For the quarter ended July 2025, Semtech (SMTC) reported revenue of $257.6 million, up 19.6% over the same period last year. EPS came in at $0.41, compared to $0.11 in the year-ago quarter.
The reported revenue represents a surprise of +0.61% over the Zacks Consensus Estimate of $256.04 million. With the consensus EPS estimate being $0.40, the EPS surprise was +2.5%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Semtech performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales by reportable segment- IoT Systems and Connectivity: $88.8 million versus $90.42 million estimated by two analysts on average.
- Net Sales by reportable segment- Signal Integrity: $76.8 million versus $77.92 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +29.2% change.
- Net Sales by reportable segment- Analog Mixed Signal and Wireless: $92 million versus the two-analyst average estimate of $87.68 million.
View all Key Company Metrics for Semtech here>>>
Shares of Semtech have returned -3.7% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Semtech Corporation (SMTC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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