Semtech Corp. (SMTC): Filings, Insider Trades, Events

Quarter	Revenue	Net income	EPS
Q2 FY2027	$341.9M	$160.1M	1.59
Q1 FY2027	$291.0M	$26.6M	0.27
Q4 FY2026	$274.4M	-$29.8M	-0.32
Q3 FY2026	$267.0M	-$2.9M	-0.03

Form	Filed	Accepted (ET)
8-K	15 Oct 2026	15 Oct, 5:21 PM
S-8	26 Aug 2026
10-Q	26 Aug 2026
8-K	25 Aug 2026
8-K	13 Aug 2026
8-K	6 Jul 2026
8-K	8 Jun 2026
SD	29 May 2026

Financial statements

The income statement, balance sheet and cash flow by year and by quarter, line by line as the company reports them. Each column names the filing it comes from.

37 lines · 18 years · US$ millionsJSON

Fiscal period	FY2009	FY2010	FY2011	FY2012	FY2013	FY2014	FY2015	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
Period ending	Jan 2009	Jan 2010	Jan 2011	Jan 2012	Jan 2013	Jan 2014	Jan 2015	Jan 2016	Jan 2017	Jan 2018	Jan 2019	Jan 2020	Jan 2021	Jan 2022	Jan 2023	Jan 2024	Jan 2025	Jan 2026
Source filing	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K
Filed	31 Mar 2011	29 Mar 2012	28 Mar 2013	27 Mar 2014	30 Mar 2015	31 Mar 2016	23 Mar 2017	22 Mar 2018	21 Mar 2019	20 Mar 2020	24 Mar 2021	16 Mar 2022	30 Mar 2023	28 Mar 2024	25 Mar 2025	23 Mar 2026	23 Mar 2026	23 Mar 2026
+Total net sales	295M	287M	455M	481M	579M	595M	558M	490M	544M	588M	627M	548M	595M	741M	757M	869M	909M	1,050M
+Cost of sales	135M	131M	186M	195M	264M	245M	229M	197M	219M	236M	–	–	232M	275M	272M	447M	–	–
+Amortization of acquired technology	–	–	–	–	–	–	–	–	–	–	–	–	7.7M	4.9M	5.7M	34M	9.1M	9.2M
+Acquired technology impairments	–	–	–	–	–	–	–	–	–	–	–	–	–	0M	0M	92M	0M	0M
−Total cost of sales	–	–	–	–	–	–	–	–	219M	236M	250M	211M	239M^r	280M^r	278M	573M	453M	508M
Gross profit	160M	156M	268M	286M	315M	335M	329M	293M	325M	352M	377M	337M	356M^r	461M^r	479M	296M	457M	542M
% of total net sales	54.1%	54.5%	59.0%	59.4%	54.4%	56.3%	58.9%	59.8%	59.7%	59.9%	60.1%	61.5%	59.8%	62.2%	63.3%	34.1%	50.2%	51.6%
+Product development and engineering	41M	45M	70M	81M	120M	137M	119M	114M	103M	105M^r	109M^r	107M	118M	148M	167M^r	187M	171M	196M
+Selling, general and administrative	75M	78M	110M	101M	149M	126M^r	127M^r	141M^r	139M^r	148M^r	145M^r	163M	163M	168M	225M^r	220M	222M	222M
+Intangible amortization	1.1M	2.3M	9.5M	8.4M	29M	29M	26M	25M	25M	28M	27M	17M	0.6M^r	0M^r	0.8M	15M	0.9M	0.6M
+Restructuring	–	–	–	–	–	–	–	–	–	–	–	–	–	0M	12M	24M	4.9M	4.2M
Gain on sale of business	–	–	–	–	–	–	0M	0M	26M	-0.4M	0M	0M	0M	0M	18M	0M	0M	–
Changes in the fair value of contingent earn-out obligations	–	–	–	–	–	-0.7M	1.4M	-16M	-0.2M	3.9M	-9.4M	-2.3M	-0M	-0M	0M	0M	–	–
+Intangible impairment	–	–	–	2.5M	0.7M	33M	12M	0M	0M	–	–	–	–	0M	0M	40M	0M	1.8M
+Impairment of goodwill	–	–	–	0M	0M	117M	0M	0M	–	–	–	–	–	0M	0M	756M	7.5M	85M
−Total operating expenses, net	–	125M	190M	192M	299M	444M	287M	263M	241M	285M^r	272M^r	285M	281M^r	316M^r	386M	1,241M	407M	510M
Operating income	42M	31M	79M	94M	16M	-109M	42M	30M	84M	67M^r	106M^r	52M	75M	145M	93M	-944M	50M	33M
% of total net sales	14.2%	10.8%	17.3%	19.5%	2.7%	-18.3%	7.6%	6.1%	15.4%	11.3%	16.8%	9.5%	12.6%	19.6%	12.3%	-108.7%	5.5%	3.1%
−Interest expense	–	–	0M	0M	14M	18M	5.9M	7.8M	-9.3M	-8M	-9.2M	-9.1M	5.3M	5.1M	18M	96M	90M	41M
+Interest income	–	–	–	–	–	–	–	–	–	–	–	–	2.5M	1.5M	5.8M	3.1M	2.3M	2.5M
+Loss on extinguishment of debt	–	–	–	–	–	–	–	–	0M	4.3M	0M	0M	–	–	0M	0M	-145M	0M
+Non-operating income, net	4.3M	3.1M	0.6M	0.6M	-1M	-1.4M	0.2M	-1.8M	-1.7M	3.3M^r	3.8M	2.9M	-2.4M^r	-1M^r	-1.3M	-0.5M	0.3M	-5.3M
−Investment impairments and credit loss reserves, net	–	–	–	–	–	–	–	–	0M	4.3M	30M	1.2M	6.8M	1.3M	1.2M	3.9M	1.1M	10M
Loss before taxes and equity method income	46M	34M	79M	94M	0.2M	-129M	37M	20M	73M	58M^r	70M^r	45M	63M	139M	79M	-1,042M	-183M	-21M
% of total net sales	15.7%	11.9%	17.5%	19.6%	0.0%	-21.6%	6.5%	4.2%	13.4%	9.8%	11.2%	8.1%	10.6%	18.8%	10.4%	-119.9%	-20.2%	-2.0%
−Provision for income taxes	8.7M	33M	6.8M	5.1M	-42M	36M	8.5M	8.9M	18M	23M^r	0.4M^r	13M	3.4M	16M	17M	51M	-22M	20M
Net loss before equity method income	–	–	–	–	–	–	–	12M	55M	35M^r	70M^r	32M	60M	124M	61M	-1,092M	-161M	-41M
+Equity method income	–	–	–	–	–	–	–	0M	0M	-0.3M	-0.1M	0.1M	0.3M	2.1M	0.2M	0M	-0.5M	0.6M
Net loss	38M	1M	73M	89M	42M	-165M	28M	12M	55M	35M^r	70M^r	32M	60M	126M	61M	-1,092M	-162M	-40M
−Net income attributable to noncontrolling interest	–	–	–	–	–	–	–	–	–	0M	0M	-0M	-0M	-0M	-0M	0M	0M	0M
Net income attributable to common stockholders	–	–	–	–	–	–	–	–	–	35M	70M	32M	–	–	–	–	–	–
Net loss attributable to common stockholders	–	–	–	–	–	–	–	–	–	–	70M	32M	60M	126M	61M	-1,092M	-162M	-40M
Basic	0.61	0.02	1.16	1.37	0.64	-2.44	0.42	0.18	0.84	0.52	1.06	0.48	0.92	1.94	0.96	-17.03	-2.26	-0.46
Diluted	0.61	0.02	1.12	1.32	0.62	-2.44	0.41	0.17	0.83	0.51	1.02	0.47	0.91	1.92	0.96	-17.03	-2.26	-0.46
Basic	61M	61M	62M	65M	66M	68M	67M	66M	65M	66M	66M	66M	65M	65M	64M	64M	72M	88M
Diluted	62M	62M	65M	67M	68M	68M	68M	66M	66M	68M	69M	67M	66M	66M	64M	64M	72M	88M

