We updated our model as 1Q26 revenue is expected to come in within the range of $190-200m (KBCS from the low of the markets ($200.6m while CSS was $ 213.4m) to $ 195m now with an EBITDA margin in the range of 18% and 21% (KBCSe new 21.2%). We regret X-FAB is not providing FY26 guidance at this time due to limited visibility and the current macroeconomic environment. We think CSS will have to lower FY26E forecast substantially (CSS was $ 916.6m sales and 26.3% EBITDA-margin) and as a result we lo...
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