CoverageForm 410-K10-Q8-K13D13G13F

SGH · Smart Global Holdings, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Revenue$343.00M$343.07M$324.25M$365.52M$341.10M$300.58M$284.82M$274.25M$383.33M$429.17M
Cost of Revenue$249.30M$246.96M$229.17M$260.87M$243.29M$211.67M$202.89M$191.40M$284.69M$318.79M
Gross Profit$93.70M$96.11M$95.08M$104.65M$97.81M$88.91M$81.93M$82.85M$98.64M$110.38M
R&D$18.98M$18.69M$20.22M$19.91M$19.81M$19.68M$20.53M$21.39M$22.23M$26.66M
SG&A$47.99M$53.09M$59.72M$59.31M$60.54M$57.25M$61.38M$57.22M$70.60M$62.77M
Total Operating Expenses$68.01M$76.53M$85.24M$86.16M$80.46M$77.39M$85.25M$81.55M$107.44M$117.55M
D&A$5.02M$12.82M$5.00M$5.00M$14.96M$5.60M$7.20M$17.65M$9.50M$9.00M
Operating Income$25.69M$19.58M$9.84M$18.49M$17.36M$11.51M($3.31M)$1.30M($8.80M)($7.17M)
Interest Expense----------
Income Tax$14.41M$1.80M$7.26M$7.64M$6.36M($1.32M)$2.20M$3.53M$6.70M($1.72M)
Net Income$37.45M$5.27M$2.66M$8.08M$5.22M$5.62M($13.62M)($19.92M)($24.45M)($27.22M)
EPS - Basic$0.59$0.04($0.01)$0.09$0.10$0.11($0.26)($0.38)($0.50)($0.55)
EPS - Diluted$0.58$0.04($0.01)$0.09$0.10$0.10($0.26)($0.38)($0.50)($0.55)

Balance Sheet

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Cash & Equivalents$489.17M$461.45M$453.75M$621.68M$370.30M$383.15M$442.33M$529.06M$365.56M$375.85M
Accounts Receivable--$307.90M$330.38M$275.63M$251.74M$169.72M$170.59M$219.25M$229.47M
Inventory$322.36M$213.21M$255.18M$199.74M$246.95M$151.21M$172.76M$208.44M$174.98M$294.37M
Accounts Payable$401.48M$304.94M$267.50M$238.25M$244.27M$182.04M$148.01M$181.79M$134.98M$167.77M
Current Assets$1.24B$1.07B$1.06B$1.24B$995.58M$867.70M$884.73M$986.85M$907.40M$978.17M
Total Assets$1.75B$1.60B$1.62B$1.81B$1.58B$1.47B$1.52B$1.63B$1.51B$1.64B
Current Liabilities$590.69M$458.11M$473.90M$473.70M$426.89M$327.60M$267.96M$368.80M$426.25M$420.45M
Long-term Debt$442.78M$442.33M$441.89M$638.90M$658.07M$657.35M$740.66M$748.30M$754.82M$789.36M
Total Liabilities$1.14B$993.73M$1.01B$1.20B$1.17B$1.08B$1.11B$1.21B$1.28B$1.31B
Stockholders' Equity$394.81M$389.70M$394.25M$602.53M$400.38M$391.38M$405.04M$410.16M$222.47M$325.83M
Retained Earnings$83.36M$48.95M$46.71M$40.68M$35.20M$29.98M$48.92M$62.54M$82.46M$247.76M

Cash Flow

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Operating Cash Flow-$31.06M--$13.82M--$31.48M--
Investing Cash Flow-($3.37M)--($18.92M)--$115.30M--
Financing Cash Flow-($19.99M)--($7.76M)--($26.76M)--
CapEx-$2.85M--$1.84M--$4.65M--
Free Cash Flow-$28.20M--$11.98M--$26.83M--

