Earnings Releases·Nov 2, 2026, 4:27 PM ET

Lattice Semiconductor — Q3 2026 Earnings Summary

Q3 2026 revenue surged 118.3% YoY to $291.0 million, driven by 90% FPGA growth in Compute and Communications; Non-GAAP net income jumped 171.7% YoY to $103.7 million ($0.72/share).
Q4 2026 revenue guidance is set at $325–$345 million (approx. 130% YoY growth), with Non-GAAP net income per share projected between $0.82 and $0.86.
Strategic expansion continues following the July 2026 acquisition of AMI, which contributed $39.1 million in Q3 revenue and $971.3 million in total cash paid; long-term debt stands at $869.1 million.
Management anticipates accelerating Industrial and Embedded revenue growth to 70% YoY in Q4 and expresses confidence in sustained momentum into 2027 supported by strong bookings and design wins.