Seeking Alpha·Oct 29, 2026
Silicom Ltd. (SILC) Q3 2026 Earnings Call TranscriptSilicom Ltd. (SILC) Q3 2026 Earnings Call Transcript
Silicom's quarterly revenue has rebounded from a $14.4M trough in 2024Q1 to $23.8M in 2026Q2, a 58.5% year-over-year acceleration, with operating losses narrowing from -24.7% of revenue in 2024Q4 to -8.4% in 2026Q2, suggesting the multi-year networking adapter contraction has reversed and operating leverage is…
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Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.04+199.0% vs -$0.04 | $27M+5.0% vs $25M |
Q3 2026 Jul 29, 2026 | -$0.16+33.3% vs -$0.24 | $24M+15.7% vs $21M |
Q2 2026 Apr 30, 2026 | -$0.25+30.6% vs -$0.36 | $19M+12.5% vs $17M |
Q1 2026 Jan 29, 2026 | -$0.34+7.6% vs -$0.37 | $17M+7.7% vs $16M |
Silicom Ltd. (SILC) Q3 2026 Earnings Call Transcript
Silicom NASDAQ: SILC reported third-quarter 2026 revenue of $26.7 million, up 71% from $15.6 million a year earlier and above the company's prior guidance range of $25 million to $26 million. The company also returned to non-GAAP profitability during the quarter, earlier than management had previously anticipated.
- Return to Non-GAAP Profitability ahead of initial expectations - - 71% revenue growth backed by strong Design Win momentum - KFAR SAVA, Israel, Oct. 29, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliance networking solutions, today reported its financial results for the third quarter ended September 30, 2026.
SILC which has been one of the standout performers from the Israel tech space in 2026 faces a key litmus test on October 29 with Q3 earnings due. Sales growth which has been on an upward trajectory for multiple quarters, is expected to expand even further in Q3 to levels of +66%, with FY guidance likely to be lifted. SILC's proactive inventory build and working capital investments support future growth, but have flipped free cash flow to negative, with liquidity sufficient for roughly 7 quarters at current burn rates.
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Key metrics vs top competitors for Silicom Ltd. (SILC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $27.54 | $158.29M | -21.73 | 6.56% | -8.47% | -6.31% | — | |
| $18.88 | $506.74M | -10.61 | 2.91% | -7.18% | -10.34% | — | |
| $50.13 | $4.02B | -134.32 | 82.75% | -4.39% | -2.28% | — | |
| $100.61 | $6.55B | 25.50 | 0.5% | 17.28% | 21.72% | — | |
| $27.10 | $754.99M | -69.12 | 2.49% | -9.48% | -3.42% | — | |
| $56.28 | $283.88B | -24.82 | -0.47% | -20.09% | -9.9% | — |
Silicom Ltd. (SILC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Silicom Ltd. (SILC) stock FAQ — growth, dividends, profitability & financials explained
Silicom Ltd. (SILC) reported $86.5M in revenue over the trailing twelve months. Revenue was $61.9M in fiscal year 2025. That is 2194% more than the $2.7M of fiscal year 1995.
Silicom Ltd. (SILC) grew revenue by 45.4% over the trailing twelve months, compared with the twelve months before.
No. Silicom Ltd. (SILC) reported a net loss of $7.3M over the trailing twelve months.
Silicom Ltd. (SILC) had a return on equity (ROE) of -6.3% over the trailing twelve months. A negative ROE means the company lost money over the period.
Silicom Ltd. (SILC) had negative free cash flow of $3.3M over the trailing twelve months.
