4% operating margin in 2026Q2.
- The company's reliance on sporadic, project-based contracts rather than scalable demand, combined with a fragile liquidity position, suggests significant operational risk.
- Investors should monitor the company's ability to manage its $6.3M deferred revenue liability, which may create future performance obligations that further strain its limited $2.59M cash balance.
Verdict Logic
the company's current ratio of 0.91 and persistent net losses suggest a high risk of future dilutive financing to maintain basic operational continuity.
LEDS Growth Metrics
SemiLEDs Corporation (LEDS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years11.78%
5 Years47.95%
3 Years82.71%
TTM133.48%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-123.12%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-93.62%
Return on Capital
10 Years-51.2%
5 Years-54.75%
3 Years-59.26%
Last Year-38.31%
Peers Comparison
Key metrics vs top competitors for SemiLEDs Corporation (LEDS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1.60 | $13.21M | -10.67 | 729.81% | -2.63% | -44.94% | — | |
| $698.91 | $49.9B | 1888.95 | 21.03% | 17.68% | 30.68% | — | |
| $50.97 | $2.39B | -32.06 | 12.74% | -11.54% | -6.84% | — | |
| $114.41 | $9.03B | -178.77 | 82.75% | -8.55% | -6.14% | — | |
| $79.77 | $3.76B | 15.70 | 0.45% | 34.08% | 12.33% | — | |
| $349.57 | $23.53B | 79.99 | 9.62% | 8.03% | 12.24% | — |
Compare LEDS vs Peers
SemiLEDs Corporation (LEDS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
LEDS SEC Filings & Documents
SemiLEDs Corporation (LEDS) SEC filings — annual & quarterly reports (10-K, 10-Q)
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LEDS Frequently Asked Questions
SemiLEDs Corporation (LEDS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is SemiLEDs Corporation's revenue?
SemiLEDs Corporation (LEDS) reported $34.5M in revenue for fiscal year 2025. This represents a 134% increase from $14.7M in 2008.
How fast is SemiLEDs Corporation growing?
SemiLEDs Corporation (LEDS) grew revenue by 729.8% over the past year. This is strong growth.
Is LEDS profitable?
SemiLEDs Corporation (LEDS) reported a net loss of $2.3M for fiscal year 2025.
Dividend & Returns
What is LEDS's return on equity?
SemiLEDs Corporation (LEDS) has a return on equity (ROE) of -44.9%. Negative ROE indicates the company is unprofitable.
What is SemiLEDs Corporation's free cash flow?
SemiLEDs Corporation (LEDS) generated $2.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.