📊 CRUS Key Takeaways
Is Cirrus Logic, Inc.. (CRUS) a Good Investment?
Cirrus Logic demonstrates exceptional financial quality with 20.7% net margins, 31.9% free cash flow margins, and fortress-like balance sheet (7.37x current ratio, zero debt). Net income growth of 25% YoY significantly outpaces 5.3% revenue growth, indicating strong operational leverage and margin expansion despite modest topline growth.
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.
Cirrus Logic, Inc.. Key Strengths (CRUS)
- Exceptional profitability: 52.8% gross margin and 20.7% net margin are outstanding for semiconductors
- Outstanding cash generation: 31.9% FCF margin with minimal CapEx requirements ($14M on $2B revenue)
- Fortress balance sheet: $800.9M cash, zero debt, 7.37x current ratio, and 19.5% ROE demonstrate efficient capital deployment
- Earnings momentum outpacing revenue: 25% net income growth and 30.8% EPS growth on 5.3% revenue growth shows operational leverage
- Strong balance sheet provides optionality: Zero debt and 32% of assets in cash enables acquisitions, R&D investment, or shareholder returns
- 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
- Modest revenue growth of 5.3% is below semiconductor industry expectations and may indicate market share loss or product concentration risk
- Cyclical semiconductor exposure: Subject to industry downturns and customer inventory fluctuations
- Margin sustainability uncertain: 25% net income growth significantly exceeding 5.3% revenue growth may not be sustainable without revenue acceleration
- 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 acceleration: Monitor if 5.3% growth inflects higher in coming quarters
- Gross margin stability: Watch for margin compression if pricing pressures or product mix shifts occur
- Free cash flow consistency: Ensure high FCF conversion rates sustain at 30%+ levels
- Customer concentration and order book trends: Critical for forecasting revenue sustainability
- 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 31.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 7.37x 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 12% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.90 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 Grade of A from Claude (A) and ChatGPT (A) with 87% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are CRUS's key strengths?
Claude: Exceptional profitability: 52.8% gross margin and 20.7% net margin are outstanding for semiconductors. Outstanding cash generation: 31.9% FCF margin with minimal CapEx requirements ($14M on $2B revenue). 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: Modest revenue growth of 5.3% is below semiconductor industry expectations and may indicate market share loss or product concentration risk. Cyclical semiconductor exposure: Subject to industry downturns and customer inventory fluctuations. 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 $2.0B.
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 $7.85.
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 grade reflects both perspectives for balanced insights.
What is CRUS's fundamental grade?
Based on our AI fundamental analysis in June 2026, Cirrus Logic, Inc.. has a A grade with 87% 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 19.5% (sector avg: 22%), net margin of 20.7% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.
What is CRUS's AI grade for 2026?
Our dual AI analysis gives Cirrus Logic, Inc.. a combined A grade 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 $650.6M, with capital expenditures of $14.0M. FCF margin is 31.9%.
How does CRUS compare to other Technology stocks?
Vs Technology sector averages: Net margin 20.7% (avg: 18%), ROE 19.5% (avg: 22%), current ratio 7.37 (avg: 2.5).