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Get filing alertsSilicon Labs reports Q2 revenue up 18% YoY to $228M, suspends guidance on pending TI deal
Filed August 11, 2026 · Period ending August 11, 2026 · ~1 min read
Key Changes
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Q2 2026 revenue of $228M, up 18% YoY; non-GAAP EPS of $0.71, up 545% from $0.11 prior year; GAAP loss per share improved 52% to $(0.32) from $(0.67).
Exhibit 99 view on EDGAR → -
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Non-GAAP gross margin of 61.9% reflects strong pricing power and product mix; management attributes performance to value customers place on industry-leading solutions.
Exhibit 99 view on EDGAR → -
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Industrial & Commercial revenue grew 23% YoY to $135M; Home & Life up 12% to $93M; Medical achieved record revenue, up 78% YoY, showing diversification across end markets.
Exhibit 99 view on EDGAR → -
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Company suspended forward-looking guidance due to pending Texas Instruments acquisition, standard practice during merger transactions.
Exhibit 99 view on EDGAR → -
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Bookings and new orders accelerated while distributor and end-customer inventory declined, suggesting improving demand conditions and healthier channel dynamics.
Exhibit 99 view on EDGAR →
Summary
Silicon Labs reported strong Q2 2026 results with revenue of $228 million, up 18% year-over-year, and non-GAAP earnings per share of $0.71, a 545% increase from the prior year's $0.11. The company achieved a non-GAAP gross margin of 61.9%, reflecting strong pricing power and favorable product mix.
Growth was broad-based: Industrial & Commercial revenue rose 23% to $135 million, Home & Life increased 12% to $93 million, and Medical achieved record revenue with 78% year-over-year growth. The company also reported accelerating bookings and declining channel inventory, indicating improving demand conditions.
The company suspended forward-looking guidance due to the pending acquisition by Texas Instruments, a standard practice during merger transactions. For shareholders, the strong operational performance demonstrates the business momentum heading into the transaction. The combination of revenue growth, margin expansion, and improving demand trends validates the strategic value Texas Instruments saw in the acquisition. The guidance suspension means investors will lack quarterly targets until the deal closes, but the Q2 results provide a clear snapshot of the company's current trajectory.
Section-by-Section Diff
Event · Exhibit 99
Added in current filing · view on EDGAR →
Bookings and new orders accelerated, while inventory at both our distributors and end customers declined
The company reported accelerating bookings and new orders alongside declining inventory levels at distributors and end customers. This suggests improving demand conditions and healthier channel dynamics, which typically precede sustained revenue growth.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 12, 2026 · How we verify