NASDAQ$SILC
Silicom Ltd · Q3 2025 earnings
Q3 2025 earnings · · Before market open · Investor relations
Briefing
Silicom Q3 revenue $15.6M (+6% YoY) with eight design wins YTD and non-GAAP loss $0.36/share
Silicom reported Q3 2025 revenue of $15.6 million, up 6% from $14.8 million in Q3 2024 and within the upper half of management's guidance range. On a GAAP basis, net loss was $2.8 million ($0.49 per share) versus a $2.6 million loss ($0.44 per share) a year ago. Non-GAAP net loss narrowed slightly to $2.1 million ($0.36 per share) from $1.7 million ($0.28 per share). The company secured three design wins in Q3, bringing the 2025 total to eight—surpassing the lower end of its 7–9 annual target. North America accounted for 75% of trailing-twelve-month revenue. Cash, deposits and marketable securities totaled approximately $114 million (~$20 per share) with no debt. Management reaffirmed 2025 revenue guidance of $15–16 million and projects double-digit growth in 2026, targeting EPS above $3 on $150–160 million annual revenue.
- Q3 revenue $15.6M (+6% YoY), upper half of guidance range
- GAAP net loss $2.8M ($0.49 EPS); non-GAAP loss $2.1M ($0.36 EPS)
- Eight design wins in 2025 YTD, near upper end of 7–9 annual target
- Cash and marketable securities ~$114M (~$20/share), no debt
- 2025 revenue guide $15–16M; targeting double-digit growth in 2026
Headline financials
Revenue & EPS history
Silicom · Revenue · Quarterly
$15.6M
Forward guidance
Management expects 2025 revenue of $15–16 million and double-digit revenue growth in 2026 and beyond, with a long-term target of EPS above $3 on annual revenue of $150–160 million.
Tailwinds
- Strong design-win momentum with eight wins YTD near annual target
- Fortress balance sheet with ~$114M in cash and marketable securities
Headwinds
- Continued GAAP and non-GAAP losses as company invests in growth platform
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q3 2025
-0.2%
Avg return
Earnings day
+0.2%
Avg return
5 days after
+0.2%
Avg return
30 days after
45%
30 / 66 earnings
Positive
+31.2%
Q4 2013
Best reaction
-32.4%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -4.5% | +9.2% | +4.2% | |
| Q4 2025 | +28.8% | +44.8% | +51.4% | |
| Q3 2025 | -15.0% | -13.7% | -19.3% | |
| Q2 2025 | +6.6% | +4.0% | +7.1% | |
| Q1 2025 | +7.0% | +8.6% | +12.5% | |
| Q4 2024 | -3.6% | -5.3% | -9.6% | |
| Q3 2024 | +1.1% | +8.4% | -3.5% | |
| Q2 2024 | -19.3% | -25.8% | -19.3% | |
| Q1 2024 | +2.7% | +9.1% | +0.0% | |
| Q4 2023 | -0.1% | -3.4% | -11.3% | |
| Q3 2023 | -32.4% | -31.7% | -23.9% | |
| Q2 2023 | -27.0% | -30.8% | -31.1% | |
| Q1 2023 | +0.4% | -1.7% | +5.3% | |
| Q4 2022 | -11.4% | -16.9% | -20.8% | |
| Q3 2022 | +7.8% | +8.0% | +14.8% | |
| Q2 2022 | +5.9% | +2.9% | +5.3% | |
| Q1 2022 | -4.3% | +3.3% | +0.8% | |
| Q4 2021 | -4.1% | +1.5% | -5.1% | |
| Q3 2021 | -2.2% | +8.8% | +4.1% | |
| Q2 2021 | +3.5% | +1.7% | +2.6% | |
| Q1 2021 | -2.8% | -6.2% | -6.9% | |
| Q4 2020 | -0.8% | -2.1% | +14.3% | |
| Q3 2020 | +5.4% | +4.0% | +10.0% | |
| Q2 2020 | +0.6% | -5.8% | -2.2% | |
| Q1 2020 | +3.9% | +5.2% | +13.6% | |
| Q4 2019 | -1.5% | -4.0% | -13.8% | |
| Q3 2019 | -0.9% | -1.2% | -2.6% | |
| Q2 2019 | +3.5% | +7.0% | -0.6% | |
| Q1 2019 | -21.3% | -16.3% | -23.1% | |
| Q4 2018 | +16.0% | +17.8% | +26.2% | |
| Q3 2018 | +10.0% | +9.3% | -6.4% | |
| Q2 2018 | +9.3% | +6.3% | +4.3% | |
| Q1 2018 | +14.1% | +8.1% | +10.1% | |
| Q4 2017 | -16.3% | -13.6% | -16.2% | |
| Q3 2017 | -1.9% | +2.2% | +6.7% | |
| Q2 2017 | +8.2% | +3.1% | +2.7% | |
| Q1 2017 | +13.7% | +12.5% | +6.6% | |
| Q4 2016 | -6.2% | -5.8% | -0.9% | |
| Q3 2016 | -14.7% | -11.0% | -3.6% | |
| Q2 2016 | +15.7% | +15.8% | +24.3% | |
| Q1 2016 | -15.6% | — | — | |
| Q4 2015 | -2.4% | — | — | |
| Q3 2015 | -6.3% | — | — | |
| Q2 2015 | -2.8% | — | — | |
| Q1 2015 | -15.8% | — | — | |
| Q4 2014 | +28.8% | — | — | |
| Q3 2014 | +0.2% | — | — | |
| Q2 2014 | -25.1% | — | — | |
| Q1 2014 | +0.4% | — | — | |
| Q4 2013 | +31.2% | — | — | |
| Q3 2013 | -0.3% | — | — | |
| Q2 2013 | -13.5% | — | — | |
| Q1 2013 | -0.2% | — | — | |
| Q4 2012 | +25.7% | — | — | |
| Q3 2012 | +2.0% | — | — | |
| Q2 2012 | +3.8% | — | — | |
| Q1 2012 | -0.1% | — | — | |
| Q4 2011 | -0.3% | — | — | |
| Q4 2009 | -0.3% | — | — | |
| Q4 2010 | -0.3% | — | — | |
| Q3 2011 | -0.4% | — | — | |
| Q2 2011 | -1.1% | — | — | |
| Q1 2011 | +1.6% | — | — | |
| Q3 2010 | +6.2% | — | — | |
| Q2 2010 | +1.8% | — | — | |
| Q1 2010 | -1.5% | — | — |
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