Silicon Laboratories Inc. (SLAB)

Silicon Laboratories beat expectations on adjusted EPS while revenue landed essentially in line for the second fiscal quarter of 2026, which it reported on August 11, 2026. Adjusted EPS of $0.71 topped the $0.69 estimate (+2.9%), and revenue of $228.2 million was in line with the $228.0 million consensus (+0.1%), with revenue up 18.3% to about $228.2 million from roughly $192.8 million a year ago. On profitability, gross profit was roughly $140.7 million and gross margin came in near 62%, while operating income was around -$10.7 million for an operating margin of roughly -5%. Net income improved 51.5% year over year to about -$10.6 million (from roughly -$21.8 million), alongside adjusted EPS up from $0.11 a year ago. The geographic mix was led by the rest of world at about $84.7 million (up 10.4%), followed by China at roughly $69.8 million (up 14.2%) and the United States at around $26.1 million (up 6.1%). Cash generation was negative, with operating cash flow of -$14.5 million. Consensus for the next period calls for EPS of $0.82 on revenue of $242.1 million.