SLAB at a glance
SILICON LABORATORIES INC. (SLAB, SEC CIK 1038074) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 11, 2026 and Form 4 insider filings as recently as August 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), SILICON LABORATORIES INC. (SLAB) reported revenue of $784.8 million (up 34.3% from FY2024) and a net loss of $64.9 million. Diluted EPS was -$1.98.
- The most recent insider open-market sale reported on Form 4 was by CONRAD ROBERT J on August 14, 2026 of 6,581 shares at $218.21 per share.
- In the last 90 days, SLAB insiders reported 0 open-market purchases ($0) and 1 open-market sale ($1.4M) on Form 4, a net sale of $1.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $784.8M
- +34.3% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$1.4M
- Latest 8-K
- Aug 11, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 3, 2026
Business Overview
- Core business model: Analog-intensive, mixed-signal ICs for secure, intelligent wireless IoT connectivity across industrial, commercial, home, and healthcare sectors
- New emphasis on Series 3 wireless MCU portfolio launched in 2025 using 22 nm process for enhanced compute, interoperability, energy efficiency, and advanced security
- Strategic shift: Pending merger with Texas Instruments announced Feb 2026 at $231/share cash, expected closing H1 2027, positioning Silicon Labs as a TI subsidiary
- R&D spend increased to $353.2M in fiscal 2025 from $332.2M in 2024, supporting advances in IoT-focused modules, security, and mixed-signal integration
- 91% of revenues sourced outside the U.S., highlighting strong global market presence and extensive distributor network including Arrow Electronics (28%) and Edom Technology (21%)
Risk Factors
- Merger completion risk: $259M termination fee payable if Merger Agreement terminated under specified circumstances
- Geopolitical cyber threat: U.S. Cybersecurity Agency's 2022 “Shields Up” alert warns of Russian cyber-attacks affecting US organizations
- Supply chain concentration: most manufacturers, assemblers, test providers, distributors and customers concentrated in same geographic region
- Competitive risk: key competitors include Espressif, Infineon, MediaTek, Qualcomm, Texas Instruments facing rapid technological change and AI integration
- R&D concentration risk: fiscal 2025 R&D expense $353.2M, 45.0% of revenues focused on limited new technologies and products with market acceptance uncertainty
Management Discussion & Analysis
- Inventory valuation methodology includes write-downs for aged/obsolete inventory over 24 months
- Revenue recognized when control transfers using a five-step process estimating variable consideration
- Income tax accounting involves valuation allowances and uncertain tax positions reassessed quarterly
AI summary of the SLAB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Revenue $228.2M, up 18.3% YoY from $192.8M
- Industrial & Commercial best performer: $135.0M, up 23.0% YoY
- Gross margin 61.6% vs 56.1%; operating loss $10.7M vs $22.9M
- Cash, equivalents, and short-term investments $397.2M; operating cash flow used $9.6M vs $53.0M provided
- Merger costs $9.6M; closing expected first half of 2027 amid tariff and geopolitical uncertainty
Risk Factors
- Proposed merger risk newly triggered by February 4, 2026 agreement, with required regulatory approvals still outstanding
- Merger termination fee of $259 million could deter superior competing bids
- Memory-component shortage driven by AI demand could reduce customers’ orders and delay product launches
- Cybersecurity exposure heightened by AI tools and geopolitical events, including the current war in Iran
- Research and development concentration: $183.6 million, or 41.6% of revenues, invested in emerging technologies
AI summary of the SLAB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended July 4, 2026 results announced on August 11, 2026
- Detailed financial results and management commentary available in Exhibit 99
Item 8.01: Other Events
- Texas Instruments’ acquisition of Silicon Labs cleared the HSR Act waiting period on May 22, 2026
- Merger remains pending other regulatory approvals and customary closing conditions
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended April 4, 2026 results announced
- Press release attached as Exhibit 99 with detailed financial results
AI summaries of SLAB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SLAB
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- Fund moves. Which tracked funds opened, added or cut SLAB, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| CONRAD ROBERT J | Sell | Aug 14, 2026 | 6,581 | $218.21 |
| Butler Dean Warren | A | Apr 30, 2026 | 152 | $86.46 |
| Tolany Brandon | A | Apr 30, 2026 | 45 | $86.46 |
| MAULDIN MARK D | A | Apr 30, 2026 | 18 | $86.46 |
| Wyatt Christy | A | Apr 23, 2026 | 962 | - |
| BOCK WILLIAM G | A | Apr 23, 2026 | 962 | - |
| LOWE GREGG A | A | Apr 23, 2026 | 962 | - |
| Richardson Nina | A | Apr 23, 2026 | 962 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $584.4M | $784.8M |
| Gross Profit | - | $312.2M | $457.0M |
| Operating Income | - | -$165.5M | -$70.5M |
| Net Income | - | -$191.0M | -$64.9M |
| Gross Margin | - | 53.4% | 58.2% |
| Op. Margin | - | -28.3% | -9.0% |
| Net Margin | - | -32.7% | -8.3% |
| Balance Sheet | |||
| Total Assets | $1.4B | $1.2B | $1.3B |
| Equity | $1.2B | $1.1B | $1.1B |
| ROE | - | -17.7% | -5.9% |
| Per Share | |||
| EPS | - | $-5.93 | $-1.98 |
| Cash Flow | |||
| Operating CF | - | -$13.9M | $95.7M |
| CapEx | - | $11.7M | $29.9M |
Source: XBRL data in SILICON LABORATORIES INC. (SLAB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
SLAB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 17, 2026 | - | - | - |
| 10-Q | Aug 11, 2026 | Jul 4, 2026 | Analysis | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 8-K | May 26, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Apr 4, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - |
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SLAB SEC filings: frequently asked questions
Are SLAB insiders buying or selling?
In the last 90 days, SILICON LABORATORIES INC. (SLAB) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $1.4 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
What was SLAB's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), SILICON LABORATORIES INC. (SLAB) reported revenue of $784.8 million (up 34.3% from FY2024) and a net loss of $64.9 million. Diluted EPS was -$1.98. The figures come from the XBRL data in the 10-K.
What are the main risks in SLAB's latest 10-K?
In the 10-K filed February 10, 2026, SILICON LABORATORIES INC. (SLAB) flagged: Merger completion risk: $259M termination fee payable if Merger Agreement terminated under specified circumstances. Geopolitical cyber threat: U.S. Cybersecurity Agency's 2022 “Shields Up” alert warns of Russian cyber-attacks affecting US organizations. (AI summary of the Risk Factors section.)
What did SLAB report in its latest 8-K?
SILICON LABORATORIES INC. (SLAB) filed an 8-K on August 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended July 4, 2026 results announced on August 11, 2026.
What are the latest SLAB SEC filings?
SILICON LABORATORIES INC. (SLAB) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 11, 2026 and a Form 4 insider filing on August 17, 2026.
What is SLAB's SEC CIK number?
SILICON LABORATORIES INC. (SLAB)'s SEC Central Index Key (CIK) is 1038074. EDGAR lists every SLAB filing under that number.
Ask anything about SLAB
The research agent reads SLAB's filings, financials, insider trades and 13F holders, then answers with sources.