Keuangan Corsair Gaming, Inc. (CRSR)
NASDAQ · Technology · Computer Hardware · Karyawan: 2.355 · CEO: Thi L. La
- Harga
- $12,60 -8,23%
- Kapitalisasi pasar
- $1,36 M
- Nilai perusahaan
- $1,29 M
- Laporan terakhir
- Q2 '26 diajukan 2026-08-06
- Laporan berikutnya
- 2026-11-05 Estimasi EPS: $0,12
Valuasi & angka utama
- Kapitalisasi pasar
- $1,36 M EV $1,29 M
- Pendapatan
- $1,45 M 12 bulan terakhir
- Pertumbuhan pendapatan
- -2% Konsensus FY2026
- Margin laba
- 2,4% Laba bersih / pendapatan, TTM
- P/E
- 40,2× Forward 14,0× (FY2026)
- P/S
- 0,9× Harga / penjualan, TTM
- EV / EBITDA
- 12,9× TTM
- Arus kas bebas
- $89,7 jt 12 bulan terakhir
- Laba bersih
- $35,1 jt 12 bulan terakhir
- Estimasi pendapatan
- $1,44 M Konsensus FY2026
- Laba
- 2026-11-05 Estimasi pendapatan: $337 jt
- Dividen
- – Tanpa dividen
Poin-poin utama
Dihitung dari angka yang dilaporkan - setiap pernyataan menyertakan angka yang mendasarinya.
- Laporan terakhir (2026-08-06): pendapatan melampaui 1,2%, EPS melampaui 227,6%Pendapatan $314 jt vs $310 jt yang diharapkan (+1,2%); EPS $0,23 vs $0,07 (+227,6%).
- Pertumbuhan pendapatan melambat: -1,8% yoyPendapatan Q2 '26: $314 jt, rata-rata empat kuartal sebelumnya: 9,4%.
- Margin operasional 2,9% (TTM), dibanding tahun lalu: +5,4 poinLaba operasional tumbuh 224,7%, pendapatan tumbuh 3,1%.
- Capex: 1,1% dari pendapatan (tahun lalu 0,8%)$16 jt diinvestasikan dalam 4 kuartal terakhir (+51,1% dibanding tahun sebelumnya). Arus kas bebas: $89,7 jt = 255,3% dari laba bersih.
- $5,01 jt dikembalikan ke pemegang saham = 5,6% dari arus kas bebasBuyback: $5,01 jt (tahun lalu $11 rb), dividen: $0, kompensasi saham: $21,9 jt (TTM).
- Jumlah saham dilusian naik dalam setahun: 3,1%Saham dilusian pada Q2 '26: 109 jt, setahun sebelumnya: 106 jt.
- Kas neto: $75,3 jtKas + investasi jangka pendek: $194 jt, utang termasuk sewa: $118 jt; tahun lalu utang neto: $86,1 jt.
Kuartal terakhir: Q2 '26
Kuartal berakhir 2026-06-30. Dibandingkan dengan kuartal yang sama tahun lalu dan konsensus analis sebelum laporan.
Kuartal vs tahun lalu
| Q2 '26 | Tahun lalu | Perubahan | |
|---|---|---|---|
| Pendapatan | $314 jt | $320 jt | -1,8% |
| Margin kotor | 33,2% | 26,8% | +6,4 poin |
| Laba operasional | $7,61 jt | -$16,9 jt | +145,0% |
| Margin operasional | 2,4% | -5,3% | +7,7 poin |
| Laba bersih | $8,84 jt | -$20,9 jt | +142,4% |
| EPS dilusian | $0,06 | -$0,16 | +139,1% |
| Arus kas operasional | $74,8 jt | $30,2 jt | +147,9% |
| Capex | $2,77 jt | $2,71 jt | +2,1% |
| Arus kas bebas | $72,1 jt | $27,5 jt | +162,3% |
| R&D | $15,4 jt | $17,5 jt | -11,8% |
| Kompensasi berbasis saham | $5,94 jt | $9,34 jt | -36,4% |
Dilaporkan vs konsensus
2026-08-06| Aktual | Konsensus | vs konsensus | |
|---|---|---|---|
| Pendapatan | $314 jt | $310 jt | +1,2% |
| EPS (basis konsensus) | $0,23 | $0,07 | +227,6% |
Dari laporan 2026-08-06 untuk Q2 '26: pendapatan dan EPS yang diperkirakan analis (sering disesuaikan), sehingga bisa berbeda dari EPS laporan keuangan di atas.