Hover a figure for its source.^r restated in a later filing– not reported in that period

Lines in the order and wording of the 10-K filed 23 Mar 2026. 345 of 345 subtotals add up to the company's own totals, and the balance sheet balances in 81 of 81 periods. Newest filing read: 26 Aug 2026.

Free for personal research, with credit (Data by Shikshan Nivesh) and a link. API access, bulk files and commercial use need a licence: the data licence.

Charts

Any figure or ratio in the record, by year, by quarter or on a trailing twelve months, as a value or as growth, against a peer if you like. Hover for the figures.

Revenue · quarterly · US$

Latest Jul 2026: $341.87M

SMTC · Semtech Corp.From2010to2026

Revenue = rev

$341.9M · Jul 2026

32.7% · Jul 2026

17.5% · Jul 2026

52.1% · Jul 2026

GrossOperatingNet

$160.1M · Jul 2026

$193.1M · Jul 2026

$1.59 · Jul 2026

88.4M · Jan 2026

$204.1M · Jul 2026

CashDebt

2.9% · Jan 2026

$181.2M · Jan 2026

Operating cash flowCapital spending

Revenue by segment

High-Performance Analog GroupIoT Systems And ConnectivityAnalog Mixed Signal and WirelessSignal IntegritySystem Protection GroupAll othersIoT Connected ServicesIoT SystemsEach fiscal year as its annual report gives it.

Price at its own past P/E range

SMTC $131.88 · 87.3× P/E · 23 Oct 2026

Month-end priceAt its median P/E, 82.2×Between its 10th and 90th percentile, 14.5× to 623.0×

Method. Each month-end, the trailing-twelve-month diluted EPS known that month (from filings filed by then) at the 10th, 50th and 90th percentile of this stock's own month-end P/E from 2013-03 to 2026-10. Months with the figure at or below zero are left out. A summary of the multiples the stock has traded at, not a value.

Ratios

Every ratio, worked out the same way for every company, by year or on a trailing twelve months. Hover a ratio for its formula.

145 ratios · 12 in profitabilityJSON

Fiscal year ending	Jan 2009	Jan 2010	Jan 2011	Jan 2012	Jan 2013	Jan 2014	Jan 2015	Jan 2016	Jan 2017	Jan 2018	Jan 2019	Jan 2020	Jan 2021	Jan 2022	Jan 2023	Jan 2024	Jan 2025	Jan 2026
Return on common equity	–	–	15.5%	15.4%	6.3%	−26.7%	5.1%	2.1%	9.6%	5.5%	10.3%	4.7%	8.7%	17.5%	8.2%	−487.1%	−137.8%	−7.4%
Return on assets	–	–	12.4%	12.9%	4.4%	−15.5%	3.0%	1.2%	5.7%	3.3%	6.5%	3.0%	5.6%	11.4%	3.3%	−55.4%	−11.6%	−2.9%
Return on capital	–	–	15.4%	15.3%	1.5%	−9.3%	4.0%	2.1%	7.7%	4.6%	11.8%	4.2%	8.1%	14.4%	4.8%	−47.2%	4.1%	2.4%
Return on invested capital	–	–	25.4%	28.7%	2.2%	−12.5%	5.6%	2.9%	11.2%	7.1%	18.0%	6.4%	11.9%	20.8%	5.8%	−53.4%	4.7%	2.9%
Gross margin	54.1%	54.5%	59.0%	59.4%	54.4%	56.3%	58.9%	59.8%	59.7%	59.9%	60.1%	61.5%	59.8%	62.2%	63.3%	34.1%	50.2%	51.6%
EBITDA margin	17.0%	13.7%	20.9%	23.3%	5.8%	−14.6%	17.4%	16.1%	24.1%	19.7%	24.7%	16.7%	16.7%	23.1%	15.8%	−103.6%	9.2%	6.0%
Operating margin	14.2%	10.8%	17.3%	19.5%	2.7%	−18.3%	7.6%	6.1%	15.4%	11.3%	16.8%	9.5%	12.6%	19.6%	12.3%	−108.7%	5.5%	3.1%
Incremental operating margin	–	132.9%	28.5%	56.8%	−79.4%	−770.9%	−407.6%	18.1%	100.1%	−40.1%	98.8%	67.1%	48.2%	48.1%	−333.1%	−924.1%	2453.2%	−12.3%
Pretax margin	15.7%	11.9%	17.5%	19.6%	0.0%	−21.6%	6.5%	4.2%	13.4%	9.8%	11.2%	8.1%	10.6%	18.8%	10.4%	−119.9%	−20.2%	−2.0%
Profit margin	12.7%	0.3%	16.0%	18.5%	7.2%	−27.6%	5.0%	2.3%	10.0%	5.9%	11.1%	5.8%	10.1%	17.0%	8.1%	−125.7%	−17.8%	−3.8%
Net income to common margin	12.7%	0.3%	16.0%	18.5%	7.2%	−27.6%	5.0%	2.3%	10.0%	5.9%	11.1%	5.8%	10.1%	17.0%	8.1%	−125.7%	−17.8%	−3.8%
Effective tax rate	18.7%	97.2%	8.5%	5.4%	−16743.0%	−28.0%	23.4%	43.6%	25.2%	39.6%	0.5%	28.8%	5.5%	11.2%	22.1%	−4.9%	12.0%	−93.6%

Hover a ratio for its formula as computed; avg() is the mean of the line now and a year earlier. The bar mark charts it. Worked out the same way for every company, from the standardized statements. Newest filing read: 26 Aug 2026.

