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NASDAQ: SMTC SEMTECH CORP 8-K

Semtech enters $360M revolving credit facility, refinances prior debt

Filed July 6, 2026 · Period ending July 6, 2026 · ~1 min read

4 key changes 1 high relevance 1 section

Key Changes

  • high

    Semtech closed a new $360M revolving credit facility with SOFR-based rates from 1.25% to 2.0% margin depending on leverage, replacing its September 2022 credit agreement which was paid in full.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →
  • medium

    The facility matures July 2031 but includes a springing maturity 91 days before the 2030 Convertible Notes mature if certain liquidity conditions aren't met, ensuring funds to address the convertible debt.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →
  • medium

    Financial covenants require minimum interest coverage of 2.50:1.00 and maximum net leverage of 4.00:1.00 (4.50:1.00 post-acquisition), tested quarterly.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →
  • medium

    The facility includes incremental capacity up to the greater of $332M or 100% of EBITDA, with unlimited additional capacity if leverage stays below 3.50:1.00.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →

Summary

Semtech refinanced its existing credit facility with a new $360 million revolving credit agreement that was undrawn at closing. The facility replaces the company's September 2022 credit agreement, which was terminated and paid in full. Interest rates are SOFR-based with margins ranging from 1.25% to 2.0% depending on the company's leverage ratio, incentivizing deleveraging.

The five-year facility matures in July 2031 but contains a springing maturity provision tied to the company's 2030 Convertible Notes. If Semtech doesn't maintain sufficient liquidity 91 days before those notes mature, the revolving facility would mature early.

The agreement includes standard quarterly financial covenants: minimum interest coverage of 2.50:1.00 and maximum net leverage of 4.00:1.00, with temporary relief to 4.50:1.00 following material acquisitions. The facility also provides significant growth capacity through incremental borrowing options up to $332 million or 100% of EBITDA, with unlimited additional capacity available if leverage remains below 3.50:1.00. This is a routine refinancing that maintains financial flexibility while managing the company's debt maturity profile.

Section-by-Section Diff

Event · Item 1.01 — Entry into a Material Definitive Agreement

~1,400 words

Item 1.01 — Entry into a Material Definitive Agreement filed; see Key Changes for terms.

1 Added
Added New credit facility high

Added in current filing · verify on EDGAR →

On July 6, 2026 (the “Closing Date”), Semtech Corporation (the “Company”) entered into a Credit Agreement (the “Credit Agreement”), with certain of the Company’s domestic subsidiaries as subsidiary guarantors (the “Guarantors”), the lenders party thereto (“Lenders”), the letter of credit issuers party thereto, and Morgan Stanley Senior Funding, Inc., as administrative agent (in such capacity, the “Administrative Agent”) and swing line lender, consisting of a $360 million revolving credit facility (the “Revolving Loan Facility”), which was undrawn on the Closing Date, and an uncommitted incremental term loan facility (the “Incremental Loan Facility” and, together with the Revolving Loan Facility, the “Credit Facility”) at the election of the Company

Semtech entered into a new credit agreement providing a $360 million revolving credit facility that was undrawn at closing, plus an uncommitted incremental term loan facility. The proceeds will be used for working capital, general corporate purposes, refinancing existing debt, and funding acquisitions. This replaces the company's prior credit agreement dated September 26, 2022, which was terminated and paid in full concurrently.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 7, 2026 · How we verify