StockWatch
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Semiconductors
Quarterly ResultMay 26, 2026, 04:13 PM

Semtech Q1 FY27 Record Net Sales $291M; Adj. EPS $0.51

AI Summary

Semtech Corporation announced record financial results for the first quarter of fiscal year 2027, with net sales reaching $291.0 million, marking sequential and year-over-year growth. The company reported significant increases in both GAAP and Non-GAAP diluted earnings per share, alongside improved operating margins. Semtech also provided a positive outlook for the second quarter of fiscal year 2027, projecting continued growth in net sales and adjusted diluted EPS.

Key Highlights

  • Record net sales of $291.0 million, up 6% sequentially and 16% year-over-year
  • GAAP diluted earnings per share of $0.27, up 23% year-over-year
  • Non-GAAP adjusted diluted earnings per share of $0.51, up 34% year-over-year
  • GAAP operating margin of 8.9% and Non-GAAP adjusted operating margin of 20.4%
  • Signal Integrity segment net sales were $102.0 million in Q1'27
  • Analog Mixed Signal and Wireless segment net sales were $100.8 million in Q1'27
  • IoT Systems and Connectivity segment net sales were $88.3 million in Q1'27
  • Forecasts Q2 FY27 net sales of $328.0 million +/- $5.0 million and adjusted diluted EPS of $0.61 +/- $0.02