SemiLEDS Corporation
3.0500+0.25 (+9.12%)
Oct 29, 4:00:00 PM EDT · NasdaqCM · LEDS · USD
Key Stats
Market Cap
25.08MP/E (TTM)
-Basic EPS (TTM)
-0.06Dividend Yield
0%Recent Filings
8-K
Annual meeting elects directors
SemiLEDs Corporation's stockholders overwhelmingly elected Trung T. Doan, Walter Michael Gough, Dr. Edward Hsieh, Scott R. Simplot, and Dr. Chris Chang Yu as directors for a one-year term at the August 28, 2025 annual meeting. They also ratified YCM CPA Inc. as the independent auditor for the fiscal year ending August 31, 2025, with 5,565,849 votes for versus just 16,788 against. All directors received strong support, exceeding 4.7 million votes each. This continuity bolsters governance stability amid ongoing operations.
10-Q
Q3 FY2025 results
SemiLEDs posted Q3 FY2025 revenues of $17.7M, up 1,234% y/y from $1.3M, fueled by $16.5M in buy-sell equipment orders that drove a slim 5.3% gross margin versus 41.0% last year. Core LED components fell 31% y/y to $0.4M, yet operating loss narrowed to $0.1M from $0.5M, with net income of $0.2M or $0.03 diluted EPS on 7.2M shares. YTD through May 31, 2025, revenues hit $29.8M (up 672% y/y), gross profit $2.2M (7.4% margin), and net income $0.1M or $0.01 EPS. Cash climbed to $2.4M with $1.9M operating cash flow, while total debt dropped to $1.9M (8% rate loans maturing 2026, secured by headquarters). Inventory ballooned to $11.9M amid buy-sell activity. Revenues hinge on volatile buy-sell deals.
8-K
Q3 revenue surges, auditor switch
SemiLEDs Corporation reported Q3 fiscal 2025 revenue of $17.7 million, up from $10.9 million in Q2, driven by stronger sales in LED chips and components. Yet net income fell to $223 thousand from $388 thousand, with gross margin slipping to 5% amid higher costs, while cash held steady at $2.4 million. Separately, KCCW resigned as auditor on July 10, 2025, due to exiting public audits; YCM was swiftly engaged with no disagreements noted. Smooth transition aids reporting continuity.
8-K
Regains Nasdaq compliance
SemiLEDs received a Nasdaq delisting notice on December 4, 2024, for failing the $2.5 million minimum stockholders' equity rule, but secured an extension to April 14, 2025, after submitting a compliance plan. By February 28, 2025, equity reached $3.6 million, and the company now believes it has regained compliance. Nasdaq will keep monitoring. Thin margins persist.
10-Q
Q2 FY2025 results
SemiLEDs posted Q2 FY2025 revenue of $10.9M, up 1,127% y/y from $0.9M, fueled by $9.4M in buy-sell equipment orders that lifted gross profit to $1.0M at 9.2% margin, down from 12.7% last year yet marking operational income of $0.1M versus a $0.8M loss. For the half-year, revenue hit $12.1M, up 378% y/y, but swung to a $0.5M operating loss from $1.7M prior, with net loss of $0.2M or $(0.02) diluted EPS on 7.2M shares—consistent, no anti-dilution flagged. Cash climbed to $2.4M on $1.2M operating cash flow, while free cash flow (derived) reached $0.99M after $0.2M capex; total debt fell to $1.9M, including $0.8M related-party loans at 8% extended to 2026, with $1.6M repaid in stock. Inventory ballooned to $13.5M on equipment deals. Revenue remains lumpy from customer concentration.
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