Silicon Laboratories
CIK 0001038074
Silicon Laboratories reported Q2 FY2026. EPS came in at $0.71 against a $0.69 consensus, beat by 2.9%. Revenue was $228.2M versus $228.0M expected, in line. Gross margin was 64.3%, up 760 bps from last quarter.
read the full report →Silicon Laboratories missed Street revenue by -2.8%, but the actionable surprise was that EPS beat by +6.7% while channel days and gross margin both moved in the direction needed for a durable recovery. The market may be mispricing this as a demand-quality problem when the print instead shows a controlled rebuild: revenue is back above $206.0 million, non-GAAP EPS beat the guide midpoint by $0.02, and December guidance embeds sequential growth with a stabilized margin framework near 61%.
read the full report →Silicon Laboratories missed the Street’s revenue number by -5.7%, but the actionable signal is that EPS beat by +22.2% while management guided September revenue to $200 million to $210 million and gross margin to 57% to 58%. The market may be overpricing the top-line miss and underpricing a cleaner recovery in industrial, distribution sell-through, and margin, with the risk that the recovery remains too channel-dependent rather than demand-led.
read the full report →| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| ASSENAGON ASSET MANAGEMENT S.A. | TRIM | $49 M | 0.1% | -15,343 |
| RETIREMENT SYSTEMS OF ALABAMA | TRIM | $10 M | 0.0% | -6,289 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | TRIM | $5 M | 0.0% | -11,028 |
| LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | ADD | $4 M | 0.0% | +9,700 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2026-01-03 | $785 M | $-58 M | -7.4% | + 62.6% |
| 2024 | 2024-12-28 | $584 M | $-155 M | -26.5% | -482.6% |
| 2023 | 2023-12-30 | $782 M | $-27 M | -3.4% | -120.5% |
| 2022 | 2022-12-31 | $1.0 B | $130 M | 12.7% | + 392.2% |
| 2021 | 2022-01-01 | $721 M | $-44 M | -6.2% | + 65.8% |
| 2020 | 2021-01-02 | $511 M | $-130 M | -25.5% | -35.5% |
| 2019 | 2019-12-31 | $474 M | $-96 M | -20.3% | -233.1% |
| 2018 | 2018-12-31 | $868 M | $72 M | 8.3% | -6.2% |
| Form | Filed | Period | Accession # | Doc |
|---|---|---|---|---|
| 10-Q | 2026-08-11 | 2026-07-04 |
0001038074-26-000029
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| 10-Q | 2026-05-05 | 2026-04-04 |
0001038074-26-000020
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| 10-Q | 2025-11-04 | 2025-10-04 |
0001038074-25-000023
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| 10-Q | 2025-08-05 | 2025-07-05 |
0001038074-25-000014
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| 10-Q | 2025-05-13 | 2025-04-05 |
0001038074-25-000008
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| 10-Q | 2024-11-04 | 2024-09-28 |
0001628280-24-045047
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| 10-Q | 2024-07-24 | 2024-06-29 |
0001628280-24-032746
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| 10-Q | 2024-04-24 | 2024-03-30 |
0001628280-24-017536
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| 10-Q | 2023-11-01 | 2023-09-30 |
0001104659-23-113394
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| 10-Q | 2023-07-26 | 2023-07-01 |
0001104659-23-084101
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| 10-Q | 2023-04-26 | 2023-04-01 |
0001104659-23-049995
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