Semtech Corporation (SMTC)

From the record

Semtech Corporation's filings since 2017 show 1 warning event: a late-report notice (Form NT 10-K or NT 10-Q, the latest 2023-09-06) (its current reports).

From the record

Semtech Corporation's 10 filed years say what it did: revenue went from $544 million in fiscal 2017 to $1.0 billion in fiscal 2026, up 7.6% a year; it rose in 8 of 9 years; the deepest fall was 13% from fiscal 2019 to fiscal 2020; net income was positive in 7 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-25, Semtech Corporation's diluted share count grew about 11.4% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 61 sales (48 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-25, Semtech Corporation lost about 7 cents for every dollar of shareholders' money, and gross profitability: its products earned about 38 cents per dollar of everything the company owns. Leverage: it owed about 61 cents per dollar of assets, and net share issuance: its share count grew 23.4% over the year (the filed statements).

From the record

Semtech Corporation's standing among 97 graded names in its industry family: revenue of $1.0 billion in fiscal 2026 ranks in the top 39% by size; a net margin of -3.8% ranks in the bottom 41%; revenue growth of 11.6% a year over the last 3 filed years ranks in the top 31% (its annual reports).

From the record

Semtech Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Hou, Hong Q (President and CEO, as filed), filing under that title since 2024-06-10, 2.4 years (bottom 37% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 6.1 years (bottom 48%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 35%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Semtech Corporation's room to grow, from the newest filed statements (fiscal 2026): cash of $195 million against debt of $491 million leaves -21% of its assets as net cash, bottom 12% of its family; cash from operations less capital spending is 16.3% of revenue (top 27%); a gross margin of 51.6% (top 32%); research spending of 18.7% of revenue (bottom 49%) (its annual report).

From the record

Semtech Corporation's growth drivers, from the filed years to fiscal 2026: revenue grew 11.6% a year over the last three filed years against 7.6% over all 10, speeding up (top 18% of its family); the newest year grew 15.5% (top 45%); research spending grew 5.6% a year (bottom 48%); capital spending grew -29.9% a year (bottom 15%) (its annual reports). Semtech Corporation reported 2 product lines in fiscal 2026: Product at $942 million (90%), Service at $108 million (10%); 1 of 2 grew against the year before (its annual report).

From the record

Semtech Corporation's newest year against its own record: revenue of $1.0 billion in fiscal 2026 came in 5.3% above the $997 million its prior three years' pace pointed to (bottom 35% of its family); net income of $40 million against a prior three-year average of $398 million (top 21%); a net margin of -3.8% against -45.1% before (top 11%) (its annual reports).