# Semtech Corp: overview

SMTC · Nasdaq · CIK 88941 · [Technology](/sectors/technology.md) · fiscal year ends Jan 31

Pages: [Overview](/companies/smtc.md) · [Financials](/companies/smtc/financials.md) · [Filings](/companies/smtc/filings.md) · [Insiders](/companies/smtc/insiders.md)

Latest reported revenue: [$291.0m](/filings/0000088941-26-000013.md) for Q1 FY2026, three months to 2026-04-26, from the 10-Q filed May 27, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0000088941-26-000013).

## Last eight quarters

| Line item | Unit | Q2 FY2024 (2024-07-28) | Q3 FY2024 (2024-10-27) | Q4 FY2024 (2025-01-26) | Q1 FY2025 (2025-04-27) | Q2 FY2025 (2025-07-27) | Q3 FY2025 (2025-10-26) | Q4 FY2025 (2026-01-25) | Q1 FY2026 (2026-04-26) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [215](/filings/0000088941-25-000160.md) | [237](/filings/0000088941-25-000166.md) | [251 d](/filings/0000088941-26-000005.md) | [251](/filings/0000088941-26-000013.md) | [258](/filings/0000088941-25-000160.md) | [267](/filings/0000088941-25-000166.md) | [274 d](/filings/0000088941-26-000005.md) | [291](/filings/0000088941-26-000013.md) |
| Gross margin | % | [49.0%](/filings/0000088941-25-000160.md) | [51.1%](/filings/0000088941-25-000166.md) | [52.0% d](/filings/0000088941-26-000005.md) | [52.3%](/filings/0000088941-26-000013.md) | [52.1%](/filings/0000088941-25-000160.md) | [51.9%](/filings/0000088941-25-000166.md) | [50.4% d](/filings/0000088941-26-000005.md) | [52.0%](/filings/0000088941-26-000013.md) |
| Operating margin | % | [3.6%](/filings/0000088941-25-000160.md) | [7.5%](/filings/0000088941-25-000166.md) | [8.5% d](/filings/0000088941-26-000005.md) | [14.3%](/filings/0000088941-26-000013.md) | [(6.3%)](/filings/0000088941-25-000160.md) | [11.6%](/filings/0000088941-25-000166.md) | [(6.7%) d](/filings/0000088941-26-000005.md) | [8.9%](/filings/0000088941-26-000013.md) |
| Net margin | % | [(79.1%)](/filings/0000088941-25-000160.md) | [(3.2%)](/filings/0000088941-25-000166.md) | [15.6% d](/filings/0000088941-26-000005.md) | [7.7%](/filings/0000088941-26-000013.md) | [(10.5%)](/filings/0000088941-25-000160.md) | [(1.1%)](/filings/0000088941-25-000166.md) | [(10.9%) d](/filings/0000088941-26-000005.md) | [9.1%](/filings/0000088941-26-000013.md) |
| Diluted EPS | $ per share | [(2.61)](/filings/0000088941-25-000160.md) | [(0.10)](/filings/0000088941-25-000166.md) | not reported | [0.22](/filings/0000088941-26-000013.md) | [(0.31)](/filings/0000088941-25-000160.md) | [(0.03)](/filings/0000088941-25-000166.md) | not reported | [0.27](/filings/0000088941-26-000013.md) |
| Free cash flow | $m | [(8.4) d](/filings/0000088941-25-000160.md) | [29.1 d](/filings/0000088941-25-000166.md) | [30.9 d](/filings/0000088941-26-000005.md) | [26.2](/filings/0000088941-26-000013.md) | [41.5 d](/filings/0000088941-25-000160.md) | [44.6 d](/filings/0000088941-25-000166.md) | [59.1 d](/filings/0000088941-26-000005.md) | [28.0](/filings/0000088941-26-000013.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2022-01-30) | FY2022 (2023-01-29) | FY2023 (2024-01-28) | FY2024 (2025-01-26) | FY2025 (2026-01-25) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [741](/filings/0000088941-24-000030.md) | [757](/filings/0000088941-25-000068.md) | [869](/filings/0000088941-26-000005.md) | [909](/filings/0000088941-26-000005.md) | [1,050](/filings/0000088941-26-000005.md) |
| Gross margin | % | [62.2%](/filings/0000088941-24-000030.md) | [63.3%](/filings/0000088941-25-000068.md) | [34.1%](/filings/0000088941-26-000005.md) | [50.2%](/filings/0000088941-26-000005.md) | [51.6%](/filings/0000088941-26-000005.md) |
| Operating margin | % | [19.6%](/filings/0000088941-24-000030.md) | [12.3%](/filings/0000088941-25-000068.md) | [(108.7%)](/filings/0000088941-26-000005.md) | [5.5%](/filings/0000088941-26-000005.md) | [3.1%](/filings/0000088941-26-000005.md) |
| Net margin | % | [17.0%](/filings/0000088941-24-000030.md) | [8.1%](/filings/0000088941-25-000068.md) | [(125.7%)](/filings/0000088941-26-000005.md) | [(17.8%)](/filings/0000088941-26-000005.md) | [(3.8%)](/filings/0000088941-26-000005.md) |
| Diluted EPS | $ per share | [1.92](/filings/0000088941-24-000030.md) | [0.96](/filings/0000088941-25-000068.md) | [(17.03)](/filings/0000088941-26-000005.md) | [(2.26)](/filings/0000088941-26-000005.md) | [(0.46)](/filings/0000088941-26-000005.md) |
| Free cash flow | $m | [177](/filings/0000088941-24-000030.md) | [98.4](/filings/0000088941-25-000068.md) | [(123)](/filings/0000088941-26-000005.md) | [50.1](/filings/0000088941-26-000005.md) | [171](/filings/0000088941-26-000005.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/smtc/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.58bn | 9,749,439 |  | Reduced −4,472,780 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $862.4m | 5,328,594 |  | Reduced −1,594,040 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $679.7m | 4,199,493 |  | Added +54,317 |
| [AMERIPRISE FINANCIAL INC](/funds/820027.md) | 2026-06-30 | $559.0m | 3,450,916 |  | Reduced −3,999,464 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $548.4m | 3,389,044 |  | Reduced −670,222 |
| [JANE STREET GROUP, LLC](/funds/1595888.md) | 2026-06-30 | $542.4m | 3,351,040 |  | Added +2,578,228 |
| [Capital Research Global Investors](/funds/1422848.md) | 2026-06-30 | $478.2m | 2,954,432 |  | Reduced −1,197,650 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $366.6m | 2,253,786 |  | Reduced −272,675 |
| [Hood River Capital Management LLC](/funds/1578177.md) | 2026-06-30 | $364.2m | 2,250,382 |  | Reduced −37,147 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $318.9m | 1,970,198 |  | Added +554,170 |

