SLAB earnings
Silicon Laboratories — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Aug 11, 2026 | 0.71 | 0.69 | +2.9% |
| May 05, 2026 | 0.53 | 0.49 | +8.2% |
| Feb 04, 2026 | 0.56 | 0.54 | +3.7% |
| Nov 04, 2025 | 0.32 | 0.30 | +6.7% |
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.
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