MTSI earnings
MACOM Technology Solutions — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Aug 06, 2026 | 1.40 | 1.35 | +3.7% |
| May 07, 2026 | 1.09 | 1.07 | +1.9% |
| Feb 05, 2026 | 1.02 | 0.99 | +3.0% |
| Nov 06, 2025 | 0.94 | 0.93 | +1.2% |
MACOM Technology Solutions reported Q3 FY2026. EPS came in at $1.40 against a $1.35 consensus, beat by 3.7%. Revenue was $342.2M versus $335.5M expected, beat by 2.0%. Gross margin was 58.3%, up 140 bps from last quarter.
read the full report →MACOM Technology Solutions reported a solid Q2 FY2026, with both revenue and EPS exceeding analyst estimates. The company's guidance for Q3 FY2026 indicates continued momentum, driven by strong demand across all end markets.
read the full report →MACOM Technology Solutions did not print a dramatic Q1 beat, with revenue only +1.0% above Street and EPS +3.0%, but the market is likely underpricing the order-rate and margin durability embedded in the call. The variant view is that this was not a one-quarter analog recovery print: the 1.3 to one book-to-bill, data-center outlook reset from 20% to 35 to 40%, and 57 to 59% Q2 adjusted gross-margin guide argue that consensus should treat FY2026 as a higher-quality growth year, not just a continuation of the FY2025 rebound.
read the full report →MACOM Technology Solutions did not deliver a large upside quarter versus Street numbers, but the print changes the debate because management is spending into visible demand while guiding margin expansion rather than dilution. The market was set up for a clean but largely in-line record quarter; what surprised was not the $261.2 million revenue print itself, but the combination of Q1 revenue guidance of $265 million to $273 million, adjusted gross margin guidance of 56.5% to 58.5%, and a stated RTP Fab capacity expansion of up to 30% over the next 12 to 18 months.
read the full report →The market was set up for a cleaner revenue beat, so the $252.1 million print missed consensus by -3.1%, but the actionable surprise is that MACOM Technology Solutions still delivered $0.90 EPS and guided Q4 revenue to $256 million to $264 million while absorbing fab-transfer dilution. The variant view is that investors are over-penalizing the top-line shortfall and underpricing the combination of cash generation, end-market breadth, and a near-term manufacturing drag that management has already quantified.
read the full report →- Sees Q3 revenue $331 million to $339 million.