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Semtech SMTC Q2 2026 earnings

Reported August 25, 2025 · After market close

Revenue$257.6MMiss by $7.2M
EPS$0.41Beat by $0.01
Revenue estimate$264.7M
EPS estimate$0.40

Next report

Nov 23, 2026 (in 3 months)
Revenue estimate$410.6M
EPS estimate$1.06

Financials

Q2 2026

Income statement

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Revenue$257.6M+19.6%
Gross profit$134.1M+27.2%
Operating income-$16.2M-308%
Net income-$27.1M+84.1%
EPS (diluted)-$0.31+88.1%

Balance sheet

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Cash & equivalents$168.6M+45.4%
Total debt$546.0M-55.3%
Total equity$552.9M+491%
Total assets$1.4B+2.8%

Cash flow

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Operating cash flow$44.4M+989%
CapEx$2.9M-15.5%
Free cash flow$41.5M+594%

Valuation & ratios

Valuation

as of 07/27/25
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Market cap$4.43B+116%
Enterprise value$4.8B+52.5%
P/S4.4×+1.9×

Profitability

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Gross margin51.9%+15.3pp
Operating margin5.9%+3.1pp
FCF margin12.8%+10.9pp

Returns & leverage

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Debt / equity1×—
Current ratio2.5×+0.1×

Segments

By segment

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Analog Mixed Signal and Wireless$92.0M+16.1%
IoT Systems and Connectivity$88.8M+15.9%
Signal Integrity$76.8M+29.1%

By geography

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Asia-Pacific$174.4M+21.4%
North America$58.0M+13.4%
Europe$30.1M-7.4%

FAQ

When did Semtech report Q2 2026 earnings?
Semtech (SMTC) reported Q2 2026 earnings on August 25, 2025 after market close.
What were Semtech's Q2 2026 revenue and EPS?
Semtech reported revenue of $257.6M and eps of $0.41 for Q2 2026.
Did Semtech beat estimates in Q2 2026?
Revenue missed the consensus estimate of $264.7M by $7.2M. EPS beat the consensus estimate of $0.40 by $0.01.
How did Semtech's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 19.6% from $215.4M a year earlier and eps grew 272.7% from $0.11.
Where can I find Semtech's Q2 2026 SEC filings?
You can read the 8-K earnings release (0000088941-25-000158) and the 10-Q periodic report (0000088941-25-000160) directly on SEC EDGAR. The filing index links above go to sec.gov.