What the company said with its results

The key points, guidance and management's own words from each of the last four results releases.

Key points

Net sales reached a record
Net sales were $341.9 million, up 17% sequentially and 33% year-over-year. Management called the quarter record revenue across its key focus areas.
Operating income rose to $55.8 million
GAAP operating income was $55.8 million, a 16.3% margin, against $25.8 million in the first quarter. Adjusted operating margin was 24.4%, against 20.4%.
Tax benefit lifted GAAP net income
GAAP net income was $160.1 million and diluted EPS $1.59, including a $101.4 million income tax benefit. The release does not state the cause of the benefit.
Adjusted diluted EPS rose to $0.71
Adjusted diluted EPS was $0.71, up from $0.51 in the first quarter and $0.41 a year earlier.
Signal Integrity sales and margin
Signal Integrity net sales were $126.2 million, up from $102.0 million in the first quarter, at a 65.3% segment gross margin, the highest of the three segments.
Analog Mixed Signal and Wireless grew
Analog Mixed Signal and Wireless net sales were $117.4 million, up from $100.8 million in the first quarter, at a 60.1% segment gross margin.
Semiconductor products margin at 62.8%
Total semiconductor products gross margin, the combined Signal Integrity and Analog Mixed Signal and Wireless figure, was 62.8%, up from 60.7% a year earlier.
IoT Systems and Connectivity sales rose
IoT Systems and Connectivity net sales were $98.3 million, up from $88.3 million in the first quarter, at a 34.0% segment gross margin, the lowest of the three segments.
Bookings accelerating, backlog at record
Management described bookings as accelerating and backlog as a record, without giving a backlog dollar figure in the release.
New revenue drivers add visibility
Management expects new revenue drivers and visibility to extend well into the next fiscal year.
Inventory and receivables declined
Inventories were $170.8 million at July 26, 2026, down from $195.7 million at January 25, 2026 and $204.7 million at April 26, 2026; receivables were $169.9 million.
GAAP gross margin rose year over year
GAAP gross margin was 53.8%, against 52.1% a year earlier. Adjusted gross margin was 54.5%, against 53.2%, and 53.0% in the first quarter.
Margin excluding held-for-sale business
Excluding the business held for sale, adjusted gross margin was 59.7%. The adjustment removed $48.1 million of net sales and $10.9 million of adjusted gross profit.
Operating expenses fell year over year
GAAP operating expenses were $128.0 million, against $150.3 million a year earlier, which included a $42.0 million goodwill impairment. Adjusted operating expenses were $102.8 million.

Guidance

Net sales$410.0 million +/- $5.0 millionthird quarter of fiscal 2027 · new
Adjusted gross margin58.3% +/- 100 bpsthird quarter of fiscal 2027 · new
Adjusted gross margin, excluding business held for sale63.9% +/- 100 bpsthird quarter of fiscal 2027 · new
Adjusted operating expenses, net$112.0 million +/- $3.0 millionthird quarter of fiscal 2027 · new
Adjusted operating income$127.0 million +/- $4.0 millionthird quarter of fiscal 2027 · new
Adjusted operating margin31.0% +/- 60 bpsthird quarter of fiscal 2027 · new
Adjusted interest and other expense, net$0.5 millionthird quarter of fiscal 2027 · new
Adjusted normalized tax rate18%remaining quarters of fiscal 2027 · raised from 17%
Adjusted diluted earnings per share$1.05 +/- $0.03third quarter of fiscal 2027 · new
Adjusted EBITDA$134.3 million +/- $4.0 millionthird quarter of fiscal 2027 · new
Adjusted EBITDA margin32.8% +/- 60 bpsthird quarter of fiscal 2027 · new
Non-GAAP diluted share count99.0third quarter of fiscal 2027 · new

In their words

“The Semtech team executed exceptionally well, delivering record revenue across our key focus areas, earnings leverage that continued to outpace revenue growth and significant progress on portfolio optimization” Hong Hou, president and CEO

“Growing our focus areas and expanding margins all serve the same goal: building a predictable, high-margin and high-return business.” Hong Hou, president and CEO

“We enter the third quarter with conviction, expecting broad-based bookings strength to translate into sustained revenue, margin and earnings growth.” Mark Lin, executive vice president and chief financial officer

Coming up

Form 10-Q filing pending. Reported amounts remain preliminary until the company files its Form 10-Q for the quarter ended July 26, 2026.

Call replay available through September 22. A replay of the earnings call is available through September 22, 2026 at the company's website or by phone.

Revenue by segment

As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.

By business, FY2025

IoT Systems And Connectivity$324.6M 35.7%
Analog Mixed Signal and Wireless$322.9M 35.5%
Signal Integrity$261.7M 28.8%

13 years held, FY2013 to FY2025

By product, FY2026

Products$942.1M 89.7%
Services$107.9M 10.3%

14 years held, FY2011 to FY2026

By region, FY2026

Asia-Pacific$697.6M 66.4%
North America$231.9M 22.1%
Europe$120.5M 11.5%

15 years held, FY2010 to FY2026

Company events

Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.


