SLAB: revenue $228.2M, net income -$10.6M. SLAB revenue +18% YoY (52- vs 53-week years); $231.00/share TI merger pending H1 2027

Filed August 11, 2026 · Period ending July 4, 2026 · Compared to 10-Q Aug 5, 2025 · ~2 min read

Key Changes

• high

  Merger-related costs totaled $20.8M in the first half of fiscal 2026 ($9.6M in Q2), with additional significant costs expected before closing; operating loss narrowed 53% to $10.7M despite these expenses.

  MD&A: Merger costs verify on EDGAR →
• high

  Revenue grew 18.3% YoY to $228.2M, though the comparison spans a 52-week fiscal 2026 quarter vs a 53-week fiscal 2025 year (extra week in Q1 FY2025); gross margin expanded 550 bp to 61.6% on operating leverage.

  MD&A: Revenue & Margins verify on EDGAR →
• high

  Operating cash flow swung from $53.0M inflow to $9.6M outflow in the first half, driven by $48.2M net cash outflow from working capital (inventory buildup to 127 DOI, receivables increase) and $20.8M merger costs.

  MD&A: Cash Flow verify on EDGAR →