Picture of Guerrilla RF logo

GUER — Guerrilla RF News Story

0.000.00%
us flag iconLast trade - 00:00
TechnologySpeculativeMicro CapNeutral

Guerrilla RF Q2 revenue rises 49% to record high

Guerrilla RF Q2 revenue rises 49% to record high


Overview

  • US RF semiconductor maker's Q2 revenue grew 49% yr/yr to record level

  • Gross margin expanded to 70.9%, reflecting favorable product mix and higher volumes

  • Operating income reached $1.0 mln, reversing prior yr operating loss


Outlook

  • Company enters H2 2026 with a record $13.6 mln product backlog

  • Company focused on converting design wins into recurring revenue and expanding aerospace and defense

  • Guerrilla RF evaluating potential uplisting to Nasdaq, no final decision made


Result Drivers

  • AEROSPACE & DEFENSE DEMAND - Catalog business growth was led by aerospace and defense revenue, which more than quadrupled on strength in drone and satellite communications markets

  • PRODUCT MIX & VOLUME - Gross margin expansion to 70.9% was attributed to higher revenue volumes, favorable product mix and improved leverage across the Company’s fabless operating model

  • COST DISCIPLINE - Operating expenses declined 3% despite 49% revenue growth, demonstrating continued operating expense discipline


Company press release: ID:nBw6BDl2wa


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q2 Revenue

$8 mln

Q2 Gross Margin

70.90%

Q2 Operating Income

$1 mln


Reuters Recommended Reads

  • Aug 6 - MACOM Technology Q3 profit beats on growth strategy execution

  • Aug 5 - SiTime Q2 revenue jumps 127% on CED segment growth

  • Aug 5 - Redwire Corporation beats Q2 revenue estimates on strong space and defense demand, reaffirms 2026 outlook


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Recent news on Guerrilla RF

See all news