Build an Inve Case for WOLF → Read the full call → US$ mn · quarterly
Wolfspeed (WOLF) earnings
Wolfspeed earnings: last reported Wed, 19 Aug 2026, for the quarter ended Jun 2026.
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Latest concall · Q2 2026 · call held call held 19 Aug 2026
Wolfspeed Q4 FY26 — AI Data Center Growth and Technology Leadership Drive Momentum
What went well
- Q4 FY26 revenue of $150 million met the midpoint of guidance.
- AI data center revenue more than doubled from FY25 to FY26, and increased approximately 20% from Q3 to Q4 FY26.
- Adjusted non-GAAP gross margin improved by 70 basis points sequentially to -19.9%.
What to watch
- Non-GAAP gross margin remained negative at -19.9% for the quarter.
- Softer results in the automotive segment partially offset by AI data center strength.
Performance +27.3% 1Y
1Y: $22.1 on 29 Sept 2025 → $28.13. High $73.5 (26 May 2026), low $14.8 (30 Mar 2026).
Quarterly results
Q1 FY26: revenue down 23.8%, net profit up 82.1% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 195 | 181 | 185 | 197 | 197 +1% | 197 +9% | 169 −9% | 150 −24% |
| EBITDA | -230 | -323 | -194 | -582 | -161 +30% | -161 +50% | -158 +19% | -114 +80% |
| Net profit | -282 | -372 | -285 | -669 | -644 −128% | 420 +213% | -151 +47% | -120 +82% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 |
|---|---|---|---|---|---|---|
| Equity capital | $100.0K | $100.0K | $200.0K | $200.0K | $200.0K | $200.0K |
| Reserves | -$1.04B | -$1.56B | -$1.76B | -$2.06B | -$2.93B | -$4.54B |
| Total liabilities | $1.14B | $1.33B | $1.48B | $4.96B | $7.10B | $7.30B |
| Fixed assets | $831.10M | $1.29B | $1.48B | $2.17B | $3.65B | $3.92B |
| Investments | $790.90M | $775.60M | $749.30M | $1.20B | $1.13B | $488.20M |
| Total assets | $3.23B | $3.45B | $3.92B | $6.59B | $7.98B | $6.85B |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
24 filings between Oct 30, 2025 and Sep 1, 2026.
Open market
decisions to buy or sellPurchases
$5.16M
3 purchases by 1 insider
Sales
$5.09M
1 sale by 1 insider
Compensation
not trading decisions- 15
- Award — granted as compensation
- 4
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| CITIGROUP INC | $5.16M | $5.09M | Oct 31, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | Emerson David Todd Chief Operating Officer | Award | 33,059 | $0 |
| Sep 1, 2026 | KOHN BRADLEY D EVP Chief Legal/Global Affairs | Award | 19,835 | $0 |
| Sep 1, 2026 | Feurle Robert A. CEO and Director | Award | 76,037 | $0 |
| Sep 1, 2026 | van Issum Gregor CFO & Executive Vice President | Award | 33,555 | $0 |
| Sep 1, 2026 | van Issum Gregor CFO & Executive Vice President | Tax withheld | 19,693 | $518.1K |
| Sep 1, 2026 | Mattes Andreas W Director | Award | 16,529 | $0 |
| Aug 31, 2026 | Emerson David Todd Chief Operating Officer | Gift | 718 | $0 |
| Jul 15, 2026 | Emerson David Todd Chief Operating Officer | Tax withheld | 3,299 | $115.8K |
| Jul 15, 2026 | Feurle Robert A. CEO and Director | Tax withheld | 8,247 | $289.5K |