15 Oct 2026	15 Oct, 5:21 PM ET	8-K	Investor update	7.01
25 Aug 2026		8-K	ResultsInvestor update	2.02, 7.01, 9.01
13 Aug 2026		8-K	Other events	8.01, 9.01
6 Jul 2026		8-K	Material agreementNew debt	1.01, 2.03, 9.01
8 Jun 2026		8-K	Leadership changeShareholder vote	5.02, 5.07
26 May 2026		8-K	ResultsInvestor update	2.02, 7.01, 9.01
16 Mar 2026		8-K	ResultsInvestor update	2.02, 7.01, 9.01
24 Nov 2025		8-K	ResultsInvestor update	2.02, 7.01, 9.01
10 Oct 2025		8-K	Material agreementNew debtShare saleOther events	1.01, 2.03, 3.02, 8.01, 9.01
6 Oct 2025		8-K	Other events	8.01, 9.01
25 Aug 2025		8-K	ResultsInvestor update	2.02, 7.01, 9.01
9 Jun 2025		8-K	Leadership changeShareholder voteBylaws or fiscal year change	5.02, 5.03, 5.07
27 May 2025		8-K	ResultsInvestor update	2.02, 7.01, 9.01
28 Apr 2025		8-K	Material agreementNew debtInvestor update	1.01, 2.03, 7.01, 9.01
13 Mar 2025		8-K	ResultsInvestor update	2.02, 7.01, 9.01
24 Feb 2025		8-K	Leadership change	5.02
7 Feb 2025		8-K	Investor update	7.01
9 Dec 2024		8-K	Other events	8.01, 9.01
27 Nov 2024		8-K	Leadership change	5.02
25 Nov 2024		8-K	ResultsInvestor update	2.02, 7.01, 9.01
27 Aug 2024		8-K	ResultsInvestor update	2.02, 7.01, 9.01
25 Jul 2024		8-K/A	Share saleOther events	3.02, 8.01, 9.01
12 Jul 2024		8-K	Share saleInvestor updateOther events	3.02, 7.01, 8.01, 9.01
13 Jun 2024		8-K	Leadership changeShareholder vote	5.02, 5.07, 9.01
13 Jun 2024		8-K/A	Leadership change	5.02, 9.01
7 Jun 2024		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
5 Jun 2024		8-K	ResultsInvestor update	2.02, 7.01, 9.01
28 Mar 2024		8-K	ResultsInvestor update	2.02, 7.01, 9.01
6 Dec 2023		8-K	ResultsInvestor update	2.02, 7.01, 9.01
4 Dec 2023		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
14 Nov 2023		8-K	Leadership change	5.02
26 Oct 2023		8-K	Material agreementNew debtShare saleOther events	1.01, 2.03, 3.02, 8.01, 9.01
20 Oct 2023		8-K	Investor update	7.01, 9.01
19 Oct 2023		8-K	ResultsMaterial agreementInvestor update	1.01, 2.02, 7.01, 9.01
20 Sep 2023		8-K	Leadership change	5.02
14 Sep 2023		8-K	Leadership change	5.02
13 Sep 2023		8-K	ResultsInvestor update	2.02, 7.01, 9.01
8 Sep 2023		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
30 Jun 2023		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
9 Jun 2023		8-K	Leadership changeShareholder vote	5.02, 5.07, 9.01
7 Jun 2023		8-K	ResultsInvestor update	2.02, 7.01, 9.01
30 May 2023		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
18 Apr 2023		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
29 Mar 2023		8-K	ResultsInvestor update	2.02, 7.01, 9.01
20 Mar 2023		8-K	Material agreementInvestor update	1.01, 7.01, 9.01
16 Mar 2023		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
16 Mar 2023		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
27 Feb 2023		8-K	Material agreement	1.01, 9.01
12 Jan 2023		8-K	Deal completedMaterial agreementNew debtInvestor update	1.01, 2.01, 2.03, 7.01, 9.01
5 Jan 2023		8-K	Other events	8.01, 9.01

1–50 of 150

8-K events each year

0102030

'04'08'12'16'20'24'26

Every filing

The company's filings with the SEC, newest first: 611 held. Insider, fund and large-holder filings have their own tables below.


15 Oct 2026	8-K	15 Oct 2026	15 Oct, 5:21 PM ET
26 Aug 2026	S-8	–
26 Aug 2026	10-Q	26 Jul 2026
25 Aug 2026	8-K	25 Aug 2026
13 Aug 2026	8-K	13 Aug 2026
6 Jul 2026	8-K	6 Jul 2026
8 Jun 2026	8-K	2 Jun 2026
29 May 2026	SD	–
27 May 2026	10-Q	26 Apr 2026
26 May 2026	8-K	26 May 2026
21 Apr 2026	ARS	25 Jan 2026
21 Apr 2026	DEFA14A	–
21 Apr 2026	DEF 14A	4 Jun 2026
23 Mar 2026	10-K	25 Jan 2026
16 Mar 2026	8-K	16 Mar 2026
25 Nov 2025	10-Q	26 Oct 2025
24 Nov 2025	8-K	24 Nov 2025
10 Oct 2025	8-K	7 Oct 2025
6 Oct 2025	8-K	6 Oct 2025
26 Aug 2025	10-Q	27 Jul 2025
25 Aug 2025	8-K	25 Aug 2025
30 Jun 2025	S-8	–
30 Jun 2025	S-8	–
9 Jun 2025	8-K	3 Jun 2025
30 May 2025	SD	–
29 May 2025	10-Q	27 Apr 2025
27 May 2025	8-K	27 May 2025
28 Apr 2025	8-K	24 Apr 2025
24 Apr 2025	ARS	26 Jan 2025
24 Apr 2025	DEFA14A	–
24 Apr 2025	DEF 14A	5 May 2025
25 Mar 2025	10-K	26 Jan 2025
13 Mar 2025	8-K	13 Mar 2025
24 Feb 2025	8-K	20 Feb 2025
7 Feb 2025	8-K	7 Feb 2025
9 Dec 2024	8-K	5 Dec 2024
4 Dec 2024	S-3ASR	–
3 Dec 2024	10-Q	27 Oct 2024
27 Nov 2024	8-K	26 Nov 2024
25 Nov 2024	8-K	25 Nov 2024
28 Aug 2024	10-Q	28 Jul 2024
27 Aug 2024	8-K	27 Aug 2024
25 Jul 2024	8-K/A	11 Jul 2024
12 Jul 2024	8-K	11 Jul 2024
28 Jun 2024	S-8	–
13 Jun 2024	8-K	8 Jun 2024
13 Jun 2024	8-K/A	6 Jun 2024
10 Jun 2024	DEFA14A	–
7 Jun 2024	DEFA14A	–
7 Jun 2024	8-K	6 Jun 2024

1–50 of 150

Insider trades

Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.


