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Dec 31, 2025
Corsair Q4 2025 Earnings Report
Corsair reported strong fourth quarter 2025 revenue growth and significant margin expansion, with sharply higher profitability year-over-year.
Key Takeaways
In Q4 2025, Corsair generated $436855000 in revenue, up 6% year-over-year, with GAAP net income of $25791000 and diluted EPS of $0.22, while adjusted EBITDA rose significantly to $53628000 driven by margin expansion in Gaming Components and Systems.
Revenue increased 6% year-over-year to $436855000.
Gross profit rose 34% year-over-year to $144554000.
GAAP net income improved to $25791000 from $2286000 last year.
Adjusted EBITDA increased to $53628000 with margin expanding to 12.3%.
Revenue by Segment
Forward Guidance
For Q1 2026, Corsair expects revenue between $335000000 and $365000000 and adjusted EBITDA between $25000000 and $30000000, with full-year 2026 revenue projected between $1330000000 and $1470000000 and adjusted EBITDA between $100000000 and $115000000.
Positive Outlook
- Expected double-digit growth in Gamer and Creator Peripherals segment.
- Adjusted EBITDA projected to grow year-over-year.
- Focus on margin expansion and operating expense management.
- Revenue guidance midpoint implies approximately 5% year-over-year decline but improved profitability.
- Strong product roadmap supporting premium category growth.
Challenges Ahead
- Revenue expected to decline approximately 5% year-over-year at midpoint.
- Ongoing global semiconductor shortages impacting Gaming Components and Systems.
- More cautious outlook for Gaming Components and Systems segment.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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