SemiLEDS Corporation

LEDS Technology Semiconductors

SemiLEDS Corporation’s revenue for fiscal 2025 (year ended August 2025) was $43.0 million, up 729.8% from fiscal 2024.

Revenue
−48.6%
EPS
+500.0%
Free cash flow
+455.3%
Total debt
−27.7%

Quarter to May 2026, against a year earlier

2.36 0.14 +6.31%
Market cap
$18.4M
P/E
0.0×
Fwd P/E
−4.3×
Dividend yield
—
F-score
6/9
Altman Z
−13.95
Beneish M
4.33
Dividend safety
n/a

Insider Decisions last twelve months

Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 58.49%

Capital & Financial Ratios $m

Size
Market Cap 18.37
Revenue ttm 25.93
Net income ttm (1.02)
Free cash flow ttm 3.60
Net debt Q (4.64)
Valuation
P/E 0.00
Forward P/E (4.30) (negative: loss-making)
Price / sales 0.67
Forward P/S Powerpack
Price / FCF 4.83
Price / book 5.64
Financial health
Current ratio Q 1.03
Debt / equity Q 0.43 (at or below 0.5: strong)
Interest coverage Q 141.70
Growth
Revenue growth Q −48.59% (below 0%: shrinking)
Operating income growth Q +2,385.48% (above 0%: growing)
EPS, this year —
EPS, next year A —
Revenue, next year A +48.89% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +50.00% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 14.41%
10-year low 10-year high
P/B against its own 10 years 74.66%
10-year low 10-year high
EV/Sales against its own 10 years 12.36%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 3 2 3 6
Receivables 1 0 4 2
Inventory 4 4 5 5
Other — — — —
8 6 11 14
2023 2024 2025 Q'26
Payables 0 0 5 5
ST’ Debt 5 3 1 1
Other — — — —
10 7 11 13

Compound Annual Growth %

10y 5y 3y
Sales 11.78% 47.95% 82.71%
Cash Flow 0.00% 0.00% 0.00%
Earnings 0.00% 0.00% 0.00%
Book Value (21.00%) 1.60% (7.37%)

Earnings Trends EPS, adjusted, against the consensus

EPS $

Nov Feb May Aug Year
’26 (0.09) (0.07) 0.18 — —
’25 (0.08) 0.05 0.03 (0.15) (0.15)
’24 (0.12) (0.11) (0.04) (0.08) (0.32)
’23 (0.11) (0.11) (0.15) (0.18) (0.55)
’22 (0.12) (0.04) (0.20) (0.25) (0.61)
’21 (0.17) (0.06) (0.01) (0.42) (0.68)
’20 (0.09) 0.08 (0.14) (0.02) (0.15)
Fiscal quarters ending in the months shown.

Revenue $m

Nov Feb May Aug Year
’26 3 1 9 — —
’25 1 11 18 13 43
’24 2 1 1 1 5
’23 2 1 2 1 6
’22 1 2 2 2 7
’21 1 1 1 1 5
’20 2 2 2 1 6
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Nov Feb May Aug Year
’26 0 1 2 — —
’25 0 1 1 0 2
’24 0 (1) 0 0 0
’23 0 0 (1) 0 (1)
’22 (1) 0 (1) 0 (2)
’21 0 (1) 0 (1) (2)
’20 0 0 (1) 0 (1)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Nov Feb May Aug Year
’26 0 1 2 — —
’25 0 1 0 0 2
’24 0 (1) 0 0 0
’23 0 (1) (1) 0 (1)
’22 (1) 0 (1) 0 (2)
’21 0 (1) 0 (1) (2)
’20 0 0 (1) 0 (1)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to August

