A Business at a Glance
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SILICON LABORATORIES INC.
SLAB
$7.1B
Mkt Cap
$216.88
+0.06%
SILICON LABORATORIES INC. (SLAB) has a 5-year average return on invested capital (ROIC) of -3.5%. This is below average and may indicate limited pricing power.
SILICON LABORATORIES INC. (SLAB) has a market capitalization of $7.1B. It is classified as a mid-cap stock.
SILICON LABORATORIES INC. (SLAB) does not currently pay a regular dividend.
SILICON LABORATORIES INC. (SLAB) operates in the Semiconductors & Related Devices industry, within the Technology sector.
SILICON LABORATORIES INC. (SLAB) reported annual revenue of $785 million in its most recent fiscal year, based on SEC EDGAR filings.
SILICON LABORATORIES INC. (SLAB) has a net profit margin of -8.3%. The company is currently unprofitable.
SILICON LABORATORIES INC. (SLAB) generated $66 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Silicon Laboratories is a leader in secure, intelligent wireless technology for the Internet of Things, providing integrated hardware and software platforms that enable developers to build advanced connected devices for industrial, commercial, home, and life applications. The company specializes in analog-intensive, mixed-signal integrated circuit design using standard CMOS technology, which enables smaller, more cost-effective, and energy-efficient solutions compared to traditional discrete component approaches. Silicon Labs' business model combines semiconductor device sales with software expertise and development tools, leveraging its design capabilities to simplify customer adoption of security features and accelerate time-to-market for wireless IoT applications. The company distributes its products through both direct channels to large customers and through distribution partners, with distribution representing a significant portion of revenue mix. Key end-markets include connected healthcare (particularly continuous glucose monitoring), smart home applications, commercial retail (electronic shelf labeling), smart metering, and Bluetooth-enabled devices, with the company targeting share gains in secular growth markets where wireless connectivity and energy efficiency are critical differentiators. Silicon Labs' competitive moat is built on deep analog design expertise, a comprehensive product portfolio spanning multiple wireless technologies, and an ecosystem of development tools and support that reduce barriers to entry for customers developing IoT solutions.
【Strong design-win conversion ahead】 Management expects continued momentum from design-win ramps converting into revenue growth, with 10 of the company's 12 largest customer ramps on track or ahead of plan for 2025. The company anticipates outperforming the broader semiconductor market through execution of new program ramps in secular growth areas including connected healthcare, smart home, commercial retail, and global metering deployments. Gross margin expansion is expected to continue as the distribution channel strengthens and industrial applications contribute favorably to product mix, with Series 3 platform introduction supporting further margin progression. The company is disciplined in managing operating expense growth, targeting expense growth at one-third the rate of revenue growth to drive accelerated earnings per share accretion. Matter revenue is expected to feather in during 2026, providing an additional foundation for continued growth beyond the near term.
| Metric | Target | Period |
|---|---|---|
| Revenue growth | 34% | Full-year 2025 vs 2024 |
Revenue growth (Full-year 2025 vs 2024): “Based on our Q3 results and Q4 outlook, we expect full-year revenue growth of 34% compared to 2024.”
