Market

VLSI ASTRIA / INVESTOR RELATIONS

Company earnings & IR

45 companies · 2026-09-09
Published disclosure snapshot

SMTC · United States · Mobile & connectivity

Semtech

Official IR ↗Results & presentations ↗Customer & geographic revenue ↓Source documents ↓

Period ended 2026-07-26 · USD
Published 2026-08-25

Net sales341.9USD million · GAAP

QoQ +17.48 % · YoY +32.73 %

Quarterly comparison

Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.

Semtech · Financial results
Metric / UnitQ2 FY2027Q1 FY2027Q2 FY2026QoQYoY
Net salesUSD million · GAAP341.9291.02257.59+17.48 %+32.73 %
Gross marginpercent · GAAP53.8%52.05% †52.06% †+1.75 pp+1.74 pp

Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.

Revenue history

Quarterly revenue · USD million0171341.9Q1 FY2025: Revenue 206.1 USD million · reportedQ2 FY2025: Revenue 215.4 USD million · reportedQ3 FY2025: Revenue 236.8 USD million · reportedQ4 FY2025: Revenue 251 USD million · derivedQ1 FY2026: Revenue 251.1 USD million · reportedQ2 FY2026: Revenue 257.6 USD million · reportedQ3 FY2026: Revenue 267 USD million · reportedQ4 FY2026: Revenue 274.4 USD million · derivedQ1 FY2027: Revenue 291 USD million · reportedQ2 FY2027: Net sales 341.9 USD million · reportedQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27Q2 '27
Revenue
USD million · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.

Profitability history

Quarterly profit margins · percent-6.723.653.8Q1 FY2025: Gross margin 48.3 percent · derivedQ2 FY2025: Gross margin 49 percent · derivedQ3 FY2025: Gross margin 51.1 percent · derivedQ4 FY2025: Gross margin 52 percent · derivedQ1 FY2026: Gross margin 52.3 percent · derivedQ2 FY2026: Gross margin 52.1 percent · derivedQ3 FY2026: Gross margin 51.9 percent · derivedQ4 FY2026: Gross margin 50.4 percent · derivedQ1 FY2027: Gross margin 52 percent · derivedQ2 FY2027: Gross margin 53.8 percent · reportedQ1 FY2025: Operating margin 1.5 percent · derivedQ2 FY2025: Operating margin 3.6 percent · derivedQ3 FY2025: Operating margin 7.5 percent · derivedQ4 FY2025: Operating margin 8.5 percent · derivedQ1 FY2026: Operating margin 14.3 percent · derivedQ2 FY2026: Operating margin -6.3 percent · derivedQ3 FY2026: Operating margin 11.6 percent · derivedQ4 FY2026: Operating margin -6.7 percent · derivedQ1 FY2027: Operating margin 8.9 percent · derivedQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27Q2 '27
Gross marginOperating margin
percent · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.
Full quarterly statements
Quarterly financial history · issuer currency
Metric / UnitQ4 FY2024Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025Q1 FY2026Q2 FY2026Q3 FY2026Q4 FY2026Q1 FY2027Q2 FY2027
Net salesUSD million192.95 †206.11215.36236.83251 †251.06257.59266.97274.36 †291.02341.9
Gross marginpercent-0.2% †48.32% †48.97% †51.08% †51.99% †52.29% †52.06% †51.87% †50.4% †52.05% †53.8%

Revenue composition

Detailed revenue tables can be opened in the company’s official results materials. IR ↗

Customer & geographic revenue

Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.

Source & calculation disclosure

customer location

FY2026 · ANNUAL · USD million · Partial disclosure

See source → 2026-01-25

Revenue denominator: 1,049.98 USD million · Published: 2026-03-23

Semtech FY2026 Form 10-K ↗

Annual report gives international and China shares only; China includes Hong Kong.

Semtech FY2026 Form 10-K · FY2026Outside United States≈ 860.98Outside United States: approx. 860.98 USD million. ASTRIA disclosed-share estimate v1: 1049.975 USD million × 82% / 100. The issuer share may be rounded; this is an approximate conversion, not reported customer invoice revenue or a forecast.China (including Hong Kong)≈ 493.49China (including Hong Kong): approx. 493.49 USD million. ASTRIA disclosed-share estimate v1: 1049.975 USD million × 47% / 100. The issuer share may be rounded; this is an approximate conversion, not reported customer invoice revenue or a forecast.
USD million · FY2026. Geographic categories follow the issuer definition and may include overlapping regional subtotals; do not sum partial disclosures. Amber bars identify approximate ASTRIA conversions from disclosed percentages.
Geographic revenue · FY2026
RegionUSD millionRevenue shareEvidence & disclosure
Outside United States≈ 860.98ASTRIA estimate82%ReportedSource ↗

ASTRIA disclosed-share estimate v1: 1049.975 USD million × 82% / 100. The issuer share may be rounded; this is an approximate conversion, not reported customer invoice revenue or a forecast.

reported share

China (including Hong Kong)≈ 493.49ASTRIA estimate47%ReportedSource ↗

ASTRIA disclosed-share estimate v1: 1049.975 USD million × 47% / 100. The issuer share may be rounded; this is an approximate conversion, not reported customer invoice revenue or a forecast.

subset of outside-US; do not add

Disclosure

Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.

Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09

Download exposure CSV

Original IR documents

10-Q · 2026-07-26 ↗SEC filing · 2026-08-26Q2 FY2027 results ↗Earnings release · 2026-08-2510-Q · 2026-04-26 ↗SEC filing · 2026-05-27Semtech FY2026 Form 10-K ↗Revenue disclosure · 2026-03-2310-Q · 2025-10-26 ↗SEC filing · 2025-11-2510-Q · 2025-07-27 ↗SEC filing · 2025-08-2610-Q · 2025-04-27 ↗SEC filing · 2025-05-2910-K · 2025-01-26 ↗SEC filing · 2025-03-2510-Q · 2024-10-27 ↗SEC filing · 2024-12-0310-Q · 2024-07-28 ↗SEC filing · 2024-08-2810-Q · 2024-04-28 ↗SEC filing · 2024-06-05
JSON + sourcesDownload CSV
Comparison rules & source notes

This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.

  • Results preliminary pending Form 10-Q.

Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.

Disclosure

This article is provided for informational purposes only and does not constitute a recommendation to buy or sell any security. Figures and factual statements are based on publicly available sources, including company filings, news reports, and market research, and may contain errors in the source material or in the preparation of this article. The author may own shares in companies mentioned. All investment decisions and their outcomes are the reader's responsibility.