Semtech Corporation
Semtech Corporation (Nasdaq: SMTC) designs, develops and markets high-performance analog and mixed-signal semiconductors, wireless products, IoT hardware and connected services for infrastructure, high-end consumer and industrial markets. Its customers include original equipment manufacturers, solution providers and… From the company’s description.
In fiscal 2026, Semtech Corporation reported revenue of $1.05B, up 15.5% from fiscal 2025, and a net loss of $40.38M. Its operating margin was 3.1%, and operations generated $181.17M in cash. Over the twelve months to Jul 26, 2026, revenue was $1.17B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Semtech Corporation does
In the company’s own words
Semtech Corporation (Nasdaq: SMTC) designs, develops and markets high-performance analog and mixed-signal semiconductors, wireless products, IoT hardware and connected services for infrastructure, high-end consumer and industrial markets. Its customers include original equipment manufacturers, solution providers and subcontractors; IoT modules, routers, gateways and connectivity services also serve device makers, enterprises and solution providers. Semtech reports three segments: Signal Integrity, which supplies optical and copper data communications and video transport products; Analog Mixed Signal and Wireless, which includes protection, sensing, power and radio-frequency products such as LoRa devices; and IoT Systems and Connectivity, which provides modules, gateways, routers and cloud-based device and connectivity management. Fiscal 2026 net sales were $1.05 billion: $322.6 million from Signal Integrity, $373.4 million from Analog Mixed Signal and Wireless, and $353.9 million from IoT Systems and Connectivity. Industrial applications accounted for 55% of sales, infrastructure 30% and high-end consumer 15%. The company had 1,920 full-time employees worldwide as of January 25, 2026, and completed its acquisition of HieFo Corporation in March 2026. Its website is www.semtech.com.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Semiconductors
- Headquarters
- CAMARILLO, CA
- Fiscal year end
- January
- CIK
- 88941
- SIC
- 3674
Financial performance, year by year
Fiscal 2014–2026 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Semtech Corporation — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Semtech Corporation · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Semtech Corporation’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Semtech Corporation’s bonds, as funds hold them
Funds report holding 2 issues of Semtech Corporation’s debt, $209.99M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 1.63%, maturing 2027 to 2030.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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