Silicon Laboratories Inc

Latest Results (17.05.2026):

Silicon Laboratories Inc.'s fourth quarter of fiscal 2025 (three months ended January 3, 2026) showed continued top-line strength with revenue of $208 million (up 25% year-over-year) and full-year 2025 revenue of $785 million (up 34% yoy). GAAP results still showed losses (Q4 GAAP diluted loss per share $(0.08); full-year GAAP diluted loss per share $(1.98)), while non-GAAP results returned to profitability (Q4 non-GAAP EPS $0.56; FY non-GAAP EPS $0.92). The company cancelled its planned earnings call and suspended forward guidance because of the pending acquisition by Texas Instruments, while management cited a record opportunity funnel and strong design-win traction entering 2026.

Revenue and segments

Q4 revenue: $208.2M (+25% YoY). Full-year 2025 revenue: $784.8M (+34% YoY). Segment detail — Industrial & Commercial: Q4 $122M (+37% YoY); FY $445M (+31% YoY). Home & Life: Q4 $87M (+12% YoY); FY $340M (+38% YoY).

Profitability (GAAP vs. non-GAAP)

Q4 GAAP gross margin 63.4% (non-GAAP 63.6%); FY GAAP gross margin 58.2% (non-GAAP 58.5%). Q4 GAAP operating loss $(3.3)M vs. non-GAAP operating income $21M. FY GAAP operating loss $(70.5)M vs. non-GAAP operating income $25.3M. Company reconciles non-GAAP results by excluding stock comp, amortization of acquired intangibles and certain other items.

Earnings per share

Q4 GAAP diluted loss per share: $(0.08); Q4 non-GAAP diluted earnings per share: $0.56. Full-year GAAP diluted loss per share: $(1.98); full-year non-GAAP diluted earnings per share: $0.92.

Balance sheet & cash flow

Cash and cash equivalents at January 3, 2026: $364.2M (up from $281.6M). Total assets: $1.269B; total stockholders' equity: $1.094B. Net cash provided by operating activities for the year: $95.7M.

Corporate actions and outlook

The company cancelled its Feb. 10, 2026 earnings call and suspended forward-looking guidance due to the pending acquisition by Texas Instruments. Management highlighted a record opportunity funnel and continued design-win momentum but did not provide forward guidance in this release.