Silicon Laboratories Inc (NASDAQ:SLAB) Reports Mixed Q3 2025 Results, Stock Rises on EPS Beat

SILICON LABORATORIES INC (NASDAQ:SLAB) has released its financial results for the third quarter of 2025, presenting a mixed performance against analyst expectations. The company, which specializes in low-power wireless solutions for the Internet of Things, demonstrated sequential and year-over-year growth in both sales and profitability, according to its recent press release. However, the market's immediate reaction suggests investors are weighing the results carefully against their forecasts.

Earnings Performance Versus Estimates

The third quarter results reveal a close alignment with analyst projections on earnings per share, while revenue came in slightly below expectations.

• Revenue: The company reported Q3 2025 revenue of $206 million. This figure fell short of the analyst consensus estimate of approximately $209.5 million.
• Earnings Per Share (Non-GAAP): SILICON LABORATORIES INC reported a Non-GAAP EPS of $0.32 for the quarter. This narrowly surpassed the analyst estimate of $0.3133.

The ability to exceed the bottom-line estimate, even by a small margin, indicates effective cost management or other operational efficiencies that helped offset the slight revenue miss. The company's characterization of the quarter as one of growth in both sales and profitability aligns with this outcome.

Market Reaction and Price Action

The immediate market response to the earnings release appears positive. In pre-market trading, the stock has shown a notable increase of approximately 3.55%. This upward movement suggests that investors are focusing on the earnings beat and the company's positive growth narrative. This pre-market gain stands in contrast to the stock's recent performance, which has seen some pressure.

• Pre-market performance: +3.55%
• Last week's performance: -5.32%
• Last two weeks' performance: -6.92%
• Last month's performance: -5.31%

The significant pre-market rebound indicates that the earnings report may have alleviated some of the recent negative sentiment, with the EPS beat likely being the primary catalyst.

Looking Ahead: Analyst Expectations for Future Quarters

While the press release from SILICON LABORATORIES INC highlights the achieved growth, it does not provide a specific quantitative financial outlook for the coming quarters. In the absence of company-provided guidance, investor attention will likely turn to existing analyst estimates for future performance. These projections set a benchmark against which the company's future results will be measured.

For the upcoming fourth quarter of 2025, analysts are forecasting:

• Estimated Q4 2025 Revenue: $216.64 million
• Estimated Q4 2025 EPS (Non-GAAP): $0.398

For the full 2025 fiscal year, the consensus estimates are:

• Estimated Full-Year 2025 Revenue: $804.14 million
• Estimated Full-Year 2025 EPS (Non-GAAP): $0.747

Press Release Summary

The core message from the company's announcement centered on its position as a "wireless IoT leader" that successfully delivered growth in both sales and profitability on a sequential and year-over-year basis. This framing emphasizes the company's operational momentum and its strategic focus on the expanding market for low-power, connected devices.

For a detailed breakdown of historical earnings, future estimates, and analyst ratings, you can review the complete data here.

Disclaimer: This article is for informational purposes only and is not intended as investment advice. The analysis is based on publicly available data and should not be construed as a recommendation to buy or sell any security. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.