Lattice Semiconductor Reports Record 3Q26 Revenue, Up 118% YOY
Business Wire•02/11/2026•16:00 ET
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Key Highlights
- ➤Q3 revenue $291.0 million, up 118.3% year over year
- ➤Q3 non-GAAP diluted EPS $0.72, up approximately 160% year over year
- ➤Q4 revenue guidance $325 million-$345 million, implying approximately 130% year-over-year growth
- ➤FPGA revenue grew approximately 90%, led by compute and communications demand
- ➤Q4 non-GAAP diluted EPS guidance $0.82-$0.86 per share
Expert Statements
Ford Tamer, Chief Executive Officer of Lattice Semiconductor
“We delivered record third quarter revenue of $291 million and non-GAAP EPS of $0.72, up 118% and approximately 160% year-over-year, respectively.”
Ford Tamer, Chief Executive Officer of Lattice Semiconductor
“FPGA revenue grew approximately 90%, fueled by accelerating data center AI demand and continued momentum across Industrial & Embedded applications.”
Ford Tamer, Chief Executive Officer of Lattice Semiconductor
“Strong bookings, backlog and design wins support our fourth-quarter revenue outlook of approximately $335 million and reinforce our confidence in growth into 2027 and beyond.”
Ford Tamer, Chief Executive Officer of Lattice Semiconductor
“The addition of AMI meaningfully expands our opportunity in security, control and management solutions.”
Ford Tamer, Chief Executive Officer of Lattice Semiconductor
“Early commercial momentum across security retrofit, rack boot, plug and play, and power and cooling demonstrates the value of our combined portfolio, positioning Lattice to capture greater content per platform, deepen strategic customer relationships and drive sustainable long-term growth.”
Lorenzo Flores, Chief Financial Officer of Lattice Semiconductor
“Lattice’s operating leverage was evident in the third quarter as we translated accelerating demand into faster year-over-year earnings growth.”
Lorenzo Flores, Chief Financial Officer of Lattice Semiconductor
“We continue to execute against our growth strategy by investing to strengthen our leadership in small and mid-range FPGAs, expanding our combined Lattice and AMI solutions portfolio, and advancing our companion chip opportunity.”
Lorenzo Flores, Chief Financial Officer of Lattice Semiconductor
“Our focus remains on driving profitable growth, expanding free cash flow, reducing debt, and delivering long-term shareholder value.”
Lattice Semiconductor Reports Record 3Q26 Revenue, Up 118% YOY
Record FPGA Revenue, Up Approximately 90% YOY, Led by Compute and Communications Demand
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