SYNAPTICS Inc
SYNA · Semiconductors & Related Devices · 38.6M shares · +4%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $62M (gross $184M, SBC $122M)
Reference price $138.28 · est. market cap ~$5.3B — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C56Human-interface/IoT chipmaker recovering on revenue but still loss-making, with moderate leverage.
Strengths
- Revenue recovery — +12.0% (42nd)
- Positive free cash flow — FCF $116.2M (60th), FCF margin 10.8%
- Adequate liquidity — current ratio 2.78 (50th)
Risks
- Net loss — operating margin -8.8%, net margin -4.4%, net income -138.1% (15th)
- Moderate leverage — D/E 0.60 (84th)
- IoT/edge demand and customer-concentration cyclicality — qualitative (per 10-K)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -4.4%)
- Customer concentration~25% of revenue from one customer/distributor — Results of Operations The following sets forth certain of our consolidated statements of operations data for fiscal 2025 and 2024 along with comparative information regarding the absolute and percen
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC
- Strong balance sheetStrong balance sheet — $452M cash & investments
- Insider sellingInsider selling — 26 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$3M, last 6mo) Form 4 ↗
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, FMR LLC, CITADEL ADVISORS LLC +1 more (as of 2026-03-31)
- China exposureChanges to international trade policies, export controls, and foreign operations expose us to legal, regulatory, and operational risks
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
44.7%
Operating margin
-8.8%
Net margin
-4.4%
Return on equity
-3.4%
Return on assets
-1.8%
ROIC
-3.3%
Revenue growth (QoQ)
-2.7%
Net-income growth
-138.1%
Debt / equity
0.6×
Current ratio
2.8×
Free cash flow
$116M
Tangible book value
$260M
Cash & investments
$452M
Stock comp / revenue
10.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | Bodensteiner Lisa | Sell | 334 | $138.28 |
| 2026-06-18 | Song Esther | Sell | 126 | $138.28 |
| 2026-06-17 | Song Esther | Tax withheld | 138 | $133.53 |
| 2026-06-17 | Bodensteiner Lisa | Tax withheld | 783 | $133.53 |
| 2026-06-17 | Ganesan Satish | Tax withheld | 147 | $133.53 |
| 2026-05-28 | Song Esther | Sell | 600 | $139.10 |
| 2026-05-28 | Song Esther | Sell | 1.4K | $140.58 |
| 2026-05-28 | Song Esther | Sell | 2.7K | $141.75 |
| 2026-05-28 | Song Esther | Sell | 1.2K | $137.61 |
| 2026-05-28 | Song Esther | Sell | 2.6K | $142.70 |
| 2026-05-28 | Song Esther | Sell | 357 | $143.32 |
| 2026-05-26 | Gupta Vikram | Sell | 692 | $147.50 |
| 2026-05-22 | Rizvi Ken | Tax withheld | 2.9K | $143.69 |
| 2026-05-19 | Gupta Vikram | Sell | 692 | $114.83 |
| 2026-05-19 | Bodensteiner Lisa | Sell | 612 | $114.83 |
| 2026-05-17 | Rizvi Ken | Tax withheld | 3.2K | $128.23 |
| 2026-05-17 | Ganesan Satish | Tax withheld | 2.3K | $128.23 |
| 2026-05-17 | Song Esther | Tax withheld | 330 | $128.23 |
| 2026-05-17 | Gupta Vikram | Tax withheld | 2.9K | $128.23 |
| 2026-05-17 | Bodensteiner Lisa | Tax withheld | 1.5K | $128.23 |
| 2026-04-27 | Gupta Vikram | Sell | 1.5K | $92.90 |
| 2026-04-24 | Patel Rahul G. | Sell | 2.3K | $90.00 |
| 2026-04-20 | Gupta Vikram | Sell | 1.5K | $80.95 |
| 2026-04-20 | Ganesan Satish | Sell | 5.1K | $81.22 |
| 2026-04-20 | Bodensteiner Lisa | Sell | 1.2K | $81.38 |
