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Rambus RMBS Q4 2025 Annual earnings

Reported February 2, 2026 · After market close

Revenue$190.2MBeat by $2.0MDiluted EPS$0.68In line
Revenue estimate$188.2M
EPS estimate$0.68

Next report

Oct 26, 2026 (in 3 months)
Revenue estimate$213.8M
EPS estimate$0.77

Financials

Q4 2025

Income statement

See full
Revenue$190.2M+18.1%
Gross profit$150.0M+15.8%
Operating income$70.8M+22.4%
Net income$63.8M+2.6%
EPS (diluted)$0.58+1.8%

Balance sheet

See full
Cash & equivalents$182.8M+83.2%
Total debt$25.0M-17.1%
Total equity$1.4B+21.7%
Total assets$1.5B+13.9%

Cash flow

See full
Operating cash flow$99.8M+69.2%
CapEx$6.5M+0.4%
Free cash flow$93.3M+77.7%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$9.89B+75.6%
Enterprise value$9.73B+74.9%
P/E42.9×+11.6×
P/S14×+3.9×

Profitability

See full
Gross margin79.6%-0.6pp
Operating margin36.8%+3.9pp
Net margin32.6%+0.3pp
FCF margin47.1%+11.2pp

Returns & leverage

See full
Return on equity18.5%+1.9pp
Debt / equity0×0.0×
Current ratio8.2×-0.2×

Segments

By product

See full
Product Revenue$96.8M+31.9%
Royalty$71.7M+23.1%
Contractandother Revenue$21.8M-26.2%

By segment

See full
Reportable$190.2M+18.1%

Versus estimates

Revenue

Q2 2026$207.4MBeat by $8.1MQ1 2026$180.2MBeat by $251.5K
Q4 2025$190.2MBeat by $2.0M
Q3 2025$178.5MBeat by $2.5MQ2 2025$172.2MMiss by $3.5MQ1 2025$166.7MBeat by $486.0K

Diluted EPS

Q2 2026$0.77Beat by $0.05Q1 2026$0.63Beat by $0.02
Q4 2025$0.68In line
Q3 2025$0.63In lineQ2 2025$0.60Miss by $0.01Q1 2025$0.59Beat by $0.04

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Questions, answered.

When did Rambus report Q4 2025 earnings?
Rambus (RMBS) reported Q4 2025 earnings on February 2, 2026 after market close.
What were Rambus's Q4 2025 revenue and EPS?
Rambus reported revenue of $190.2M and diluted EPS of $0.68 for Q4 2025.
Did Rambus beat estimates in Q4 2025?
Revenue beat the consensus estimate of $188.2M by $2.0M. EPS beat the consensus estimate of $0.68 by $0.00.
How did Rambus's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 18.1% from $161.1M a year earlier and diluted EPS grew 15.3% from $0.59.
Where can I find Rambus's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001193125-26-033624) and the 10-K periodic report (0001193125-26-057101) directly on SEC EDGAR. The filing index links above go to sec.gov.