Silicon Laboratories Inc. (SLAB) stock — is it a good business?

Silicon Laboratories Inc. (SLAB) stock — is it a good business? — InspectStocks

Just reported

Q3 FY2027 results

From Silicon Laboratories's results release of November 10, 2026; its quarterly report has since been filed.

Revenue
Actual
$250.9M
+22% y/y
+9.9% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.26
Guided
—
No guide given
EPS, adjusted: $1.05
Operating income, GAAP
Actual
$8M
Guided
—
No guide given
Operating income, adjusted: $40M

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

How it makes money

Wireless chips and modules for industrial and commercial equipment, including factory controls, smart meters, building controls and electronic shelf labels.60%
Wireless chips and modules for home, health and personal devices, including smart locks, cameras, appliances and medical monitors.41%

Shares of revenue are estimates for six months ended July 4, 2026, not figures from a filing.

Competes with

What it sells3

Wireless microcontrollers and system-on-chips
Small chips that combine a processor with wireless connections such as Bluetooth, Wi-Fi, Thread, Zigbee and Z-Wave. Manufacturers build them into connected devices, including locks, meters, sensors and medical equipment.
Wireless modules
Ready-to-use components that provide wireless connections for a device, helping manufacturers avoid designing and certifying all of that radio hardware themselves.
Simplicity Studio
Software and design tools that help engineers write and test the software running on Silicon Labs chips and configure their wireless connections.

Who buys it3

Manufacturers of industrial and commercial equipment, such as factory controls, smart meters, building controls, streetlights and electronic shelf labels. They buy directly or through distributors and contract manufacturers.
Manufacturers of home devices, including locks, cameras, thermostats, appliances and security equipment. They buy directly or through distributors and contract manufacturers.
Manufacturers of connected medical and wearable devices, including glucose monitors, insulin pumps and fitness trackers. Their products can require lengthy testing and approval before they use a chip in a finished device.

What it stands on, and what could break it

What the business leans on

1Silicon Labs relies on outside companies to manufacture its chips and on third parties, mostly in Asia, to assemble and test them. Its main wafer manufacturers include Taiwan Semiconductor Manufacturing Company and Semiconductor Manufacturing International Corporation.
2It sells through distributors as well as directly. Arrow Electronics and Edom Technology each accounted for more than 10% of revenue (six months ended July 4, 2026, high).
3It depends on skilled analog and mixed-signal engineers to design new chips and maintain existing products.
4Customers do not generally make long-term purchase commitments, and product orders can be changed or cancelled.

What could go wrong

1A disruption at its outside chip manufacturers, assembly sites or test providers—many of which are in Asia—could delay shipments; shifting production to another supplier may take time.
2Its products must win customer designs and pass customer qualification before substantial sales begin. A customer may choose another chip, cancel or delay a product, or develop its own replacement.
3The proposed acquisition by Texas Instruments could be delayed or fail to close. As of July 4, 2026, stockholders had approved it, but required regulatory approvals and other closing conditions remained.

Full financial statements →

About Silicon Laboratories Inc.

Silicon Labs designs small chips that combine wireless radios, processors and security features so manufacturers can connect devices such as smart locks, meters and medical monitors. Its software and development tools help engineers program those chips to use Bluetooth, Wi-Fi, Zigbee, Thread and other wireless standards for the Internet of Things (IoT). It sells directly and through distributors and contract manufacturers, and relies on outside companies to make, assemble and test its chips.

Head office: Austin, Texas
Founded: 1996
Employees: 1,930 (January 3, 2026, high)
Listed on: NASDAQ
Financial year ends: Saturday closest to December 31

Built from Silicon Laboratories Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 FY2027 results

From Silicon Laboratories's results release of November 10, 2026; its quarterly report has since been filed.

