Semtech Corporation

Semtech Corporation

SMTC
Semtech CorporationUS flagNASDAQ Global Select
147.89
USD
+12.49
- -
13.78BMarket Cap
Semtech Corporation
SMTC
(NASDAQ Global Select)

Recent

price

147.89

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
FRC
7.29
7.38
8.8
8.82
8.31
7.47
8.32
8.9
9.51
8.26
9.13
11.46
11.86
13.55
12.7
11.88
12.82
Revenue per Share
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
1.68
Basic EPS, GAAP
1.1
1.16
1.18
1.15
1.09
1.36
1.29
1.15
2.52
1.44
1.32
2.74
1.54
-1.95
0.61
1.87
2.01
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
8.27
9.7
10.43
7.96
8.25
8.12
9.2
10.03
10.46
10.29
10.73
11.51
11.83
-4.77
6.29
5.93
8.02
Book Value per Share
5.07
6.68
1.43
1.75
2.54
1.69
3.25
3.97
4.52
4.65
5.16
5.92
-11.6
-13.73
-0.28
0.56
2.42
Tangible Book Value per Share
62
65
66
67
67
66
65
66
66
66
65
65
64
64
72
88
92
Basic Weighted Avg Shares
455
481
579
595
558
490
544
588
627
548
595
741
757
869
909
1,050
1,174
Sales/Revenue/Turnover
17.3
19.95
2.78
7.08
10.08
2.78
10.72
12.06
15.32
9.07
12.59
19.57
11.36
-14.43
6.86
11.74
12.03
Operating Margin (%)
16
21
49
94
55
49
47
49
50
44
36
35
37
84
49
46
45
Depreciation Expense
73
89
42
-164
28
11
55
35
70
32
60
126
61
-1,092
-162
-40
154
Net Income, GAAP
8.52
5.41
- -
- -
23.42
43.58
25.18
39.57
0.51
28.77
5.46
11.17
22.1
- -
- -
- -
165.19
Effective Tax Rate (%)
15.97
18.54
7.25
-27.64
5.01
2.35
10.04
5.89
11.1
5.82
10.07
16.96
8.11
-125.7
-17.8
-3.85
13.12
Profit Margin (%)
260
360
248
283
289
237
315
335
355
362
365
374
326
317
302
379
305
Working Capital
- -
- -
282
273
235
239
227
211
193
195
179
172
1,297
1,371
506
491
349
LT Debt
529
630
695
536
551
528
605
665
683
677
699
738
756
-307
542
550
749
Total Equity
15.14
15.5
- -
- -
5.26
0.96
5.34
4.94
10.75
4
8.07
14.36
4.44
- -
- -
- -
- -
Return on Invested Capital (%)
15.53
15.38
- -
- -
3.98
2
7.55
4.54
8.83
4.34
7.35
14.36
4.65
- -
- -
- -
1.17
Return on Capital (%)
15.53
15.38
6.33
-26.73
5.14
2.13
9.65
5.46
10.34
4.69
8.71
17.5
8.22
- -
- -
-7.39
23.66
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Jan'26
Apr'27
Jul'27
ST Debt
6
- -
143
LT Borrowings
491
492
349
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
93
93
93
Market Capitalization
7,390
9,783
10,996

Working Capital

FRC

in mil. unless spec.
Jan'26
Apr'27
Jul'27
Total Current Assets
655
649
743
Cash, Cash Equivalents & STI
195
163
204
Accounts Receivable, Net
161
175
170
Inventories
196
205
171
Total Current Liabilities
276
274
437
Payables & Accruals
197
274
223
ST Debt
6
- -
143
Deferred Revenue
14
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
-37.83%
-81.56%
1.34%
Free Cash Flow
2.79%
-4.71%
277.67%
Net Income, GAAP
-150.72%
-396.15%
-75.06%
Sales/Revenue/Turnover
8.33%
12.32%
15.47%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
206
215
237
251
909
2026
251
258
267
274
1,050
2027
291
342
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
-0.36
-2.61
-0.1
0.48
-2.26
2026
0.22
-0.31
-0.03
-0.32
-0.46
2027
0.29
1.72
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
2027
- -
- -
- -
- -
- -
Business
Semtech Corporation (Nasdaq: SMTC), a leading supplier of high-performance analog and mixed-signal semiconductors, IoT systems, and cloud connectivity services, develops solutions that enable infrastructure, industrial, and consumer markets worldwide. Founded in 1960 and headquartered in Camarillo, California, the company operates 32 locations across 15 countries in North America, Europe, and Asia, serving sectors including data centers, utilities, agriculture, healthcare, transportation, enterprise computing, communications, and broadcast applications. Its core product platforms encompass cellular IoT solutions offering edge-to-cloud devices, software, and connectivity services; circuit protection devices guarding against electrostatic discharge, electrical fast transients, and cable discharge events; smart sensing technologies for ultra-low power proximity detection, precision force measurement, and interface control in mobile, automotive, wearables, and industrial uses; power management ICs for networking, industrial, handheld, and automotive applications; signal integrity products including optical, analog, and mixed-signal semiconductors for high-speed data transmission; wireless RF platforms such as LoRa for long-range, low-power IoT connectivity with up to 20-year battery life; broadcast video solutions enhancing performance, reach, power efficiency, and signal integrity; and professional AV systems with inline signal processing, light compression, scaling, and audio down-mixing. Recent developments include the September 2025 launch of a comprehensive 2.5G symmetric Fiber to the Room (FTTR) chipset to accelerate global passive optical network deployments and address cost challenges in fiber-to-premises expansions; enhancements to LoRa Gen 4 transceivers supporting multi-protocol AI expansion; introduction of transimpedance amplifiers improving data center power efficiency by 20%; sampling of 1.6T multimode optical infrastructure for AI networks in collaboration with POET Technologies; and strategic partnerships such as with Kinéis in May 2024 to combine terrestrial and satellite IoT connectivity, Console Connect in May 2024 to expand AirVantage smart connectivity in Asia-Pacific, and Traxmate in November 2024 to integrate precise location tracking into the Lo Edge platform, alongside the 2023 acquisition of Sierra Wireless that doubled revenue and added high-margin IoT cloud services.

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