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Semtech SMTC Signal Integrity — Segment cost of sales

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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$12.6B+199%
Enterprise value$12.95B+180%
P/S11.6×+7.1×

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 smtc:CostOfGoodsAndServiceExcludingDepreciationDepletionAndAmortizationAdjusted.

The official record: Semtech’s 10-Q, filed May 27, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Semtech's signal integrity — segment cost of sales?
Semtech (SMTC) reported signal integrity — segment cost of sales of $38.01M in Q1 2026.
How has Semtech's signal integrity — segment cost of sales changed year-over-year?
Semtech's signal integrity — segment cost of sales increased by 49.9% year-over-year, from $25.36M to $38.01M.
What is the long-term trend for Semtech's signal integrity — segment cost of sales?
Over 2 years (2023 to 2025), Semtech's signal integrity — segment cost of sales has grown at a 5.1% compound annual growth rate (CAGR), from $89.78M to $99.09M.
What does signal integrity — segment cost of sales mean?
The direct costs associated with the production, manufacturing, and delivery of signal integrity products, including raw materials, labor, and overhead. This figure is essential for calculating the direct profitability of the segment's product portfolio.