Ratios

MetricQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Profitability
Gross margin27.3%28.0%29.3%28.6%28.7%29.6%28.8%30.2%25.7%25.7%
Operating margin7.5%5.7%3.0%5.1%5.1%3.8%-1.2%0.5%-2.3%-1.7%
EBITDA margin9.0%9.4%4.6%6.4%9.5%5.7%1.4%6.9%0.2%0.4%
Net margin10.9%1.5%0.8%2.2%1.5%1.9%-4.8%-7.3%-6.4%-6.3%
Free cash flow margin-8.2%--3.5%--9.8%--
FCF / Net income-5.35--2.30---1.35--
R&D / Revenue5.5%5.4%6.2%5.4%5.8%6.5%7.2%7.8%5.8%6.2%
SG&A / Revenue14.0%15.5%18.4%16.2%17.7%19.0%21.6%20.9%18.4%14.6%
Effective tax rate27.8%25.5%73.2%48.6%54.9%-30.8%----
Return on assets2.1%0.3%0.2%0.4%0.3%0.4%-0.9%-1.2%-1.6%-1.7%
Return on equity9.5%1.4%0.7%1.3%1.3%1.4%-3.4%-4.9%-11.0%-8.4%
Return on invested capital2.2%1.8%0.6%0.8%0.8%1.1%-0.2%0.1%-0.7%-0.5%
Liquidity
Current ratio2.102.332.252.632.332.653.302.682.132.33
Quick ratio1.551.861.712.211.752.192.662.111.721.63
Cash ratio0.831.010.961.310.871.171.651.430.860.89
Leverage
Debt / Equity1.121.141.121.061.641.681.831.823.392.42
Debt / Assets0.250.280.270.350.420.450.490.460.500.48
Debt / EBITDA14.4213.6529.7727.2020.3638.42190.5039.471081.40430.64
Interest coverage----------
Equity multiplier4.434.104.103.013.953.773.753.986.775.03
Liabilities / Assets0.650.620.620.660.740.730.730.740.850.80
Efficiency
Asset turnover0.200.210.200.200.220.200.190.170.250.26
Inventory turnover0.771.160.901.310.991.401.170.921.631.08
Days sales outstanding--347d330d295d306d217d227d209d195d
Days inventory outstanding472d315d406d279d370d261d311d398d224d337d
Days payable outstanding588d451d426d333d366d314d266d347d173d192d
Cash conversion cycle--327d276d299d253d262d278d260d340d
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-6.2%0.6%7.9%28.3%24.4%-21.6%-33.6%-41.1%-17.1%-4.5%
Revenue CAGR (3y)-7.2%-9.7%-11.2%-6.6%-10.1%-11.8%-2.1%-2.0%10.9%16.4%
Revenue CAGR (5y)2.4%3.3%2.9%6.1%4.6%5.0%-1.3%-7.0%13.1%6.5%
Gross profit growth (YoY)-10.5%-1.7%6.9%27.7%18.1%-9.9%-25.8%-30.0%-13.8%-2.1%
Operating income growth (YoY)38.9%12.8%-14.5%-1230.0%-53.8%-92.6%--
Net income growth (YoY)363.4%1.0%-52.6%---50.0%---
EPS growth (YoY)544.4%-60.0%----52.7%---
EPS CAGR (3y)--26.3%-31.0%-48.5%-----
EPS CAGR (5y)20.3%-12.9%--58.5%4.6%----
FCF growth (YoY)-135.4%---55.3%-----
FCF CAGR (5y)-6.2%---9.8%--98.4%--
Book value growth (YoY)-34.5%-2.7%0.7%48.8%-2.4%75.9%24.3%16.5%-40.1%-6.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-08-29.

Business segments

$1.37B total
Advanced Computing Segment$648.42M · 47.4%
Integrated Memory Segment$464.25M · 33.9%
Optimized LEDSegment$256.13M · 18.7%

Product / service

$1.34B total
Product$1.07B · 80.3%
Service$263.71M · 19.7%

Geographic

$1.37B total
US$776.51M · 56.7%
CN$186.85M · 13.7%
Other Country$161.14M · 11.8%
MX$147.30M · 10.8%
Europe$97.00M · 7.1%

Peer comparison

Same SIC group: Semiconductors & Related Devices

CompanyRevenue (last FY)Net marginROE
AMKR$6.71B5.6%8.4%
LSCC$523.26M0.6%0.4%
CRDO---
FSLR$5.22B29.3%16.0%
NVDA$215.94B55.6%76.3%

Comparing SMART Global Holdings against the 5 most active filers in the same SIC group.