Q4 25 EPS
$0.58
BEAT +12.64%
Est. $0.51
Q4 25 Revenue
$270.6M
BEAT +8.43%
Est. $249.5M
vs S&P Since Q4 25
+145.1%
BEATING MARKET
ALAB +153.8% vs S&P +8.6%
Full Year 2025 Results
FY 25 EPS
$1.84
FY 25 Revenue
$852.5M
Market Reaction
Did ALAB Beat Earnings? Q4 2025 Results
Astera Labs closed out fiscal 2025 with a decisive beat on both top and bottom lines, as investors watching closely saw the AI connectivity specialist report Q4 revenue of $270.58 million, up 91.8% year-over-year and 8.43% ahead of the $249.55 millio… Read more Astera Labs closed out fiscal 2025 with a decisive beat on both top and bottom lines, as investors watching closely saw the AI connectivity specialist report Q4 revenue of $270.58 million, up 91.8% year-over-year and 8.43% ahead of the $249.55 million consensus estimate. Non-GAAP EPS of $0.58 beat the $0.51 consensus by 12.64%, extending the company's streak of consensus EPS beats to six consecutive quarters. The primary engine behind the quarter's strength was accelerating demand for AI infrastructure connectivity, with non-GAAP operating margin expanding to 40.2% from 34.3% a year ago as revenue scale drove meaningful operating leverage. Full-year 2025 revenue reached $852.52 million, reflecting 115% growth over fiscal 2024. Analysts have since lifted their 2026 revenue forecasts by roughly 13% to approximately $1.3 billion, underscoring confidence in the company's trajectory. Looking ahead, Astera Labs guided Q1 2026 revenue of $286 million to $297 million, with non-GAAP EPS of $0.53 to $0.54, pointing to continued sequential growth as its Scorpio X-Series fabric switches ramp with hyperscaler customers.
Key Takeaways
- • Strong hyperscaler demand for AI connectivity solutions
- • Revenue growth of 92% YoY and 17% QoQ driven by Intelligent Connectivity Platform
- • Non-GAAP operating margin expansion to 40.2% from 34.3% year-over-year
- • Full-year 2025 revenue growth of 115% year-over-year
ALAB YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
“Astera Labs delivered strong financial results in Q4 with revenue growing by 17% sequentially to a new record level of $270.6 million, highlighting a stellar 2025 with full-year revenue growth of 115% year-over-year.”
— Jitendra Mohan, Q4 2025 Earnings Press Release
ALAB Earnings Trends
ALAB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ALAB EPS Trend
Earnings per share: estimate vs actual
ALAB Revenue Trend
Quarterly revenue: estimate vs actual
ALAB Quarterly Results
8 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.54 | $0.61 | +13.47% | $308.4M | +5.49% |
| Q4 25 BEAT FY | $0.51 | $0.58 | +12.64% | $270.6M | +8.43% |
| FY Full Year | — | $1.84 | — | $852.5M | — |
| Q3 25 BEAT | $0.39 | $0.49 | +25.61% | $230.6M | +11.70% |
| Q2 25 BEAT | $0.32 | $0.44 | +35.72% | $191.9M | +11.29% |
| Q1 25 BEAT | $0.28 | $0.33 | +16.28% | $159.4M | +5.21% |
| Q3 24 BEAT | $0.16 | $0.23 | +43.75% | $113.1M | +29.39% |
| Q2 24 BEAT | $0.06 | $0.13 | +116.67% | $76.9M | +20.40% |
| Q1 24 BEAT | $0.04 | $0.10 | +150.00% | $65.3M | +15.07% |