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM May ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 10 9 7 6 6 5 7 6 5 43 26 +17.4% — — — —
Gross margin, % (48.70) 0.89 (5.80) 7.66 26.20 21.82 19.81 16.84 20.32 5.65 10.46 +54.4 pt
EBT (21) (4) (3) (4) (1) (3) (3) (3) (2) (1) (1) (27.8%)
EBT margin, % (210.10) (44.54) (39.77) (60.40) (9.01) (60.34) (38.66) (44.99) (39.19) (2.63) (3.92) +207.5 pt
Net income (21) (4) (3) (4) (1) (3) (3) (3) (2) (1) (1) (27.8%)
Per share, $
Per share, $ Revenue 3.46 2.60 2.11 1.65 1.55 1.13 1.56 1.23 0.82 5.57 3.14 +5.4%
Earnings (7.25) (1.16) (0.84) (1.00) (0.15) (0.68) (0.61) (0.55) (0.32) (0.15) (0.13) (35.0%)
Cash flow (1.17) (0.60) (0.33) (0.99) (0.26) (0.42) (0.33) (0.20) (0.06) 0.29 0.49 n/m
Capex (0.18) (0.01) 0.33 0.10 0.10 0.04 (0.02) (0.05) (0.02) (0.08) (0.05) (8.8%)
Free cash flow (1.35) (0.60) (0.01) (0.89) (0.16) (0.38) (0.35) (0.25) (0.07) 0.21 0.44 n/m
Book value 3.97 2.21 1.41 0.50 0.65 1.11 0.77 0.24 0.36 0.36 0.37 (23.4%)
Shares, m 3 4 4 4 4 4 5 5 6 8 8 +11.4%
Valuation, ×
Valuation, × P/E 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.0
P/S 1.80 0.66 1.89 1.49 2.13 8.85 1.67 1.42 1.61 0.31 0.67 2.2
P/B 1.57 0.78 2.83 4.93 5.04 9.06 3.37 7.11 3.71 4.78 5.64 4.3
EV/Sales 1.49 0.57 1.75 2.33 2.91 9.44 2.04 2.04 2.01 0.29 0.49 2.5
EV/FCF (3.83) (2.45) (727.31) (4.34) (28.38) (28.31) (8.95) (10.06) (22.90) 7.66 3.54 (82.9)
Cash, $m
Cash, $m Operating cash flow (3) (2) (1) (4) (1) (2) (2) (1) 0 2 4 n/m
Capex (1) 0 1 0 0 0 0 0 0 (1) 0 +1.5%
Free cash flow (4) (2) 0 (3) (1) (2) (2) (1) 0 2 4 n/m
Balance, $m
Balance, $m Working capital 7 1 (1) 1 (1) 1 0 (2) (1) 0 0 n/m
Net debt (3) (1) (1) 5 5 3 3 4 2 (1) (5) (13.1%)
Shareholders’ equity 12 8 5 2 3 5 3 1 2 3 3 (14.7%)
Returns, %
Returns, % ROA (70.04) (20.50) (18.68) (27.52) (4.15) (17.37) (16.00) (18.23) (16.56) (8.45) (4.99) +61.6 pt
ROIC (151.13) (38.86) (58.43) (33.90) (17.84) (33.18) (32.94) (43.30) (42.84) (52.61) 0.00 +98.5 pt
ROE (103.76) (42.05) (46.51) (104.99) (24.98) (79.26) (67.55) (114.66) (118.27) (44.94) (28.73) +58.8 pt
People
People Employees 225 187 160 136 130 129 126 152 116 118 — (6.9%)
Revenue/emp, $m 0.05 0.05 0.05 0.04 0.05 0.04 0.06 0.04 0.04 0.36 — +26.1%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Aug 2025 · latest quarter May 2026

SemiLEDS Corporation vs peers in Semiconductors (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
MX Magnachip Semiconductor Corp. $78.0M — (loss-making) — (loss-making) −6.13% (below 0%: shrinking) n/m +84.00% (above 0%: growing) 19.35% (22.32%) Compare
SQNS Sequans Communications S.A. $37.5M — (loss-making) — (loss-making) +182.83% (above 0%: growing) n/m +66.06% (above 0%: growing) 33.03% (11.47%) Compare
IPWR Ideal Power Inc. $34.5M — (loss-making) — (loss-making) +7.41% (above 0%: growing) n/m −1.57% (below 0%: shrinking) 31.03% (62,467.24%) Compare
NA Nano Labs Ltd. Sponsored ADR $30.8M — — — n/m +46.67% (above 0%: growing) 100.00% 100.00% Compare
PXLW Pixelworks, Inc. $29.5M 0.5× — (loss-making) −99.22% (below 0%: shrinking) n/m +63.54% (above 0%: growing) 60.94% (5,256.25%) Compare
LEDS SemiLEDS Corporation $18.4M — (loss-making) — (loss-making) −48.59% (below 0%: shrinking) +500.00% (above 0%: growing) +455.26% (above 0%: growing) 27.11% 15.62%
MOBX Mobix Labs, Inc. $13.3M — (loss-making) — −66.43% (below 0%: shrinking) n/m −40.77% (below 0%: shrinking) 12.93% (932.07%) Compare
FABC Fabric.AI, Inc. $10.7M — (loss-making) — (loss-making) −96.13% (below 0%: shrinking) n/m −79.60% (below 0%: shrinking) 0.00% 0.00% Compare
PRSO Peraso Inc. $5.3M — (loss-making) — (loss-making) −41.13% (below 0%: shrinking) n/m +19.89% (above 0%: growing) 63.73% (171.08%) Compare
Median of peers $30.2M — — −41.13% — +33.28% 32.03% (96.70%)

All 68 Semiconductors stocks →

Pay and ownership Proxy statement filed 15 July 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 243.00k 243.00k 38.17
2024 243.00k 243.00k 22.41
2023 243.00k 243.00k 33.33
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

SemiLEDS Corporation (LEDS) Latest News

14 Apr

Impact 4 · · Business Wire

14 Jan

Impact 3 · · Business Wire earnings

8 Dec

Impact 4 · · Insider Monkey

11 Jul

Impact 3 · · Business Wire earnings

3 Apr

12 Jan

7 Jul

stockrow.com/LEDS · Data as of May 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com