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q2 FY2026 Earnings Call, Q1 FY2026 Earnings Call, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call
| Metric | TTM | FY2026 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 785M | 785M | 584M | 782M | 1.0B | 511M |
| Net Income | -65M | -65M | -191M | -35M | 91M | 13M |
| EPS | $-1.98 | $-1.98 | $-5.93 | $-1.09 | $2.54 | $0.28 |
| Free Cash Flow | 66M | 66M | -26M | -53M | 115M | 118M |
| ROIC | -7.6% | -5.9% | -16.1% | -2.6% | 6.4% | 0.8% |
| Gross Margin | 58.2% | 58.2% | 53.4% | 58.9% | 62.7% | 57.7% |
| Debt/Equity | 0.00 | 0.16 | 0.02 | 0.09 | 0.71 | 0.47 |
| Dividends/Share | $0.00 | - | - | - | - | - |
| Operating Income | -71M | -71M | -165M | -24M | 119M | -107M |
| Operating Margin | -9.0% | -9.0% | -28.3% | -3.1% | 11.6% | -21.0% |
| ROE | -5.9% | -5.9% | -16.7% | -2.6% | 7.0% | 1.0% |
| Shares Outstanding | 33M | 33M | 32M | 32M | 36M | 45M |
| Metric | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | |||||||||||||
| Revenue | 563M | 580M | 621M | 698M | 769M | 868M | 474M | 511M | 1.0B | 782M | 584M | 785M | 785M |
| Gross Margin | 60.0% | 60.8% | 61.0% | 60.4% | 59.1% | 60.1% | 59.1% | 57.7% | 62.7% | 58.9% | 53.4% | 58.2% | 58.2% |
| R&D | 138M | 158M | 173M | 200M | 209M | 238M | 206M | 235M | 332M | 338M | 332M | 353M | 353M |
| SG&A | 114M | 131M | 154M | 155M | 160M | 198M | 163M | 167M | 191M | 147M | 145M | 174M | 174M |
| EBIT | 86M | 64M | 51M | 66M | 85M | 85M | -89M | -107M | 119M | -24M | -165M | -71M | -71M |
| Op. Margin | 15.2% | 11.1% | 8.3% | 9.5% | 11.1% | 9.8% | -18.7% | -21.0% | 11.6% | -3.1% | -28.3% | -9.0% | -9.0% |
| Net Income | 64M | 50M | 38M | 61M | 47M | 84M | 19M | 13M | 91M | -35M | -191M | -65M | -65M |
| Net Margin | 11.3% | 8.6% | 6.1% | 8.8% | 6.1% | 9.6% | 4.1% | 2.5% | 8.9% | -4.4% | -32.7% | -8.3% | -8.3% |
| Non-Recurring | 700K | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Returns on Capital | |||||||||||||
| ROIC | 15.7% | 8.9% | 7.2% | 9.7% | 9.2% | 15.9% | 1.5% | 0.8% | 6.4% | -2.6% | -16.1% | -5.9% | -7.6% |
| ROE | 10.2% | 7.2% | 5.0% | 7.8% | 5.3% | 8.3% | 1.8% | 1.0% | 7.0% | -2.6% | -16.7% | -5.9% | -5.9% |
| ROA | 8.1% | 5.3% | 3.6% | 5.8% | 3.6% | 5.3% | 1.2% | 0.6% | 4.4% | -1.9% | -14.3% | -5.1% | -5.1% |
| Cash Flow | |||||||||||||
| Op. Cash Flow | 97M | 120M | 137M | 129M | 190M | 174M | 167M | 136M | 141M | -30M | -14M | 96M | 96M |
| Free Cash Flow | -5.0M | 110M | 126M | 118M | 177M | 149M | 151M | 118M | 115M | -53M | -26M | 66M | 66M |
| Owner Earnings | 42M | 61M | 68M | 49M | 103M | 70M | 69M | 27M | 24M | -130M | -124M | -23M | -23M |
| CapEx | 102M | 10M | 11M | 11M | 12M | 24M | 15M | 18M | 27M | 22M | 12M | 30M | 30M |
| Maint. CapEx | 24M | 28M | 30M | 41M | 42M | 54M | 53M | 59M | 57M | 51M | 49M | 38M | 38M |
| Growth CapEx | 78M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D&A | 24M | 28M | 30M | 41M | 42M | 54M | 53M | 59M | 57M | 51M | 49M | 38M | 38M |
