Silicon Laboratories Inc. filed a Form 8-K with the SEC on November 10, 2026, announcing its results of operations for the fiscal quarter ended October 3, 2026, via an attached press release.

Key Highlights

  • Fiscal quarter covered: The results pertain to the quarter ended October 3, 2026.
  • Press release date: Silicon Laboratories issued its earnings press release on November 10, 2026, attached as Exhibit 99.
  • Planned merger disclosed: The filing references "costs associated with the planned merger with Texas Instruments Incorporated" as a category of merger-related costs excluded from non-GAAP measures.
  • Non-GAAP tax rate: Effective from the first quarter of 2026, Silicon Laboratories applies a long-term non-GAAP tax rate of 18% to non-GAAP income before income taxes.
  • Signed by: Dean Butler, Senior Vice President and Chief Financial Officer, signed the filing as Principal Financial Officer.

Silicon Laboratories' Fiscal Q4 2026 Earnings Disclosure and Non-GAAP Framework

Silicon Laboratories Inc. (NASDAQ:SLAB) submitted a current report on November 10, 2026, under Item 2.02 (Results of Operations and Financial Condition), disclosing that it issued a press release that same day covering results for its fiscal quarter ended October 3, 2026. The press release itself is furnished as Exhibit 99 and is not reproduced within the 8-K body. The filing notes that the information "shall not be deemed to be 'filed' for purposes of Section 18 of the Securities Exchange Act of 1934."

The filing provides a detailed explanation of the non-GAAP financial measures Silicon Laboratories uses as supplemental disclosures. These include non-GAAP gross profit and margin, non-GAAP operating income or loss, non-GAAP net income or loss, and non-GAAP diluted earnings or loss per share, among others. According to the filing, non-GAAP figures are adjusted for stock compensation expense, intangible asset amortization, merger-related costs, and termination costs, impairments, and fair value and other adjustments. The company states it excludes stock compensation and intangible amortization because they are non-cash expenses, and that doing so "provides meaningful supplemental information regarding core ongoing operations."

A notable item in the non-GAAP adjustments section is the reference to "costs associated with the planned merger with Texas Instruments Incorporated, such as financial advisory, legal, accounting, and other related costs," which are excluded from non-GAAP measures. The filing also states that effective from the first quarter of 2026, a long-term non-GAAP tax rate of 18% is applied, determined through a multi-year forecast. The filing notes this rate "may be subject to change for a variety of reasons, including the rapidly evolving global tax environment." A GAAP reconciliation is stated to be included in the furnished press release, as required by Regulation G.

What Was Disclosed

Silicon Laboratories filed an 8-K on November 10, 2026, announcing fiscal quarter results for the period ended October 3, 2026, via an attached press release, and described the non-GAAP financial measures and adjustments, including a reference to a planned merger with Texas Instruments Incorporated.