21 Oct 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$139.44	$69.7K	26,100	23 Oct 2026
7 Oct 2026	Green Jason ElliotEVP and CCO	Sale under a trading plan	2,766	$190.35	$526.5K	7,367	9 Oct 2026
2 Oct 2026	Hou Hong QPresident and CEO	Sale under a trading plan	2,000	$191.21	$382.4K	65,976	5 Oct 2026
1 Oct 2026	Lin MarkEVP and CFO	Sale under a trading plan	967	$178.87	$173.0K	35,999	5 Oct 2026
23 Sep 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$172.61	$86.3K	26,600	25 Sep 2026
16 Sep 2026	Cardenuto Rodolpho CDirector	Sale outside a trading plan	5,321	$165.00	$878.0K	0	18 Sep 2026
10 Sep 2026	Lin MarkEVP and CFO	Sale under a trading plan	683	$159.90	$109.2K	35,366	14 Sep 2026
4 Sep 2026	Ruehl Julie GarciaDirector	Sale under a trading plan	1,500	$145.00	$217.5K	7,140	9 Sep 2026
4 Sep 2026	Hou Hong QPresident and CEO	Sale under a trading plan	2,000	$138.71	$277.4K	60,799	9 Sep 2026
19 Aug 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$135.48	$67.7K	27,100	21 Aug 2026
17 Aug 2026	Silberstein AsafEVP and COO	Sale under a trading plan	5,000	$150.00	$750.0K	88,862	19 Aug 2026
7 Aug 2026	Hou Hong QPresident and CEO	Sale under a trading plan	2,000	$140.00	$280.0K	62,799	11 Aug 2026
22 Jul 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$133.07	$66.5K	27,600	24 Jul 2026
14 Jul 2026	Silberstein AsafEVP and COO	Sale under a trading plan	3,000	$145.04	$435.1K	93,862	16 Jul 2026
10 Jul 2026	Hou Hong QPresident and CEO	Sale under a trading plan	2,000	$133.00	$266.0K	64,799	14 Jul 2026
8 Jul 2026	Silberstein AsafEVP and COO	Sale under a trading plan	437	$124.19	$54.3K	104,925	10 Jul 2026
8 Jul 2026	Silberstein AsafEVP and COO	Sale under a trading plan	2,448	$125.18	$306.4K	102,477	10 Jul 2026
8 Jul 2026	Silberstein AsafEVP and COO	Sale under a trading plan	273	$126.60	$34.6K	102,204	10 Jul 2026
8 Jul 2026	Silberstein AsafEVP and COO	Sale under a trading plan	588	$127.61	$75.0K	101,616	10 Jul 2026
8 Jul 2026	Silberstein AsafEVP and COO	Sale under a trading plan	1,400	$128.70	$180.2K	100,216	10 Jul 2026
8 Jul 2026	Silberstein AsafEVP and COO	Sale under a trading plan	3,354	$129.94	$435.8K	96,862	10 Jul 2026
7 Jul 2026	Green Jason ElliotEVP and CCO	Sale under a trading plan	1,132	$129.32	$146.4K	9,743	9 Jul 2026
7 Jul 2026	Green Jason ElliotEVP and CCO	Sale under a trading plan	1,132	$130.47	$147.7K	8,611	9 Jul 2026
1 Jul 2026	Lin MarkEVP and CFO	Sale under a trading plan	970	$150.41	$145.9K	34,896	6 Jul 2026
30 Jun 2026	Fischer Gregory MichaelDirector	Sale under a trading plan	1,500	$156.24	$234.4K	5,678	2 Jul 2026
29 Jun 2026	Hou Hong QPresident and CEO	Sale outside a trading plan	7,319	$152.43	$1.1M	65,901	1 Jul 2026
29 Jun 2026	Hou Hong QPresident and CEO	Sale outside a trading plan	2,286	$152.99	$349.7K	63,615	1 Jul 2026
24 Jun 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$164.99	$82.5K	28,100	26 Jun 2026
22 Jun 2026	Wilson John MichaelChief Quality Officer and CTO	Sale outside a trading plan	5,500	$170.00	$935.0K	80,876	24 Jun 2026
10 Jun 2026	Lin MarkEVP and CFO	Sale under a trading plan	683	$155.16	$106.0K	34,263	12 Jun 2026
5 Jun 2026	Hou Hong QPresident and CEO	Sale under a trading plan	2,000	$162.10	$324.2K	69,228	9 Jun 2026
3 Jun 2026	Silberstein AsafEVP and COO	Sale outside a trading plan	2,000	$164.00	$328.0K	104,165	5 Jun 2026
28 May 2026	Li Ye JaneDirector	Sale outside a trading plan	5,285	$166.84	$881.8K	729	1 Jun 2026
28 May 2026	Fischer Gregory MichaelDirector	Sale outside a trading plan	1,000	$164.69	$164.7K	1,857	1 Jun 2026
20 May 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$138.21	$69.1K	23,279	22 May 2026
1 May 2026	Hou Hong QPresident and CEO	Sale under a trading plan	2,000	$103.01	$206.0K	71,228	5 May 2026
22 Apr 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$105.93	$53.0K	23,779	24 Apr 2026
10 Apr 2026	Hou Hong QPresident and CEO	Sale under a trading plan	2,000	$90.11	$180.2K	73,228	14 Apr 2026
9 Apr 2026	Burvill MartinDirector	Sale outside a trading plan	2,500	$88.98	$222.4K	4,409	13 Apr 2026
1 Apr 2026	Lin MarkEVP and CFO	Sale under a trading plan	974	$78.42	$76.4K	33,343	2 Apr 2026
1 Apr 2026	Green Jason ElliotEVP and CCO	Sale outside a trading plan	7,500	$81.73	$613.0K	8,811	2 Apr 2026
24 Mar 2026	Lin MarkEVP and CFO	Sale under a trading plan	9,186	$75.05	$689.4K	32,710	25 Mar 2026
18 Mar 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$80.87	$40.4K	24,279	20 Mar 2026
11 Mar 2026	Lin MarkEVP and CFO	Sale under a trading plan	3,908	$87.24	$340.9K	26,536	12 Mar 2026
10 Mar 2026	Lin MarkEVP and CFO	Sale under a trading plan	2,734	$85.27	$233.1K	30,444	12 Mar 2026
6 Mar 2026	Lin MarkEVP and CFO	Sale under a trading plan	6,582	$83.75	$551.2K	22,125	9 Mar 2026
18 Feb 2026	Walsh Paul V JrDirector	Sale under a trading plan	500	$88.24	$44.1K	24,779	20 Feb 2026
9 Feb 2026	Silberstein AsafEVP and COO	Sale under a trading plan	10,000	$92.00	$920.0K	68,496	11 Feb 2026
2 Feb 2026	Silberstein AsafEVP and COO	Sale under a trading plan	10,000	$88.00	$880.0K	78,496	4 Feb 2026
22 Jan 2026	Silberstein AsafEVP and COO	Sale under a trading plan	5,000	$83.00	$415.0K	88,496	26 Jan 2026

1–50 of 61

Planned insider sales

Form 144 notices, filed when the sell order goes to the broker.


