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AI brief of an SEC Form 8-K · Semtech (SMTC)

Semtech Q4 sales reach $274.4 million; GAAP loss widens on $44.6 million impairments

Mixed Impact 3 of 5 earnings Written later

Semtech reported fourth-quarter fiscal 2026 net sales of $274.4 million, up 9% from a year earlier, and adjusted diluted EPS of $0.44, up from $0.40. The company posted a GAAP diluted loss of $0.32 per share, compared with GAAP diluted earnings of $0.43 a year earlier, after $44.6 million of goodwill and intangible impairments. For shareholders, revenue and adjusted earnings grew, while GAAP results were hurt by the impairment charges, and the company guided first-quarter fiscal 2027 net sales to $283.0 million, plus or minus $5.0 million.

Key points

  • Q4 fiscal 2026 net sales $274.4 million, up 9% year over year; fiscal 2026 net sales $1.05 billion, up 15%
  • Q4 GAAP diluted loss of $0.32 per share vs. GAAP diluted EPS of $0.43 in Q4 fiscal 2025; full-year GAAP diluted loss of $0.46 per share
  • Q4 adjusted diluted EPS $0.44 vs. $0.40 a year earlier; Q4 operating cash flow $61.5 million and free cash flow $59.1 million
  • Q1 fiscal 2027 outlook: net sales $283.0 million +/- $5.0 million; adjusted diluted EPS $0.45 +/- $0.03

The filing

CompanySemtech (SMTC)
Form8-K, current report
Filed with the SECMar 16, 2026, 4:06 PM ET
Accession number0000088941-26-000003

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 16, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.