Jun 2026 (Q2 FY26) — Jul 29, 2026
Silicom Q2 FY26 — Strong Growth Acceleration and AI Inference Progress
Read the full callSilicom earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Price
1Y: $16.94 on 14 Oct 2025 → $43.59. High $61.65 (6 Oct 2026), low $13.5 (19 Dec 2025).
Overview
Call summaries
Silicom Q2 FY26 — Strong Growth Acceleration and AI Inference Progress
Read the full callEvery analysed call
Financials
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 104 | 114 | 120 | 130 | 148 | 121 | 107 | 96 |
| Total liabilities | 24 | 32 | 41 | 61 | 37 | 19 | 23 | 35 |
| Fixed assets | 4 | 4 | 4 | 5 | 4 | 4 | 3 | 3 |
| Investments | 2 | 14 | 35 | 8 | 4 | 8 | 21 | 7 |
| Total assets | 182 | 195 | 196 | 220 | 216 | 168 | 150 | 152 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 46 | 27 | 5 | 1 | -4 | 32 | 18 | -2 |
| Cash from investing | -36 | -30 | 15 | 17 | 8 | -8 | -4 | -12 |
| Cash from financing | 0 | -8 | -17 | -10 | -1 | -8 | -10 | -2 |
| Net cash flow | 10 | -10 | 4 | 9 | 1 | 16 | 4 | -16 |
| Capital expenditure | -1 | -1 | -2 | -3 | -2 | -1 | -1 | -1 |
| Free cash flow | 44 | 25 | 3 | -2 | -6 | 31 | 17 | -3 |
24 filings between May 7, 2026 and Aug 24, 2026.
Purchases
None
No insider bought shares.
Sales
$3.72M
15 sales by 8 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Eizenman Avinoam | — | $1.41M | Aug 17, 2026 |
| Eizenman Liron | — | $1.28M | Aug 12, 2026 |
| Gilad Eran | — | $576.2K | Aug 6, 2026 |
| Orbach Yeshayhu | — | $133.6K | Aug 24, 2026 |
| Hendel David | — | $115.9K | May 14, 2026 |
| Karp Yuval | — | $100.0K | May 19, 2026 |
| Castiel David | — | $96.0K | May 14, 2026 |
| COHEN DANIEL (DC) | — | $780 | May 14, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 24, 2026 | Orbach Yeshayhu Director | Sale | 2,969 | $133.6K |
| Aug 17, 2026 | Eizenman Avinoam Director | Sale | 20,000 | $1.01M |
| Aug 12, 2026 | Eizenman Liron President and CEO | Sale | 18,072 | $877.0K |
| Aug 6, 2026 | Gilad Eran CFO | Sale | 25 | $1.2K |
| Aug 6, 2026 | Gilad Eran CFO | Sale | 6,975 | $310.0K |
| Aug 6, 2026 | Gilad Eran CFO | Option exercise | 5,000 | $82.1K |
| Jun 18, 2026 | Orbach Yeshayhu Director | Option exercise | 2,969 | — |
| Jun 14, 2026 | COHEN DANIEL (DC) EVP Operation | Option exercise | 2,000 | — |
| Jun 14, 2026 | Gilad Eran CFO | Option exercise | 2,000 | — |
| Jun 14, 2026 | Hendel David VP R&D | Option exercise | 2,000 | — |
| Jun 14, 2026 | Karp Yuval EVP Project Management | Option exercise | 2,000 | — |
| Jun 14, 2026 | Castiel David VP Engineering | Option exercise | 2,000 | — |
| Jun 14, 2026 | Eizenman Liron President and CEO | Option exercise | 12,500 | — |
| Jun 14, 2026 | Eizenman Avinoam Director | Option exercise | 12,500 | — |
| May 19, 2026 | Karp Yuval EVP Project Management | Sale | 2,000 | $100.0K |
| May 14, 2026 | Castiel David VP Engineering | Sale | 2,000 | $96.0K |
| May 14, 2026 | Hendel David VP R&D | Sale | 1,000 | $49.0K |
| May 14, 2026 | COHEN DANIEL (DC) EVP Operation | Sale | 15 | $780 |
| May 13, 2026 | Hendel David VP R&D | Sale | 500 | $22.1K |
| May 13, 2026 | Hendel David VP R&D | Sale | 500 | $22.3K |
| May 7, 2026 | Gilad Eran CFO | Sale | 6,000 | $265.1K |
| May 7, 2026 | Eizenman Liron President and CEO | Sale | 8,900 | $402.5K |
| May 7, 2026 | Eizenman Avinoam Director | Sale | 9,023 | $403.0K |
| May 7, 2026 | Hendel David VP R&D | Sale | 500 | $22.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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