SemiLEDs (LEDS) Cost of Revenue (2010 - 2026)
SemiLEDs (LEDS) posted Cost of Revenue of $6.6 million for Q2 2026, up 525.14% on a QoQ basis from $1.1 million in Q1 2026, and down 60.42% year-over-year from $16.7 million in Q2 2025.
Analysis
SemiLEDs (LEDS) Cost of Revenue (2010 - 2026) Analysis & Trends
SemiLEDs has reported Cost of Revenue for 17 years, with the latest figure at $6.6 million in Q2 2026.
- On a quarterly basis, Cost of Revenue fell 60.42% year-over-year to $6.6 million in Q2 2026; TTM through May 2026 was $23.2 million, a 19.25% decrease from a year earlier, with the FY2025 full-year figure at $40.6 million, up 882.52% from the prior year.
- Cost of Revenue was $6.6 million for Q2 2026 at SemiLEDs, up from $1.1 million in the prior quarter.
- The five-year high for Cost of Revenue was $16.7 million in Q2 2025, with the low at $774000.0 in Q1 2024.
- Average Cost of Revenue over 5 years is $3.6 million, with a median of $1.4 million recorded in 2023.
- The sharpest annual moves came in 2025 and 2026: Cost of Revenue soared 2042.56% in 2025, then plunged 89.28% in 2026.
- Over 5 years, Cost of Revenue stood at $1.2 million in 2022, then rose by 14.04% to $1.4 million in 2023, then fell by 28.75% to $1.0 million in 2024, then jumped by 154.85% to $2.6 million in 2025, then surged by 159.27% to $6.6 million in 2026.
- The last three Cost of Revenue figures came in at $6.6 million (Q2 2026), $1.1 million (Q1 2026), and $2.6 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Lumentum Holdings | 82.13 Bn | 79.40 Bn | 477.30 Mn | 509.80 Mn |
| 2 | Coherent | 59.78 Bn | 58.13 Bn | 787.08 Mn | 1.26 Bn |
| 3 | Zebra Technologies | 16.58 Bn | 16.42 Bn | 825.00 Mn | 732.00 Mn |
| 4 | Littelfuse | 10.98 Bn | 10.35 Bn | 306.06 Mn | 432.72 Mn |
| 5 | Vishay Intertechnology | 4.69 Bn | 3.39 Bn | 207.38 Mn | 681.19 Mn |
| 6 | LG Display | 3.31 Bn | 3.14 Bn | 509.35 Mn | 3.23 Bn |
| 7 | Knowles | 3.16 Bn | 3.11 Bn | 74.60 Mn | 92.10 Mn |
| 8 | Hesai | 2.70 Bn | 1.73 Bn | 50.88 Mn | 75.99 Mn |
| 9 | Bel Fuse | 2.57 Bn | 2.37 Bn | 83.97 Mn | 126.72 Mn |
| 10 | SemiLEDs | 17.79 Mn | 11.79 Mn | 2.46 Mn | 6.61 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 6.61 Mn |
| Feb 28, 2026 | 1.06 Mn |
| Nov 30, 2025 | 2.55 Mn |
| Aug 31, 2025 | 13.00 Mn |
| May 31, 2025 | 16.71 Mn |
| Feb 28, 2025 | 9.87 Mn |
| Nov 30, 2024 | 1.00 Mn |
| Aug 31, 2024 | 1.17 Mn |
| May 31, 2024 | 780,000.00 |
| Feb 29, 2024 | 774,000.00 |
| Nov 30, 2023 | 1.41 Mn |
| Aug 31, 2023 | 1.41 Mn |
| May 31, 2023 | 1.44 Mn |
| Feb 28, 2023 | 890,000.00 |
| Nov 30, 2022 | 1.23 Mn |
| Aug 31, 2022 | 1.29 Mn |
| May 31, 2022 | 1.45 Mn |
| Feb 28, 2022 | 1.65 Mn |
| Nov 30, 2021 | 1.26 Mn |
| Aug 31, 2021 | 1.22 Mn |