Q4 FY2026 EarningsFY26 Q4 results slightly beat consensus on the top line with revenue of $1,197.2M vs. $1,194.1M expected, driven by a 43.1% YoY surge in Core IoT. However, GAAP profitability was severely impacted by a $425.3M non-cash tax valuation allowance, leading to a GAAP EPS of -$12.62, significantly missing the -$1.19 mean estimate. Despite the tax charge, operating performance remained steady with gross margins flat at 44.7% and a pending merger with onsemi slated for mid-2027 providing a significant valuation floor.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Synaptics(SYNA) the Revenue is 308 M (+8.91%), Beat estimate;the EBIT is 60.3 M (+29.12%), Beat estimate;the EPS is -11.53 (-9508%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.31B8.91%
0.31B7.96%
+0.00B0.95%
EBITExceed expectations
0.06B29.12%
0.06B24.28%
+0.00B4.84%
EPSMiss expectations
-11.539508.33%
-0.3317176.43%
-11.19839,331.90%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf