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Semtech (SMTC) Reports Q2 Earnings: What Key Metrics Have to Say
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For the quarter ended July 2026, Semtech (SMTC - Free Report) reported revenue of $341.9 million, up 32.7% over the same period last year. EPS came in at $0.71, compared to $0.41 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $328.37 million, representing a surprise of +4.12%. The company delivered an EPS surprise of +14.52%, with the consensus EPS estimate being $0.62.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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 major end markets- High-End Consumer: $39.3 million versus $39.96 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -4.6% change.
Net Sales by major end markets- Industrial: $178.9 million versus $170.55 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +25.1% change.
Net Sales by major end markets- Infrastructure: $123.7 million versus $118.29 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +68.6% change.
Net Sales by reportable segment- Signal Integrity: $126.2 million compared to the $125.46 million average estimate based on two analysts. The reported number represents a change of +64.3% year over year.
Net Sales by reportable segment- Analog Mixed Signal and Wireless: $117.4 million compared to the $109.99 million average estimate based on two analysts. The reported number represents a change of +27.6% year over year.
Net Sales by reportable segment- IoT Systems and Connectivity: $98.3 million versus $92.71 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.7% change.
Shares of Semtech have returned -0.5% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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Semtech (SMTC) Reports Q2 Earnings: What Key Metrics Have to Say
For the quarter ended July 2026, Semtech (SMTC - Free Report) reported revenue of $341.9 million, up 32.7% over the same period last year. EPS came in at $0.71, compared to $0.41 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $328.37 million, representing a surprise of +4.12%. The company delivered an EPS surprise of +14.52%, with the consensus EPS estimate being $0.62.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Semtech performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Semtech here>>>
Shares of Semtech have returned -0.5% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.