Skip to content
OpenCapital
Get started

Semtech SMTC Q4 2026 Annual earnings

Reported March 16, 2026 · After market close

Revenue$274.4MBeat by $1.2MDiluted EPS$0.44Beat by $0.01
Revenue estimate$273.2M
EPS estimate$0.43

Next report

Aug 24, 2026 (in a month)
Revenue estimate$328.6M
EPS estimate$0.62

Financials

Q4 2026

Income statement

See full
Revenue$274.4M+9.3%
Gross profit$138.3M+6.0%
Net income-$29.8M—
EPS (diluted)-$0.34—

Balance sheet

See full
Cash & equivalents$195.2M+28.6%
Total debt$518.0M-10.1%
Total equity$549.7M+1.3%
Total assets$1.4B-0.6%

Cash flow

See full
Operating cash flow$61.5M+83.6%
CapEx$2.4M-7.7%
Free cash flow$59.1M+91.4%

Valuation & ratios

Valuation

as of 01/25/26
See full
Market cap$7.38B+27.9%
Enterprise value$7.7B+24.3%
P/S7×+0.7×

Profitability

See full
Gross margin51.6%+1.4pp
Net margin-3.8%—
FCF margin16.3%+10.8pp

Returns & leverage

See full
Return on equity-7.4%—
Debt / equity0.9×-0.1×
Current ratio2.4×+0.3×

Segments

By segment

See full
Analog Mixed Signal and Wireless$93.7M+9.7%
Signal Integrity$90.7M—
IoT Systems and Connectivity$89.9M-3.4%

By geography

See full
Europe$30.1M-7.4%

By product

See full
Services$25.3M-9.1%

Versus estimates

Revenue

Q1 2027$291.0MBeat by $7.5M
Q4 2026$274.4MBeat by $1.2M
Q3 2026$267.0MBeat by $544.8KQ2 2026$257.6MMiss by $7.2MQ1 2026$251.1MBeat by $965.4KQ4 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 $0.04Q2 2026$0.41Beat by $0.01Q1 2026$0.38Beat by $0.01Q4 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
Harbor at dusk
Claude

Questions, answered.

When did Semtech report Q4 2026 earnings?
Semtech (SMTC) reported Q4 2026 earnings on March 16, 2026 after market close.
What were Semtech's Q4 2026 revenue and EPS?
Semtech reported revenue of $274.4M and diluted EPS of $0.44 for Q4 2026.
Did Semtech beat estimates in Q4 2026?
Revenue beat the consensus estimate of $273.2M by $1.2M. EPS beat the consensus estimate of $0.43 by $0.01.
How did Semtech's Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 9.3% from $251.0M a year earlier and diluted EPS grew 10.0% from $0.40.
Where can I find Semtech's Q4 2026 SEC filings?
You can read the 8-K earnings release (0000088941-26-000003) and the 10-K periodic report (0000088941-26-000005) directly on SEC EDGAR. The filing index links above go to sec.gov.