| CapEx/OCF | 105.1% | 8.7% | 8.2% | 8.5% | 6.5% | 14.1% | 9.8% | N/A | 31.3% | N/A | N/A | 31.3% | 31.3% |
| Capital Allocation | |||||||||||||
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Dividend Yield | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Share Buybacks | 62M | 26M | 72M | 41M | 0 | 39M | 27M | 16M | 883M | 217M | 16K | 0 | 0 |
| Buyback Yield | 3.2% | 1.4% | 3.7% | 2.2% | N/A | 0.9% | 0.6% | 0.3% | 16.6% | 4.3% | 0.0% | N/A | 0.0% |
| Stock-Based Comp | 31M | 31M | 39M | 40M | 45M | 50M | 44M | 49M | 61M | 48M | 62M | 80M | 80M |
| Debt Repayment | 0 | 13M | 7.5M | 95M | 73M | 0 | 1.1M | 625M | 21K | 571M | 45M | 0 | 0 |
| Balance Sheet | |||||||||||||
| Net Debt | -182M | -180M | -248M | -213M | -422M | -259M | -358M | -161M | -187M | -332M | -361M | N/A | -364M |
| Cash & Equiv. | 105M | 96M | 142M | 141M | 269M | 197M | 227M | 203M | 500M | 228M | 282M | 364M | 364M |
| Long-Term Debt | 95M | 88M | 78M | 73M | 342M | 355M | 368M | 429M | 530M | 80M | 0 | N/A | N/A |
| Debt/Equity | 0.15 | 0.13 | 0.12 | 0.10 | 0.36 | 0.33 | 0.33 | 0.47 | 0.71 | 0.09 | 0.02 | 0.16 | 0.00 |
| Interest Coverage | 74.6 | 19.5 | 16.3 | 25.6 | 22.0 | 4.3 | -4.4 | -3.1 | 3.8 | -4.3 | -126.3 | -72.3 | -72.3 |
| Equity | 650M | 739M | 758M | 827M | 953M | 1.1B | 1.1B | 1.2B | 1.4B | 1.2B | 1.1B | 1.1B | 1.1B |
| Total Assets | 872M | 991M | 1.0B | 1.1B | 1.5B | 1.6B | 1.7B | 2.0B | 2.2B | 1.4B | 1.2B | 1.3B | 1.3B |
| Total Liabilities | 222M | 253M | 285M | 255M | 582M | 557M | 560M | 794M | 764M | 234M | 143M | 175M | 175M |
| Intangibles | 91M | 132M | 115M | 104M | 83M | 171M | 134M | 163M | 85M | 60M | 36M | 23M | 23M |
| Retained Earnings | 641M | 691M | 729M | 802M | 851M | 961M | 981M | 994M | 1.4B | 1.2B | 1.0B | 937M | 937M |
| Working Capital | 361M | 350M | 365M | 351M | 785M | 682M | 806M | 691M | 1.3B | 574M | 504M | 530M | 530M |
| Current Assets | 468M | 459M | 529M | 491M | 948M | 827M | 944M | 976M | 1.5B | 738M | 602M | 674M | 674M |
| Current Liabilities | 106M | 109M | 163M | 140M | 162M | 145M | 138M | 284M | 186M | 164M | 98M | 144M | 144M |
| Per Share Data | |||||||||||||
| EPS | 1.47 | 1.14 | 0.87 | 1.45 | 1.09 | 1.90 | 0.43 | 0.28 | 2.54 | -1.09 | -5.93 | -1.98 | -1.98 |
| Owner EPS | 0.96 | 1.40 | 1.55 | 1.15 | 2.38 | 1.58 | 1.55 | 0.61 | 0.67 | -4.09 | -3.85 | -0.69 | -0.69 |
| Book Value | 15.04 | 16.90 | 17.35 | 19.50 | 22.06 | 24.26 | 24.89 | 26.81 | 39.04 | 38.17 | 33.53 | 33.39 | 33.39 |
| Cash Flow/Share | 2.24 | 2.75 | 3.14 | 3.04 | 4.39 | 3.94 | 3.72 | 3.03 | 3.93 | -0.96 | -0.43 | 2.92 | -0.82 |
| Dividends/Share | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.00 |
| Shares Out. | 43.2M | 43.7M | 43.7M | 42.4M | 43.2M | 44.0M | 44.8M | 44.8M | 36.0M | 31.7M | 32.2M | 32.8M | 32.8M |
| Valuation | |||||||||||||
| P/E Ratio | 30.7 | 38.4 | 51.5 | 30.2 | 62.1 | 52.6 | 213.5 | 478.0 | 3.3 | N/A | N/A | N/A | -109.5 |
