GuruFocus·Jun 23, 2026
Signify Enhances Philips Hue Matter Support Through Collaboration with Silicon LabsSignify Enhances Philips Hue Matter Support Through Collaboration with Silicon Labs PR Newswire AUSTIN, Texas an
Silicon Laboratories Inc.(SLAB)Earnings, Financials & Key Ratios
SLAB•NASDAQ
$217.57
Price updated Jul 6, 2026
AboutSilicon Laboratories Inc., a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, 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 Internet of Things (IoT), including connected home and security, industrial automation and control, smart metering, smart lighting, commercial building automation, consumer electronics, asset tracking, 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.Show more
- Revenue$785M+34.3%
- EBITDA-$32M+72.2%
- Net Income-$65M+66.0%
- EPS (Diluted)-1.98+66.6%
- Gross Margin58.23%+9.0%
- EBITDA Margin-4.14%+79.3%
- Operating Margin-8.99%+68.3%
- Net Margin-8.27%+74.7%
- ROE-5.97%+64.2%
SLAB Price & Volume
Silicon Laboratories Inc. (SLAB) stock price & volume — 10-year historical chart
Loading chart...
Cyclical Revenue Recovery Faces Persistent Margin Headwinds
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Negative
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Persistent Operating Margin Deficit
Key Thesis Takeaways
- Silicon Laboratories is currently navigating a cyclical revenue rebound, evidenced by 20.1% year-over-year growth in 2026Q1, yet the firm remains challenged by structural profitability issues as operating margins languish at -2.8%.
- While the company has successfully achieved a debt-free balance sheet, the reliance on $21.1 million in quarterly stock-based compensation to manage cash burn suggests that operational scaling remains a critical hurdle.
- Investors should monitor whether the firm can leverage its 56.7% gross margin profile to achieve sustainable profitability before the erosion of its $920.9 million retained earnings base accelerates.
Verdict Logic
while the company shows a strong revenue recovery of 20.1% year-over-year, the persistent negative operating margin of -2.8% and reliance on $21.1 million in stock-based compensation warrant a cautious wait-and-see approach.
SLAB Growth Metrics
Silicon Laboratories Inc. (SLAB) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years1.98%
5 Years8.96%
3 Years-8.49%
TTM25.14%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM69.49%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM70.03%
Return on Capital
10 Years-0.94%
5 Years-3.52%
3 Years-7.17%
Last Year-6.27%
SLAB Recent Earnings
Silicon Laboratories Inc. (SLAB) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$0.53+8.2%
$0.49
Rev
$214M-0.2%
$214M
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$0.56+3.7%
$0.54
Rev
$208M+0.2%
$208M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.32+6.7%
$0.30
Rev
$206M-2.8%
$212M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.11+22.2%
$0.09
Rev
$193M-5.7%
$204M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.53vs $0.49+8.2% | $214Mvs $214M-0.2% |
| Q1 2026 | Feb 4, 2026 | $0.56vs $0.54+3.7% | $208Mvs $208M+0.2% |
| Q4 2025 | Nov 4, 2025 | $0.32vs $0.30+6.7% | $206Mvs $212M-2.8% |
| Q3 2025 | Aug 5, 2025 | $0.11vs $0.09+22.2% | $193Mvs $204M-5.7% |
Based on last 12 quarters of dataView full earnings history →
Latest SLAB News
Recent stock market news and headlines for Silicon Laboratories Inc. (SLAB)
PRNewsWire·Jun 23, 2026
Signify Enhances Philips Hue Matter Support Through Collaboration with Silicon LabsNew Philips Hue smart bulbs leverage Silicon Labs wireless technology to support both Matter and Zigbee, giving consumers more choice while preserving the premium Hue experience AUSTIN, Texas and EINDHOVEN, Netherlands, June 23, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless connectivity, and Signify (Euronext: LIGHT), a world leader in lighting, today announced their collaboration to bring concurrent multiprotocol (CMP) communications to select Philips Hue smart bulbs, enabling support for both Zigbee and Matter over Thread concurrently on a single device. Bringing Greater Choice to the Smart Home The collaboration allows Philips Hue users to benefit from the simplicity and interoperability of Matter while continuing to access the advanced features, immersive experiences, and deep ecosystem integration that have made Hue a leading smart lighting platform.
PRNewsWire·Jun 16, 2026
Silicon Labs Advances Large-Scale Matter Deployments with 200-Node Matter-over-Thread Validation NetworkDemonstration validates Matter readiness for commercial buildings, smart homes and next-generation IoT deployments using concurrent multiprotocol technology AUSTIN, Texas, June 16, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless connectivity, today announced the successful deployment and operation of a 200-node Matter-over-Thread validation network, demonstrating the scalability, reliability and performance of Matter for large-scale smart building, commercial IoT and next-generation smart home applications. Announced at the Connectivity Standards Alliance's (CSA) inaugural Unify event, this highlights a key evolution in the Matter ecosystem: the industry is moving beyond proving interoperability and toward demonstrating scalability for real-world deployments.
Peers Comparison
Key metrics vs top competitors for Silicon Laboratories Inc. (SLAB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $217.57 | $7.18B | -109.88 | 34.29% | -8.27% | -5.97% | — | |
| $65.93 | $9.92B | 21.41 | -2.18% | 8.93% | 6.3% | — | |
| $87.13 | $8.08B | 24.07 | -1.09% | 9.22% | 9.69% | — | |
| $327.64 | $25B | -448.82 | 32.58% | 16.46% | 13.19% | — | |
| $138.89 | $12.94B | -301.93 | — | -3.25% | -6.43% | — | |
| $118.67 | $9.25B | 171.99 | 2.8% | 8.14% | 6.68% | — |
Compare SLAB vs Peers
Silicon Laboratories Inc. (SLAB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SLAB SEC Filings & Documents
Silicon Laboratories Inc. (SLAB) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 5, 2026·SEC
Material company update
Apr 30, 2026·SEC
Material company update
Apr 24, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
6Get notified when SLAB posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
SLAB Frequently Asked Questions
Silicon Laboratories Inc. (SLAB) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Silicon Laboratories Inc.'s revenue?
Silicon Laboratories Inc. (SLAB) reported $820.5M in revenue for fiscal year 2025. This represents a 1650% increase from $46.9M in 1999.
How fast is Silicon Laboratories Inc. growing?
Silicon Laboratories Inc. (SLAB) grew revenue by 34.3% over the past year. This is strong growth.
Is SLAB profitable?
Silicon Laboratories Inc. (SLAB) reported a net loss of $50.3M for fiscal year 2025.
Dividend & Returns
What is SLAB's return on equity?
Silicon Laboratories Inc. (SLAB) has a return on equity (ROE) of -6.0%. Negative ROE indicates the company is unprofitable.
What is Silicon Laboratories Inc.'s free cash flow?
Silicon Laboratories Inc. (SLAB) generated $17.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.