| 2026-04-20 | Bodensteiner Lisa | Sell | 598 | $82.85 |
| 2026-04-17 | Rizvi Ken | Tax withheld | 5.9K | $80.22 |
| 2026-04-17 | Bodensteiner Lisa | Tax withheld | 4.2K | $80.22 |
| 2026-04-17 | Gupta Vikram | Tax withheld | 5.5K | $80.22 |
| 2026-04-17 | Ganesan Satish | Tax withheld | 5.9K | $80.22 |
| 2026-03-18 | Bodensteiner Lisa | Sell | 334 | $74.83 |
| 2026-03-17 | Ganesan Satish | Tax withheld | 147 | $74.56 |
| 2026-03-17 | Song Esther | Tax withheld | 160 | $74.56 |
| 2026-03-17 | Bodensteiner Lisa | Tax withheld | 782 | $74.56 |
| 2026-02-25 | Gupta Vikram | Sell | 772 | $81.57 |
| 2026-02-23 | Rizvi Ken | Tax withheld | 2.9K | $84.28 |
| 2026-02-18 | Gupta Vikram | Sell | 772 | $85.00 |
| 2026-02-18 | Bodensteiner Lisa | Sell | 576 | $84.93 |
| 2026-02-17 | Bodensteiner Lisa | Tax withheld | 1.5K | $85.40 |
| 2026-02-17 | Rizvi Ken | Tax withheld | 3.3K | $85.40 |
| 2026-02-17 | Ganesan Satish | Tax withheld | 2.4K | $85.40 |
| 2026-02-17 | Song Esther | Tax withheld | 380 | $85.40 |
| 2026-02-17 | Gupta Vikram | Tax withheld | 2.5K | $85.40 |
| 2026-01-20 | Patel Rahul G. | Sell | 981 | $85.90 |
| 2026-01-20 | Patel Rahul G. | Sell | 300 | $86.89 |
| 2026-01-20 | Patel Rahul G. | Sell | 1.0K | $88.59 |
| 2026-01-06 | Patel Rahul G. | Sell | 2.3K | $85.00 |
| 2026-01-05 | Patel Rahul G. | Sell | 2.3K | $80.00 |
| 2026-01-02 | Nathamuni Venkatesh | Grant | 2.3K | — |
| 2025-12-18 | Bodensteiner Lisa | Sell | 336 | $75.83 |
| 2025-12-17 | Song Esther | Tax withheld | 138 | $73.84 |
| 2025-12-17 | Gupta Vikram | Sell | 694 | $75.00 |
| 2025-12-17 | Patel Rahul G. | Tax withheld | 11K | $73.84 |
| 2025-12-17 | Bodensteiner Lisa | Tax withheld | 781 | $73.84 |
| 2025-12-17 | Ganesan Satish | Tax withheld | 146 | $73.84 |
| 2025-12-12 | Gupta Vikram | Sell | 694 | $80.07 |
| 2025-12-11 | Ganesan Satish | Sell | 11K | $80.02 |
| 2025-12-11 | Ganesan Satish | Sell | 7.6K | $80.67 |
| 2025-12-09 | Bodensteiner Lisa | Sell | 2.3K | $77.62 |
| 2025-12-09 | Bodensteiner Lisa | Sell | 3.7K | $79.01 |
| 2025-12-09 | Bodensteiner Lisa | Sell | 1.1K | $79.77 |
| 2025-11-22 | Rizvi Ken | Tax withheld | 2.8K | $63.17 |
| 2025-11-17 | Ganesan Satish | Tax withheld | 2.3K | $61.89 |
| 2025-11-17 | Song Esther | Tax withheld | 330 | $61.89 |
| 2025-11-17 | Gupta Vikram | Tax withheld | 2.9K | $61.89 |
| 2025-11-17 | Rizvi Ken | Tax withheld | 3.2K | $61.89 |
| 2025-11-17 | Bodensteiner Lisa | Tax withheld | 1.5K | $61.89 |
| 2025-11-03 | Kummrow Patricia | Grant | 3.0K | — |
| 2025-11-03 | Lee Vivie | Grant | 3.0K | — |
| 2025-11-03 | Buchanan Jeffrey | Grant | 3.0K | — |
| 2025-11-03 | Chan Nelson | Grant | 3.0K | — |
| 2025-11-03 | Whims James | Grant | 3.0K | — |
| 2025-11-03 | Geeslin Keith | Grant | 3.0K | — |
| 2025-11-03 | Hardman Susan | Grant | 3.0K | — |
| 2025-09-17 | Ganesan Satish | Tax withheld | 147 | $71.91 |
| 2025-09-17 | Song Esther | Tax withheld | 302 | $71.91 |
| 2025-09-17 | Bodensteiner Lisa | Tax withheld | 781 | $71.91 |
| 2025-08-22 | Rizvi Ken | Tax withheld | 2.8K | $71.45 |
| 2025-08-17 | Ganesan Satish | Grant | 25K | — |
| 2025-08-17 | Ganesan Satish | Grant | 19K | — |
| 2025-08-17 | Ganesan Satish | Tax withheld | 7.8K | $66.80 |
| 2025-08-17 | Song Esther | Grant | 5.4K | — |
| 2025-08-17 | Song Esther | Grant | 3.6K | — |
| 2025-08-17 | Song Esther | Tax withheld | 1.0K | $66.80 |