| P/FCF | N/A | 17.4 | 15.5 | 15.8 | 16.5 | 29.5 | 27.2 | 50.9 | 48.9 | N/A | N/A | 71.9 | 108.1 |
| EV/EBIT | 20.7 | 26.9 | 34.9 | 24.8 | 26.3 | 45.1 | 60.7 | N/A | 2.9 | N/A | N/A | N/A | N/A |
| Price/Book | 3.0 | 2.6 | N/A | 2.2 | 3.1 | 4.1 | 3.7 | 5.0 | 4.9 | 4.2 | 3.8 | 4.3 | 6.5 |
| Price/Sales | 3.1 | 3.0 | 3.2 | 3.0 | 3.0 | 4.0 | 5.0 | 9.0 | N/A | 5.6 | 7.7 | 5.5 | 9.1 |
| FCF Yield | -0.3% | 5.7% | 6.4% | 6.3% | 6.1% | 3.4% | 3.7% | 2.0% | 1.7% | -1.0% | -0.6% | 1.4% | 0.9% |
| Market Cap | 2.0B | 1.9B | 2.0B | 1.9B | 2.9B | 4.4B | 4.1B | 6.0B | 6.9B | 5.0B | 4.1B | 4.7B | 7.1B |
| Avg. Price | 40.48 | 39.47 | 46.12 | 49.13 | 53.43 | 78.80 | 92.98 | 102.78 | 157.55 | 138.93 | 139.76 | 131.18 | 216.88 |
| Year-End Price | 45.15 | 43.74 | 44.83 | 43.82 | 67.70 | 100.00 | 91.81 | 133.85 | 156.06 | 158.43 | 128.43 | 144.24 | 216.88 |
SILICON LABORATORIES INC. passes 3 of 9 quality checks, indicating weak fundamentals.
On a free-cash-flow basis, the stock trades at 108.6x vs a median of 28.4x. The company's 5-year average gross margin is 58.2%. At current prices, the estimated annualized return to fair value is +0.7%.
SILICON LABORATORIES INC. (SLAB) has a debt-to-equity ratio of 0.16. This indicates a conservatively financed balance sheet.
SILICON LABORATORIES INC. (SLAB) reported earnings per share (EPS) of $-1.98 in its most recent fiscal year.
SILICON LABORATORIES INC. (SLAB) has a return on equity (ROE) of -5.9%. A negative ROE may indicate losses or negative equity.
SILICON LABORATORIES INC. (SLAB) has a 5-year average gross margin of 58.2%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 15 years of financial data for SILICON LABORATORIES INC. (SLAB), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
SILICON LABORATORIES INC. (SLAB) has a book value per share of $33.39, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management expects continued momentum from design-win ramps converting into revenue growth, with 10 of the company's 12 largest customer ramps on track or ahead of plan for 2025. The company anticipates outperforming the broader semiconductor market through execution of new program ramps in secular growth areas including connected healthcare, smart home, commercial retail, and global metering deployments. Gross margin expansion is expected to continue as the distribution channel strengthens and industrial applications contribute favorably to product mix, with Series 3 platform introduction supporting further margin progression. The company is disciplined in managing operating expense growth, targeting expense growth at one-third the rate of revenue growth to drive accelerated earnings per share accretion. Matter revenue is expected to feather in during 2026, providing an additional foundation for continued growth beyond the near term.
Based on recent SEC filings and earnings calls, SILICON LABORATORIES INC. (SLAB) has provided the following forward guidance: Revenue growth: 34% (Full-year 2025 vs 2024).