Every material Form 8-K Astera Labs filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Astera Labs disclosed that director Michael Hurlston resigned from its Board of Directors and all committees, effective November 3, 2026, after notifying the company on November 2, 2026. The filing states there were no disagreements with the company and that the resignation was not related to its operations, policies or practices.
Michael Hurlston resigned as a board member and from any committees, effective November 3, 2026
Notice of resignation was given to the company on November 2, 2026
Filing states no disagreements with the company and no link to operations, policies or practices
Astera Labs announced financial results for the third quarter ended September 30, 2026, delivering record quarterly revenue of $584.9 million alongside GAAP net income of $182.9 million. The company also issued its financial outlook for the fourth quarter of 2026, projecting revenue between $730 million and $750 million.
Q3 2026 revenue reached a record $584.9 million, up 154% year-over-year.
GAAP net income for the third quarter was $182.9 million, or $0.99 per diluted share.
Q4 2026 revenue is projected to be in the range of $730 million to $750 million.
Astera Labs reported second-quarter 2026 revenue of $392.4 million, up 27% from the first quarter and 104% from a year earlier, with GAAP net income of $153.1 million, or $0.83 per diluted share. The company guided third-quarter 2026 revenue to $540 million to $560 million and GAAP diluted EPS to $0.87 to $0.92, and said Scorpio fabric switches are expected to become its largest product family one quarter ahead of prior expectations.
Q2 2026 GAAP net income was $153.1 million, or $0.83 per diluted share, versus $51.2 million, or $0.29, in Q2 2025; results include a $50.3 million income tax benefit.
Q2 2026 GAAP gross margin was 73.3% and GAAP operating income was $89.2 million, a 22.7% operating margin.
Q2 2026 non-GAAP diluted EPS was $0.80, compared with $0.44 in Q2 2025.
Q3 2026 outlook calls for revenue of $540 million to $560 million and GAAP diluted EPS of $0.87 to $0.92 on about 185 million weighted-average diluted shares.
Astera Labs reported record first-quarter 2026 revenue of $308.4 million, up 14% from the prior quarter and 93% from a year earlier, with GAAP diluted earnings per share of $0.44 against $0.18 a year earlier. The company forecast second-quarter 2026 revenue of $355 million to $365 million and GAAP diluted EPS of $0.44 to $0.46, which gives shareholders a revenue outlook above the first-quarter result.
Q1 2026 revenue of $308.4 million, up 14% sequentially and 93% year-over-year
GAAP net income of $80.3 million and GAAP diluted EPS of $0.44, versus $0.18 a year earlier; net income included a tax benefit of $6.9 million
GAAP operating income of $61.8 million, down from $67.0 million in the fourth quarter of 2025 but up from $11.3 million a year earlier
Q2 2026 outlook: revenue of $355 million to $365 million and GAAP diluted EPS of $0.44 to $0.46
Astera Labs said CFO Michael Tate will retire effective March 2, 2026, and will serve as Strategic Advisor to the CEO until September 1, 2026. The company named Desmond Lynch, formerly CFO of Rambus, as his successor effective the same date, with a base salary of $500,000 and equity awards with a combined target value of $9,000,000.
Michael Tate retires as CFO effective March 2, 2026; he stays on as Strategic Advisor to the CEO until September 1, 2026
Desmond Lynch, age 46, becomes CFO effective March 2, 2026, after serving as SVP, Finance and CFO of Rambus Inc. from August 2022 until February 2026
Lynch's offer letter includes a $500,000 base salary, a 95% bonus target, and RSU and PSU awards totaling $9,000,000 in target value
The company states Tate's retirement was not related to its operations, policies or practices, and that there were no disagreements
Astera Labs reported fourth-quarter 2025 revenue of $270.6 million, up 17% from the prior quarter and 92% from a year earlier, and full-year 2025 revenue of $852.5 million, up 115%. GAAP net income for the quarter was $45.0 million, or $0.25 per diluted share, down from $91.1 million, or $0.50, in the third quarter, while GAAP net income for the full year was $219.1 million. The company guided first-quarter 2026 revenue to $286 million to $297 million and GAAP diluted EPS to $0.36 to $0.38.
Q4 2025 revenue $270.6 million, up 17% sequentially and 92% year-over-year
Q4 2025 GAAP net income $45.0 million, or $0.25 diluted EPS, versus $91.1 million and $0.50 in Q3 2025
Astera Labs agreed on February 5, 2026 to issue Amazon a warrant to buy up to 3,262,299 shares of common stock at $142.82 per share. The warrant vests only as Amazon and its affiliates make specified purchases of Astera's products, up to a total of $6.5 billion, so it ties the equity grant to customer spending. Shareholders may face dilution if the warrant is exercised, and the filing does not state a current financial result.
Warrant covers up to 3,262,299 common shares at $142.82 per share, exercisable through February 5, 2033
Vesting depends on purchases by Amazon and affiliates of smart fabric switch, signal conditioning and optical engine products, up to $6.5 billion
Warrant issued without SEC registration under Section 4(a)(2), which the company says is exempt; the warrant holder has no voting rights while unexercised
Astera Labs appointed Germaine Cota as Chief Accounting Officer and Vice President of Finance, and as its principal accounting officer, effective January 20, 2026. She previously served as Senior Vice President, Finance & Accounting at BILL Holdings, Inc. The filing describes an initial base salary and equity awards, which is a routine officer appointment with limited direct financial impact on shareholders.
Germaine Cota, age 45, appointed Chief Accounting Officer effective January 20, 2026
Initial annual base salary of $375,000 with a 50% performance bonus target
One-time hiring or relocation bonus of $130,000, subject to recoupment if she leaves within a year
RSU awards with an aggregate opportunity of $3.5 million (long-term) and $500,000 (supplemental)
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Astera Labs filing is on SEC EDGAR ↗. 8-K briefs of other companies →