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Rambus RMBS Q3 2026 earnings

Reported October 26, 2026 · After market close

Revenue$218.3MBeat by $5.1M
EPS$0.84Beat by $0.05
Revenue estimate$213.2M
EPS estimate$0.79
“Rambus delivered record quarterly revenue and earnings that exceeded our guidance, with strong customer demand driving record product revenue and record cash from operations. We continue to expand our product and IP offerings to address the growing performance requirements of next-generation AI and data center infrastructure. Through ongoing execution on our roadmap and accelerating demand for our differentiated solutions, we expect an even stronger performance in Q4 and are well positioned to deliver long-term profitable growth and value for our stockholders.”
Luc Seraphin

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$218.3M+22.3%
Gross profit$170.9M+20.4%
Operating income$83.7M+32.2%
Net income$74.6M+54.1%
EPS (diluted)$0.69+56.8%

Balance sheet

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Cash & equivalents$110.5M+39.6%
Total debt$20.2M-23.5%
Total equity$1.4B+10.0%
Total assets$1.6B+10.8%

Cash flow

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Operating cash flow$102.5M+15.9%
CapEx$6.6M+11.0%
Free cash flow$95.9M+16.2%

Valuation & ratios

Valuation

as of 10/30/26
See full
Market cap$9.74B-16.0%
Enterprise value$9.65B-16.4%
P/E36.7×-14.0×
P/S12.2×-4.9×

Profitability

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Gross margin79.1%-0.9pp
Operating margin36.3%-0.1pp
Net margin33.4%-0.3pp
FCF margin39.3%-3.8pp

Returns & leverage

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Return on equity19.6%0.0pp
Debt / equity0×0.0×
Current ratio9.4×-2.2×

Segments

By product

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Product Revenue$114.3M+22.5%
Royalty$77.0M+18.2%
Contractandother Revenue$27.0M+34.7%

By segment

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Reportable$218.3M+22.3%

By geography

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Other Countries$28.1M+23.7%

FAQ

When did Rambus report Q3 2026 earnings?
Rambus (RMBS) reported Q3 2026 earnings on October 26, 2026 after market close.
What were Rambus's Q3 2026 revenue and EPS?
Rambus reported revenue of $218.3M and eps of $0.84 for Q3 2026.
Did Rambus beat estimates in Q3 2026?
Revenue beat the consensus estimate of $213.2M by $5.1M. EPS beat the consensus estimate of $0.79 by $0.05.
How did Rambus's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 22.3% from $178.5M a year earlier and eps grew 33.3% from $0.63.
Where can I find Rambus's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-431918) and the 10-Q periodic report (0001193125-26-431941) directly on SEC EDGAR. The filing index links above go to sec.gov.