TakeoverPE & activists

SLABSILICON LABORATORIES INC.

Semiconductors & Related Devices · $7.4B market cap · 1,930 employees

0.4×

Less likely than average to be taken private

Top 39% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works

Takeover signals

What an activist or buyer would see: cheap, overpaid, diluted or under pressure.

1of 15 firedHow well they predict deals →
14 other checks
  • TSR below peersNo
    —
    3+ of last 5 years
  • High CEO pay despite TSRNo
    —
    Median CEO pay ≥ $15M while TSR trails
  • Earnings not backed by cashNo
    —
    Cash flow under 80% of net income
  • Payouts exceed cash flowNo
    0% of cash flow
    Buybacks + dividends over cash flow
  • Goodwill-heavyNo
    30% of assets
    Over 40% of assets
  • Shareholder dissentNo
    96% lowest support
    Any vote under 80% support
  • Low revenue per employeeNo
    $407K · 50th pct
    Bottom quartile of its SIC industry
  • Quiet on AINo
    4.7 per 10K words · 81st pct
    Bottom quartile of AI mentions in 10-Ks
  • Net cashNo
    —
    More cash than debt, positive EBITDA
  • Buyout-sizedNo
    $7.4B market cap
    Market cap $500M–$5B
  • Recurring revenueNo
    2 of 10
    10-K business scored 7+ of 10 for recurring revenue
  • AI-rollup shapedNo
    0 of 10
    10-K business scored 5+ of 10 as an AI-rollup target
  • Active 13DNo
    0 filings
    Active-intent 13D in 18 months
  • Net insider sellingNo
    −$4M net
    Net sales over $10M in 12 months

Deal filings

FiledFormAcquirerPricePremium
Mar 27, 2026DEFM14ATexas Instruments Incorporated$231.0061%
Mar 13, 2026PREM14ATexas Instruments Incorporated$231.0061%
Feb 4, 20268-KTexas Instruments Incorporated——

Key numbers

Revenue
$785MFY2022: $1.0BFY2023: $782MFY2024: $584MFY2026: $785M
34% YoY
Operating margin
-9.0%FY2022: 11.6%FY2023: -3.1%FY2024: -28.3%FY2026: -9.0%
68% YoY
EBITDA
−$46MFY2022: $142MFY2023: $2MFY2024: −$140MFY2026: −$46M
67% YoY
Net debt / EBITDA
—
−$290M net debt

Financials

MetricFY2022FY2023FY2024FY2026YoYTrend
Revenue$1.0B$782M$584M$785M 34% FY2022: $1.0BFY2023: $782MFY2024: $584MFY2026: $785M
Operating income$119M−$24M−$165M−$71M 57% FY2022: $119MFY2023: −$24MFY2024: −$165MFY2026: −$71M
Net income—−$35M−$191M−$65M 66% FY2023: −$35MFY2024: −$191MFY2026: −$65M
Operating cash flow$141M−$30M−$14M$96M 788% FY2022: $141MFY2023: −$30MFY2024: −$14MFY2026: $96M
Capex$27M$22M$12M$30M 155% FY2022: $27MFY2023: $22MFY2024: $12MFY2026: $30M
Stock-based comp$61M$48M$62M$80M 31% FY2022: $61MFY2023: $48MFY2024: $62MFY2026: $80M
Buybacks$883M$217M$16K$0 100% FY2022: $883MFY2023: $217MFY2024: $16KFY2026: $0

13D filers

None on file.

Insider trading

−$4Mnet selling by insiders, open market, last 12 months
Bought $0 · 0 tradesSold $4M · 5 trades

Pay vs performance

No pay-versus-performance disclosure yet.