21 Oct 2026	Walsh Paul V JrDirector	1,500	$209.2K	21 Oct 2026
7 Oct 2026	Green Jason ElliotOfficer	2,766	$526.5K	7 Oct 2026
2 Oct 2026	HOU HONG QOfficer, Director	2,000	$382.4K	2 Oct 2026
1 Oct 2026	Lin MarkOfficer	967	$173.0K	1 Oct 2026
16 Sep 2026	Cardenuto Rodolpho CDirector	5,321	$878.0K	16 Sep 2026
10 Sep 2026	Lin MarkOfficer	683	$109.2K	10 Sep 2026
4 Sep 2026	Ruehl Julie GarciaDirector	1,500	$217.5K	4 Sep 2026
4 Sep 2026	HOU HONG QOfficer, Director	2,000	$277.4K	4 Sep 2026
7 Aug 2026	HOU HONG QOfficer, Director	2,000	$280.0K	7 Aug 2026
22 Jul 2026	Walsh Paul V JrDirector	1,500	$199.6K	22 Jul 2026
14 Jul 2026	Silberstein AsafOfficer	8,000	$1.2M	14 Jul 2026
10 Jul 2026	HOU HONG QOfficer, Director	2,000	$266.0K	10 Jul 2026
8 Jul 2026	Silberstein AsafOfficer	8,500	$1.1M	8 Jul 2026
7 Jul 2026	Green Jason ElliotOfficer	2,264	$294.1K	7 Jul 2026
1 Jul 2026	Lin MarkOfficer	970	$145.9K	1 Jul 2026
30 Jun 2026	Fischer Gregory MichaelDirector	1,500	$234.4K	30 Jun 2026
29 Jun 2026	HOU HONG QOfficer, Director	9,605	$1.5M	29 Jun 2026
16 Jun 2026	The John Michael & Noemi Wilson Family Trust DTD 01/22/20Officer	5,500	$935.0K	16 Jun 2026
10 Jun 2026	Lin MarkOfficer	683	$106.0K	10 Jun 2026
5 Jun 2026	HOU HONG QOfficer, Director	2,000	$324.2K	5 Jun 2026
3 Jun 2026	Silberstein Family TrustOfficer	2,000	$320.0K	3 Jun 2026
28 May 2026	Fischer Gregory MichaelDirector	1,000	$164.7K	28 May 2026
28 May 2026	Li Revocable Trust DTD 11/27/2013Director	5,500	$907.5K	28 May 2026
1 May 2026	HOU HONG QOfficer, Director	2,000	$206.0K	1 May 2026
22 Apr 2026	Walsh Paul V JrDirector	1,500	$158.9K	22 Apr 2026
10 Apr 2026	HOU HONG QOfficer, Director	2,000	$180.2K	10 Apr 2026
9 Apr 2026	Martin BurvillDirector	2,500	$212.5K	9 Apr 2026
1 Apr 2026	Lin MarkOfficer	974	$76.4K	1 Apr 2026
1 Apr 2026	Green Jason ElliotOfficer	7,500	$613.0K	1 Apr 2026
24 Mar 2026	Lin MarkOfficer	9,186	$689.4K	24 Mar 2026
11 Mar 2026	Lin MarkOfficer	3,908	$340.9K	11 Mar 2026
10 Mar 2026	Lin MarkOfficer	2,734	$233.1K	10 Mar 2026
6 Mar 2026	Lin MarkOfficer	6,582	$551.2K	6 Mar 2026
9 Feb 2026	Silberstein AsafOfficer	10,000	$920.0K	9 Feb 2026
2 Feb 2026	Silberstein AsafOfficer	10,000	$880.0K	2 Feb 2026
22 Jan 2026	Silberstein AsafOfficer	5,000	$415.0K	22 Jan 2026
21 Jan 2026	Walsh Paul V JrDirector	1,500	$89.1K	21 Jan 2026
8 Jan 2026	John Michael WilsonChief Quality Officer and Chief Technology Officer	5,000	$375.0K	8 Jan 2026
7 Jan 2026	Gregory FischerDirector	1,034	$77.5K	8 Jan 2026
7 Jan 2026	Saar GillaiDirector	3,600	$270.0K	7 Jan 2026
5 Jan 2026	Lin MarkOfficer	1,333	$101.6K	5 Jan 2026
5 Dec 2025	Silberstein AsafOfficer	10,500	$828.7K	5 Dec 2025
3 Dec 2025	Hong HouOfficer	10,000	$750.0K	3 Dec 2025
22 Oct 2025	Walsh Paul V JrDirector	1,500	$99.4K	22 Oct 2025

Large holders

Schedule 13D and 13G filings by holders of more than 5% of the voting shares.


4 Sep 2026	BlackRock, Inc.	13G amended	10%	9.3M
14 Aug 2026	Ameriprise Financial, Inc.	13G amended	3.7%	3.5M
31 Jul 2026	Vanguard Portfolio Management	13G amended	5.74%	5.4M
30 Jul 2026	BlackRock, Inc.	13G amended	9.9%	9.2M
30 Apr 2026	Vanguard Capital Management	13G	5.22%	4.9M
29 Apr 2026	Vanguard Portfolio Management	13G	7.53%	7.0M
27 Mar 2026	The Vanguard Group	13G amended	0%	0
12 Feb 2026	Capital Research Global Investors	13G amended	4.9%	4.5M
21 Jan 2026	BlackRock, Inc.	13G amended	13.8%	12.7M
13 Nov 2025	Capital Research Global Investors	13G	5.4%	4.7M

Trades by members of the House

From each member's periodic transaction report: the amount is the band the report gives.


29 Sep 2026	Gilbert CisnerosCA31	Sale (partial)	$1,001 - $15,000	Self	12 Oct 2026
16 Jul 2026	Gilbert CisnerosCA31	Sale (partial)	$1,001 - $15,000	Self	4 Sep 2026
30 Jun 2026	Gilbert CisnerosCA31	Sale (partial)	$1,001 - $15,000	Self	2 Jul 2026
3 Mar 2026	Gilbert CisnerosCA31	Purchase	$1,001 - $15,000	Self	7 Apr 2026
20 Jan 2026	Gilbert CisnerosCA31	Purchase	$1,001 - $15,000	Self	13 Feb 2026
2 Sep 2025	Gilbert CisnerosCA31	Purchase	$1,001 - $15,000	Self	12 Sep 2025
26 Aug 2025	Gilbert CisnerosCA31	Purchase	$1,001 - $15,000	Self	12 Sep 2025

Short interest

Shares sold short and not yet bought back, on every FINRA settlement date.

Shares short, each settlement


30 Sep 2026	6.2M	-9.13%	1.71
15 Sep 2026	6.8M	-9.52%	2.58
31 Aug 2026	7.6M	+4.86%	1.86
14 Aug 2026	7.2M	-1.41%	3.7
31 Jul 2026	7.3M	+12.15%	3.44
15 Jul 2026	6.5M	+17.12%	2.18
30 Jun 2026	5.6M	-22.89%	1
15 Jun 2026	7.2M	+13.82%	2.38
29 May 2026	6.3M	+16.59%	1.35
15 May 2026	5.4M	-13.41%	2.18

1–10 of 211

Funds that hold it

Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.

