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 diluted 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 diluted EPS grew 272.7% from $0.11.

Where can I find Semtech's Q2 2026 SEC filings?

You can read the 10-Q periodic report (0000088941-25-000160) directly on SEC EDGAR. The filing index links above go to sec.gov.

Semtech SMTC Q2 2026 earnings

Reported August 25, 2025 · After market close

Revenue$257.6MMiss by $7.2M Diluted EPS$0.41Beat by $0.01

Revenue estimate$264.7M

EPS estimate$0.40

Next report

Aug 24, 2026 (in a month)

Revenue estimate$328.6M

EPS estimate$0.62

Financials

Q2 2026

Income statement

See full

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

See full

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

See full

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

See full

Market cap$4.43B+116%

Enterprise value$4.8B+52.5%

P/S4.4×+1.9×

Profitability

See full

Gross margin51.9%+15.3pp

Operating margin5.9%+3.1pp

FCF margin12.8%+10.9pp

Returns & leverage

See full

Debt / equity1×—

Current ratio2.5×+0.1×

Segments

By segment

See full

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

See full

Asia-Pacific$174.4M+21.4%

North America$58.0M+13.4%

Europe$30.1M-7.4%

By product

See full

Services$27.9M-5.1%

Versus estimates

Revenue

Q1 2027$291.0MBeat by $7.5M Q4 2026$274.4MBeat by $1.2M Q3 2026$267.0MBeat by $544.8K

Q2 2026$257.6MMiss by $7.2M

Q1 2026$251.1MBeat by $965.4K Q4 2025$251.0MBeat by $1.7M

Diluted EPS

Q1 2027$0.51Beat by $0.06 Q4 2026$0.44Beat by $0.01 Q3 2026$0.48Beat by $0.04

Q2 2026$0.41Beat by $0.01

Q1 2026$0.38Beat by $0.01 Q4 2025$0.40Beat by $0.08

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Questions, answered.

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 diluted 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 diluted EPS grew 272.7% from $0.11.
Where can I find Semtech's Q2 2026 SEC filings?: You can read the 10-Q periodic report (0000088941-25-000160) directly on SEC EDGAR. The filing index links above go to sec.gov.