| Jul 1, 2026 | KOHN BRADLEY D EVP Chief Legal/Global Affairs | Award | 38,775 | $0 |
| May 1, 2026 | Feurle Robert A. CEO and Director | Tax withheld | 29,307 | $1.08M |
| Dec 17, 2025 | Jensen Mark Edwin Director | Award | 31,732 | $0 |
| Dec 17, 2025 | Walsh Paul V Jr Director | Award | 31,732 | $0 |
| Dec 17, 2025 | Musser Eric S Director | Award | 31,732 | $0 |
| Dec 17, 2025 | HOU HONG Q Director | Award | 31,732 | $0 |
| Dec 17, 2025 | Bokan Michael W Director | Award | 31,732 | $0 |
| Dec 17, 2025 | ABATE ANTHONY Director | Award | 31,732 | $0 |
| Dec 8, 2025 | Feurle Robert A. CEO and Director | Award | 317,327 | $0 |
| Dec 8, 2025 | Emerson David Todd Chief Operating Officer | Award | 126,931 | $0 |
| Dec 8, 2025 | van Issum Gregor CFO & Executive Vice President | Award | 172,263 | $0 |
| Oct 31, 2025 | CITIGROUP INC 10% owner | Purchase | 53,530 | $1.47M |
| Oct 31, 2025 | CITIGROUP INC 10% owner | Purchase | 24,773 | $660.7K |
| Oct 31, 2025 | CITIGROUP INC 10% owner | Sale | 194,423 | $5.09M |
| Oct 30, 2025 | CITIGROUP INC 10% owner | Purchase | 116,002 | $3.03M |
| Sep 29, 2025 | Emerson David Todd Chief Operating Officer | Other | 21,300 | — |
| Sep 29, 2025 | Emerson David Todd Chief Operating Officer | Other | 178 | — |
| Aug 1, 2025 | Speirits Kevin Interim CFO | Tax withheld | 3,493 | $5.3K |
| May 12, 2025 | Hodge John C Director | Award | 3,048 | $10.0K |
| Apr 30, 2025 | WERNER THOMAS H Director | Award | 22,500 | $0 |
| Apr 28, 2025 | Reynolds Neill Executive Vice President & CFO | Sale 10b5-1 plan | 13,909 | $55.5K |
| Mar 31, 2025 | WERNER THOMAS H Executive Chair | Award | 22,500 | $0 |
| Feb 28, 2025 | WERNER THOMAS H Executive Chair | Award | 36,947 | $0 |
| Feb 3, 2025 | Hodge John C Director | Award | 1,642 | $10.0K |
| Feb 3, 2025 | SEIFERT THOMAS J Director | Award | 1,642 | $10.0K |
| Jan 31, 2025 | WERNER THOMAS H Executive Chair | Award | 34,201 | $0 |
| Dec 31, 2024 | WERNER THOMAS H Executive Chair | Award | 39,138 | $0 |
| Dec 5, 2024 | Young George Haywood III Director | Award | 18,834 | $0 |
| Dec 5, 2024 | SEIFERT THOMAS J Director | Award | 18,834 | $0 |
| Dec 5, 2024 | JACKSON DARREN R Director | Award | 18,834 | $0 |
| Dec 5, 2024 | Hodge John C Director | Award | 18,834 | $0 |
| Dec 5, 2024 | Dorchak Glenda Director | Award | 18,834 | $0 |
| Dec 5, 2024 | Riley Marvin Director | Award | 18,834 | $0 |
| Dec 5, 2024 | Smith Stacy J Director | Award | 18,834 | $0 |
| Dec 5, 2024 | LE DUY LOAN T Director | Award | 18,834 | $0 |
| Nov 22, 2024 | Dorchak Glenda Director | Purchase | 3,592 | $29.9K |
| Nov 20, 2024 | JACKSON DARREN R Director | Purchase | 36,975 | $250.0K |
| Nov 20, 2024 | Smith Stacy J Director | Purchase | 30,376 | $195.4K |
| Nov 20, 2024 | LE DUY LOAN T Director | Purchase | 10,000 | $63.8K |
| Nov 20, 2024 | LE DUY LOAN T Director | Purchase | 10,000 | $63.0K |
| Nov 20, 2024 | WERNER THOMAS H Director | Purchase | 37,500 | $244.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.