Quarterly ResultJul 30, 2026, 06:07 AM

Silicon Motion Q2 Revenue $451M, EPS $3.99; Guides Strong Q3

AI Summary

Silicon Motion Technology reported strong second-quarter 2026 results, with GAAP net sales reaching $451.0 million, a 32% sequential increase and 127% year-over-year growth. GAAP diluted earnings per ADS were $3.99. The company highlighted exceptional growth across its diversified product portfolio, including SSD, eMMC+UFS, and Ferri & Boot Drive solutions. Management expects continued strong top-line growth, guiding Q3 2026 revenue to $519-$541 million.

Key Highlights

Q2 2026 GAAP Net Sales: $451.0 million, up 32% Q/Q and 127% Y/Y.
Q2 2026 GAAP Diluted Earnings Per ADS: $3.99.
Q2 2026 Non-GAAP Diluted Earnings Per ADS: $2.43.
Q2 2026 GAAP Gross Margin: 50.2%.
Ferri & Boot Drive solutions sales increased 110-115% Q/Q and 1,690-1,695% Y/Y.
Q3 2026 Revenue Guidance: $519-$541 million, up 15-20% Q/Q and 114-124% Y/Y.
Annual cash dividend of $2.00 per ADS, paid in quarterly installments of $0.50 per ADS.

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Semiconductors

Silicon Motion Technology CORP

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