NASDAQ$SYNA

Synaptics Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Synaptics reported solid results with revenue at the midpoint of guidance, non-GAAP gross margin at the high-end of guidance and non-GAAP operating margin above the high-end of guidance.

Synaptics reported Q2 2022 financial results with revenue of $420.5 million and non-GAAP EPS of $3.26. IoT revenue increased 60% year-over-year.

  • Revenue of $420.5 million
  • IoT revenue increased 60% YoY
  • Record GAAP gross margin of 53.5 percent
  • Record non-GAAP gross margin of 59.5 percent

Headline financials

Total Revenue

$421M

Previous: $358M+17.6%
EPS (adj)

$3.26

Previous: $2.30+41.7%
Non-GAAP Gross Margin

59.5%

No prior period
Capital Expenditures

-$13.2M

Previous: -$12.2M-8.2%
Free Cash Flow

$56.3M

Previous: $37.4M+50.5%
Net Income

$69.5M

Previous: $49.6M+40.1%
Operating Income

$77.6M

Previous: $58.5M+32.6%
Gross Profit

$225M

Previous: $150M+49.7%
Cash & Equivalents

$503M

Previous: $310M+62.2%
Total Assets

$2.57B

Previous: $1.79B+43.3%
Stock-Based Comp

$26.4M

Previous: $19.1M+38.2%

Revenue & EPS history

Synaptics · Revenue · Quarterly

$421M

Q2 2022+17.6%vs Q2 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

For the third quarter of fiscal year 2022, the company expects to grow revenue again while maintaining our gross margin profile despite recent input price increases. Our mid-point guidance includes an expectation of achieving a significant non-GAAP gross margin milestone of 60%.

Tailwinds

  • Expects to grow revenue again
  • Maintaining gross margin profile
  • Achieving a significant non-GAAP gross margin milestone of 60%
  • Backlog remains strong
  • Customer demand continuing to outpace supply availability

Headwinds

  • Recent input price increases
  • Current semiconductor supply chain constraints
  • Pricing changes factored into March quarter guidance
  • Global supply chain disruptions
  • Component shortages

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 Q2 2022

Historical avgQ2 2022

+2.0%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+2.4%

Avg return

30 days after

59%

39 / 66 earnings

Positive

+27.5%

Q1 2020

Best reaction

-21.7%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+18.3%+23.6%+16.0%
Q2 2026+2.2%+3.9%-17.5%
Q1 2026-3.7%-1.5%+13.1%
Q3 2025+0.2%+10.6%+4.6%
Q2 2025-4.7%-4.0%-10.2%
Q1 2025+12.1%+6.6%+11.5%
Q4 2024+6.8%+10.6%+4.8%
Q3 2024-2.3%-1.6%+1.2%
Q2 2024+3.8%+0.1%-0.5%
Q4 2023+2.9%+6.3%+1.0%
Q3 2023-16.6%-13.9%-7.3%
Q2 2023-5.9%-2.0%-10.2%
Q1 2023+2.4%+11.1%+19.3%
Q4 2022-2.3%-13.7%-24.3%
Q3 2022-6.7%-11.1%-14.7%
Q2 2022-5.0%-2.0%-1.4%
Q1 2022+15.4%+17.8%+29.7%
Q4 2021+17.0%+17.6%+30.4%
Q3 2021-2.6%-7.6%+1.9%
Q2 2021+13.2%+16.8%+25.7%
Q1 2021+5.9%+0.8%+4.6%
Q4 2020+8.9%+5.1%+1.2%
Q3 2020+1.7%-1.6%+9.0%
Q2 2020+20.6%+16.4%-3.1%
Q1 2020+27.5%+29.2%+25.9%
Q4 2019+6.6%+7.5%+10.8%
Q3 2019-5.7%-3.6%-16.6%
Q2 2019+0.4%-1.7%+0.3%
Q1 2019+2.3%-1.9%+3.6%
Q4 2018-13.1%-3.4%-3.7%
Q3 2018-0.0%-7.6%+3.4%
Q2 2018+7.3%+8.1%+18.6%
Q1 2018+17.3%+10.0%-1.0%
Q4 2017-12.0%-17.4%-20.1%
Q3 2017+4.3%+2.3%+5.1%
Q2 2017-9.2%-5.8%-7.2%
Q1 2017-21.7%-20.5%-18.1%
Q4 2016-3.1%-0.5%+3.8%
Q3 2016-16.7%
Q2 2016+9.4%
Q1 2016+5.4%
Q4 2015-0.6%
Q3 2015-4.3%
Q2 2015+14.6%
Q1 2015-16.0%
Q4 2014+2.9%
Q3 2014-4.5%
Q2 2014+5.8%
Q1 2014-14.5%
Q4 2013+1.8%
Q3 2013+6.2%
Q2 2013+11.7%
Q1 2013+5.9%
Q4 2012+11.1%
Q3 2012-5.9%
Q2 2012+1.9%
Q1 2012-1.9%
Q4 2011+7.8%
Q4 2009+7.8%
Q3 2010-1.6%
Q3 2011-1.6%
Q2 2011-0.4%
Q1 2010+7.1%
Q1 2011+7.1%
Q2 2010+7.1%
Q4 2010+7.1%

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