Silicon Laboratories
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Silicon Laboratories (SLAB) investor relations material

Silicon Laboratories Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary10 Nov, 2026

Executive summary

  • Q3 revenue was $250.9M, up 21.8% YoY and 10% sequentially, with broad growth across end applications; quarterly GAAP profitability returned.

  • Nine-month revenue reached $692.6M, while net loss narrowed to $17.6M from $62.2M.

Financial highlights

  • Q3 gross profit was $152.6M, up $33.6M YoY; GAAP gross margin was 60.8% versus 57.8%.

  • Q3 operating income was $8.0M versus a $12.3M loss, and net income was $8.9M versus a $9.9M loss; diluted EPS was $0.26 versus a $0.30 loss.

  • Non-GAAP Q3 operating income was $40.2M, or 16.0% of revenue, and diluted EPS was $1.05, up 228% YoY.

  • Nine-month operating loss was $19.8M versus $67.3M; diluted loss per share was $0.53 versus $1.91.

  • Nine-month gross margin was 60.7% versus 56.4%; operating margin was (2.9)% versus (11.7)%.

Outlook and guidance

  • Backlog and design-win ramps were cited as supporting continued revenue growth and meaningful earnings expansion; forward guidance was suspended amid the pending acquisition.

  • Merger closing is expected in H1 2027, subject to customary conditions and regulatory approvals; additional merger costs could be significant.

  • Existing cash, investments, credit availability and operating cash flow are expected to cover capital requirements, though additional funding may be sought or chosen.

  • Higher demand and production-capacity constraints may continue affecting product costs and gross margins.

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Frequently asked questions

Silicon Laboratories Inc is a semiconductor company that designs and develops mixed-signal integrated circuits and software for the Internet of Things (IoT). The company’s solutions enable wireless connectivity, power management, and timing functions across a variety of embedded applications. It serves customers in sectors such as smart home, industrial automation, and healthcare. Silicon Laboratories Inc is headquartered in Austin, Texas, and its shares are listed on the NASDAQ.