
• Reported GAAP EPS of $0.23 up 2200.00% YoY • Reported revenue of $436.86M up 5.62% YoY • Corsair expects Q1 2026 net revenue of $335M-$365M and Adjusted EBITDA of $25M-$30M. For full year 2026, net revenue is projected to be $1.33B-$1.47B and Adjusted EBITDA $100M-$115M.
Bullish
Corsair reported strong full year 2025 revenue and adjusted EBITDA growth above guidance, driven by robust Gaming Components segment performance, and authorized a $50M share repurchase.
Bearish
Corsair's Q4 Peripherals segment revenue declined due to lower North American demand, and the company projects a cautious 2026 outlook for Gaming Components amid semiconductor shortages, while inventories increased.