Semtech Corporation

SMTC Technology Semiconductors

Semtech Corporation’s revenue for fiscal 2026 (year ended January 2026) was $1.0 billion, up 15.5% from fiscal 2025.

Revenue
+32.7%
EPS
+654.8%
Free cash flow
+54.6%
Total debt
−5.05%

Quarter to July 2026, against a year earlier

92.77 18.19 −16.39%
Market cap
$10.4B
P/E
55.9×
Fwd P/E
33.0×
Dividend yield
—
F-score
7/9
Altman Z
5.62
Beneish M
−3.23
Dividend safety
n/a

Semtech Corporation (SMTC) revenue by segment, product and region

Where the money comes from and where it goes

Fiscal 2023: revenue by segment, and margins
Analog Mixed Signal and Wireless 443 58.59%
Signal Integrity 298 39.43%
IoT Systems and Connectivity 15 1.98%
Gross margin 63.26%
Operating margin 12.27%
Pre-tax margin 10.37%

Revenue by product or service $m

Line FY2026 FY2025 FY2024 FY2023 FY2012 FY2011
Products 942 794 754 750 — —
Services 108 115 115 6 — —
Protection — — — — 210 196
Signal Integrity and Timing — — — — 140 112
Power Management and High Reliability Products — — — — 74 88
Wireless and Sensing — — — — 57 59
Gennum — — — — — 0
Revenue 1,050 909 869 757 481 455

Revenue by segment $m

Line FY2026 FY2025 FY2024 FY2023 FY2022 FY2021
Analog Mixed Signal and Wireless 373 323 260 443 455 243
IoT Systems and Connectivity 354 325 431 15 — —
Signal Integrity 323 262 177 298 286 256
IoT Connected Services Group — — — — 0 0
IoT System Products Group — — — — 0 96
Total Semiconductor Products 696 585 437 — — —
Revenue 1,050 909 869 757 741 595

Operating income by segment $m, and margin

Revenue by region $m

Line FY2026 FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2016 FY2015 FY2014 FY2013 FY2012 FY2011 FY2010
Asia-Pacific 698 575 506 544 584 474 422 358 413 432 405 298 272 166
North America 232 204 237 109 91 72 77 46 85 95 98 115 112 73
Europe 121 130 126 103 66 49 49 86 60 68 75 68 70 48
Revenue 1,050 909 869 757 741 595 548 490 558 595 579 481 455 287

As each company reports them in its 10-K and 10-Q filings, in US dollars. Where a later filing recast a year's segments, the year is shown as recast; a period whose breakdown does not add up to the company's revenue is left out.