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Side-by-side financial comparison of SILICON LABORATORIES INC. (SLAB) and Bancorp, Inc. (TBBK). Click either name above to swap in a different company.

SILICON LABORATORIES INC. is the larger business by last-quarter revenue ($208.2M vs $161.3M, roughly 1.3× Bancorp, Inc.). On growth, SILICON LABORATORIES INC. posted the faster year-over-year revenue change (25.2% vs -8.0%). Over the past eight quarters, SILICON LABORATORIES INC.'s revenue compounded faster (39.9% CAGR vs 13.8%).

Silicon Laboratories, Inc., commonly referred to as Silicon Labs, is a fabless global technology company that designs and manufactures semiconductors, other silicon devices and software, which it sells to electronics design engineers and manufacturers in Internet of Things (IoT) infrastructure worldwide.

U.S. Bancorp is an American multinational banking institution headquartered in Minneapolis, Minnesota and incorporated in Delaware. It is the 5th-largest bank in the United States as of 2025. As the largest bank in the Midwestern United States, it is considered systemically important by the Financial Stability Board. It is the parent company of its primary operating entity, U.S. Bank National Association, which does business as U.S. Bank. The company provides banking, investment, mortgage, tr...

SLAB vs TBBK — Head-to-Head

Bigger by revenue
SLAB
SLAB
1.3× larger
SLAB
$208.2M
$161.3M
TBBK
Growing faster (revenue YoY)
SLAB
SLAB
+33.2% gap
SLAB
25.2%
-8.0%
TBBK
Faster 2-yr revenue CAGR
SLAB
SLAB
Annualised
SLAB
39.9%
13.8%
TBBK

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
SLAB
SLAB
TBBK
TBBK
Revenue
$208.2M
$161.3M
Net Profit
$60.1M
Gross Margin
63.4%
Operating Margin
-1.6%
Net Margin
37.2%
Revenue YoY
25.2%
-8.0%
Net Profit YoY
-1.5%
EPS (diluted)
$-0.07
$1.41

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
SLAB
SLAB
TBBK
TBBK
Q1 26
$208.2M
$161.3M
Q4 25
$206.0M
$172.6M
Q3 25
$192.8M
$174.6M
Q2 25
$177.7M
$181.2M
Q1 25
$175.4M
Q4 24
$166.2M
$159.6M
Q3 24
$166.4M
$125.8M
Q2 24
$145.4M
$124.5M
Net Profit
SLAB
SLAB
TBBK
TBBK
Q1 26
$60.1M
Q4 25
$-9.9M
Q3 25
$-21.8M
$54.9M
Q2 25
$59.8M
Q1 25
$57.2M
Q4 24
Q3 24
$-28.5M
$51.5M
Q2 24
$-82.2M
$53.7M
Gross Margin
SLAB
SLAB
TBBK
TBBK
Q1 26
63.4%
Q4 25
57.8%
Q3 25
56.1%
Q2 25
55.0%
Q1 25
Q4 24
54.3%
Q3 24
54.3%
Q2 24
52.7%
Operating Margin
SLAB
SLAB
TBBK
TBBK
Q1 26
-1.6%
Q4 25
-6.0%
43.4%
Q3 25
-11.9%
41.9%
Q2 25
-18.1%
43.9%
Q1 25
42.9%
Q4 24
-17.2%
47.9%
Q3 24
-17.9%
54.9%
Q2 24
-33.0%
57.7%
Net Margin
SLAB
SLAB
TBBK
TBBK
Q1 26
37.2%
Q4 25
-4.8%
Q3 25
-11.3%
31.5%
Q2 25
33.0%
Q1 25
32.6%
Q4 24
Q3 24
-17.1%
40.9%
Q2 24
-56.5%
43.1%
EPS (diluted)
SLAB
SLAB
TBBK
TBBK
Q1 26
$-0.07
$1.41
Q4 25
$-0.30
$1.28
Q3 25
$-0.67
$1.18
Q2 25
$-0.94
$1.27
Q1 25
$1.19
Q4 24
$-0.72
$1.14
Q3 24
$-0.88
$1.04
Q2 24
$-2.56
$1.05

