Lattice Semiconductor Corporation · LSCC · FY2026 Q3 · Calendar Q4 2026
Lattice posts record Q3 as AI-server demand accelerates
Lattice’s Q3 results and higher Q4 outlook support a strong demand and operating-leverage narrative, particularly in data-center computing. Durability depends on converting backlog and AMI cross-selling while scaling amid supply and cost pressures.
Earnings scorecard
Reported versus consensusMarket reaction
close-to-close (session unavailable)Ask FN2 about LSCC FY2026 Q3
Transcript, numbers and history already loadedFree account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Q3 revenue and EPS exceeded estimates, with revenue up 118% year over year. Compute & Communications grew 132% and Industrial & Embedded grew 35%. Management raised its Q4 outlook, projecting $335 million in revenue and a 160% year-over-year EPS increase.
Guidance delta
Management raised Q4 guidance and projected $335 million in revenue and 160% year-over-year EPS growth. It also projected more than 60% revenue growth in 2027 and a greater-than-$1 billion revenue run-rate by year-end 2026.
Key takeaways
- AI-related data-center server demand and higher FPGA attach rates supported strong Compute & Communications growth.
- Industrial & Embedded also grew, broadening the reported growth beyond data-center demand.
- Management said the AMI acquisition is performing above expectations and is expanding Lattice’s data-center portfolio.
- New products and the SCMP industry initiative are part of management’s plans to broaden the product and partner ecosystem.
- Raised Q4 guidance and management’s 2027 growth outlook are forward expectations, not reported results.
Management priorities
- Scale AI-assisted FPGA development tools and secure-control products.
- Integrate AMI and roll out joint security, rack-management, and power-and-cooling solutions.
- Expand the SCMP initiative and work with industry partners.
- Reduce debt while preserving disciplined capital allocation.
Follow LSCC with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeCompany context
Snapshot as of publicationHeadquartered in Hillsboro, Oregon, and established in 1983, Lattice Semiconductor Corporation, through its various entities, specializes in the global design and distribution of semiconductor solutions across Asia, Europe, and the Americas. The company's primary offerings include a diverse lineup of Field Programmable Gate Arrays (FPGAs), structured into distinct product families such as Certus-NX and ECP, Mach, iCE40, and CrossLink. Additionally, Lattice manufactures application-specific standard products (ASSPs) dedicated to video connectivity.…
Technology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CHKP Check Point Software Technologies Ltd. | FY2026 Q3 · Calendar Q4 2026 | +0.4% | -7.0% | Check Point Sees Q3 as Revenue Trough, While Subscriptions Grow |
| FN Fabrinet | FY2027 Q1 · Calendar Q4 2026 | +3.3% | -3.8% | Fabrinet posts 51% growth as capacity expansion accelerates |
| TSEM Tower Semiconductor Ltd. | FY2026 Q3 · Calendar Q4 2026 | — | -6.7% | Tower Semiconductor Q3: record results, capacity expansion |
| INTC Intel Corp. | FY2026 Q3 · Calendar Q4 2026 | +27.9% | -28.6% | Intel: AI Server Demand Offsets PC Weakness, CapEx Rises |
Latest beats and misses
Who reports nextBeat on EPS
- JAZZFY2026 Q3 · November 2, 2026+4.2% EPS-0.7% move
- ELFY2027 Q1 · November 2, 2026+42.0% EPS-4.1% move
- CHKPFY2026 Q3 · November 2, 2026+0.4% EPS-7.0% move
- FNFY2027 Q1 · November 2, 2026+3.3% EPS-3.8% move
- BMRNFY2026 Q3 · November 2, 2026+376.0% EPS-1.8% move
- MTCHFY2026 Q3 · November 2, 2026+2.2% EPS+1.6% move
Missed on EPS
- RYAAYFY2027 Q2 · November 2, 2026-0.3% EPS+2.9% move
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- PINSFY2026 Q3 · October 29, 2026-5.4% EPS-2.8% move
Get the LSCC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-11-03T05:05:24.838757+00:00
- FN2 earnings calendar · 2026-11-03T01:23:13.143323+00:00
- Polygon adjusted daily market bars · 2026-11-03T05:50:44.790258+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-03T05:50:44.787621+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-03. For educational purposes only; not investment advice.