SILICOM LTD.
SILC · Computer Communications Equipment · EDGAR filings ↗
Reference price $50.00 — last insider sale, 2026-05-19 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
D50Niche network-adapter maker with operating losses and cash burn, cushioned by strong liquidity.
Strengths
- Strong liquidity — current ratio 4.15 (85th)
Risks
- Operating/net losses — operating margin -19.8%, net margin -18.5%
- Cash burn — FCF -$3.3M
- Component-source and demand-volatility risk per risk factors — per 10-K
Notable findings
- Net lossNet loss (net margin -18.5%)
- Cash burnNegative free cash flow (-3.3M)
- Customer concentration~100% of revenue from one customer/distributor — The following table sets forth, for the periods indicated, the relationship (in percentages) of items from our Consolidated Statement of Operations Data to our total sales: Year Ended December 31,
- Insider sellingInsider selling — 10 open-market sale(s) by 7 insider(s) (cluster of 7 insiders, ~$1M, last 6mo) Form 4 ↗
Key metrics
Gross margin
30.6%
Operating margin
-19.8%
Net margin
-18.5%
Return on equity
-9.8%
Return on assets
-7.5%
Revenue growth (QoQ)
6.6%
Current ratio
4.2×
Free cash flow
-$3M
EBITDA
-$11M
Tangible book value
$115M
Cash & investments
$68M
Cash runway
81q
Stock comp / revenue
4.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | Orbach Yeshayhu | Option exercise | 3.0K | — |
| 2026-06-14 | Eizenman Liron | Option exercise | 12K | — |
| 2026-06-14 | Castiel David | Option exercise | 2.0K | — |
| 2026-06-14 | Karp Yuval | Option exercise | 2.0K | — |
| 2026-06-14 | Hendel David | Option exercise | 2.0K | — |
| 2026-06-14 | Gilad Eran | Option exercise | 2.0K | — |
| 2026-06-14 | COHEN DANIEL (DC) | Option exercise | 2.0K | — |
| 2026-06-14 | Eizenman Avinoam | Option exercise | 12K | — |
| 2026-05-19 | Karp Yuval | Sell | 2.0K | $50.00 |
| 2026-05-14 | Hendel David | Sell | 1.0K | $49.00 |
| 2026-05-14 | Castiel David | Sell | 2.0K | $48.00 |
| 2026-05-14 | COHEN DANIEL (DC) | Sell | 15 | $52.00 |
| 2026-05-13 | Hendel David | Sell | 500 | $44.50 |
| 2026-05-13 | Hendel David | Sell | 500 | $44.24 |
| 2026-05-07 | Hendel David | Sell | 500 | $45.00 |
| 2026-05-07 | Eizenman Avinoam | Sell | 9.0K | $44.66 |
| 2026-05-07 | Eizenman Liron | Sell | 8.9K | $45.23 |
| 2026-05-07 | Gilad Eran | Sell | 6.0K | $44.18 |
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.
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 20-F | 2026-04-28 | 2025-12-31 | 0001178913-26-002258 ↗ |
| 20-F | 2025-04-29 | 2024-12-31 | 0001178913-25-001515 ↗ |
| 20-F | 2024-04-30 | 2023-12-31 | 0001178913-24-001474 ↗ |
| 20-F | 2023-04-27 | 2022-12-31 | 0001178913-23-001545 ↗ |
| 20-F | 2022-04-27 | 2021-12-31 | 0001178913-22-001612 ↗ |
| 20-F | 2021-04-28 | 2020-12-31 | 0001178913-21-001492 ↗ |
| 20-F | 2020-04-27 | 2019-12-31 | 0001178913-20-001225 ↗ |
| 20-F | 2019-04-25 | 2018-12-31 | 0001178913-19-001208 ↗ |
| 20-F | 2018-04-30 | 2017-12-31 | 0001178913-18-001314 ↗ |
| 20-F | 2017-04-28 | 2016-12-31 | 0001178913-17-001241 ↗ |
| 20-F | 2016-04-26 | 2015-12-31 | 0001178913-16-005174 ↗ |
| 20-F | 2015-03-24 | 2014-12-31 | 0001178913-15-000998 ↗ |