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Rambus RMBS Q2 2026 earnings

Reported July 27, 2026 · After market close

Revenue$207.4MBeat by $8.1M
Adjusted EPS$0.77Beat by $0.05
Revenue estimate$199.3M
EPS estimate$0.72
“We continue to execute on our roadmap of high-performance chip and IP solutions to meet the accelerating demands of data center and AI infrastructure. We are well positioned to capitalize on the strong secular trends driven by the rapid expansion of AI inference and agentic workloads, supporting our continued product momentum and long-term profitable growth.”
Luc Seraphin

Next report

Oct 26, 2026 (in a month)
Revenue estimate$213.2M
EPS estimate$0.78

Financials

Q2 2026

Income statement

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Revenue$207.4M+20.4%
Gross profit$165.4M+20.4%
Operating income$72.7M+15.5%
Net income$67.6M+16.7%
EPS (diluted)$0.61+15.1%

Balance sheet

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Cash & equivalents$87.7M0.0%
Total debt$21.8M-22.0%
Total equity$1.5B+19.4%
Total assets$1.6B+9.8%

Cash flow

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Operating cash flow$61.2M-35.1%
CapEx$9.1M+39.4%
Free cash flow$52.2M-40.6%

Valuation & ratios

Valuation

as of 09/16/26
See full
Market cap$9.01B-13.7%
Enterprise value$8.95B-13.8%
P/E37.6×-8.0×
P/S11.9×-4.3×

Profitability

See full
Gross margin79.5%-0.8pp
Operating margin35.5%-1.5pp
Net margin31.7%-3.8pp
FCF margin39.6%-1.0pp

Returns & leverage

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Return on equity17.8%-2.5pp
Debt / equity0×0.0×
Current ratio9.8×-1.1×

Segments

By geography

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KR$93.7M—
SG$37.1M—
US$36.3M—

By product

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Product Revenue$99.2M+21.9%
Royalty$84.3M+22.8%
Contractandother Revenue$24.0M+7.6%

By segment

See full
Reportable$207.4M+20.4%

FAQ

When did Rambus report Q2 2026 earnings?
Rambus (RMBS) reported Q2 2026 earnings on July 27, 2026 after market close.
What were Rambus's Q2 2026 revenue and EPS?
Rambus reported revenue of $207.4M and adjusted eps of $0.77 for Q2 2026.
Did Rambus beat estimates in Q2 2026?
Revenue beat the consensus estimate of $199.3M by $8.1M. EPS beat the consensus estimate of $0.72 by $0.05.
How did Rambus's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 20.4% from $172.2M a year earlier.
Where can I find Rambus's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-318063) and the 10-Q periodic report (0001193125-26-321000) directly on SEC EDGAR. The filing index links above go to sec.gov.