# Semtech (SMTC) — Earnings

SMTC · NASDAQ · Stock

Canonical page: https://www.lighthorse.io/tickers/smtc/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q2 2027 |
| Period end | Jul 26, 2026 |
| EPS actual | $0.71 |
| EPS estimate | $0.61 |
| EPS surprise | +15.62% |
| Revenue surprise | +4.03% |
| Revenue | $341.9M |
| Revenue estimate | $328.7M |
| Reported | Aug 25, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/88941/000008894126000034/smtc-20260726.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/fd2cb1bf-fdcc-c5e3-3dac-a65a3159b639.html) |

Semtech reported fiscal Q2 2027 results, for the quarter ended July 26, 2026, on August 25, 2026. Earnings per share were $0.71, ahead of the $0.61 estimate by 15.62%. Revenue was $341.9 million against a $328.7 million consensus, a 4.03% beat. Compared with fiscal Q2 2026, EPS rose about 73% from $0.41 and revenue rose about 33% from $257.6 million.

Revenue has risen in each of the last ten quarters, and Q2 2027 is the high in the table. Annual EPS fell from $2.79 in fiscal 2023 to $0.09 in fiscal 2024, a year that included a $0.06 loss in Q4. It then recovered to $0.83 in fiscal 2025 and $1.71 in fiscal 2026. The first half of fiscal 2027 adds up to $1.22, about 54% more than a year earlier. Quarterly EPS is still below the $0.87 high of fiscal Q2 2023. Semtech topped the EPS estimate in 18 of the last 20 quarters.

Fiscal Q3 results came out between November 24 and December 6 in each of the past five years. That points to late November or early December 2026 for the next report. It will show whether revenue keeps the quarter-by-quarter growth seen since fiscal 2025.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q2 2027 | Aug 25, 2026 | $0.61 | $0.71 | 15.62% | $328.7M | $341.9M |
| Q1 2027 | May 26, 2026 | $0.45 | $0.51 | 12.41% | $283.5M | $291.0M |
| Q4 2026 | Mar 16, 2026 | $0.43 | $0.44 | 2.09% | $273.2M | $274.4M |
| Q3 2026 | Nov 24, 2025 | $0.44 | $0.48 | 7.89% | $266.4M | $267.0M |
| Q2 2026 | Aug 25, 2025 | $0.40 | $0.41 | 2.17% | $256.1M | $257.6M |
| Q1 2026 | May 27, 2025 | $0.37 | $0.38 | 2.54% | $250.1M | $251.1M |
| Q4 2025 | Mar 13, 2025 | $0.32 | $0.40 | 25.63% | $249.2M | $251.0M |
| Q3 2025 | Nov 25, 2024 | $0.23 | $0.26 | 11.73% | $232.9M | $236.8M |
| Q2 2025 | Aug 27, 2024 | $0.09 | $0.11 | 16.40% | $212.3M | $215.4M |
| Q1 2025 | Jun 5, 2024 | $0.02 | $0.06 | 300.00% | $200.2M | $206.1M |
| Q4 2024 | Mar 28, 2024 | −$0.04 | −$0.06 | -34.83% | $190.7M | $192.9M |
| Q3 2024 | Dec 6, 2023 | −$0.15 | $0.02 | 113.33% | $200.5M | $200.9M |
| Q2 2024 | Sep 13, 2023 | $0.02 | $0.11 | 404.59% | $237.4M | $238.4M |
| Q1 2024 | Jun 7, 2023 | −$0.08 | $0.02 | 125.58% | $235.0M | $236.5M |
| Q4 2023 | Mar 29, 2023 | $0.48 | $0.47 | -1.86% | $150.1M | $167.5M |
| Q3 2023 | Nov 30, 2022 | $0.63 | $0.65 | 2.85% | $175.4M | $177.6M |
| Q2 2023 | Aug 31, 2022 | $0.85 | $0.87 | 1.99% | $208.3M | $209.3M |
| Q1 2023 | Jun 1, 2022 | $0.76 | $0.80 | 5.26% | $200.0M | $202.1M |
| Q4 2022 | Mar 16, 2022 | $0.69 | $0.70 | 0.97% | $189.3M | $190.6M |
| Q3 2022 | Dec 1, 2021 | $0.72 | $0.74 | 2.49% | $193.2M | $194.9M |

## Frequently Asked Questions

### When did Semtech (SMTC) last report earnings?

Semtech last reported on Aug 25, 2026, covering fiscal Q2 2027.

### Did SMTC beat earnings estimates?

Yes. Semtech reported EPS of $0.71 for Q2 2027 against a $0.61 estimate — a 15.62% beat.

### How much revenue did SMTC report last quarter?

Semtech reported $341.9M in revenue for Q2 2027, against a consensus estimate of $328.7M.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

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