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Guerrilla RF vs SemiLEDs: GUER and LEDS compared
Guerrilla RF is the larger company: $10.1M of revenue in its latest quarter (Q3 2026) against $9.1M for SemiLEDs (Q3 FY26). Guerrilla RF is growing faster (+61% against -49% a year earlier). Guerrilla RF is more profitable, with an operating margin of 24.1% against 15.6%.
Where the money goes: GUER and LEDS
Guerrilla RF (GUER) · Q3 2026
Guerrilla RF, Q3 2026: revenue $10.1M (+61% year over year), operating margin 24.1%, net loss $3.7M, operating cash flow $2.3M. The chart follows the revenue to costs, profit and cash.
SemiLEDs (LEDS) · Q3 FY26
SemiLEDs, Q3 FY26: revenue $9.1M (-49% year over year), operating margin 15.6%, net earnings $1.5M, operating cash flow $2.2M. The chart follows the revenue to costs, profit and cash.
| Guerrilla RF (GUER) | SemiLEDs (LEDS) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 FY26 |
| Revenue | $10.1M | $9.1M |
| Revenue growth, Y/Y | +61% | -49% |
| Gross margin | — | 27.1% |
| Operating margin | 24.1% | 15.6% |
| Net earnings | −$3.7M | $1.5M |
| Net margin | -37.0% | 16.8% |
| Operating cash flow | $2.3M | $2.2M |
| Free cash flow | $2.1M | $2.1M |
Questions
Which is bigger, Guerrilla RF or SemiLEDs?
Guerrilla RF is the larger company: $10.1M of revenue in its latest quarter (Q3 2026) against $9.1M for SemiLEDs (Q3 FY26).
Is Guerrilla RF or SemiLEDs growing faster?
Guerrilla RF is growing faster (+61% against -49% a year earlier).
Which is more profitable, Guerrilla RF or SemiLEDs?
Guerrilla RF is more profitable, with an operating margin of 24.1% against 15.6%.
More: Guerrilla RF earnings · how Guerrilla RF makes money · SemiLEDs earnings · how SemiLEDs makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 2, 2026; 10-Q filed Jul 14, 2026). Fiscal quarters can end on different dates. Not investment advice.