| 2025-08-17 | Gupta Vikram | Grant | 26K | — |
| 2025-08-17 | Gupta Vikram | Grant | 19K | — |
| 2025-08-17 | Gupta Vikram | Tax withheld | 7.6K | $66.80 |
| 2025-08-17 | Rizvi Ken | Grant | 27K | — |
| 2025-08-17 | Rizvi Ken | Grant | 48K | — |
| 2025-08-17 | Rizvi Ken | Tax withheld | 13K | $66.80 |
| 2025-08-17 | Bodensteiner Lisa | Grant | 23K | — |
| 2025-08-17 | Bodensteiner Lisa | Grant | 17K | — |
| 2025-08-17 | Bodensteiner Lisa | Tax withheld | 6.1K | $66.80 |
| 2025-07-17 | Patel Rahul G. | Grant | 52K | — |
| 2025-07-17 | Patel Rahul G. | Grant | 79K | — |
| 2025-06-17 | Ganesan Satish | Tax withheld | 98 | $62.97 |
| 2025-06-17 | Song Esther | Tax withheld | 84 | $62.97 |
| 2025-06-17 | Bodensteiner Lisa | Tax withheld | 519 | $62.97 |
| 2025-05-22 | Rizvi Ken | Grant | 21K | — |
| 2025-05-17 | Ganesan Satish | Grant | 67 | — |
| 2025-05-17 | Ganesan Satish | Tax withheld | 965 | $65.25 |
| 2025-05-17 | Song Esther | Grant | 13 | — |
| 2025-05-17 | Song Esther | Tax withheld | 165 | $65.25 |
| 2025-05-17 | Gupta Vikram | Grant | 96 | — |
| 2025-05-17 | Gupta Vikram | Tax withheld | 1.1K | $65.25 |
| 2025-05-17 | Bodensteiner Lisa | Grant | 62 | — |
| 2025-05-17 | Bodensteiner Lisa | Tax withheld | 33 | $65.25 |
| 2025-04-17 | Ganesan Satish | Grant | 22K | — |
| 2025-04-17 | Gupta Vikram | Grant | 23K | — |
| 2025-04-17 | Rizvi Ken | Grant | 22K | — |
| 2025-04-17 | Bodensteiner Lisa | Grant | 16K | — |
| 2025-03-17 | Song Esther | Tax withheld | 386 | $65.09 |
| 2025-03-17 | Ganesan Satish | Tax withheld | 587 | $65.09 |
| 2025-03-17 | Bodensteiner Lisa | Tax withheld | 843 | $65.09 |
| 2025-02-17 | Gupta Vikram | Grant | 96 | — |
| 2025-02-17 | Gupta Vikram | Tax withheld | 2.8K | $72.07 |
| 2025-02-17 | Song Esther | Grant | 13 | — |
| 2025-02-17 | Song Esther | Tax withheld | 190 | $72.07 |
| 2025-02-17 | Ganesan Satish | Grant | 67 | — |
| 2025-02-17 | Ganesan Satish | Tax withheld | 1.1K | $72.07 |
| 2025-02-17 | BODENSTEINER LISA MARIE | Grant | 62 | — |
| 2025-02-17 | BODENSTEINER LISA MARIE | Tax withheld | 36 | $72.07 |
| 2025-02-10 | Rizvi Ken | Buy | 3.6K | $69.15 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-25 | Material agreementReg FDExhibits | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-02-05 | ResultsExhibits | filing ↗ |
| 2026-01-05 | Exec/director changeExhibits | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
| 2025-10-28 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2025-08-07 | ResultsOtherExhibits | filing ↗ |
| 2025-07-31 | 5.03Exhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-25 | 0001140361-26-026434 ↗ |
| 10-Q | 2026-05-07 | 2026-03-28 | 0000817720-26-000036 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0000817720-26-000035 ↗ |
| 10-Q | 2026-02-05 | 2025-12-27 | 0000817720-26-000017 ↗ |
| 8-K | 2026-02-05 | 2025-12-27 | 0000817720-26-000015 ↗ |
| 8-K | 2026-01-05 | 2025-12-29 | 0000817720-26-000006 ↗ |
| 10-Q | 2025-11-06 | 2025-09-27 | 0000817720-25-000115 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0000817720-25-000113 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0000817720-25-000092 ↗ |
| 10-K | 2025-08-21 | 2025-06-28 | 0000817720-25-000073 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0000817720-25-000066 ↗ |
| 8-K | 2025-07-31 | 2025-07-29 | 0000817720-25-000062 ↗ |