Latest Earnings Results: Q2 '26
Estimated EPS
$0.61
Reported EPS
$0.71
Surprise
+15.61%
Estimated Rev
$328.67M
Reported Rev
$341.9M
Surprise
+4.03%
• Reported GAAP EPS of $0.71 up 73.17% YoY • Reported revenue of $341.9M up 32.73% YoY • Semtech Corporation expects third quarter fiscal year 2027 net sales of $410.0 million, plus or minus $5.0 million, with adjusted diluted earnings per share of $1.05, plus or minus $0.03.
Bullish Takeaway
Semtech Corporation delivered record quarterly revenue and margin expansion, supported by accelerating bookings and a record backlog that management expects to drive sustained growth throughout the next fiscal year.
Bearish Takeaway
Semtech Corporation faces structural risks including concentrated demand in AI semiconductors, potential supply chain disruptions, pricing pressure on products, and execution challenges related to the pending cellular module business divestiture.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $1.03 | -- | -- | N/A |
Q2 '26 | $0.61 | $0.71 | 15.61% | BEAT |
Q1 '26 | $0.45 | $0.51 | 12.40% | BEAT |
Q4 '25 | $0.43 | $0.44 | 2.08% | BEAT |
Q3 '25 | $0.44 | $0.48 | 7.90% | BEAT |