Revenue
Actual
$250.9M
+22% y/y
+9.9% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.26
Guided
—
No guide given
EPS, adjusted: $1.05
Operating income, GAAP
Actual
$8M
Guided
—
No guide given
Operating income, adjusted: $40M

The full earnings report →

Keep exploring

The themes Silicon Laboratories is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

How it makes money

Wireless chips and modules for industrial and commercial equipment, including factory controls, smart meters, building controls and electronic shelf labels.60%
Wireless chips and modules for home, health and personal devices, including smart locks, cameras, appliances and medical monitors.41%

Shares of revenue are estimates for six months ended July 4, 2026, not figures from a filing.

Competes with

What it sells3

Wireless microcontrollers and system-on-chips
Small chips that combine a processor with wireless connections such as Bluetooth, Wi-Fi, Thread, Zigbee and Z-Wave. Manufacturers build them into connected devices, including locks, meters, sensors and medical equipment.
Wireless modules
Ready-to-use components that provide wireless connections for a device, helping manufacturers avoid designing and certifying all of that radio hardware themselves.
Simplicity Studio
Software and design tools that help engineers write and test the software running on Silicon Labs chips and configure their wireless connections.

Who buys it3

Manufacturers of industrial and commercial equipment, such as factory controls, smart meters, building controls, streetlights and electronic shelf labels. They buy directly or through distributors and contract manufacturers.
Manufacturers of home devices, including locks, cameras, thermostats, appliances and security equipment. They buy directly or through distributors and contract manufacturers.
Manufacturers of connected medical and wearable devices, including glucose monitors, insulin pumps and fitness trackers. Their products can require lengthy testing and approval before they use a chip in a finished device.

What it stands on, and what could break it

What the business leans on

1Silicon Labs relies on outside companies to manufacture its chips and on third parties, mostly in Asia, to assemble and test them. Its main wafer manufacturers include Taiwan Semiconductor Manufacturing Company and Semiconductor Manufacturing International Corporation.
2It sells through distributors as well as directly. Arrow Electronics and Edom Technology each accounted for more than 10% of revenue (six months ended July 4, 2026, high).
3It depends on skilled analog and mixed-signal engineers to design new chips and maintain existing products.
4Customers do not generally make long-term purchase commitments, and product orders can be changed or cancelled.

What could go wrong

1A disruption at its outside chip manufacturers, assembly sites or test providers—many of which are in Asia—could delay shipments; shifting production to another supplier may take time.
2Its products must win customer designs and pass customer qualification before substantial sales begin. A customer may choose another chip, cancel or delay a product, or develop its own replacement.
3The proposed acquisition by Texas Instruments could be delayed or fail to close. As of July 4, 2026, stockholders had approved it, but required regulatory approvals and other closing conditions remained.

Full financial statements →

About Silicon Laboratories Inc.

Head office: Austin, Texas
Founded: 1996
Employees: 1,930 (January 3, 2026, high)
Listed on: NASDAQ
Financial year ends: Saturday closest to December 31

Q3 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

How it makes money

Competes with

What it sells3

Who buys it3

What it stands on, and what could break it

What the business leans on

What could go wrong

About Silicon Laboratories Inc.

Q3 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

How it makes money

Competes with

What it sells3

Who buys it3

What it stands on, and what could break it

What the business leans on

What could go wrong

About Silicon Laboratories Inc.

Silicon Laboratories Inc.

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Analog, power & auto chips

Growth & cash — 3 of 5

Business trend

Share price and grade over time

Q3 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

How it makes money

Competes with

What it sells3

Who buys it3

What it stands on, and what could break it

What the business leans on

What could go wrong

About Silicon Laboratories Inc.

Q3 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

How it makes money

Competes with

What it sells3

Who buys it3

What it stands on, and what could break it

What the business leans on

What could go wrong

About Silicon Laboratories Inc.

Silicon Laboratories Inc.

Past performance

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Analog, power & auto chips

Growth & cash — 3 of 5

Business trend

Share price and grade over time