WOLFWolfspeed, Inc.
Price
-29%1YEnd-of-day closes, not the intraday tick.
Survival is the story here: start there
Quality shaky, hard red flags, growth steady, the market against it.
The majority of our products are manufactured at our production facilities located in North Carolina, New York and Arkansas. We also use contract manufacturers, some of which include captive lines, for certain products and aspects of product fabrication, assembly and packaging. We operate research and development facilities in North Carolina, Arkansas and New York. Wolfspeed, Inc. is a Delaware corporation originally established as a North Carolina corporation in 1987, and our headquarters are in Durham, North Carolina.
In the company’s own words · 10-K filed Aug 20, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Wolfspeed, Inc. (WOLF) reported revenue of $150M in Q4 2026 (quarter ended Jun 28, 2026), down 24% from the same quarter a year earlier. That came with a gross margin of −25% and net income of $919M (614% of revenue). For the full year FY2026, revenue was $665M (−12% year on year) and net income $4.4M. Its largest region in Q3 2026 (quarter ended Mar 29, 2026) was United States at $51M, 34% of the disclosed total, ahead of Europe at 18%. The next results filing is expected around Oct 28, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 7, 2026On October 7, 2026, the Company announced that it had entered into a conditional commitment letter (the “Commitment Letter”) with the U.S. Department of War (the “DoW”), acting by and through its Office of Strategic Capital (the “OSC”), contemplating a senior secured delayed draw term loan facility in an aggregate …Regulation FD disclosure · Form 8-K
- Sep 16, 2026On September 16, 2026, Wolfspeed, Inc. (the “Company”) disclosed certain unaudited pro forma consolidated financial information and explanatory notes (the “Pro Forma Financial Information”) for the Company and its consolidated subsidiaries.Other event · Form 8-K
- Aug 25, 2026On August 20, 2026, Renesas Electronics Corporation, a Japanese corporation (“Renesas”), informed Wolfspeed, Inc., a Delaware corporation (the “Company”), that its representative on the Company’s Board of Directors (the “Board”), Aris Bolisay, would be resigning from the Board effective September 27, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $150.2MThe company’s own SEC segment disclosure.
- United States$51.2M34%
- Europe$27.3M18%
- Hong Kong$27.2M18%
- Asia Pacific Excluding China And Hong Kong$26.0M17%
- Singapore$7.4M5%
- Japan$5.7M4%
- Other (2)$5.4M4%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.