Funds holding

632

quarter to 30 Jun 2026

Added or new

341

since 31 Mar 2026

Trimmed

182

in the quarter

Largest holder

BlackRock, Inc.

$1.6B

The 60 largest of 632 funds, by value


BlackRock, Inc.	$1.6B	9.7M	-4.5M	Trimmed	0.02%	Filing ↗
Vanguard Portfolio Management LLC	$862.4M	5.3M	-1.6M	Trimmed	0.04%	Filing ↗
Vanguard Capital Management LLC	$679.7M	4.2M	+54.3K	Added	0.01%	Filing ↗
Ameriprise Financial Inc.	$559.0M	3.5M	-4.0M	Trimmed	0.11%	Filing ↗
State Street Corp.	$548.4M	3.4M	-670.2K	Trimmed	0.02%	Filing ↗
Jane Street Group, LLC	$542.4M	3.4M	+2.6M	Added	0.35%	Filing ↗
Capital Research Global Investors	$478.2M	3.0M	-1.2M	Trimmed	0.07%	Filing ↗
Geode Capital Management, LLC	$366.6M	2.3M	-272.7K	Trimmed	0.02%	Filing ↗
Hood River Capital Management LLC	$364.2M	2.3M	-37.1K	Trimmed	2.64%	Filing ↗
Morgan Stanley	$318.9M	2.0M	+554.2K	Added	0.02%	Filing ↗
Wellington Management Group LLP	$310.1M	1.9M	-468.7K	Trimmed	0.05%	Filing ↗
Bank of America Corp.	$301.0M	1.9M	+716.5K	Added	0.02%	Filing ↗
Price T Rowe Associates Inc.	$218.2M	1.3M	+1.1M	Added	0.02%	Filing ↗
Norges Bank	$202.0M	1.2M	–	Held	0.02%	Filing ↗
UBS Group AG	$186.8M	1.2M	+262.4K	Added	0.03%	Filing ↗
Millennium Management LLC	$184.8M	1.1M	-824.1K	Trimmed	0.13%	Filing ↗
Westfield Capital Management Co. LP	$183.4M	1.1M	-147.3K	Trimmed	0.60%	Filing ↗
Disciplined Growth Investors Inc.	$154.6M	955.0K	-1.3M	Trimmed	2.62%	Filing ↗
Tremblant Capital Group	$143.6M	887.3K	+887.3K	New	4.12%	Filing ↗
Northern Trust Corp.	$137.9M	852.2K	-141.2K	Trimmed	0.02%	Filing ↗
Healthcare of Ontario Pension Plan Trust Fund	$137.9M	851.9K	+851.9K	New	0.20%	Filing ↗
UBS AM, a distinct business unit of UBS Asset Management Americas LLC	$136.3M	842.1K	+672.4K	Added	0.03%	Filing ↗
Two Sigma Investments, LP	$132.9M	820.9K	+772.0K	Added	0.10%	Filing ↗
JPMorgan Chase & Co.	$130.8M	833.7K	+16.8K	Added	0.01%	Filing ↗
SG Americas Securities, LLC	$127.5M	787.7K	+662.1K	Added	0.07%	Filing ↗
Citadel Advisors LLC	$126.8M	783.3K	-322.2K	Trimmed	0.07%	Filing ↗
Artisan Partners Limited Partnership	$123.6M	763.9K	-794.1K	Trimmed	0.20%	Filing ↗
Invesco Ltd.	$123.0M	759.8K	-11.7K	Trimmed	0.01%	Filing ↗
AllianceBernstein L.P.	$120.5M	1.6M	-799.3K	Trimmed	0.04%	Filing ↗
Goldman Sachs Group Inc.	$116.6M	720.6K	-180.3K	Trimmed	0.01%	Filing ↗
Nomura Asset Management International Inc.	$113.3M	700.1K	-1.5M	Trimmed	0.17%	Filing ↗
Assenagon Asset Management S.A.	$113.2M	699.4K	–	Held	0.07%	Filing ↗
Susquehanna International Group, LLP	$111.6M	689.3K	+639.4K	Added	0.10%	Filing ↗
Charles Schwab Investment Management Inc.	$110.8M	684.3K	-312.4K	Trimmed	0.01%	Filing ↗
Point72 Asset Management, L.P.	$110.4M	681.9K	+681.9K	New	0.17%	Filing ↗
HRT Financial LP	$108.2M	668.8K	+668.8K	New	0.20%	Filing ↗
Jennison Associates LLC	$108.0M	667.3K	-77.1K	Trimmed	0.07%	Filing ↗
Squarepoint Ops LLC	$106.6M	658.5K	+179.9K	Added	0.21%	Filing ↗
Vanguard Fiduciary Trust Co.	$97.5M	602.1K	-42.6K	Trimmed	0.02%	Filing ↗
Massachusetts Financial Services Co.	$96.5M	596.0K	+596.0K	New	0.03%	Filing ↗
Nuveen, LLC	$92.3M	570.5K	-200.6K	Trimmed	0.02%	Filing ↗
Capital International Investors	$89.4M	552.4K	+15.1K	Added	0.02%	Filing ↗
Atreides Management, LP	$89.2M	551.2K	+9.4K	Added	0.80%	Filing ↗
Dorsal Capital Management, LP	$89.0M	550.0K	-250.0K	Trimmed	3.20%	Filing ↗
BNP Paribas Financial Markets	$88.8M	548.8K	+489.4K	Added	0.05%	Filing ↗
Bank of New York Mellon Corp	$87.7M	542.0K	+36.5K	Added	0.01%	Filing ↗
Neuberger Berman Group LLC	$87.4M	541.3K	-582.7K	Trimmed	0.06%	Filing ↗
Franklin Resources Inc.	$86.4M	533.8K	+180.9K	Added	0.02%	Filing ↗
Sei Investments Co.	$75.2M	464.9K	+107.0K	Added	0.07%	Filing ↗
Lord, Abbett & Co. LLC	$70.4M	435.1K	-3.8K	Trimmed	0.21%	Filing ↗

1–50 of 60

Executive pay and performance

What the chief executive and the other named officers were paid, as reported and as actually paid, next to the shareholder return and net income, from each proxy's pay-versus-performance table.

