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Semtech SMTC Q3 2026 earnings

Reported November 24, 2025 · After market close

Revenue$267.0MBeat by $544.8K
EPS$0.48Beat by $0.04
Revenue estimate$266.4M
EPS estimate$0.44

Next report

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

Financials

Q3 2026

Income statement

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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

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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

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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

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Gross margin52.1%+13.8pp
Operating margin7%+3.7pp
FCF margin13.9%+11.7pp

Returns & leverage

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Debt / equity0.9×—
Current ratio2.4×+0.1×

Segments

By segment

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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%

FAQ

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 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 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.