Silicom Ltd.

NasdaqGS:SILC Lagerbericht

Marktkapitalisierung: US$264.1m

Silicom Management

Management Kriterienprüfungen 4/4

Silicom CEO ist Liron Eizenman , ernannt in Jul 2022, hat eine Amtszeit von 3.83 Jahren. Die jährliche Gesamtvergütung beträgt $1.19M , bestehend aus 42.5% Gehalt und 57.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.43% der Aktien des Unternehmens, im Wert von $1.13M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 21 Jahre bzw. 15.8 Jahre.

Wichtige Informationen

Liron Eizenman

Geschäftsführender

US$1.2m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts42.51%
Amtszeit als Geschäftsführer3.8yrs
Eigentum des Geschäftsführers0.4%
Durchschnittliche Amtszeit des Managements21yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder15.8yrs

Jüngste Management Updates

Recent updates

Seeking Alpha • Jan 30

Silicom Is Earning Its Revenue Back But Profitability Seems Far Away

Summary Silicom Ltd. is showing revenue recovery, with Q4 and Q1 revenue growth at 17% and expectations for double-digit growth in 2026. SILC's path to profitability remains long; breakeven requires 50% revenue growth, likely taking 2–3 years at current rates. Gross margin and OpEx leverage are improving, but operating losses persist, and the company trades near liquidation value with $74M in cash. I maintain a Hold rating on SILC, though it remains a speculative play if profitability improves faster than expected. Read the full article on Seeking Alpha
Analyseartikel • Jan 30

Subdued Growth No Barrier To Silicom Ltd. (NASDAQ:SILC) With Shares Advancing 38%

Silicom Ltd. ( NASDAQ:SILC ) shares have had a really impressive month, gaining 38% after a shaky period beforehand...
Analyseartikel • Apr 29

Is Silicom Ltd. (NASDAQ:SILC) Potentially Undervalued?

Silicom Ltd. ( NASDAQ:SILC ), is not the largest company out there, but it saw a decent share price growth of 13% on...
Analyseartikel • Dec 26

Some Confidence Is Lacking In Silicom Ltd.'s (NASDAQ:SILC) P/S

There wouldn't be many who think Silicom Ltd.'s ( NASDAQ:SILC ) price-to-sales (or "P/S") ratio of 1.6x is worth a...
Analyseartikel • Jul 30

Silicom Ltd.'s (NASDAQ:SILC) Shares May Have Run Too Fast Too Soon

With a median price-to-sales (or "P/S") ratio of close to 1.1x in the Communications industry in the United States, you...
Seeking Alpha • Feb 07

Silicom: A Clearer Projection Emerges For Investors

Summary Silicom Ltd. is likely to be unprofitable in 2024, with a return to profitability and double-digit growth in 2025. The company plans to refocus on smaller customers, thus diversifying its revenue to ensure more stability. Silicom remains attractively priced with a strong balance sheet to ride out short-term headwinds. Read the full article on Seeking Alpha
Analyseartikel • Nov 25

Silicom (NASDAQ:SILC) Is Reinvesting At Lower Rates Of Return

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel • Oct 13

What Is Silicom Ltd.'s (NASDAQ:SILC) Share Price Doing?

Silicom Ltd. ( NASDAQ:SILC ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analyseartikel • Nov 01

Is Now An Opportune Moment To Examine Silicom Ltd. (NASDAQ:SILC)?

While Silicom Ltd. ( NASDAQ:SILC ) might not be the most widely known stock at the moment, it led the NASDAQGS gainers...
Seeking Alpha • Aug 12