Pay versus performance

7 fiscal years · from each proxy (DEF 14A)

Fiscal year	CEO pay, as reported	CEO pay, actually paid	Other officers, as reported (average)	Other officers, actually paid (average)	Shareholder return, $100	Peer return, $100	Net income	non-GAAP adjusted operating income	Proxy
FY ending 25 Jan 2026	$8.2M	$18.6M	$2.9M	$5.1M	$113	$276	$-40.4M	$201.1M	DEF 14A 21 Apr 2026
FY ending 26 Jan 2025	$6.8MDr Hong QHou$8.8MPaul HPickle	$18.6M$7.8M	$3.2M	$12.2M	$103	$185	$-161.9M	$149.0M	DEF 14A 21 Apr 2026
FY ending 28 Jan 2024	$7.8MMohan RMaheswaran$6.7MPaul HPickle	$5.5M$5.0M	$2.4M	$1.0M	$29	$150	$-1.09Bⁿ	$92.7M	DEF 14A 21 Apr 2026
FY ending 31 Jan 2023	$1.1M	$-11.2M	$2.7M	$0.0M	$63	$153	$61.4Mⁿ	$210.7M	DEF 14A 28 Apr 2023
FY ending 29 Jan 2023	$1.1M	$-11.2M	$2.7M	$0.0M	$47	$102	$61.4Mⁿ	$210.7M	DEF 14A 21 Apr 2026
FY ending 30 Jan 2022	$1.7M	$-2.0M	$2.7M	$1.7M	$96	$114	$125.6Mⁿ	$202.8M	DEF 14A 21 Apr 2026
FY ending 31 Jan 2021	$1.5M	$11.8M	$1.6M	$2.5M	$135	$150	$59.9Mⁿ	$139.5M	DEF 14A 24 Apr 2025

Each year from the newest proxy that reports it. Pay actually paid follows the SEC's definition and can be below zero when share awards fall in value. ⁿ the proxy's net income differs from the 10-K or was tagged without its scale: hover for which.

Shareholder votes

The vote count on every proposal at each meeting, from the company's 8-K.

Meeting

8-K, item 5.07, filed 8 Jun 2026

Proposal	For	Against or withheld	Abstain	Broker non-votes	For, % of for and against	Result
Proposal 1 (the filing doesn't name it)
Martin S.J. Burvill	80,447,436	741,453	–	4,082,627	99.1%	–
Rodolpho C. Cardenuto	80,777,381	411,508	–	4,082,627	99.5%	–
Gregory M. Fischer	80,824,293	364,596	–	4,082,627	99.6%	–
Saar Gillai	80,659,648	529,241	–	4,082,627	99.3%	–
Hong Q. Hou	80,945,844	243,045	–	4,082,627	99.7%	–
Ye Jane Li	80,237,575	951,314	–	4,082,627	98.8%	–
Paula LuPriore	80,853,787	335,102	–	4,082,627	99.6%	–
Julie G. Ruehl	80,931,696	257,193	–	4,082,627	99.7%	–
Paul V. Walsh, Jr.	80,813,594	375,295	–	4,082,627	99.5%	–
Proposal 2 (the filing doesn't name it)
All shares voting	84,825,309	346,449	99,758	0	99.6%	–
Proposal 3 (the filing doesn't name it)
All shares voting	79,073,683	1,919,240	195,966	4,082,627	97.6%	–
Proposal 4 (the filing doesn't name it)
All shares voting	79,476,950	1,603,864	108,075	4,082,627	98.0%	–

Counts as the company reports them in its 8-K. A result shows when the filing states one. Meetings since 2023.

Dividends and buybacks

Dividend per share, the cash paid and the shares bought back, each fiscal year.

This company has paid no dividend in the years held.

Peers

Companies in the same industry, largest first, on the same measures.

Company	Market value	Revenue, 12 months	Revenue growth	Operating margin	Net margin	ROE	P/E	EV/EBITDA
Semtech Corp.this company	$12.3B	$1.2B	17.8%	8.0%	13.1%	20.6%	87.3×	102.2×
NVIDIA Corp.	$5.09T	$303.0B	83.4%	65.2%	63.7%	84.2%	26.7×	25.3×
Taiwan Semiconductor Manufacturing Company Limited	$2.17T	$122.4B	31.6%	50.8%	44.6%	31.7%	41.4×	–
Broadcom Inc.	$1.54T	$89.1B	48.7%	48.0%	42.9%	38.4%	41.1×	30.6×
Micron Technology Inc.	$992.3B	$133.2B	256.3%	74.6%	63.8%	61.4%	11.8×	8.8×
Advanced Micro Devices Inc.	$843.3B	$41.3B	39.5%	15.7%	15.6%	9.6%	132.8×	–
Intel Corp.	$438.6B	$57.0B	7.5%	-0.1%	-19.8%	-12.9%	–	38.7×
Applied Materials Inc.	$299.4B	$30.8B	7.8%	29.6%	30.1%	36.2%	32.5×	30.9×
Texas Instruments Inc.	$260.4B	$20.8B	20.3%	40.8%	34.3%	37.1%	37.0×	–
Arm Holdings plc	$223.9B	$4.9B	22.8%	18.3%	18.4%	10.9%	247.5×	–
Marvell Technology, Inc.	$200.4B	$9.5B	30.6%	16.5%	27.9%	14.2%	75.4×	–

What the company does

Semtech Corporation designs, develops, manufactures and markets analog semiconductors and advanced algorithms, wireless semiconductors, and connectivity modules, gateways, routers and connected services for the Internet of Things. Its products go into data center networking, IoT connectivity and cellular infrastructure, across three end markets it calls infrastructure, high-end consumer and industrial. It was incorporated in Delaware in 1960, and its end customers for its chips are mainly original equipment manufacturers, while its IoT hardware and services go to device makers, enterprises and solution providers.

Segments

It reports three segments. The first makes optical and copper data communications and video transport products, including chips for data centers, enterprise networks, passive optical networks and wireless base station optical transceivers, with high-speed interfaces from 100Mbps to 1.6Tbps that support standards such as Fibre Channel, InfiniBand and Ethernet. The second makes protection devices known as transient voltage suppressors, which shield electronics from voltage spikes such as electrostatic discharge and lightning surges, along with sensing products for proximity and force sensing, used in phones, televisions, computers, base stations, routers, cars and industrial systems. IoT Systems and Connectivity sells modules supporting LTE-M, NB-IoT and 5G, gateways, routers and connected services, including wireless connectivity and cloud-based services that customers use to deploy and run their devices.

From the 10-K for the year to 25 Jan 2026, filed 23 Mar 2026 · the filing ↗

Semtech Corp.Nasdaq · S&P MidCap 400

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