Semtech Q4 revenue $274.4M record; GAAP EPS -$0.32 on $44.6M impairment

SEMTECH CORP

2026-FY EPS reported -$0.46 revenue$1,049,975,000

Record Q4 net sales $274.4M, up 3% seq and 9% YoY; FY2026 sales $1.05B, up 15% YoY.
GAAP gross margin 50.4%; non-GAAP adjusted gross margin 51.6%; GAAP operating margin (6.7)% from $44.6M goodwill/intangibles impairment.
Non-GAAP adjusted diluted EPS $0.44 Q4, $1.71 FY; GAAP diluted loss per share $0.32 Q4, $0.46 FY.
Operating cash flow $61.5M, free cash flow $59.1M in Q4; CEO cites data center build-out and 800G/1.6T/3.2T opportunities.

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