When did Semtech report Q3 2026 earnings?

Semtech (SMTC) reported Q3 2026 earnings on November 24, 2025 after market close.

What were Semtech's Q3 2026 revenue and EPS?

Semtech reported revenue of $267.0M and diluted EPS of $0.48 for Q3 2026.

Did Semtech beat estimates in Q3 2026?

Revenue beat the consensus estimate of $266.4M by $544.8K. EPS beat the consensus estimate of $0.44 by $0.04.

How did Semtech's Q3 2026 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 12.7% from $236.8M a year earlier and diluted EPS grew 84.6% from $0.26.

Where can I find Semtech's Q3 2026 SEC filings?

You can read the 8-K earnings release (0000088941-25-000163) and the 10-Q periodic report (0000088941-25-000166) directly on SEC EDGAR. The filing index links above go to sec.gov.

Semtech SMTC Q3 2026 earnings

Reported November 24, 2025 · After market close

Revenue$267.0MBeat by $544.8K Diluted EPS$0.48Beat by $0.04

Revenue estimate$266.4M

EPS estimate$0.44

Next report

Aug 24, 2026 (in a month)

Revenue estimate$328.6M

EPS estimate$0.62

Financials

Q3 2026

Income statement

See full

Revenue$267.0M+12.7%

Gross profit$138.5M+14.5%

Operating income$31.1M+74.6%

Net income-$2.9M+62.3%

EPS (diluted)-$0.03+70.0%

Balance sheet

See full

Cash & equivalents$164.7M+20.6%

Total debt$515.8M-57.6%

Total equity$565.7M+505%

Total assets$1.4B+1.9%

Cash flow

See full

Operating cash flow$47.5M+60.5%

CapEx$2.8M+484%

Free cash flow$44.6M+53.5%

Valuation & ratios

Valuation

as of 10/26/25

See full

Market cap$5.89B+104%

Enterprise value$6.24B+57.4%

P/S5.7×+2.3×

Profitability

See full

Gross margin52.1%+13.8pp

Operating margin7%+3.7pp

FCF margin13.9%+11.7pp

Returns & leverage

See full

Debt / equity0.9×—

Current ratio2.4×+0.1×

Segments

By segment

See full

Analog Mixed Signal and Wireless$97.0M+17.2%

IoT Systems and Connectivity$88.3M+7.1%

Signal Integrity$81.6M+14.1%

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$27.4M-5.7%

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

Ask the moment Semtech reports.

Connect your AI and ask the moment the filing drops. It reads the release, surfaces what management said, and gives you its own read.

Connect your AI

Claude

Questions, answered.

When did Semtech report Q3 2026 earnings?: Semtech (SMTC) reported Q3 2026 earnings on November 24, 2025 after market close.
What were Semtech's Q3 2026 revenue and EPS?: Semtech reported revenue of $267.0M and diluted EPS of $0.48 for Q3 2026.
Did Semtech beat estimates in Q3 2026?: Revenue beat the consensus estimate of $266.4M by $544.8K. EPS beat the consensus estimate of $0.44 by $0.04.
How did Semtech's Q3 2026 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 12.7% from $236.8M a year earlier and diluted EPS grew 84.6% from $0.26.
Where can I find Semtech's Q3 2026 SEC filings?: You can read the 8-K earnings release (0000088941-25-000163) and the 10-Q periodic report (0000088941-25-000166) directly on SEC EDGAR. The filing index links above go to sec.gov.