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.

item 2.02 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

SEMTECH CORP reported the fourth quarter and fiscal year 2026, which ended January 25, 2026 results: revenue Record net sales of $274.4 million, net income GAAP diluted loss per share of $0.32.

Period: the fourth quarter and fiscal year 2026, which ended January 25, 2026
Revenue: Record net sales of $274.4 million
Net income: GAAP diluted loss per share of $0.32
Result: reported results

Exact text from the filing

Contact: Mitch Haws Semtech Corporation webir@semtech.com Semtech Announces Fourth Quarter and Fiscal Year 2026 Results Fourth Quarter of Fiscal Year 2026 • Record net sales of $274.4 million, up 3% sequentially and up 9% year-over-year • GAAP gross margin of 50.4% and Non-GAAP adjusted gross margin of 51.6% • GAAP operating margin of (6.7)% and Non-GAAP adjusted

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8 earnings releases filed in the last 30 days. Browse all earnings releases →

SEMTECH CORP filing history →

Source: SEC EDGAR

accession 0000088941-26-000003

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