📊 CRUS Key Takeaways
Is Cirrus Logic, Inc.. (CRUS) a Good Investment?
Cirrus Logic demonstrates exceptional financial health with best-in-class profitability metrics, including 52.7% gross margins and 21.5% net margins in the semiconductor sector. The company generates substantial free cash flow of $487.6M (31.5% FCF margin) with virtually no debt and fortress-like balance sheet liquidity, while maintaining strong earnings growth (+20.7% YoY net income despite modest 6.0% revenue growth indicates margin expansion and operational excellence).
Cirrus Logic shows high-quality fundamentals with strong margins, double-digit net income and EPS growth, and exceptional free cash flow conversion. The balance sheet is a major strength, with substantial cash, no meaningful leverage, and very high liquidity, which supports resilience even if semiconductor demand softens.
Why Buy Cirrus Logic, Inc.. Stock? CRUS Key Strengths
- Exceptional profitability: 52.7% gross margin and 21.5% net margin are best-in-class for semiconductor industry
- Outstanding cash generation: $487.6M free cash flow with 31.5% FCF margin provides financial flexibility and capital deployment optionality
- Fortress balance sheet: Zero debt, $778.1M cash, and 7.65x current ratio provide significant financial stability and downside protection
- Earnings leverage: 20.7% YoY net income growth on only 6.0% revenue growth demonstrates improving operational efficiency and margin expansion
- Strong capital efficiency: 15.8% ROE and 13.5% ROA indicate effective capital deployment despite asset-light model
- High interest coverage of 404.5x reflects minimal financial distress risk
- High profitability profile with 52.7% gross margin, 23.9% operating margin, and 21.5% net margin
- Excellent financial health driven by $778.08M in cash, 0.00x debt/equity, and very strong current and quick ratios
- Strong cash generation with $499.18M operating cash flow and $487.59M free cash flow, equal to a 31.5% FCF margin
CRUS Stock Risks: Cirrus Logic, Inc.. Investment Risks
- Revenue growth deceleration: 6.0% YoY growth is modest for semiconductor sector and may indicate market saturation or competitive pressure in core end-markets
- Concentrated customer/product exposure: High profitability may depend on limited customer relationships or product lines vulnerable to disruption
- Semiconductor cyclicality: Industry exposure to cyclical demand dynamics poses risk to revenue stability despite current strong margins
- Revenue growth of 6.0% is solid but not exceptional, so future upside depends on sustaining margin strength and accelerating top-line growth
- Semiconductor fundamentals can be cyclical, which can pressure revenue and operating leverage during weaker demand periods
- Incomplete liability detail limits visibility into some balance-sheet obligations and working-capital risks
Key Metrics to Watch
- Revenue growth trajectory and end-market demand trends
- Gross margin sustainability as competitive pressures may compress pricing
- Free cash flow generation and capital allocation decisions
- Operating expense ratio trend relative to revenue growth
- Customer and product concentration metrics
- Revenue growth relative to net income growth
- Free cash flow margin and operating margin sustainability
Cirrus Logic, Inc.. (CRUS) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 31.5% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 7.65x current ratio provides a solid financial cushion.
CRUS Profit Margin, ROE & Profitability Analysis
CRUS vs Technology Sector: How Cirrus Logic, Inc.. Compares
How Cirrus Logic, Inc.. compares to Technology sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Cirrus Logic, Inc.. Stock Overvalued? CRUS Valuation Analysis 2026
Based on fundamental analysis, Cirrus Logic, Inc.. has mixed fundamental signals relative to the Technology sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Cirrus Logic, Inc.. Balance Sheet: CRUS Debt, Cash & Liquidity
CRUS Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Cirrus Logic, Inc..'s revenue has grown significantly by 39% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.09 reflects profitable operations.
CRUS Revenue Growth, EPS Growth & YoY Performance
CRUS Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2026 | $555.7M | $116.0M | $2.11 |
| Q2 2026 | $541.9M | $102.1M | $1.83 |
| Q1 2026 | $374.0M | $42.1M | $0.76 |
| Q3 2025 | $555.7M | $116.0M | $2.11 |
| Q2 2025 | $481.1M | $75.4M | $1.34 |
| Q1 2025 | $317.0M | $15.6M | $0.28 |
| Q3 2024 | $590.6M | $103.5M | $1.83 |
| Q2 2024 | $481.1M | $75.4M | $1.34 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Cirrus Logic, Inc.. Dividends, Buybacks & Capital Allocation
CRUS SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Cirrus Logic, Inc.. (CIK: 0000772406)
📋 Recent SEC Filings
❓ Frequently Asked Questions about CRUS
What is the AI rating for CRUS?
Cirrus Logic, Inc.. (CRUS) has a Combined AI Rating of BUY from Claude (STRONG BUY) and ChatGPT (BUY) with 90% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are CRUS's key strengths?
Claude: Exceptional profitability: 52.7% gross margin and 21.5% net margin are best-in-class for semiconductor industry. Outstanding cash generation: $487.6M free cash flow with 31.5% FCF margin provides financial flexibility and capital deployment optionality. ChatGPT: High profitability profile with 52.7% gross margin, 23.9% operating margin, and 21.5% net margin. Excellent financial health driven by $778.08M in cash, 0.00x debt/equity, and very strong current and quick ratios.
What are the risks of investing in CRUS?
Claude: Revenue growth deceleration: 6.0% YoY growth is modest for semiconductor sector and may indicate market saturation or competitive pressure in core end-markets. Concentrated customer/product exposure: High profitability may depend on limited customer relationships or product lines vulnerable to disruption. ChatGPT: Revenue growth of 6.0% is solid but not exceptional, so future upside depends on sustaining margin strength and accelerating top-line growth. Semiconductor fundamentals can be cyclical, which can pressure revenue and operating leverage during weaker demand periods.
What is CRUS's revenue and growth?
Cirrus Logic, Inc.. reported revenue of $1.5B.
Does CRUS pay dividends?
Cirrus Logic, Inc.. does not currently pay dividends.
Where can I find CRUS SEC filings?
Official SEC filings for Cirrus Logic, Inc.. (CIK: 0000772406) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is CRUS's EPS?
Cirrus Logic, Inc.. has a diluted EPS of $6.27.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is CRUS a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Cirrus Logic, Inc.. has a BUY rating with 90% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is CRUS stock overvalued or undervalued?
Valuation metrics for CRUS: ROE of 15.8% (sector avg: 22%), net margin of 21.5% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.
Should I buy CRUS stock in 2026?
Our dual AI analysis gives Cirrus Logic, Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is CRUS's free cash flow?
Cirrus Logic, Inc..'s operating cash flow is $499.2M, with capital expenditures of $11.6M. FCF margin is 31.5%.
How does CRUS compare to other Technology stocks?
Vs Technology sector averages: Net margin 21.5% (avg: 18%), ROE 15.8% (avg: 22%), current ratio 7.65 (avg: 2.5).