earnings
confidence high
sentiment positive
materiality 0.70
Semtech reports Q4 net sales $251M, GAAP EPS $0.43; FY2025 revenue $909M
SEMTECH CORP
2025-FY EPS
reported -$2.26
vs consensus $0.45
▼ miss
(-597.9%)
- Q4 net sales $251.0M (+6% sequentially); GAAP gross margin 52.0% (up 90 bps).
- GAAP diluted EPS $0.43 in Q4; FY2025 GAAP diluted loss per share $2.26.
- Non-GAAP adjusted diluted EPS: Q4 $0.40, FY2025 $0.88.
- Q4 operating cash flow $33.5M; free cash flow $30.9M.
- Net debt decreased 68% YoY; management cites positive inflection.