EPS vs konsensus
8 laporan terakhirPendapatan
Dari mana uang berasal - menurut lini bisnis dan wilayah, kuartal demi kuartal.
Pendapatan, laba operasional, dan pertumbuhan
kuartalanPendapatan per lini bisnis
bertumpuk, kuartalan| Segmen | Q2 '26 | yoy | Porsi | TTM | TTM yoy | 12 kuartal |
|---|---|---|---|---|---|---|
| Gaming Components And Systems | $198 jt | -8,7% | 63,1% | – | – | |
| Gamer And Creator Peripherals | $116 jt | +12,9% | 36,9% | – | – |
Pendapatan per wilayah
porsi dari total| Segmen | Q2 '26 | yoy | Porsi | TTM | TTM yoy | 12 kuartal |
|---|---|---|---|---|---|---|
| Americas | $171 jt | +1,7% | 54,5% | – | – | |
| Europe And Middle East | $97,8 jt | -9,9% | 31,1% | – | – | |
| Asia Pacific | $45,4 jt | +4,8% | 14,4% | – | – |
Margin & struktur biaya
Berapa bagian dari setiap unit pendapatan yang tersisa di tiap tingkat - dan ke mana biaya mengalir.
Margin
kuartalanBiaya sebagai % pendapatan
kuartalanArus kas & alokasi modal
Kas yang dihasilkan, untuk apa kas itu digunakan, dan apa yang sampai ke pemegang saham.
Arus kas operasional, capex, arus kas bebas
kuartalanPenggunaan kas vs arus kas operasional
tahun fiskal4 kuartal terakhir
laporan arus kas- Arus kas operasional
- $106 jt
- Capex
- -$16 jt
- Buyback
- -$5,01 jt
- Dividen
- $0
- Akuisisi
- $0
- Utang neto diterbitkan
- -$6,94 jt
- Kompensasi berbasis saham
- $21,9 jt
- Arus kas bebas
- $89,7 jt
- Dikembalikan ke pemegang saham / FCF
- 5,6%
Jumlah saham dan EPS
kuartalan, dilusianNeraca
Likuiditas, investasi, dan utang pada akhir setiap kuartal.
Kas, investasi, dan utang
akhir kuartalValuasi & imbal hasil
Multiple saat ini dibandingkan lima tahun fiskal terakhir perusahaan itu sendiri; target dan peringkat analis.
Multiple dan imbal hasil
TTM vs 5 tahun fiskal| Sekarang | Rata-rata 5 th | Posisi saat ini dalam rentang 5 tahun | |
|---|---|---|---|
| P/E (TTM) | 40,2× | 236,4× 2 dari 5 tahun | 19,5× – 453,4× |
| EV / EBITDA | 12,9× | 71,6× 4 dari 5 tahun | 12,7× – 237,5× |
| EV / Penjualan | 0,9× | 0,9× | 0,4× – 1,2× |
| Harga / FCF | 15,2× | 61,7× | 18,1× – 212,6× |
| Harga / Nilai buku | 2,0× | 2,0× | 1,0× – 3,4× |
| Imbal hasil FCF | 6,6% | 3,6% | 0,5% – 5,5% |
| Imbal hasil modal yang diinvestasikan | 4,9% | 0,7% | -5,8% – 13,4% |
| Imbal hasil ekuitas | 5,5% | -1,5% | -14,1% – 17,8% |
Analis
Target konsensus $12,40 (-1,6%)
rentang $8,00 – $16,00 · peringkat Hold
Prospek
Konsensus analis untuk tahun fiskal mendatang dan implikasinya pada harga saat ini.
Estimasi konsensus
| Tahun fiskal | Pendapatan | Pertumbuhan | EPS | Pertumbuhan | P/E pada harga saat ini | Analis (EPS) |
|---|---|---|---|---|---|---|
| FY2026 | $1,44 M | -2,1% | $0,90 | +849,4% | 14,0× | 6 |
| FY2027 | $1,51 M | +5,1% | $0,83 | -8,1% | 15,2× | 5 |
| FY2028 | $1,63 M | +7,7% | $0,88 | +6,5% | 14,3× | 2 |
Laporan keuangan
Setiap baris laporan laba rugi, neraca, dan laporan arus kas - 12 kuartal dan 10 tahun fiskal, sebagai nilai, % pendapatan, atau pertumbuhan.
Semua pos yang dilaporkan
Semua 243 angka yang ditandai Corsair Gaming, Inc. dalam laporan 10-Q / 10-K terbarunya, dengan label dan definisi resmi SEC - termasuk catatan (sewa, pajak, buyback, karyawan, ...).
| Pos (label SEC) | Kuartal terakhir | Tahun lalu | yoy | FY terakhir | FY sebelumnya | yoy |
|---|---|---|---|---|---|---|
| Accounts Payable, Current | $179 jt | $258 jt | -30,6% | $213 jt | $207 jt | +2,6% |
| Accounts Receivable, after Allowance for Credit Loss, Current | $160 jt | $179 jt | -10,8% | $234 jt | $219 jt | +7,0% |
| Accounts Receivable, Allowance for Credit Loss, Current | $326 rb | $2,06 jt | -84,2% | $326 rb | $265 rb | +23,0% |
| Accounts Receivable, before Allowance for Credit Loss, Current | $160 jt | $181 jt | -11,7% | $234 jt | $219 jt | +7,0% |
| Accounts Receivable, Credit Loss Expense (Reversal) | $02025-09-30 | – | – | – | – | – |
| Accrued Liabilities and Other Liabilities | $184 jt | $162 jt | +13,4% | $212 jt | $177 jt | +20,0% |
| Accumulated Depreciation, Depletion and Amortization, Property, Plant, and Equipment | $55,8 jt | $50,3 jt | +10,9% | $49,2 jt | $41,7 jt | +18,1% |
| Accumulated Other Comprehensive Income (Loss), Foreign Currency Translation Adjustment, Net of Tax | $1,17 jt2025-12-31 | -$3,57 jt | +132,8% | $1,17 jt | -$3,57 jt | +132,8% |
| Accumulated Other Comprehensive Income (Loss), Net of Tax | -$1,39 jt | $885 rb | -257,1% | -$585 rb | -$4,56 jt | +87,2% |
| Additional Paid in Capital, Common Stock | $719 jt | $689 jt | +4,3% | $705 jt | $668 jt | +5,7% |
| Adjustment for Long-term Intercompany Transactions, Net of Tax | $148 rb | -$1,32 jt | +111,2% | -$724 rb | -$144 rb | -402,8% |
| Adjustment for Long-term Intercompany Transactions, Tax Expense (Benefit) | $0 | $0 | – | $178 rb | $330 rb | -46,1% |
| Amortization of Debt Issuance Costs | $58 rb | $138 rb | -58,0% | $412 rb | $513 rb | -19,7% |
| Amortization of Intangible Assets | – | – | – | $40,2 jt | $38,4 jt | +4,6% |
| Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount | 11,8 jt | 14,7 jt | -19,9% | 14,5 jt | 13,6 jt | +6,6% |
| APIC, Share-based Payment Arrangement, Increase for Cost Recognition | $5,96 jt | $9,41 jt | -36,7% | $33,3 jt | $30,6 jt | +8,9% |
