Silicon Labs Q4 revenue up 25%, slightly beats estimates

Silicon Laboratories

04/02/2026 12:10

Overview

Wireless technology firm's Q4 revenue slightly beat analyst expectations

Net income for Q4 missed analyst estimates

Company cancels earnings call due to pending acquisition by Texas Instruments

Outlook

Silicon Labs suspends forward-looking guidance due to pending acquisition by Texas Instruments

Result Drivers

INDUSTRIAL & COMMERCIAL GROWTH - Q4 revenue in Industrial & Commercial segment rose 37% year-over-year, contributing to overall revenue increase

HOME & LIFE SEGMENT - Q4 revenue in Home & Life segment increased 12% year-over-year, supporting overall revenue growth

PENDING ACQUISITION - Company canceled earnings call due to pending acquisition by Texas Instruments, impacting forward-looking guidance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$208.21 mln
$207.58 mln (9 Analysts)
Q4 Net Income
Miss
-$2.68 mln
$18.26 mln (9 Analysts)
Q4 Operating Income
Miss
-$3.25 mln
$19.79 mln (8 Analysts)
Q4 Gross Profit
$132.08 mln
Q4 Operating Expenses
$135.33 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy."

Wall Street's median 12-month price target for Silicon Laboratories Inc is $155.00, about 13.5% above its February 3 closing price of $136.62

The stock recently traded at 51 times the next 12-month earnings vs. a P/E of 60 three months ago

Press Release: ID:nPn8f7R40a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)