SLAB · Silicon Laboratories Inc.
Key customers — 75% of revenue (the six months ended July 4, 2026)
“During the six months ended July 4, 2026, 75% of our revenue was derived from distributors (and 51% of our revenue was derived from our two largest distributors).”
2 customers — 51% of revenue (the six months ended July 4, 2026)
“During the six months ended July 4, 2026, 75% of our revenue was derived from distributors (and 51% of our revenue was derived from our two largest distributors).”
Price & Indicators
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Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Non-GAAP diluted earnings per share non-GAAP | $0.71 | second quarter | — |
| Non-GAAP gross margin non-GAAP | 61.9% | Three Months Ended July 4, 2026 | — |
| Non-GAAP operating expenses non-GAAP | $114M | second quarter | — |
| Non-GAAP operating income non-GAAP | $27M | second quarter | — |
GAAP → non-GAAP reconciliationGAAP Operating loss -10.67M
+25.65M Stock Compensation Expense
+2.3M Intangible Asset Amortization
+9.55M Merger-Related Costs
= Non-GAAP operating income 26.83M
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| Home & Life revenue | $85.53M | FY2027 Q1 | +4.6% |
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| Industrial & Commercial revenue | $127.97M | FY2027 Q1 | +33.3% |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SLAB
this stock
Silicon Laboratories Inc.
|
$7.31B | +67.5% | -0.3% | — | 8.6% |
|
NVDA
Nvidia Corp
|
$5.45T | +16.7% | +65.5% | 34.5 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.14T | +35.6% | — | — | 0.6% |
|
AVGO
Broadcom Inc.
|
$1.81T | +4.7% | +18.2% | 63.2 | 1.3% |
|
MU
Micron Technology Inc
|
$1.14T | +228.3% | +49.5% | 22.9 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SLAB | +0.0% | +0.8% | +6.9% | +0.7% | +67.5% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +0.5% | -2.1% | -4.6% | -2.3% | +54.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.