Revenue: As of FY2027 Q2, the actual value is USD 228.19 M, missing the estimate of USD 266.3 M.

EPS: As of FY2027 Q2, the actual value is USD -0.32, missing the estimate of USD -0.01.

EBIT: As of FY2027 Q2, the actual value is USD -8.177 M.

Second Quarter 2026 Financial Highlights (Ended July 4, 2026)

Revenue

Silicon Laboratories Inc. reported total revenue of $228 million, representing an 18% increase year-over-year. Industrial & Commercial segment revenue was $135 million, up 23% year-over-year. Home & Life segment revenue was $93 million, up 12% year-over-year. Medical revenue achieved a record in the quarter, increasing 78% year-over-year.

GAAP Operational Metrics

• GAAP gross margin was 61.6%.
• GAAP operating expenses totaled $151 million.
• GAAP operating loss was -$11 million.
• Net loss was -$10,592 thousand for the three months ended July 4, 2026, compared to -$21,817 thousand for the three months ended July 5, 2025.

Non-GAAP Operational Metrics

• Non-GAAP gross margin was 61.9%.
• Non-GAAP operating expenses were $114 million.
• Non-GAAP operating income was $27 million.

Six Months Ended July 4, 2026 Financial Performance

GAAP Operational Metrics (Six Months)

• Gross profit was $267,672 thousand, compared to $205,886 thousand for the six months ended July 5, 2025.
• Operating expenses were $295,420 thousand, compared to $260,833 thousand for the six months ended July 5, 2025.
• Operating loss was -$27,748 thousand, compared to -$54,947 thousand for the six months ended July 5, 2025.
• Net loss was -$26,489 thousand, compared to -$52,287 thousand for the six months ended July 5, 2025.

Cash Flow (Six Months Ended July 4, 2026)

• Net cash used in operating activities was -$9,578 thousand, compared to net cash provided by operating activities of $53,036 thousand for the six months ended July 5, 2025.
• Net cash provided by investing activities was $27,238 thousand, compared to net cash used in investing activities of -$14,051 thousand for the six months ended July 5, 2025.
• Net cash used in financing activities was -$19,691 thousand, compared to -$6,133 thousand for the six months ended July 5, 2025.
• Cash and cash equivalents at the end of the period were $362,191 thousand, representing a decrease of -$2,031 thousand from the beginning of the period.

Balance Sheet Highlights (As of July 4, 2026)

• Cash and cash equivalents were $362,191 thousand, slightly down from $364,222 thousand as of January 3, 2026.
• Inventories increased to $123,340 thousand from $95,566 thousand as of January 3, 2026.
• Total liabilities were $158,254 thousand, down from $174,899 thousand as of January 3, 2026.

Operational Metrics and Business Indicators

• Bookings and new orders accelerated during the quarter.
• Inventory at both distributors and end customers declined.
• Total opportunity funnel and design wins materially accelerated, reinforcing a durable growth trajectory.

Outlook / Guidance

Silicon Laboratories Inc. has suspended providing forward-looking guidance. This suspension is due to the announced pending acquisition by Texas Instruments.