Brief: Synaptics Q4 Adjusted EPS USD 1.01 Vs. IBES Estimate USD 1

Synaptics Incorporated

07/08/2025 21:05

Overview

Synaptics fiscal 2025 revenue up 12% yr/yr, driven by Core IoT sales

Q4 revenue and adjusted EPS beat analyst expectations, per LSEG data

Co announces new $150 mln share repurchase program

Outlook

Synaptics expects Q1 fiscal 2026 revenue of $290 mln ± $10 mln

Company anticipates 13% year-over-year revenue growth in Q1 fiscal 2026

Synaptics projects Q1 fiscal 2026 non-GAAP EPS of $1.05 ± $0.15

Company notes improved order activity and inventory levels

Result Drivers

CORE IOT GROWTH - Core IoT product sales surged by 53% yr/yr, driving fiscal 2025 revenue growth, per CEO Rahul Patel

GROSS MARGIN DECLINE - GAAP gross margin for fiscal 2025 decreased to 44.7% from 45.8% in the prior year

FINANCIAL POSITION - Co reduced gross debt by 14% or $134 mln, supported by strong cash flows, per CFO Ken Rizvi

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$282.80 mln
$279.60 mln (9 Analysts)
Q4 Adjusted EPS
Beat
$1.01
$1 (9 Analysts)
Q4 EPS
-$0.12
Q4 Adjusted Net Income
Beat
$39.50 mln
$39.10 mln (9 Analysts)
Q4 Adjusted Gross Margin
53.5%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

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

Wall Street's median 12-month price target for Synaptics Inc is $80.00, about 24.9% above its August 6 closing price of $60.10

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNXqlfBj

(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.)