SemiLEDs (LEDS) Inventory (2011 - 2026)
SemiLEDs (LEDS) posted Inventory of $4.7 million for Q2 2026, down 2.99% on a QoQ basis from $4.9 million in Q1 2026, and down 60.29% year-over-year from $11.9 million in Q2 2025.
Analysis
SemiLEDs (LEDS) Inventory (2011 - 2026) Analysis & Trends
SemiLEDs has reported Inventory for 16 years, with the latest figure at $4.7 million in Q2 2026.
- On a quarterly basis, Inventory fell 60.29% year-over-year to $4.7 million in Q2 2026; TTM through May 2026 was $4.7 million, a 60.29% decrease from a year earlier, with the FY2025 full-year figure at $4.8 million, up 33.63% from the prior year.
- Inventory was $4.7 million for Q2 2026 at SemiLEDs, down from $4.9 million in the prior quarter.
- The five-year high for Inventory was $13.5 million in Q1 2025, with the low at $3.6 million in Q3 2024.
- Average Inventory over 5 years is $5.0 million, with a median of $4.1 million recorded in 2022.
- The sharpest annual moves came in 2025 and 2026: Inventory soared 260.73% in 2025, then sank 63.9% in 2026.
- Over 5 years, Inventory stood at $3.7 million in 2022, then gained by 5.84% to $3.9 million in 2023, then decreased by 4.44% to $3.7 million in 2024, then rose by 5.4% to $3.9 million in 2025, then grew by 20.8% to $4.7 million in 2026.
- The last three Inventory figures came in at $4.7 million (Q2 2026), $4.9 million (Q1 2026), and $3.9 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Lumentum Holdings | 82.13 Bn | 79.40 Bn | 477.30 Mn | 691.60 Mn |
| 2 | Coherent | 59.78 Bn | 58.13 Bn | 787.08 Mn | 2.58 Bn |
| 3 | Zebra Technologies | 16.58 Bn | 16.42 Bn | 825.00 Mn | 733.00 Mn |
| 4 | Littelfuse | 10.98 Bn | 10.35 Bn | 306.06 Mn | 433.76 Mn |
| 5 | Vishay Intertechnology | 4.69 Bn | 3.39 Bn | 207.38 Mn | 807.11 Mn |
| 6 | LG Display | 3.31 Bn | 3.14 Bn | 509.35 Mn | 2.06 Bn |
| 7 | Knowles | 3.16 Bn | 3.11 Bn | 74.60 Mn | 147.10 Mn |
| 8 | Hesai | 2.70 Bn | 1.73 Bn | 50.88 Mn | 128.00 Mn |
| 9 | Bel Fuse | 2.57 Bn | 2.37 Bn | 83.97 Mn | 200.23 Mn |
| 10 | SemiLEDs | 17.79 Mn | 11.79 Mn | 2.46 Mn | 4.74 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 4.74 Mn |
| Feb 28, 2026 | 4.89 Mn |
| Nov 30, 2025 | 3.92 Mn |
| Aug 31, 2025 | 4.78 Mn |
| May 31, 2025 | 11.93 Mn |
| Feb 28, 2025 | 13.53 Mn |
| Nov 30, 2024 | 3.72 Mn |
| Aug 31, 2024 | 3.57 Mn |
| May 31, 2024 | 3.67 Mn |
| Feb 29, 2024 | 3.75 Mn |
| Nov 30, 2023 | 3.90 Mn |
| Aug 31, 2023 | 4.02 Mn |
| May 31, 2023 | 4.21 Mn |
| Feb 28, 2023 | 4.26 Mn |
| Nov 30, 2022 | 3.68 Mn |
| Aug 31, 2022 | 3.78 Mn |
| May 31, 2022 | 4.10 Mn |
| Feb 28, 2022 | 4.33 Mn |
| Nov 30, 2021 | 4.25 Mn |
| Aug 31, 2021 | 3.94 Mn |