The strong beat and raised trajectory confirm sustained demand in high-performance compute and advanced packaging. Watch Q4 execution as the Farmers Branch factory ramps and capacity constraints become a factor; any margin pressure from the new facility would be a key data point.
Price Chart
Executive Summary
FormFactor reported Q3 2026 revenue of $280.5M (up 38.4% YoY) and non-GAAP EPS of $1.04, both above consensus estimates of $270.5M and $0.86. The company guided Q4 revenue of $285M +/- $10M and non-GAAP EPS of $0.95 +/- $0.09, reflecting continued broad-based demand strength.
Key Financial Metrics
Key Facts
- Q3 2026 revenue $280.5M, up 38.4% YoY from $202.7M and 8.6% sequentially
- Non-GAAP EPS $1.04 vs consensus $0.86 (beat by 20.9%)
- GAAP EPS $0.93 vs $0.20 in prior year quarter
- Non-GAAP gross margin 56.5%, up from 41.0% a year ago
- Q4 2026 guidance: revenue $285M +/- $10M, non-GAAP EPS $0.95 +/- $0.09
- Operating cash flow $104.3M, free cash flow $64.8M
- Fourth consecutive quarterly revenue record
- New Farmers Branch factory coming online to support growth
Financial Impact
Revenue beat consensus by $10M (3.7%), EPS beat by $0.18 (20.9%). Guidance midpoint of $285M implies continued sequential growth.
Risk Factors
- Capacity constraints as existing footprint nears limits; new factory ramp introduces execution risk
- Export controls and trade barriers could impact sales to certain regions
- Forward-looking statements subject to macro and industry cyclicality
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3390719 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 1d ago | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Oct 28, 2026 1d ago | Press Release | $111.04 | awaiting T+5 | awaiting T+5 | $110.31 (−0.66%) |
Oct 27, 2026 2d ago | Institutional Cluster | $106.85 | awaiting T+5 | awaiting T+5 | $110.31 (+3.24%) |
Oct 13, 2026 16d ago | 8-K | $128.09 $107.70 | ▼ −15.92% | ▼ −14.77% | $110.31 (−13.88%) |
Aug 22, 2026 9w ago | Institutional Cluster | $107.90 $100.61 | ▼ −6.76% | ▼ −7.23% | $110.31 (+2.23%) |
Jul 8, 2026 16w ago | Press Release | $119.44 $107.11 | ▼ −10.32% | ▼ −10.19% | $110.31 (−7.64%) |
Jun 26, 2026 17w ago | Institutional Cluster | $130.74 $123.59 | ▼ −5.47% | ▼ −7.63% | $110.31 (−15.63%) |
Jun 16, 2026 19w ago | Insider Cluster | $139.95 $141.42 | ▲ +1.05% | ▲ +2.09% | $110.31 (−21.18%) |
May 22, 2026 22w ago | Insider Cluster | $136.48 $115.07 | ▼ −15.69% | ▼ −16.77% | $110.31 (−19.17%) |
May 21, 2026 23w ago | Insider Cluster | $128.99 $115.07 | ▼ −10.79% | ▼ −12.47% | $110.31 (−14.48%) |
US Market Status
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