LSCC · Lattice Semiconductor reported record Q3 2026 revenue of $291.0M, up…

Lattice Semiconductor reported record Q3 2026 revenue of $291.0M, up 118.3% YoY, driven by the AMI acquisition and strong FPGA growth. Non-GAAP EPS of $0.72 beat the $0.55 consensus by 30.9%. Guidance for Q4 2026 revenue of $325M-$345M implies approximately 130% YoY growth, well above the consensus midpoint.

• Q3 2026 revenue of $291.0M, up 118.3% YoY (Q3 2025: $133.3M) and 44.7% QoQ
• Non-GAAP EPS of $0.72, up approximately 160% YoY from $0.28, beating consensus of $0.55
• FPGA revenue grew approximately 90% YoY, led by data center AI demand
• AMI contributed $39.1M in revenue (13% of total) since acquisition close on July 27, 2026