Synaptics (SYNA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 30, 2026

After Close (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

1.2

Last Year’s EPS

1.01

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 12 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Positive

Overall the call was constructive: Synaptics reported solid top-line growth (+10% YoY), strong margin expansion (non-GAAP gross margin ~53.6%, operating margin +260 bps YoY) and meaningful product and design momentum across Astra, robotics/physical AI and connectivity. Management provided a confident roadmap with key product milestones and a calendar 2027 ramp for Astra. Primary negatives were a notable decline in Mobile Touch (-16% YoY) tied to memory supply issues in China, some near-term demand uncertainty in PC/enterprise markets, and rising receivables and inventory days. On balance, the operational strength, product wins and guidance outweigh the headwinds.

Company Guidance

For the fiscal Q4 (June) quarter Synaptics guided on a non‑GAAP basis to revenue of approximately $305.0 million at the midpoint (±$10M, implying $295M–$315M), with an expected product mix of ~33% Core IoT, ~54% Enterprise & Automotive and ~13% Mobile Touch; non‑GAAP gross margin of 53.5% at the midpoint (±1%, or roughly 52.5%–54.5%); non‑GAAP operating expenses of $105M at the midpoint (±$2M, or $103M–$107M); non‑GAAP net interest and other expense of ≈ $2M; a non‑GAAP tax rate of 13%–15%; and non‑GAAP diluted EPS of $1.20 at the midpoint (±$0.15, or $1.05–$1.35) on an estimated 40.4 million fully diluted shares (all non‑GAAP metrics reconciled to GAAP in the company’s release).

Revenue Growth and Quarterly Results

Q3 revenue of $294.2 million, up 10% year-over-year and above the midpoint of guidance; sixth consecutive quarter of double-digit year-over-year revenue growth.

Core IoT Strength

Core IoT revenue increased 31% year-over-year and represented 30% of Q3 revenue; company expects Core IoT to be ~33% of revenue in Q4 and to exceed $385 million for the year, representing >40% year-over-year growth at the midpoint.

Profitability and EPS Performance

Non-GAAP gross margin of 53.6% (slightly above midpoint) and non-GAAP operating margin of 18.1%, up ~260 basis points year-over-year. Non-GAAP net income was $44.1 million and non-GAAP EPS was $1.09, up 21% year-over-year and at the high end of guidance.

Product and Platform Momentum (Astra Family & Edge AI)

Multiple Astra wins and product milestones: launched Coralboard powered by Astra SL2610 with Google's Coral NPU integrated with Synaptics' Torq NPU; taped out Astra SR-series AI-native MCU (sampling expected in fall); three Astra products in production and additional samples in customer designs. Company expects meaningful Astra ramp in calendar 2027.

Robotics / Physical AI Pipeline Expansion

Robotics pipeline expanded to more than 35 customers globally; sampled silicon to 3 additional OEMs (including a leading generative AI OEM); company highlights higher dollar content opportunity in robotics than other markets.

Award-Winning New Product

Launched Astra-enabled Connected MCU (first to integrate Wi-Fi 7, Bluetooth 6.0 and Edge AI compute in a monolithic SoC) and received a 'Best in Show' award in Microcontrollers, Microprocessors & IP at Embedded World; product is sampling with multiple customers across industrial, appliances and security cameras.

Improving Enterprise & Automotive and Mobile Design Wins

Enterprise & Automotive revenue up 9% year-over-year indicating recovery in enterprise portfolio; shipping into the majority of flagship phones at a leading Korean OEM and won foldable smartphone designs expected to launch in second half of calendar year.

Balance Sheet Actions and Capital Allocation

Ended Q3 with approximately $404 million in cash and cash equivalents; executed $39 million of share repurchases in Q3 and $93 million year-to-date; capital expenditures of $11.9 million in the quarter.

Synaptics (SYNA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SYNA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q4)	1.20 / -	1.01	―	―	―
May 07, 2026	2026 (Q3)	1.01 / 1.09	0.9	21.11% (+0.19)
Feb 05, 2026	2026 (Q2)	1.15 / 1.21	0.92	31.52% (+0.29)
Nov 06, 2025	2026 (Q1)	1.06 / 1.09	0.81	34.57% (+0.28)
Aug 07, 2025	2025 (Q4)	1.00 / 1.01	0.64	57.81% (+0.37)
May 08, 2025	2025 (Q3)	0.86 / 0.90	0.53	69.81% (+0.37)
Feb 06, 2025	2025 (Q2)	0.86 / 0.92	0.57	61.40% (+0.35)
Nov 07, 2024	2025 (Q1)	0.75 / 0.81	0.52	55.77% (+0.29)
Aug 08, 2024	2024 (Q4)	0.55 / 0.64	0.49	30.61% (+0.15)
May 09, 2024	2024 (Q3)	0.49 / 0.53	1.89	-71.96% (-1.36)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SYNA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	$105.80	$125.43	+18.55%
Feb 05, 2026	$87.31	$89.23	+2.20%
Nov 06, 2025	$68.61	$66.08	-3.69%
Aug 07, 2025	$59.70	$63.52	+6.40%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.