Adeia Q4 EPS $0.86 Beats by 17.8%, Revenue Up 53% to $182.6M
Adeia posted Q4 adjusted EPS of $0.86, beating estimates by 17.8%, and delivered $182.64 million in revenue, up 53.2% year-over-year and 9.4% above forecasts. Consensus for Q1 is $0.32 EPS on $96.2 million sales, with full-year EPS at $1.49 on $415.44 million revenue.
1. Fourth-Quarter Financial Results
Adeia reported adjusted EPS of $0.86 for the quarter ended December 2025, exceeding the consensus estimate by 17.8%, and generated $182.64 million in revenue, beating forecasts by 9.4%.
2. Year-Over-Year Performance and Surprise Record
Earnings rose from $0.47 per share a year ago, an 83% increase, while revenue climbed 53% from $119.17 million; the company has surpassed EPS consensus twice in the last four quarters and topped revenue projections once.
3. Share Performance and Outlook
Adeia shares have gained 10.2% since the start of the year versus a 0.9% rise in the S&P 500. Current consensus forecasts $0.32 EPS on $96.2 million sales in Q1 and $1.49 EPS on $415.44 million revenue for the full fiscal year.
4. Industry Position and Analyst Estimates
Operating in the Technology Services sector, Adeia sits in the bottom 35% of industry rankings. Near-term stock movement will likely depend on upcoming earnings estimate revisions and management commentary on its earnings call.