Cirrus Logic Soars to Record Heights: Q4 2025 Earnings Exceed Expectations

Cirrus Logic, a leading innovator in high-performance mixed-signal and analog solutions, has delivered an impressive set of financial results for the fourth quarter and full fiscal year 2025. The company's revenue for the March quarter reached $424.5 million, surpassing the top end of its guidance range, while full-year revenue grew by 6% year-over-year to $1.9 billion.

At the heart of Cirrus Logic's success lies its commitment to delivering cutting-edge audio solutions that power some of the world's most popular smartphones. The company's latest generation products have been met with strong demand, driving revenue associated with these products and higher smartphone unit volumes. This strategic focus has enabled Cirrus Logic to maintain leadership in its core flagship smartphone audio business.

One notable highlight from the quarter is the successful launch of two new generation products: a boosted amplifier and a smart codec. These innovations are expected to have a significant impact on the company's growth prospects, as they address emerging trends and customer needs in the audio industry. As John Forsyth, Cirrus Logic's Chief Executive Officer, noted during the Q&A session, "We're proud to have delivered record GAAP and non-GAAP earnings per share for the full fiscal year."

Another key area of focus for Cirrus Logic is its efforts to address the challenges posed by tariffs and supply chain dynamics. The company has been actively working with its supply chain partners to ensure a smooth flow of goods, despite the complexities of the current trade environment. As Forsyth emphasized, "We're closely monitoring developments and investing in geographic diversification to position ourselves for potential longer-term challenges."

Jeff Woolard, Cirrus Logic's Chief Financial Officer, provided further details on the company's financial performance during the Q&A session. He highlighted the strong cash returns to shareholders, with $261 million returned through share repurchases – a record for the full fiscal year. This demonstrates the company's commitment to maximizing value for its stakeholders.

Cirrus Logic has established itself as a leader in high-performance mixed-signal and analog solutions, and its recent achievements solidify its position within the industry. With a strong foundation of innovation, leadership, and strategic decision-making, the company is well-positioned to continue driving growth and expanding into new markets."