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Silicon Laboratories Inc.

Silicon Laboratories Inc.

NASDAQ•SLAB
CEO: Mr. Robert Matthew Johnson
Sector: Technology
Industry: Semiconductors
Listing Date: 2000-03-24
Silicon Laboratories Inc., a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally. The company's products include wireless microcontrollers and sensor products. Its products are used in various electronic products in a range of applications for the industrial Internet of Things (IoT), including industrial automation and control, smart buildings, access control, HVAC control, and industrial wearables and power tools; smart cities applications, such as smart metering, smart street lighting, renewable energy, electric vehicle supply equipment, and smart agriculture; commercial IoT applications, including smart lighting, asset tracking, electronic shelf labels, theft protection, and enterprise access points; smart home applications, comprising home automation/security systems, smart speakers, smart lighting, HVAC control, smart cameras, smart appliances, smart home sensing, smart locks, and window/blind controls; and connected health applications, including diabetes management, consumer health and fitness, elderly care, patient monitoring, and activity tracking; as well as in commercial building automation, consumer electronics, and medical instrumentation. The company sells its products through its direct sales force, as well as through a network of independent sales representatives and distributors. Silicon Laboratories Inc. was founded in 1996 and is headquartered in Austin, Texas.
Contact Information
400 West Cesar Chavez, Austin, TX, 78701, United States
512-416-8500
www.silabs.com
Market Cap
$4.16B
P/E (TTM)
-48.4
72.8
Dividend Yield
--
52W High
$160.00
52W Low
$82.82
52W Range
57%
3.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$206.00M+23.80%
4-Quarter Trend

EPS

-$0.30-65.91%
4-Quarter Trend

FCF

$27.93M-5.07%
4-Quarter Trend

2025 Q2 Earnings Highlights

Key Highlights

Strong Revenue Growth Q/Q Total revenues reached 192.8M USD, up 32.7% from 145.4M USD, driven by improved demand environment across products.
Gross Margin Expansion Gross margin improved to 56.1%, up 3.4 percentage points from 52.7%, due to higher revenues and lower overhead expenses.
Net Loss Significantly Reduced Net loss narrowed substantially to 21.8M USD, down from 82.2M USD, reflecting improved operating performance in the quarter.
Operating Cash Flow Positive Six-month operating activities provided 53.0M USD cash, a major swing from 55.7M USD cash used in the prior period.

Risk Factors

Semiconductor Industry Cyclicality Industry subject to rapid technological change, price erosion, and demand fluctuations; future downturns could adversely affect results.
Geopolitical Supply Chain Risk Operations concentrated in Pacific Rim; geopolitical changes (China-Taiwan) or natural disasters could severely disrupt manufacturing ability.
Average Selling Price Decline ASPs could drop suddenly due to competitive pricing or product mix changes, requiring timely cost reduction and new product introduction.
Forecast-Based Inventory Risk Manufacturing based on forecasts risks high inventory costs and obsolescence if demand does not materialize, adversely affecting results.

Outlook

Sufficient Liquidity Position Existing cash, investments, and credit facility totaling 415.5M USD are sufficient to meet short-term and long-term capital requirements.
High R&D Investment Focus R&D expense was 176.0M USD (47.5% of revenue) for six months, focused on new and emerging wireless technologies and standards.
Tax Legislation Lowers Rate OBBBA enactment decreased forecasted annual effective tax rate, primarily by restoring current deductibility for U.S. R&E expenditures.
Inventory Days Reduction Inventory days outstanding decreased sharply to 86 days from 125 days, reflecting improved inventory management and supply alignment.

Peer Comparison

Revenue (TTM)

Avnet, Inc.AVT
$22.50B
-2.3%
Science Applications International CorporationSAIC
$7.46B
+2.2%
Belden Inc.BDC
$2.66B
+13.4%

Gross Margin (Latest Quarter)

StoneCo Ltd.STNE
74.1%
+1.4 pp
OneStream, Inc.OS
68.6%
+0.0 pp
Ambarella, Inc.AMBA
58.9%
-1.9 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ALGM$5.08B-179.0-3.0%20.8%
STNE$4.72B-21.6-10.1%25.3%
BDC$4.66B20.418.3%40.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
+7.4%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years
  • Form 10-Q - Q2 2025

    Period End: Jul 5, 2025|Filed: Aug 5, 2025|
    Revenue: $192.85M+32.7%
    |
    EPS: $-0.67-73.8%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Apr 5, 2025|Filed: May 13, 2025|
    Revenue: $177.71M+67.1%
    |
    EPS: $-0.94-46.9%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 28, 2024|Filed: Feb 4, 2025|
    Revenue: $584.39M-25.3%
    |
    EPS: $-5.93-444.0%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 28, 2024|Filed: Nov 4, 2024|
    Revenue: $166.40M-18.3%
    |
    EPS: $-0.88-366.7%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 29, 2024|Filed: Jul 24, 2024|
    Revenue: $145.37M-40.6%
    |
    EPS: $-2.56-831.4%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 30, 2024|Filed: Apr 24, 2024|
    Revenue: $106.38M-56.9%
    |
    EPS: $-1.77-502.3%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 30, 2023|Filed: Feb 20, 2024|
    Revenue: $782.26M-23.6%
    |
    EPS: $-1.09-141.8%
    Miss
  • Form 10-Q - Q3 2023

    Period End: Sep 30, 2023|Filed: Nov 1, 2023|
    Revenue: $203.76M-24.5%
    |
    EPS: $0.33-45.0%
    Miss