---
schema_version: "secwatch.filing_event.v1"
accession: "0000088941-26-000028"
form_type: "8-K"
ticker: "SMTC"
cik: "0000088941"
company_name: "SEMTECH CORP"
filed_at: "2026-08-25T20:06:08+00:00"
generated_at: "2026-08-25T20:07:50.900038+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Semtech Q2 FY27 record net sales $341.9M, up 33% YoY; GAAP EPS $1.59, adj EPS $0.71

## Summary
- Net sales $341.9M, up 17% sequentially and 33% YoY; GAAP gross margin 53.8%, adj gross margin 54.5%.
- GAAP diluted EPS $1.59 vs $0.27 Q1 FY27; adj diluted EPS $0.71 vs $0.41 year ago.
- GAAP operating margin 16.3% (income $55.8M) vs 8.9% prior quarter; adj operating margin 24.4%.
- CEO cites accelerating bookings and record backlog, expecting growth to extend into next fiscal year.

## SEC filing metadata
- accession: 0000088941-26-000028
- form_type: 8-K
- ticker: SMTC
- cik: 0000088941
- company_name: SEMTECH CORP
- filed_at: 2026-08-25T20:06:08+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/88941/000008894126000028/0000088941-26-000028-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/88941/000008894126000028/smtc-20260825.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000088941-26-000028
- JSON: https://secwatch.observer/filing/0000088941-26-000028.json
- Plain text: https://secwatch.observer/filing/0000088941-26-000028.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.