The pending Texas Instruments acquisition is the primary price driver, making quarterly earnings noise secondary. Monitor deal closure timeline and regulatory approvals; any delay or antitrust risk would be the main downside catalyst.
Price Chart
Executive Summary
Silicon Labs reported Q2 2026 revenue of $228M (+18% YoY), beating consensus of $227.7M, but GAAP EPS was a loss of $(0.32) vs consensus of $0.69. Non-GAAP EPS was $0.71, up 545% YoY. The company has suspended guidance due to the pending acquisition by Texas Instruments, which dominates the narrative and caps upside.
Key Financial Metrics
Key Facts
- Revenue $228M, +18% YoY, slightly above $227.7M consensus
- GAAP diluted loss per share $(0.32) vs consensus $0.69 — a large miss
- Non-GAAP diluted EPS $0.71, up 545% YoY
- Guidance suspended due to pending acquisition by Texas Instruments
- Medical segment revenue up 78% YoY, a record
- Gross margin 61.6% GAAP, 61.9% non-GAAP
Financial Impact
Revenue beat by ~$0.3M; GAAP EPS miss of ~146% vs consensus; non-GAAP EPS $0.71 vs consensus $0.69 (beat)
Risk Factors
- Pending acquisition by Texas Instruments may face regulatory hurdles or delay
- GAAP net loss persists despite revenue growth
- Guidance suspension removes forward visibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302848831 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | Press Release | $219.71 $221.25 | ▲ +0.70% | ▼ −1.12% | $222.30 (+1.18%) |
Sep 4, 2026 28d ago | Press Release | $220.58 $219.28 | ▼ −0.59% | ▲ +0.62% | $222.30 (+0.78%) |
Aug 11, 2026 7w ago | Press Release | $218.83 $218.92 | ▲ +0.04% | ▲ +0.49% | $222.30 (+1.59%) |
May 26, 2026 18w ago | 8-K | $219.05 $218.75 | ▼ −0.14% | ▼ −1.35% | $222.30 (+1.49%) |
Mar 27, 2026 26w ago | DEFM14A | $205.85 $210.00 | ▲ +2.02% | ▼ −2.28% | $222.30 (+7.99%) |
Mar 25, 2026 27w ago | DEFA14A | $206.79 $209.13 | ▲ +1.13% | ▼ −0.50% | $222.30 (+7.50%) |
Mar 13, 2026 28w ago | PREM14A | $204.68 $206.96 | ▲ +1.11% | ▲ +3.16% | $222.30 (+8.61%) |
Mar 3, 2026 30w ago | DEFA14A | $203.58 $201.70 | ▼ −0.92% | ▲ +0.41% | $222.30 (+9.20%) |
US Market Status
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