NASDAQ$SIMO
Silicon Motion Technology-ADR · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
Silicon Motion reported strong Q2 2026 results with revenue surging 127% year-over-year to $451 million.
Silicon Motion Technology announced financial results for the quarter ended June 30, 2026, showing robust sequential and year-over-year growth driven by SSD controllers, eMMC/UFS controllers, and Ferri solutions. GAAP net income reached $136.1 million ($3.99 per ADS), while non-GAAP net income was $83.1 million ($2.43 per ADS). Gross margin expanded to 50.2%, with positive outlook for continued growth in the second half of the year.
- Revenue increased 32% sequentially and 127% YoY to $451.0 million.
- GAAP EPS of $3.99 and non-GAAP EPS of $2.43 significantly exceeded prior periods.
- Gross margin improved to 50.2%, with operating margin at 22.4% GAAP / 23.1% non-GAAP.
- Strong growth across all key product lines, particularly Ferri & Boot Drive solutions up over 1,600% YoY.
Headline financials
Revenue & EPS history
Silicon Motion · Revenue · Quarterly
$451M
Forward guidance
Management expects continued strong top-line growth, with Q3 2026 revenue guidance of $519-541 million (+15-20% Q/Q).
Tailwinds
- On track for highest annual revenue in company history, >100% YoY growth.
- Broadening portfolio across AI infrastructure to edge markets.
- Record start to the year with momentum expected to continue.
Headwinds
- Consumer businesses face headwinds from NAND pricing and supply.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+2.2%
Avg return
Earnings day
+3.3%
Avg return
5 days after
+4.7%
Avg return
30 days after
47%
31 / 66 earnings
Positive
+45.9%
Q1 2026
Best reaction
-18.0%
Q2 2012
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q4 2025 | +7.2% | +12.0% | +26.4% | |
| Q1 2026 | +45.9% | +52.2% | +85.3% | |
| Q3 2025 | -1.9% | -1.2% | -11.0% | |
| Q2 2025 | -0.3% | -2.5% | +4.0% | |
| Q1 2025 | +9.6% | +16.7% | +35.5% | |
| Q4 2024 | -1.9% | -4.3% | -6.8% | |
| Q3 2024 | -7.0% | -9.6% | -8.2% | |
| Q2 2024 | -10.0% | -10.0% | -2.0% | |
| Q1 2024 | +3.2% | +10.5% | +8.9% | |
| Q4 2023 | +4.1% | +6.4% | +13.1% | |
| Q3 2023 | +4.8% | +4.1% | +9.8% | |
| Q2 2023 | -9.0% | -3.0% | -17.1% | |
| Q1 2023 | -3.5% | -2.8% | +5.7% | |
| Q4 2022 | +0.9% | -0.3% | -2.2% | |
| Q3 2022 | +9.5% | +11.9% | +17.8% | |
| Q2 2022 | +1.2% | +1.5% | -7.9% | |
| Q1 2022 | +14.1% | +15.1% | +13.0% | |
| Q4 2021 | -5.3% | -5.4% | -11.5% | |
| Q3 2021 | -0.8% | +3.7% | -1.9% | |
| Q2 2021 | +21.8% | +25.9% | +20.2% | |
| Q1 2021 | -2.7% | +1.5% | -0.3% | |
| Q4 2020 | +6.5% | +21.2% | +11.4% | |
| Q3 2020 | -2.4% | -0.8% | +3.2% | |
| Q2 2020 | -0.4% | +2.7% | -7.8% | |
| Q1 2020 | +2.5% | -6.9% | +1.1% | |
| Q4 2019 | -2.7% | -0.2% | -22.9% | |
| Q3 2019 | +8.3% | +6.7% | +10.8% | |
| Q2 2019 | -10.7% | -16.1% | -20.7% | |
| Q1 2019 | +9.1% | +8.8% | +4.4% | |
| Q4 2018 | +2.3% | +2.6% | +7.8% | |
| Q3 2018 | +2.8% | +11.4% | -3.0% | |
| Q2 2018 | +3.8% | +2.9% | +11.6% | |
| Q1 2018 | -1.7% | -3.1% | +4.2% | |
| Q4 2017 | -6.6% | -8.6% | -2.9% | |
| Q3 2017 | -5.4% | -3.1% | -1.0% | |
| Q2 2017 | +7.1% | +2.5% | +9.0% | |
| Q1 2017 | +9.0% | +12.4% | +15.6% | |
| Q4 2016 | -3.7% | -6.8% | -0.9% | |
| Q3 2016 | -13.3% | -11.0% | -1.0% | |
| Q2 2016 | -7.2% | -5.5% | -2.5% | |
| Q1 2016 | -4.3% | — | — | |
| Q4 2015 | +1.7% | — | — | |
| Q3 2015 | -3.6% | — | — | |
| Q2 2015 | -1.7% | — | — | |
| Q1 2015 | -1.6% | — | — | |
| Q4 2014 | +8.0% | — | — | |
| Q3 2014 | +4.7% | — | — | |
| Q2 2014 | -1.3% | — | — | |
| Q1 2014 | +13.6% | — | — | |
| Q4 2013 | +15.7% | — | — | |
| Q3 2013 | +12.6% | — | — | |
| Q4 2009 | +0.9% | — | — | |
| Q2 2013 | -5.5% | — | — | |
| Q1 2013 | -0.3% | — | — | |
| Q4 2012 | -2.2% | — | — | |
| Q3 2012 | +22.9% | — | — | |
| Q4 2010 | -4.4% | — | — | |
| Q4 2011 | -4.4% | — | — | |
| Q2 2012 | -18.0% | — | — | |
| Q1 2012 | -5.3% | — | — | |
| Q3 2011 | -2.0% | — | — | |
| Q2 2011 | +6.7% | — | — | |
| Q1 2011 | +33.3% | — | — | |
| Q3 2010 | -6.1% | — | — | |
| Q2 2010 | +16.4% | — | — | |
| Q1 2010 | -9.7% | — | — |
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