WOLFWOLFSPEED, INC.
Semiconductors & Related Devices
- Revenue
- —
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.1B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired-162× net incomeCash flow under 80% of net income
- Dilutive SBCClear10% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $572M | $759M | $807M | $758M | — | |
| Operating income | −$203M | −$312M | −$445M | −$1.3B | — | |
| Net income | −$201M | −$330M | −$864M | −$1.6B | $4M | 100% |
| Operating cash flow | −$154M | −$143M | −$726M | −$712M | — | |
| Capex | $637M | $950M | $2.3B | $1.3B | — | |
| Stock-based comp | $54M | $73M | $85M | $73M | — |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 208 | 210 |
| FY2025 | — | — | — | — |
| FY2024 | — | — | — | — |
| FY2023 | — | — | — | — |
| FY2022 | — | — | — | — |