Cirrus Logic has beaten consensus EPS estimates in seven of its last eight quarters, delivering an average upside of 11.8%. The company’s performance has been driven by robust demand for its low-power audio and voice ICs in premium smartphones and tablets, which accounted for 62% of revenues in the most recent quarter. Analysts highlight two key factors supporting another potential upside: first, order momentum from two leading handset OEMs that collectively increased their bookings by 18% year-over-year; second, ongoing gross margin expansion, which improved by 220 basis points to 46.7% thanks to higher ASPs on next-generation codecs and cost efficiencies in its Texas manufacturing partnerships.

Cirrus Logic will release its third quarter fiscal 2026 financial results and business outlook on February 3 at approximately 4 p.m. ET via its Investor Relations website. The company will conduct a live question-and-answer webcast at 5 p.m. ET the same day, providing insights into revenue drivers, margin projections, and supply-chain dynamics. A replay will be archived on the site for investors. This event comes as management has guided for sequential revenue growth of 4%–6% and continues to invest in R&D, with a 15% increase in engineering headcount to support new product launches in the hearing-aid and automotive markets.