Silicom - Poised To Pop

Silicom ended Q2 with the highest backlog in company history. Products redesigned for component availability coming to market in Q3. Prior big inventory build will support growth in H2 and beyond. Silicom (SILC) is on the verge of a fresh wave of revenue growth. Large design wins over the past year (see my detailed article here) concurrent with supply chain issues have led to the largest backlog in company history. The company is poised to capitalize on this backlog with redesigned products hitting this quarter and previously built inventory being used to satisfy demand. Trading at only 1.2x 2023 revenue and 7.7x 2023 cash earnings the company's stock is ready for liftoff. Silicom's revenue cycle with a customer begins with a design win where the customer decides to use a Silicom product and gives Silicom a forecast of estimated revenue over time. Usually Silicom does not report design wins unless an initial purchase order is in hand. I have owned stock in Silicom for 15 years (since the company was doing only $20 million a year in revenue) and in the old days design wins were small, in the $2-$5 million range. As the company has grown and increased its addressable market, design wins have grown in size. For example in November 2021, Silicom announced a $50 million per year design win with a Tier-1 US telecom company. This followed a design win in October which the company said would make that customer its largest over time. Having these design wins gives investors some sense in advance how revenue will grow in the future. This cadence of design wins turning into revenue was slowed by the semiconductor shortage which followed the Covid pandemic. Silicom reacted quickly to this challenge in two ways. First, it began redesigning some high throughput products for component availability. It tested these products throughout the first half of 2022 and many of the most important ones have recently gone into volume deployments. Second, the company built a large inventory of the harder to find components so it could fulfill a greater portion of demand starting in Q3. This will lead to a guided 13% sequential jump in revenue in Q3 and perhaps an even larger jump in the seasonally strong Q4. A recent tweak to the story came in a smaller design win announced earlier this month. A $3 million purchase order was received by Silicom from a fast growing US SASE player. SASE stands for Security Access Service Edge which is a rapidly growing subsector of the cybersecurity market. Previous to this design win, most Silicom edge devices were used to provide SD-WAN (Software Designed Wide Area Networking). This is also a rapidly growing space but might end up with a smaller addressable market than SASE. Zscalar (ZS) is the market leading SASE player and it is growing revenue at a 60% clip. With its carriage tied to both the SASE and SD-WAN horses, Silicom might repeat its growth surge for 2009 - 2013 where its almost quadrupled its revenue.
Seeking Alpha • Aug 03

Silicom receives $3M product order from a US-based provider of SASE solutions

Silicom (NASDAQ:SILC) has secured an initial ~$3M order from a US-based provider of cloud-based Secure Access Service Edge solutions. This fast-growing client will use Silicom's Edge platforms with minor customizations to provide both wired and wireless connectivity to its end-customers. While the customer requested immediate delivery of the full order, the actual delivery schedule will be extended over the next quarters due to global shortages in needed components. "The fact that this cloud cybersecurity leader has chosen our Edge products confirms their value for multiple markets, well beyond SD-WAN alone, our first target market for this innovative technology," commented Liron Eizenman, Silicom's CEO.
Seeking Alpha • Jul 27

Silicom Q2 2022 Earnings Preview

Silicom (NASDAQ:SILC) is scheduled to announce Q2 earnings results on Thursday, July 28th, before market open. The consensus EPS Estimate is $0.50 (+19.0% Y/Y) and the consensus Revenue Estimate is $33.91M (+12.0% Y/Y). Over the last 2 years, SILC has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward.
Seeking Alpha • May 10

Silicom - Ready To Bypass Supply Chain Issues And Capitalize On Record Backlog

Silicom won a $25 million per year design win last week. This design win incorporates $15 million in orders for 2022. Through a combination of redesigns and higher inventory, Silicom foresees higher shipments in the second half of 2022.
Seeking Alpha • Jan 31

Silicom - The Step Function Upward In Revenue Is Getting Closer

Silicom reported Q4 revenue above the high end of its guidance range. Demand is far outstripping supply as huge design wins begin to kick into gear. Silicom is redesigning products to take the sting out of the semiconductor shortage.
Seeking Alpha • Nov 08

Silicom - Major Design Wins Not Reflected In Its Stock Price

Silicom has announced seven new major design wins this year. These design wins will significantly boost revenue in 2022 and beyond. Silicom's historical design wins have almost always made it to market. The company's stock is way too cheap here given its potential.
Seeking Alpha • Jul 30

Silicom: Beat And Raise, Supply Shortage Notwithstanding

Silicom reported a strong quarter this morning, with 31% revenue growth and 64% EPS growth. Like many tech companies, Silicom is supply-constrained or could have grown even faster. Numerous 4G/5G design wins bode well for strong 2022 growth.
Analyseartikel • May 07

Silicom (NASDAQ:SILC) Might Be Having Difficulty Using Its Capital Effectively

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel • Mar 22

Investors Can Find Comfort In Silicom's (NASDAQ:SILC) Earnings Quality

The market for Silicom Ltd.'s ( NASDAQ:SILC ) shares didn't move much after it posted weak earnings recently. We think...
Analyseartikel • Mar 19

The Silicom (NASDAQ:SILC) Share Price Is Up 102% And Shareholders Are Boasting About It

Silicom Ltd. ( NASDAQ:SILC ) shareholders have seen the share price descend 15% over the month. But that doesn't...
Analyseartikel • Mar 01

Is It Too Late To Consider Buying Silicom Ltd. (NASDAQ:SILC)?

