Cirrus Logic (NASDAQ: CRUS) posts Q3 FY 2026 results update

Rhea-AI Filing Summary

Cirrus Logic, Inc. filed a current report to share its latest quarterly performance. The company issued a press release and a shareholder letter on February 3, 2026, outlining financial results for its third quarter of fiscal year 2026, furnished as Exhibits 99.1 and 99.2. The materials present both GAAP results and a wide range of non-GAAP measures, including non-GAAP net income, earnings per share, operating income, gross margin, operating expenses, tax metrics, free cash flow, and free cash flow margin, with reconciliations back to GAAP. These materials include forward-looking statements and are furnished, not filed, which limits their exposure to certain Exchange Act liabilities and incorporation by reference.

8-K Event Classification

3 items: 2.02, 7.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

______________

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(D) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported):    February 3, 2026

Commission File Number

CIRRUS LOGIC, INC.

(Exact name of Registrant as specified in its charter)

Delaware

000-17795

77-0024818

(State or Other Jurisdiction of Incorporation or Organization)

(Commission File Number)

(IRS Employer Identification No.)

800 W. 6th Street

Austin,

TX

78701

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s telephone number, including area code:

(512)

851-4000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol

Name of each exchange on which registered

Common stock, $0.001 par value

CRUS

The NASDAQ Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On February 3, 2026, Cirrus Logic, Inc. (“Cirrus Logic” or the “Company”) issued a press release announcing its financial results for its third quarter fiscal year 2026. The full text of the press release is furnished as Exhibit No. 99.1 to this Current Report on Form 8-K.

Item 7.01 Regulation FD Disclosure

On February 3, 2026, in addition to issuing a press release, the Company posted on its website a shareholder letter to investors summarizing the financial results for its third quarter fiscal year 2026. The full text of the shareholder letter is furnished as Exhibit No. 99.2 to this Current Report on Form 8-K.

Use of Non-GAAP Financial Information

To supplement Cirrus Logic's financial statements presented on a GAAP basis, Cirrus has provided non-GAAP financial information, including non-GAAP net income, diluted earnings per share, operating income and profit, operating expenses, gross margin and profit, tax expense, tax expense impact on earnings per share, effective tax rate, free cash flow and free cash flow margin. A reconciliation of the adjustments to GAAP results is included in the press release below. Non-GAAP financial information is not meant as a substitute for GAAP results, but is included because management believes such information is useful to our investors for informational and comparative purposes. In addition, certain non-GAAP financial information is used internally by management to evaluate and manage the company. The non-GAAP financial information used by Cirrus Logic may differ from that used by other companies. These non-GAAP measures should be considered in addition to, and not as a substitute for, the results prepared in accordance with GAAP.

The information contained in Items 2.02, 7.01, and 9.01 in this Current Report on Form 8-K and the exhibits furnished hereto contain forward-looking statements regarding the Company and cautionary statements identifying important factors that could cause actual results to differ materially from those anticipated. In addition, this information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit            Description

Exhibit 99.1    Cirrus Logic, Inc. press release dated February 3, 2026

Exhibit 99.2    Cirrus Logic, Inc. shareholder letter dated February 3, 2026

Exhibit 104    Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, Registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

CIRRUS LOGIC, INC.

Date:

February 3, 2026

By:

/s/ Jeff Woolard

Name:

Jeff Woolard

Title:

Chief Financial Officer

FAQ

What did Cirrus Logic (CRUS) disclose in its latest 8-K filing?

Cirrus Logic reported that it released a press release and a shareholder letter detailing financial results for its third quarter of fiscal 2026. These materials, furnished as Exhibits 99.1 and 99.2, include GAAP and non-GAAP metrics with reconciliations and forward-looking statements.

Which financial period does Cirrus Logic’s February 3, 2026 8-K cover?

The 8-K states that Cirrus Logic’s press release and shareholder letter summarize financial results for the company’s third quarter of fiscal year 2026. Both documents, dated February 3, 2026, provide investors with an overview of performance for that specific fiscal quarter.

What non-GAAP measures does Cirrus Logic (CRUS) use in its Q3 FY 2026 results?

Cirrus Logic highlights non-GAAP net income, diluted earnings per share, operating income and profit, operating expenses, gross margin and profit, tax expense and related EPS impact, effective tax rate, free cash flow, and free cash flow margin. Each is reconciled to GAAP figures in the accompanying press release.

How does Cirrus Logic describe the purpose of its non-GAAP financial information?

The company explains that non-GAAP information supplements GAAP results and is used because management believes it is useful for investors’ informational and comparative purposes. Cirrus Logic also notes that management uses certain non-GAAP measures internally to evaluate and manage the business.

Are Cirrus Logic’s Q3 FY 2026 materials considered filed or furnished under the Exchange Act?

The company specifies that information in Items 2.02, 7.01, and 9.01 and the related exhibits is furnished, not filed, under the Exchange Act. This means it is not subject to Section 18 liabilities or automatically incorporated into Securities Act or Exchange Act filings.

What exhibits accompany Cirrus Logic’s February 3, 2026 8-K for Q3 FY 2026?

The filing lists three exhibits: a press release dated February 3, 2026 (Exhibit 99.1), a shareholder letter dated February 3, 2026 (Exhibit 99.2), and the cover page interactive data file formatted as Inline XBRL (Exhibit 104), which supports electronic reporting.