Qorvo, Inc.

QRVO · NASDAQ

Qorvo reported FY2026 revenue of $3.68 billion and FY2026 net income of $339.0 million. The thesis depends on RF content, handset demand, defense and connectivity diversification, inventory discipline and whether margin recovery is durable.

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Latest ReportMay 19, 2026Qorvo: the RF chip rebound has better profits, but handset and inventory risk still set the termsView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->

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Latest Thesis

Qorvo: the RF chip rebound has better profits, but handset and inventory risk still set the terms

May 19, 2026Research reportSlides available

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Qorvo, Inc.the RF chip rebound has better profits, but handset and inventorMay 19, 2026

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Qorvo: the RF chip rebound has better profits, but handset and inventory risk still set the termsQorvo reported FY2026 revenue of $3.68 billion and FY2026 net income of $339.0 million. The thesis depends on RF content, handset demand, defense and connectivity diversification, inventory discipline and whether margin recovery is durable.NASDAQMay 19, 2026Research reportRead Slides