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Semtech SMTC North America — Total Net Sales

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$120.5M-7.4%

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Other financials

Income statement

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Revenue$291.0M+15.9%
Gross profit$151.5M+15.4%
Operating income$25.8M-28.3%
Net income$26.6M+37.3%
EPS (diluted)$0.27+22.7%

Balance sheet

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Cash & equivalents$163.3M+4.4%
Total debt$517.6M-9.0%
Total equity$573.3M+0.8%
Total assets$1.4B+0.5%

Cash flow

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Operating cash flow$36.2M+30.0%
CapEx$8.2M+395%
Free cash flow$28.0M+7.0%

Valuation

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Market cap$11.29B+156%
Enterprise value$11.65B+143%
P/S10.4×+5.9×

Profitability

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Gross margin51.6%+0.4pp
Operating margin7%+3.7pp
Net margin-3%
FCF margin15.9%+7.7pp

Returns & leverage

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Return on equity-5.8%
Debt / equity0.9×-0.1×
Current ratio2.4×-0.2×

Where this comes from

Reported directly by Semtech in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Semtech’s 10-K, filed March 23, 2026.

Filed
Mar 23, 2026, 4:05 PM EDT
Fiscal year
FY2026
Accession
0000088941-26-000005
Line itemFiscal Year Ended / January 25, 2026Fiscal Year Ended / January 26, 2025Fiscal Year Ended / January 28, 2024
Net sales:
Products$942,087$794,379$754,018
Services107,888114,908114,740
Total net sales1,049,975909,287868,758
Cost of sales:
Products448,642394,268393,971
Services49,99649,38553,029
Amortization of acquired technology9,1939,10633,716

Item 8. Financial Statements and Supplementary Data

FAQ

What is Semtech's north america — total net sales?
Semtech (SMTC) reported north america — total net sales of $57.97M in Q4 2025.
How has Semtech's north america — total net sales changed year-over-year?
Semtech's north america — total net sales increased by 13.4% year-over-year, from $51.12M to $57.97M.
What is the long-term trend for Semtech's north america — total net sales?
Over 4 years (2022 to 2026), Semtech's north america — total net sales has grown at a 26.4% compound annual growth rate (CAGR), from $90.8M to $231.88M.
What does north america — total net sales mean?
This metric measures the total revenue generated from the sale of goods and services within the North American geographic market, net of returns, allowances, and discounts. It reflects the company's market penetration, demand for its semiconductor and IoT solutions, and overall commercial success in this specific region. Tracking this figure over time helps investors evaluate regional growth trends and the effectiveness of local sales and distribution strategies.

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