## Recent filings

[All 2,467 filings](/companies/smtc/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-15 | 21:21 ET | [8-K](/filings/0000088941-26-000041.md) | 7.01 Regulation FD disclosure | 0000088941-26-000041 |
| 2026-08-26 | 20:11 ET | [10-Q](/filings/0000088941-26-000034.md) | Quarterly report, period 2026-07-26 | 0000088941-26-000034 |
| 2026-08-25 | 20:06 ET | [8-K](/filings/0000088941-26-000028.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0000088941-26-000028 |
| 2026-08-13 | 10:01 ET | [8-K](/filings/0001193125-26-347716.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-347716 |
| 2026-07-06 | 21:02 ET | [8-K](/filings/0000088941-26-000022.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0000088941-26-000022 |
| 2026-06-08 | 20:05 ET | [8-K](/filings/0000088941-26-000019.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results | 0000088941-26-000019 |
| 2026-05-27 | 20:04 ET | [10-Q](/filings/0000088941-26-000013.md) | Quarterly report, period 2026-04-26 | 0000088941-26-000013 |
| 2026-05-26 | 20:07 ET | [8-K](/filings/0000088941-26-000009.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0000088941-26-000009 |
| 2026-04-21 | 21:14 ET | [DEF 14A](/filings/0001140361-26-015949.md) | Proxy statement, period 2026-06-04 | 0001140361-26-015949 |
| 2026-03-23 | 20:05 ET | [10-K](/filings/0000088941-26-000005.md) | Annual report, period 2026-01-25 | 0000088941-26-000005 |

## Latest annual report

[Form 10-K for the fiscal year ended Jan 25, 2026](/filings/0000088941-26-000005.md), filed Mar 23, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 88941
- Tickers: SMTC
- Exchange: Nasdaq
- SIC code: 3674 Semiconductors & Related Devices
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:20 ET. No prices; not investment advice.