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Semtech (SMTC) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended October 2025, Semtech (SMTC - Free Report) reported revenue of $267 million, up 12.8% over the same period last year. EPS came in at $0.48, compared to $0.26 in the year-ago quarter.

The reported revenue represents a surprise of +0.13% over the Zacks Consensus Estimate of $266.65 million. With the consensus EPS estimate being $0.44, the EPS surprise was +9.09%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Semtech performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales by reportable segment- IoT Systems and Connectivity: $88.3 million versus $90.92 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.1% change.
  • Net Sales by reportable segment- Signal Integrity: $81.6 million versus the two-analyst average estimate of $79.54 million. The reported number represents a year-over-year change of +14.1%.
  • Net Sales by reportable segment- Analog Mixed Signal and Wireless: $97 million versus the two-analyst average estimate of $96.81 million. The reported number represents a year-over-year change of +17.1%.

View all Key Company Metrics for Semtech here>>>

Shares of Semtech have returned -5.8% over the past month versus the Zacks S&P 500 composite's -1.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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