Silicom Ltd. ( NASDAQ:SILC ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...
Analyseartikel • Feb 12

Don't Ignore The Fact That This Insider Just Sold Some Shares In Silicom Ltd. (NASDAQ:SILC)

Some Silicom Ltd. ( NASDAQ:SILC ) shareholders may be a little concerned to see that insider Zohar Zisapel recently...
Analyseartikel • Jan 19

Silicom Ltd. (NASDAQ:SILC) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?

Silicom (NASDAQ:SILC) has had a great run on the share market with its stock up by a significant 23% over the last...
Analyseartikel • Dec 28

What Type Of Shareholders Own The Most Number of Silicom Ltd. (NASDAQ:SILC) Shares?

A look at the shareholders of Silicom Ltd. ( NASDAQ:SILC ) can tell us which group is most powerful. Generally...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Liron Eizenman im Vergleich zu den Einnahmen von Silicom verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

-US$11m

Dec 31 2025US$1mUS$508k

-US$11m

Sep 30 2025n/an/a

-US$15m

Jun 30 2025n/an/a

-US$15m

Mar 31 2025n/an/a

-US$13m

Dec 31 2024US$1mUS$319k

-US$14m

Sep 30 2024n/an/a

-US$43m

Jun 30 2024n/an/a

-US$39m

Mar 31 2024n/an/a

-US$33m

Dec 31 2023US$1mUS$312k

-US$26m

Sep 30 2023n/an/a

US$14m

Jun 30 2023n/an/a

US$19m

Mar 31 2023n/an/a

US$20m

Dec 31 2022US$785kUS$323k

US$18m

Vergütung im Vergleich zum Markt: LironDie Gesamtvergütung ($USD1.19M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD1.59M).

Entschädigung vs. Einkommen: LironDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

Liron Eizenman (40 yo)

3.8yrs
Amtszeit
US$1,194,145
Vergütung

Mr. Liron Eizenman is President and Chief Executive Officer of Silicom Ltd. since July 1, 2022. Mr. Eizenman joined Silicom in 2015 as Chief Executive Officer of North American subsidiary and led the Edge...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Avi Eizenman
Co-Founder & Chairman39.3yrsUS$1.34m5%
$ 13.2m
Liron Eizenman
President & CEO3.8yrsUS$1.19m0.43%
$ 1.1m
Eran Gilad
CFO & Company Secretary21yrsUS$377.72k0.11%
$ 277.7k
David Castiel
Vice President of Engineeringno dataUS$370.98k0.035%
$ 92.6k
Yeshayahu Orbach
Executive Vice Chairman24.4yrskeine Datenkeine Daten
Yuval Karp
EVP of Project Managementno datakeine Daten0.035%
$ 92.6k
Yotam Levy
Vice President of Sales & Business Development North Americano dataUS$333.63kkeine Daten
21.0yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von SILC ist erfahren und erfahren (durchschnittliche Amtszeit von 21 Jahren).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Avi Eizenman
Co-Founder & Chairman39.3yrsUS$1.34m5%
$ 13.2m
Yeshayahu Orbach
Executive Vice Chairman24.4yrskeine Datenkeine Daten
Ilan Erez
Independent Director15.8yrskeine Datenkeine Daten
Eli Doron
Director10.8yrskeine Datenkeine Daten
Ayelet Hayak
Independent Director12.8yrskeine Datenkeine Daten
15.8yrs
Durchschnittliche Betriebszugehörigkeit
68yo
Durchschnittliches Alter

Erfahrener Vorstand: SILCDie Vorstandsmitglieder sind sehr erfahren ( 15.8 ).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/06 05:09
Aktienkurs zum Tagesende2026/05/06 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Silicom Ltd. wird von 2 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Ashok KumarMaxim Group
Ryan KoontzNeedham & Company