SEMTECH CORPORATION — Earnings
Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-25) · sourced from SEC EDGAR
Next earnings (estimated): Sun, April 26, 2026 — 5 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-01-25 | $274M | ↑+9.3% | — | — | — |
| 2025-10-26 | $267M | ↑+12.7% | $-3M | ↑+62.3% | 11.6% |
| 2025-07-27 | $258M | ↑+19.6% | $-27M | ↑+84.1% | -6.3% |
| 2025-04-27 | $251M | ↑+21.8% | $19M | ↑+183.5% | 14.3% |
| 2025-01-26 | $251M | ↑+30.1% | — | — | 8.5% |
| 2024-10-27 | $237M | ↑+17.9% | $-8M | ↑+80.2% | 7.5% |
| 2024-07-28 | $215M | ↓-9.7% | $-170M | ↑+55.4% | 3.6% |
| 2024-04-28 | $206M | ↓-12.9% | $-23M | ↑+21.3% | 1.5% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q4)
Revenue
$274M
↑+9.3% +$23M YoY
Net Income
$3M
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 67 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-1.6pts
50.4%
Operating Margin↑+4.1pts
11.6%
Net Margin↑+2.1pts
-1.1%
Go deeper
SMTC Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeySMTC Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics