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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
FORM 8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
Date of report (Date of earliest event reported): August 11, 2026
SILICON LABORATORIES INC.
(Exact Name of Registrant as Specified in Charter)
Delaware 000-29823 74-2793174
(State or Other Jurisdiction
of Incorporation)		 (Commission File Number) (IRS Employer
Identification No.)
400 West Cesar Chavez, Austin, TX
 78701
(Address of Principal Executive Offices) (Zip Code)
Registrant’s telephone number, including area code: (512) 416-8500
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol(s)
Name of each exchange
 on which registered
Common Stock, $0.0001 par value SLAB The NASDAQ Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.
Emerging growth company o
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Securities Exchange Act of 1934. o


Item 2.02. Results of Operations and Financial Condition
On August 11, 2026, Silicon Laboratories Inc. (“Silicon Laboratories”) issued a press release announcing its results of operations for its fiscal quarter ended July 4, 2026. A copy of the press release is attached as Exhibit 99 to this report.
Item 9.01. Financial Statements and Exhibits
(d)Exhibits.
99
104 Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)
Use of Non-GAAP Financial Information
From time to time, Silicon Laboratories provides certain non-GAAP financial measures as additional information relating to its operating results. The non-GAAP financial measurements provided in the press release furnished herewith do not replace the presentation of Silicon Laboratories’ GAAP financial results. These additional measurements merely provide supplemental information to assist investors in analyzing Silicon Laboratories’ financial position and results of operations; however, these measures are not in accordance with, or an alternative to, GAAP and may be different from non-GAAP measures used by other companies.
Non-GAAP financial measures used by Silicon Laboratories include non-GAAP gross profit, non-GAAP gross margin, non-GAAP research and development expense and non-GAAP research and development expense as a percentage of revenue, non-GAAP selling, general and administrative expense and non-GAAP selling, general and administrative as a percentage of revenue, non-GAAP operating expenses and non-GAAP operating expenses as a percentage of revenue, non-GAAP operating income (loss) and non-GAAP operating income (loss) as a percentage of revenue, non-GAAP income (loss) before income taxes and equity-method earnings (loss), non-GAAP tax expense, non-GAAP tax rate, non-GAAP net income (loss), and non-GAAP diluted earnings (loss) per share. Silicon Laboratories has chosen to provide this information to investors because it believes that such supplemental information enables them to perform meaningful comparisons of past, present and future operating results, and as a means to highlight the results of core ongoing operations.
Non-GAAP financial measures are adjusted by the following items, as applicable for the relevant period:
•Stock compensation expense – represents charges for employee stock awards issued under Silicon Laboratories’ stock-based compensation plans. Stock compensation expense is excluded from non-GAAP financial measures because it is a non-cash expense, and excluding such expense provides meaningful supplemental information regarding core ongoing operations.
•Intangible asset amortization – primarily represents charges for the amortization of intangibles assets, such as core and developed technology, customer relationships and trademarks acquired in connection with business combinations. Intangible asset amortization is excluded from non-GAAP financial measures because it is a non-cash expense, and excluding such expense provides meaningful supplemental information regarding core ongoing operations.
•Merger-related costs – primarily including the following: costs associated with the planned merger with Texas Instruments Incorporated, such as financial advisory, legal, accounting, and other related costs. Merger-related costs are excluded from non-GAAP financial measures because excluding such amounts provides meaningful supplemental information regarding core ongoing operations.
•Termination costs, impairments, and fair value and other adjustments – primarily include costs associated with certain employee terminations, asset impairments, fair value adjustments resulting from observable price changes and other non-cash adjustments. Termination costs, impairments, and fair value and other adjustments are excluded from non-GAAP financial measures because excluding such amounts provides meaningful supplemental information regarding core ongoing operations.
•Income tax adjustments – effective from the first quarter of 2026, represents the application of a long-term non-GAAP tax rate of 18% to non-GAAP income before income taxes. The non-GAAP tax rate is determined based on a multi-year forecast that takes into consideration the following: the current and


deferred income tax effects of the above non-GAAP adjustments; other indirect impacts of excluding stock-based compensation; and the income tax impact of certain intercompany license arrangements for technology acquired in business combinations. This non-GAAP tax rate also considers factors such as tax structure, tax positions in various jurisdictions, and key legislation in significant jurisdictions where Silicon Laboratories operates. This non-GAAP tax rate may be subject to change for a variety of reasons, including the rapidly evolving global tax environment, significant changes in geographic earnings mix, changes to strategy or business operations, or corporate organizational changes related to acquisitions or tax planning opportunities.
Pursuant to the requirements of Regulation G, Silicon Laboratories has provided in the press release furnished with this report a reconciliation of the non-GAAP financial measures to the most directly comparable GAAP financial measures.
The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liability of that section. The information contained therein and in the accompanying exhibit shall not be incorporated by reference into any filing with the U.S. Securities and Exchange Commission made by Silicon Laboratories, whether made before or after the date hereof, regardless of any general incorporation language in such filing.


SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
SILICON LABORATORIES INC.
August 11, 2026
 /s/ Dean Butler
Date Dean Butler
Senior Vice President and
Chief Financial Officer
(Principal Financial Officer)

EX-99 2 slab-20260811q2earningsrel.htm EX-99 Document

Exhibit 99
image.jpg
Silicon Labs Reports Second Quarter 2026 Results
Wireless IoT leader delivers $228 million in revenue and strong earnings growth
AUSTIN, Texas – August 11, 2026 – Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless, reported financial results for the second quarter, which ended July 4, 2026.
“We delivered revenue of $228 million, continuing our strong sequential and year-over-year growth - a testament to the execution and dedication of the Silicon Labs team,” said Matt Johnson, President and Chief Executive Officer. “Overall profitability improved meaningfully in the quarter, demonstrating the operating leverage inherent in our model. Gross margin was nearly 62%, reflecting the value customers place on our industry-leading solutions.”
Second Quarter Financial Highlights
•Revenue was $228 million, up 18% year-over-year
•Industrial & Commercial revenue was $135 million, up 23% year-over-year
•Home & Life revenue was $93 million, up 12% year-over-year
•Bookings and new orders accelerated, while inventory at both our distributors and end customers declined
•Medical achieved record revenue in the quarter, up 78% year-over-year
•Total opportunity funnel and design wins both materially accelerated, reinforcing our durable growth trajectory
•GAAP diluted loss per share was $(0.32), improving by 52% over the comparable period last year
•Non-GAAP diluted earnings per share was $0.71, up 545% over the comparable period last year
Results on a GAAP basis:
•GAAP gross margin was 61.6%
•GAAP operating expenses were $151 million
•GAAP operating loss was $11 million
•GAAP diluted loss per share was $(0.32)
Results on a non-GAAP basis, excluding the impact of stock compensation, amortization of acquired intangible assets, merger-related costs, and certain other items as set forth in the below GAAP to Non-GAAP reconciliation tables were as follows:
•Non-GAAP gross margin was 61.9%
•Non-GAAP operating expenses were $114 million
•Non-GAAP operating income was $27 million
•Non-GAAP diluted earnings per share was $0.71
Due to the announced pending acquisition of Silicon Labs by Texas Instruments, Silicon Labs has suspended providing forward-looking guidance.
About Silicon Labs
Silicon Labs (NASDAQ: SLAB) is the leading innovator in low-power wireless connectivity, building embedded technology that connects devices and improves lives. Merging cutting-edge technology into the world's most highly integrated SoCs, Silicon Labs provides device makers the solutions, support, and ecosystems needed to create advanced edge connectivity applications. Headquartered in Austin, Texas, Silicon Labs has operations in over 16 countries and is the trusted partner for innovative solutions in the smart home, industrial IoT, and smart cities markets. Learn more at silabs.com.


Forward-Looking Statements
This press release contains forward-looking statements regarding Silicon Labs’ current expectations, which are based on its current views and assumptions. The words “believe”, “estimate”, “expect”, “intend”, “anticipate”, “plan”, “project”, “will”, and similar phrases as they relate to Silicon Labs are intended to identify such forward-looking statements, although the absence of such words does not necessarily mean a statement is not forward looking. These forward-looking statements include, but are not limited to, Silicon Labs’ expectations regarding its near- and long-term strength and durable growth trajectory and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations that are expressed or implied herein. Among the factors that could cause actual results to differ materially from those in the forward-looking statements are the following: our ability to complete the merger with Texas Instruments within the time frame expected, or at all, as well as potential disruptions in our business and restrictions on our activities during the pendency of the merger; fluctuating changes in global trade policies, including the imposition of tariffs, duties, trade sanctions, or other barriers to international commerce; the impact of the current global memory chip shortage; the competitive and cyclical nature of the semiconductor industry; the challenging macroeconomic environment, including disruptions in the financial services industry; geographic concentration of manufacturers, assemblers, test service providers and customers in Asia that subjects Silicon Labs’ business and results of operations to risks of natural disasters, epidemics or pandemics, war and political unrest; risks that demand and the supply chain may be adversely affected by military conflict (including in the Middle East, and between Russia and Ukraine), terrorism, sanctions or other geopolitical events globally (including in the Middle East, and conflict between Taiwan and China); risks that Silicon Labs may not be able to maintain its historical growth; quarterly fluctuations in revenues and operating results; difficulties developing new products that achieve market acceptance; risks associated with international activities (including trade barriers, particularly with respect to China); intellectual property litigation risks; risks associated with acquisitions and divestitures; product liability risks; difficulties managing and/or obtaining sufficient supply from Silicon Labs’ distributors, manufacturers and subcontractors; dependence on a limited number of products; absence of long-term commitments from customers; inventory-related risks; difficulties managing international activities; risks that Silicon Labs may not be able to manage strains associated with its growth; credit risks associated with its accounts receivable; dependence on key personnel; stock price volatility; the impact of public health crises on the U.S. and global economy; debt-related risks; capital-raising risks; the timing and scope of share repurchases and/or dividends; average selling prices of products may decrease significantly and rapidly; information technology risks; cyber-attacks against Silicon Labs’ products and its networks; risks associated with any material weakness in our internal controls over financial reporting; risks relating to compliance with laws and regulations; and other factors that are detailed in the SEC filings of Silicon Laboratories Inc. Silicon Labs disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law. References in this press release to Silicon Labs shall mean Silicon Laboratories Inc.
Note to editors: Silicon Laboratories, Silicon Labs, the “S” symbol, and the Silicon Labs logo are trademarks of Silicon Laboratories Inc. All other product names noted herein may be trademarks of their respective holders.
For more information: Silicon Labs Investor Relations, investor.relations@silabs.com


Silicon Laboratories Inc.
Condensed Consolidated Statements of Operations
(In thousands, except per share data)
(Unaudited)
Three Months Ended Six Months Ended
July 4,
2026		 July 5,
2025		 July 4,
2026		 July 5,
2025
Revenues $ 228,189  $ 192,845  $ 441,689  $ 370,559 
Cost of revenues 87,515  84,736  174,017  164,673 
Gross profit 140,674  108,109  267,672  205,886 
Operating expenses:
Research and development 95,016  87,821  183,610  176,040 
Selling, general and administrative 56,324  43,155  111,810  84,793 
Operating expenses 151,340  130,976  295,420  260,833 
Operating loss (10,666) (22,867) (27,748) (54,947)
Other income (expense):
Interest income and other, net 2,489  3,833  6,115  7,626 
Interest expense (251) (251) (483) (535)
Loss before income taxes (8,428) (19,285) (22,116) (47,856)
Provision for income taxes 2,164  2,532  4,373  4,431 
Net loss $ (10,592) $ (21,817) $ (26,489) $ (52,287)
Loss per share:
Basic $ (0.32) $ (0.67) $ (0.80) $ (1.61)
Diluted $ (0.32) $ (0.67) $ (0.80) $ (1.61)
Weighted-average common shares outstanding:
Basic 33,206 32,682 33,084 32,570
Diluted 33,206 32,682 33,084 32,570


Non-GAAP Financial Measurements
In addition to the GAAP results provided throughout this document, Silicon Labs has provided non-GAAP financial measurements on a basis excluding non-cash and other charges and benefits. Details of these excluded items are presented in the tables below, which reconcile the GAAP results to non-GAAP financial measurements.
The non-GAAP financial measurements do not replace the presentation of Silicon Labs’ GAAP financial results. These measurements provide supplemental information to assist management and investors in analyzing Silicon Labs’ financial position and results of operations. Silicon Labs has chosen to provide this information to investors to enable them to perform meaningful comparisons of past, present and future operating results and as a means to emphasize the results of core on-going operations.
Unaudited Reconciliation of GAAP to Non-GAAP Financial Measures
(In thousands, except per share data)
Three Months Ended
July 4, 2026
Non-GAAP Income Statement Items GAAP
Measure		 GAAP
Percent of
Revenue		 Stock
Compensation
Expense 		Intangible Asset
Amortization		 Merger-Related Costs Non-GAAP
Measure		 Non-GAAP
Percent of
Revenue
Revenues $ 228,189 
Gross profit 140,674  61.6 % $ 463  $ —  $ —  $ 141,137  61.9 %
Research and development 95,016  41.6 % 12,902  2,295  3,289  76,530  33.5 %
Selling, general and administrative 56,324  24.7 % 12,284  —  6,258  37,782  16.6 %
Operating expenses 151,340  66.3 % 25,186  2,295  9,547  114,312  50.1 %
Operating income (loss) (10,666) (4.7 %) 25,649  2,295  9,547  26,825  11.8 %
Three Months Ended
July 4, 2026
Non-GAAP Earnings (Loss) Per Share GAAP
Measure		 Stock
Compensation
Expense*		 Intangible
Asset
Amortization*		 Merger-Related Costs* Income
Tax
Adjustments**		 Non-
GAAP
Measure
Net income (loss) $ (10,592) $ 25,649  $ 2,295  $ 9,547  $ (3,067) $ 23,832 
Shares Excluded Due to Net Loss
Diluted shares outstanding 33,206 504 33,710
Diluted earnings (loss) per share $ (0.32) $ 0.71 
*Represents pre-tax amounts
**    Represents the application of an 18% non-GAAP tax rate



Silicon Laboratories Inc.
Condensed Consolidated Balance Sheets
(In thousands, except per share data)
(Unaudited)
July 4,
2026		 January 3,
2026
Assets
Current assets:
Cash and cash equivalents $ 362,191  $ 364,222 
Short-term investments 35,051  79,400 
Accounts receivable, net 79,801  64,513 
Inventories 123,340  95,566 
Prepaid expenses and other current assets 70,840  70,316 
Total current assets 671,223  674,017 
Property and equipment, net 130,902  128,643 
Goodwill 376,389  376,389 
Other intangible assets, net 18,541  23,130 
Other assets, net 56,001  67,138 
Total assets $ 1,253,056  $ 1,269,317 
Liabilities and Stockholders’ Equity
Current liabilities:
Accounts payable $ 52,407  $ 50,717 
Deferred revenue and returns liability 5,176  5,359 
Other current liabilities 66,563  87,711 
Total current liabilities 124,146  143,787 
Other non-current liabilities 34,108  31,112 
Total liabilities 158,254  174,899 
Commitments and contingencies
Stockholders’ equity:
Preferred stock – $0.0001 par value; 10,000 shares authorized; no shares issued —  — 
Common stock – $0.0001 par value; 250,000 shares authorized; 33,366 and 32,955 shares issued and outstanding at July 4, 2026 and January 3, 2026, respectively 3  3 
Additional paid-in capital 184,456  157,402 
Retained earnings 910,325  936,814 
Accumulated other comprehensive income 18  199 
Total stockholders’ equity 1,094,802  1,094,418 
Total liabilities and stockholders’ equity $ 1,253,056  $ 1,269,317 


Silicon Laboratories Inc.
Condensed Consolidated Statements of Cash Flows
(In thousands)
(Unaudited)
Six Months Ended
July 4,
2026		 July 5,
2025
Operating Activities
Net loss $ (26,489) $ (52,287)
Adjustments to reconcile net loss to net cash provided by (used in) operating activities:
Depreciation of property and equipment 12,171  12,701 
Amortization of other intangible assets 4,589  8,780 
Stock-based compensation expense 46,704  39,605 
Deferred income taxes 1,663  1,504 
Changes in operating assets and liabilities:
Accounts receivable (15,289) (2,017)
Inventories (27,734) 24,631 
Prepaid expenses and other assets (803) 5,112 
Accounts payable 2,051  12,812 
Other current liabilities and income taxes (7,925) 8,377 
Deferred revenue and returns liability (183) 783 
Other non-current liabilities 1,667  (6,965)
Net cash provided by (used in) operating activities (9,578) 53,036 
Investing Activities
Purchases of marketable securities —  (32,507)
Sales of marketable securities —  14,986 
Maturities of marketable securities 44,119  17,019 
Purchases of property and equipment (22,153) (13,549)
Proceeds from capital-related government incentives 5,272  — 
Net cash provided by (used in) investing activities 27,238  (14,051)
Financing Activities
Payment of taxes withheld for vested stock awards (27,451) (13,752)
Proceeds from the issuance of common stock 7,760  7,619 
Net cash used in financing activities (19,691) (6,133)
Increase (decrease) in cash and cash equivalents (2,031) 32,852 
Cash and cash equivalents at beginning of period 364,222  281,607 
Cash and cash equivalents at end of period $ 362,191  $ 314,459