| Assets | $1,22 M | $1,22 M | -0,5% | $1,25 M | $1,24 M | +1,5% |
| Assets, Current | $647 jt | $617 jt | +4,8% | $665 jt | $623 jt | +6,7% |
| Capital Expenditures Incurred but Not yet Paid | $109 rb | $703 rb | -84,5% | $2,53 jt | $2,49 jt | +1,3% |
| Capitalized Computer Software, Net | $2,4 jt2025-12-31 | $4,9 jt | -51,0% | $2,4 jt | $4,9 jt | -51,0% |
| Cash | $192 jt | $105 jt | +83,7% | $97,2 jt | $107 jt | -9,2% |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents | $194 jt | $107 jt | +80,4% | $98,8 jt | $110 jt | -9,8% |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate Effect | $74,1 jt | $4,92 jt | +1.406,3% | -$10,8 jt | -$68,9 jt | +84,3% |
| Common Stock, Par or Stated Value Per Share | $0,00 | $0,00 | 0,0% | $0,00 | $0,00 | 0,0% |
| Common Stock, Shares Authorized | 300 jt | 300 jt | 0,0% | 300 jt | 300 jt | 0,0% |
| Common Stock, Shares, Issued | 108 jt | 106 jt | +2,0% | 107 jt | 105 jt | +1,8% |
| Common Stock, Shares, Outstanding | 108 jt | 105 jt | +3,3% | 107 jt | 105 jt | +1,8% |
| Common Stock, Value, Issued | $11 rb | $11 rb | 0,0% | $11 rb | $10 rb | +10,0% |
| Comprehensive Income (Loss), Net of Tax, Attributable to Noncontrolling Interest | $316 rb | $790 rb | -60,0% | $1,24 jt | $1,44 jt | -14,3% |
| Comprehensive Income (Loss), Net of Tax, Attributable to Parent | $8,97 jt | -$17,5 jt | +151,2% | -$12,2 jt | -$85,6 jt | +85,8% |
| Comprehensive Income (Loss), Net of Tax, Including Portion Attributable to Noncontrolling Interest | $9,29 jt | -$16,7 jt | +155,5% | -$10,9 jt | -$84,2 jt | +87,0% |
| Contract with Customer, Liability, Current | $5,18 jt | $4,28 jt | +21,0% | $9 jt | $7,28 jt | +23,5% |
| Cost of Revenue | $210 jt | $234 jt | -10,3% | $1,05 M | $989 jt | +5,8% |
| Current Federal Tax Expense (Benefit) | – | – | – | -$652 rb | $406 rb | -260,6% |
| Current Foreign Tax Expense (Benefit) | – | – | – | $10,1 jt | $9,69 jt | +4,1% |
| Current State and Local Tax Expense (Benefit) | – | – | – | -$105 rb | $222 rb | -147,3% |
| Debt Instrument, Unamortized Discount (Premium) and Debt Issuance Costs, Net | $467 rb | $601 rb | -22,3% | $533 rb | $461 rb | +15,6% |
| Debt, Current | $6,12 jt | $6,12 jt | +0,1% | $6,12 jt | $12,2 jt | -50,0% |
| Deferred Federal Income Tax Expense (Benefit) | – | – | – | $102 rb | $23 jt | -99,6% |
| Deferred Foreign Income Tax Expense (Benefit) | – | – | – | -$6,54 jt | -$17,5 jt | +62,6% |
| Deferred Income Tax Expense (Benefit) | -$3,63 jt | -$2,29 jt | -58,5% | -$6,51 jt | $11,4 jt | -157,1% |
| Deferred Income Tax Liabilities, Net | $3,61 jt | $7,95 jt | -54,6% | $6,07 jt | $7,38 jt | -17,7% |
