Demand and volumepositive · 5 filings
“Because some of our ICs are designed for use in consumer products, we expect that the demand for our products will be typically subject to some degree of seasonal demand.”10-Q · Aug 11, 2026 ↗
Silicon Laboratories Inc.
SLAB
Market read
Silicon Laboratories Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.
What changed
- Revenue increased 20.1% versus the comparable filing period.
Company+0.6% todayVolume comparison unavailable
Market group0 of 1 activeSemiconductors · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Inventory grew much faster than revenue, increasing the amount of capital tied up behind the reported sales growth.
- Merger-related costs added $17.5 million to six-month selling, general and administrative expense.
Invalidation: The isolated read changes if SLAB's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.
Evidence that supports
- Revenue increased 20.1% versus the comparable filing period.
- The operating loss narrowed by 15.0M.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Inventory grew much faster than revenue, increasing the amount of capital tied up behind the reported sales growth.
- Merger-related costs added $17.5 million to six-month selling, general and administrative expense.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements70
Verified relationships16
Evidence supporting the case
- Latest annual revenue changed +34.3% year over year.
- Operating margin changed +19.3 percentage points in the latest annual period.
- Net margin changed +24.4 percentage points in the latest annual period.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
- EV/sales is 39% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
220.416m+9.1%12m+66.7%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-01-01$720.9M+41.1%$47.78-0.1%
2022-12-31$1.0B+42.1%$2.54-18.7%
2023-12-30$782.3M-23.6%$-1.09-11.8%
2024-12-28$584.4M-25.3%$-5.93+1.2%
2026-01-03$784.8M+34.3%$-1.98+1.6%
What management says matters
Persistent and emerging business drivers
Product pipeline and R&Dmixed · 4 filings
“Research and development expense in the recent six-month period increased, with increases of $3.3 million from costs incurred due to the Merger, $2.8 million from personnel-related costs, $2.1 million for new product introduction costs, $2.0 million from lowe…”10-Q · Aug 11, 2026 ↗
Credit and interest ratesnegative · 2 filings
“The decrease in cash outflows was principally due to a $45.0 million repayment of borrowings under the revolving credit facility in the prior year period.”10-Q · Nov 4, 2025 ↗
Legal and regulatory exposuremixed · 2 filings
“The Merger is expected to close in the first half of 2027, subject to customary closing conditions, including approval by our stockholders and the receipt of required regulatory approvals.”10-Q · May 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 9.2× · EV/sales 8.7×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
220.41+0.6% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for SLAB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-05 against the comparable filing from 2025-05-13.
OperationsconstructiveEvidence score +3
liquidityneutralEvidence score 0
valuationdiscount
What improved
- Revenue increased 20.1% versus the comparable filing period.
- The operating loss narrowed by 15.0M.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Our revenues are subject to variation from period to period due to the volume of shipments made within a period, the mix of products we sell, and the prices we charge for our products.”
“Selling, General and Administrative Three Months Ended (in millions) April 4, 2026 April 5, 2025 Change % Change Selling, general and administrative $ 55.5 $ 41.6 $ 13.9 33.4 % Percent of revenue 26.0 % 23.4 % 20 Table of Contents The increase in selling, general and administrative expense in the recent three-month period was primarily due to $11.2 million from costs incurred due to the Merger, and a $2.9 million increase in personnel-related costs.”
“Provision for Income Taxes Three Months Ended (in millions) April 4, 2026 April 5, 2025 Change Provision for income taxes $ 2.2 $ 1.9 $ 0.3 Effective tax rate (16.1) % (6.6) % The decrease in the effective tax rate for the three months ended April 4, 2026 is primarily due to a decrease in pre-tax book loss, as the impact of permanent items is relatively greater when the pre-tax loss is smaller.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind SLAB
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ARWArrow Electronics, Inc.distributorMay 5, 2026 ▾
“Two of our distributors who sell to our customers, Arrow Electronics and Edom Technology, each represented more than 10% of our revenues during the three months ended April 4, 2026.”
IFNNYFiling-linked namecompetitorMay 5, 2026 ▾
“We compete with Espressif, Infineon, MediaTek, Microchip, Nordic Semiconductor, NXP, Qualcomm, Renesas, STMicroelectronics, Synaptics, Telink, Texas Instruments and others.”
Depended on by
QUIKQuickLogic CorporationpartnerNov 12, 2025 ▾
“Currently, these collaborations include Infineon Technologies, On Semiconductor Corp., Microchip Technology Inc., Silicon Laboratories, Inc., STMicroelectronics N.V., Arduino, NXP Semiconductors N.V., Raspberry Pi, and Nordic Semiconductor.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 21 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SLAB is currently a Leader in the organic co-movement group Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SLAB; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.