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Form 8-K · Current Report · Filed 2025-11-24

Semtech Reports Q3 FY2026 Financial Results and Outlook

Semtech Corporation announced its financial results for the third quarter of fiscal year 2026, reporting record net sales of $267.0 million, up 13% year-over-year.

Filer
Semtech Corporation SMTC · NASDAQ
Filed
Accession
0000088941-25-000163
CIK
0000088941
Signal
Medium impactTechnology

Details

The company achieved a GAAP gross margin of 51.9% and a GAAP operating margin of 11.6%. Semtech also disclosed forward-looking statements regarding its future performance and financial results, as well as provided a detailed reconciliation of GAAP to non-GAAP financial results in Exhibit 99.1.

Items reported

Item 2.02

Results of Operations and Financial Condition

Earnings Beat General Statement
Item 7.01

Regulation FD Disclosure

Regulation FD Disclosure
Item 9.01

Financial Statements and Exhibits

Exhibits Furnished

Market reaction

Close before filing

$63.85

Next session

+12.4%

Since filing

+84.5%

Latest close

$117.82

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from SMTC reporting the same item, with the next session's move:

About Semtech Corporation

Semtech Corporation is a leading supplier of high-performance analog and mixed-signal semiconductors dedicated to providing Internet of Things (IoT) solutions. The company's products are essential components in various sectors, including telecommunications, industrial control, automotive, and consumer electronics. Semtech specializes in a diverse product portfolio that includes signal integrity solutions, power management products, and circuit protection components. Moreover, they are renowned for their leadership in advanced IoT connectivity frameworks, particularly through their LoRa technology, which supports low-power, wide-area networks (LPWANs) for IoT applications. This innovation allows for efficient, long-range communication capabilities in smart city infrastructure, agricultural monitoring, and asset management. Headquartered in Camarillo, California, Semtech Corporation plays a pivotal role in the semiconductor industry by enabling smarter, more connected electronic systems. Its global operations contribute significantly to advancements in efficient energy solutions and communication technologies, driving the pace of modernization across numerous industries.

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