| Deferred State and Local Income Tax Expense (Benefit) | – | – | – | -$73 rb | $5,87 jt | -101,2% |
| Deferred Tax Assets, Gross | $67,2 jt2025-12-31 | $70,5 jt | -4,8% | $67,2 jt | $70,5 jt | -4,8% |
| Deferred Tax Assets, Net | $5,3 jt2025-12-31 | – | – | $5,3 jt | – | – |
| Deferred Tax Assets, Net of Valuation Allowance | $15,2 jt | $10 jt | +51,3% | $11,4 jt | $6,47 jt | +75,8% |
| Deferred Tax Assets, Other | $267 rb2025-12-31 | $508 rb | -47,4% | $267 rb | $508 rb | -47,4% |
| Deferred Tax Assets, Tax Credit Carryforwards | $1,65 jt2025-12-31 | $2,06 jt | -19,7% | $1,65 jt | $2,06 jt | -19,7% |
| Deferred Tax Assets, Tax Deferred Expense, Compensation and Benefits, Share-based Compensation Cost | $6,91 jt2025-12-31 | $5,64 jt | +22,5% | $6,91 jt | $5,64 jt | +22,5% |
| Deferred Tax Assets, Tax Deferred Expense, Reserves and Accruals, Accrued Liabilities | $13,8 jt2025-12-31 | $14,4 jt | -3,5% | $13,8 jt | $14,4 jt | -3,5% |
| Deferred Tax Assets, Valuation Allowance | $42,2 jt2025-12-31 | $43,7 jt | -3,4% | $42,2 jt | $43,7 jt | -3,4% |
| Deferred Tax Liabilities, Intangible Assets | $8,46 jt2025-12-31 | $16,5 jt | -48,9% | $8,46 jt | $16,5 jt | -48,9% |
| Deferred Tax Liabilities, Net | – | – | – | $911 rb2024-12-31 | – | – |
| Depreciation | $3,65 jt | $3,35 jt | +8,9% | $14 jt | $13,4 jt | +3,8% |
| Earnings Per Share, Basic | $0,06 | -$0,16 | +137,5% | -$0,12 | -$0,95 | +87,4% |
| Earnings Per Share, Diluted | $0,06 | -$0,16 | +137,5% | -$0,12 | -$0,95 | +87,4% |
| Effect of Exchange Rate on Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents | -$691 rb | $2,22 jt | -131,1% | $3,33 jt | -$1,43 jt | +333,6% |
| Effective Income Tax Rate Reconciliation at Federal Statutory Income Tax Rate, Amount | – | – | – | -$2,55 jt | -$12,9 jt | +80,2% |
| Effective Income Tax Rate Reconciliation, at Federal Statutory Income Tax Rate, Percent | – | – | – | 21,0% | 21,0% | 0,0% |
| Effective Income Tax Rate Reconciliation, Change in Deferred Tax Assets Valuation Allowance, Amount | – | – | – | $208 rb | $41,3 jt | -99,5% |
Sumber: SEC companyfacts (XBRL setiap 10-Q / 10-K). Kuartal arus kas dihitung dari angka kumulatif tahun berjalan yang ditandai dalam 10-Q. Rincian segmen ditandai dengan dimensi dan ditampilkan di bagian segmen.
Sumber
Laporan keuangan, pendapatan segmen, metrik, dan estimasi distandardisasi dari laporan perusahaan. Laba segmen dan setiap pos yang dilaporkan: SEC EDGAR (XBRL). Laporan yang dibaca: 10-Q 2026-06-30, 10-Q 2026-03-31, 10-K 2025-12-31, 10-Q 2025-09-30, 10-Q 2025-06-30, 10-Q 2025-03-31, 10-K 2024-12-31, 10-Q 2024-09-30, 10-Q 2024-06-30
Data per 2026-11-02