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
SLAB
SLAB
TBBK
TBBK
Cash + ST InvestmentsLiquidity on hand
$443.6M
Total DebtLower is stronger
$483.7M
Stockholders' EquityBook value
$1.1B
$697.0M
Total Assets
$1.3B
$9.9B
Debt / EquityLower = less leverage
0.69×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SLAB
SLAB
TBBK
TBBK
Q1 26
$443.6M
Q4 25
$439.0M
$112.6M
Q3 25
$415.5M
$84.7M
Q2 25
$424.8M
$340.3M
Q1 25
$1.0B
Q4 24
$382.2M
$570.1M
Q3 24
$369.7M
$55.8M
Q2 24
$339.2M
$405.6M
Total Debt
SLAB
SLAB
TBBK
TBBK
Q1 26
$483.7M
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
$14.1M
Q3 24
Q2 24
Stockholders' Equity
SLAB
SLAB
TBBK
TBBK
Q1 26
$1.1B
$697.0M
Q4 25
$1.1B
$689.8M
Q3 25
$1.1B
$778.2M
Q2 25
$1.1B
$860.3M
Q1 25
$829.7M
Q4 24
$1.1B
$789.8M
Q3 24
$1.1B
$815.3M
Q2 24
$1.1B
$777.0M
Total Assets
SLAB
SLAB
TBBK
TBBK
Q1 26
$1.3B
$9.9B
Q4 25
$1.3B
$9.4B
Q3 25
$1.2B
$8.6B
Q2 25
$1.2B
$8.8B
Q1 25
$9.4B
Q4 24
$1.2B
$8.7B
Q3 24
$1.2B
$8.1B
Q2 24
$1.2B
$8.1B
Debt / Equity
SLAB
SLAB
TBBK
TBBK
Q1 26
0.69×
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
0.02×
Q3 24
Q2 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
SLAB
SLAB
TBBK
TBBK
Operating Cash FlowLast quarter
$8.3M
Free Cash FlowOCF − Capex
$-1.6M
FCF MarginFCF / Revenue
-0.8%
Capex IntensityCapex / Revenue
4.8%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$65.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
SLAB
SLAB
TBBK
TBBK
Q1 26
$8.3M
Q4 25
$34.3M
$265.0M
Q3 25
$4.9M
$78.2M
Q2 25
$48.1M
$85.9M
Q1 25
$132.5M
Q4 24
$10.1M
$209.9M
Q3 24
$31.6M
$50.8M
Q2 24
$16.1M
$17.1M
Free Cash Flow
SLAB
SLAB
TBBK
TBBK
Q1 26
$-1.6M
Q4 25
$27.9M
$257.9M
Q3 25
$-3.8M
$77.6M
Q2 25
$43.3M
$85.4M
Q1 25
$131.7M
Q4 24
$6.2M
$204.9M
Q3 24
$29.4M
$49.7M
Q2 24
$12.6M
$15.5M
FCF Margin
SLAB
SLAB
TBBK
TBBK
Q1 26
-0.8%
Q4 25
13.6%
149.4%
Q3 25
-2.0%
44.4%
Q2 25
24.4%
47.1%
Q1 25
75.1%
Q4 24
3.7%
128.4%
Q3 24
17.7%
39.5%
Q2 24
8.7%
12.4%
Capex Intensity
SLAB
SLAB
TBBK
TBBK
Q1 26
4.8%
Q4 25
3.1%
4.1%
Q3 25
4.5%
0.4%
Q2 25
2.7%
0.3%
Q1 25
0.4%
Q4 24
2.4%
3.1%
Q3 24
1.3%
0.9%
Q2 24
2.4%
1.3%
Cash Conversion
SLAB
SLAB
TBBK
TBBK
Q1 26
Q4 25
Q3 25
1.42×
Q2 25
1.44×
Q1 25
2.32×
Q4 24
Q3 24
0.99×
Q2 24
0.32×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

SLAB
SLAB

Sales Channel Through Intermediary$157.5M76%
Sales Channel Directly To Consumer$50.7M24%

TBBK
TBBK

Segment breakdown not available.

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