Silicon Laboratories Inc. Reports Q3 FY2026 Results

What Happened

• Silicon Laboratories Inc. announced its results of operations for the fiscal quarter ended July 4, 2026, via a press release dated August 11, 2026 (filed as Exhibit 99 with the 8-K). The company furnished non‑GAAP financial measures alongside its GAAP results and described the items used to adjust those measures.

Key Details

• Press release announcing quarterly results attached to the 8‑K as Exhibit 99 (dated August 11, 2026).
• Non‑GAAP measures provided (e.g., non‑GAAP gross profit/margin, R&D and SG&A (and % of revenue), non‑GAAP operating income, non‑GAAP net income and diluted EPS) and reconciliations to GAAP are included consistent with Regulation G.
• Non‑GAAP adjustments include: stock‑based compensation, intangible asset amortization, merger‑related costs, termination costs/impairments/fair‑value adjustments, and income tax adjustments.
• Silicon Labs applies a long‑term non‑GAAP tax rate of 18% effective from Q1 2026 for its non‑GAAP tax adjustments; the company cautions this rate may change.
• The filing specifically notes merger‑related costs tied to the planned merger with Texas Instruments Incorporated (e.g., financial advisory, legal, accounting costs).
• The report was signed by Dean Butler, Senior Vice President and Chief Financial Officer, on August 11, 2026. The company also states the furnished information is not “filed” for Section 18 liability purposes.

Why It Matters

• Investors get the company’s latest quarterly operating results and the company’s view of core performance through non‑GAAP metrics and reconciliations, which can help compare ongoing operations period to period.
• Disclosure that merger‑related costs tied to the planned Texas Instruments transaction are excluded from non‑GAAP measures highlights an item that may materially affect both GAAP results and the company’s adjusted operating picture.
• The adoption of an 18% long‑term non‑GAAP tax rate affects reported non‑GAAP net income and EPS comparisons going forward and may change with future tax or business developments.