Every material Form 8-K FormFactor 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.
FormFactor reported third-quarter fiscal 2026 revenue of $280.5 million, up 38.4% from a year earlier, with GAAP net income of $73.8 million, or $0.93 per diluted share, compared with $0.20 a year earlier. The company guided fourth-quarter revenue to $285 million plus or minus $10 million and GAAP diluted EPS to $0.84 plus or minus $0.09, which is below the third-quarter GAAP EPS of $0.93.
Q3 revenue was $280.5 million, up 8.6% from $258.2 million in Q2 and up 38.4% from $202.7 million in Q3 2025.
GAAP gross margin was 54.7%, compared with 50.7% in Q2 2026 and 39.8% in Q3 2025; non-GAAP net income was $82.3 million, or $1.04 per diluted share.
Q4 outlook (quarter ending December 26, 2026): revenue $285 million plus or minus $10 million; non-GAAP EPS $0.95 plus or minus $0.09.
Free cash flow was $64.8 million in Q3 2026, compared with $19.7 million in Q3 2025.
FormFactor reported fiscal second-quarter 2026 revenue of $258.2 million, up 14.2% from the first quarter and 31.9% from a year earlier. GAAP diluted earnings per share were $0.71, compared with $0.12 a year earlier, and the company said results exceeded the high end of its outlook range. For the third quarter ending September 26, 2026, it expects revenue of $270 million, plus or minus $10 million, and GAAP diluted EPS of $0.75, plus or minus $0.09.
Q2 revenue $258.2 million, up 14.2% from Q1 2026 ($226.1 million) and up 31.9% from Q2 2025 ($195.8 million)
GAAP net income $56.2 million, or $0.71 per diluted share, vs. $9.1 million, or $0.12, in Q2 2025
Non-GAAP net income $65.0 million, or $0.82 per diluted share; GAAP gross margin 50.7% vs. 37.3% a year earlier
At the May 15, 2026 annual meeting, stockholders approved adding 5,000,000 shares to the 2012 Equity Incentive Plan and a charter amendment allowing certain officers to be exculpated as Delaware law permits. All seven director nominees were elected, and KPMG LLP was ratified as auditor for fiscal 2026. The filing reports no financial results, guidance, or deal terms, so it offers no direct read on company performance.
FormFactor reported first-quarter fiscal 2026 revenue of $226.1 million, a company record and up 5.1% from the prior quarter. Non-GAAP earnings per share were $0.56, above the company's outlook range, but GAAP net income fell from the prior quarter, partly due to $21.5 million in restructuring charges in gross profit. The company expects second-quarter revenue of $240 million, plus or minus $5 million, and non-GAAP EPS of $0.61, plus or minus $0.04.
Q1 revenue $226.1 million, up 5.1% from Q4 fiscal 2025 and up 32.0% from Q1 fiscal 2025
GAAP net income $20.4 million, or $0.26 per diluted share, down from $23.2 million, or $0.29, in Q4 fiscal 2025
Non-GAAP net income $44.5 million, or $0.56 per diluted share, up from $0.46 in Q4 fiscal 2025
Director Kevin Brewer told the board on February 13, 2026 that he will not seek re-election at FormFactor's 2026 annual stockholder meeting, which the company expects to hold on May 15, 2026. The company says his decision does not reflect any disagreement with FormFactor on its operations, policies or practices, and the filing reports no financial results.
Kevin Brewer, a director since 2024, notified the board on February 13, 2026 of his decision
The 2026 annual meeting of stockholders is expected on May 15, 2026
Brewer sits on the Audit Committee and the Governance and Nominating Committee
Brewer was previously CFO and Executive Vice President of Global Operations at Axcelis Technologies until October 2023
FormFactor reported fourth-quarter fiscal 2025 revenue of $215.2 million, up 13.6% from a year earlier, with GAAP diluted earnings per share of $0.29 versus $0.12. The company also guided first-quarter 2026 revenue to $225 million, plus or minus $5 million, and non-GAAP diluted EPS to $0.45, plus or minus $0.04, which shareholders can compare with the quarter just reported.
Q4 fiscal 2025 revenue was $215.2 million, up 6.2% from the prior quarter and 13.6% from a year earlier.
GAAP net income was $23.2 million, or $0.29 per diluted share; non-GAAP net income was $36.6 million, or $0.46 per diluted share.
Fiscal 2025 revenue was a record $785.0 million, up 2.8%, while fiscal 2025 GAAP net income fell to $54.4 million from $69.6 million.
For the quarter ending March 29, 2026, the company expects revenue of $225 million +/- $5 million and non-GAAP diluted EPS of $0.45 +/- $0.04.
FormFactor adopted restructuring plans on January 5, 2026 to consolidate its manufacturing facilities in Carlsbad and Baldwin Park, California, aiming to improve cost structure and gross margin. The company expects restructuring charges of approximately $30 to $40 million on a GAAP basis, with about $20 to $25 million non-cash and about $10 to $15 million resulting in future cash spending. The filing notes that these estimates may be revised and that actual results may differ materially.
Plans adopted January 5, 2026 to consolidate manufacturing facilities in Carlsbad, California and Baldwin Park, California.
Personnel-related costs to sever or retain approximately 200 to 300 employees.
Expected GAAP restructuring charges of $30 to $40 million, including $20 to $25 million for leasehold impairment, facility exits and other costs.
Actions largely completed by end of December 2026, with facilities charges possibly extending beyond that; majority of charges expected in the current fiscal year.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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 FormFactor filing is on SEC EDGAR ↗. 8-K briefs of other companies →