MTSI Q3 FY2026 earnings: EPS beat by 3.7%, revenue beat by 2.0%
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.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $1.40 | $1.35 | beat by 3.7% |
| Revenue | $342.2M | $335.5M | beat by 2.0% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $342.2M | +18.4% | +35.8% |
| Gross profit | $199.6M | +21.4% | +47.4% |
| Operating income | $77.1M | +51.7% | +104.8% |
| Net income | $100.7M | +117.4% | +175.7% |
| Diluted EPS | $1.28 | +113.3% | +166.7% |
| Gross margin: 58.3%. |
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The trend
Revenue is up 35.8% from the same quarter last year. Gross margin sits at 58.3%, a new high for the period charted.
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How it stacks up
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