$MTSI · MACOM Technology Solutions Holdings, Inc.
MACOM reported fiscal Q4 and FY2026 results (ended Oct 2, 2026). Q4 revenue was $424.8M, up 62.7% YoY and 24.1% sequentially; GAAP net income was $139.4M ($1.78 diluted EPS) and adjusted net income $163.3M ($2.09 diluted EPS). FY2026 revenue was $1,327.6M (+37.3% YoY) with GAAP net income of $335.3M ($4.31 diluted EPS) versus a $54.2M net loss in FY2025. Q1 FY2027 guidance: revenue $450M-$460M, adjusted gross margin 62.0%-63.0%, adjusted EPS $2.21-$2.29.
- Q4 revenue $424.8M, up 62.7% YoY and 24.1% sequentially.
- Q4 adjusted EPS $2.09 vs $0.94 a year ago; GAAP diluted EPS $1.78.
- FY2026 revenue $1,327.6M, up 37.3% from $967.3M.
- FY2026 net income $335.3M vs a $54.2M net loss in FY2025.
- Q1 FY2027 guidance: revenue $450M-$460M, adjusted EPS $2.21-$2.29.
Extended-hours last trade $218.08, down 6.46% vs the $233.13 regular close, despite a strong beat and raised outlook — suggesting the print fell short of elevated expectations or guidance disappointed.
A 62.7% revenue surge and swing to strong profitability show MACOM's growth inflection, but the after-hours selloff signals the market wanted more.
MACOM's 62.7% YoY revenue growth and 59.9% GAAP gross margin reflect strong demand across Industrial/Defense, Data Center, and Telecom semiconductor end markets.
Forward-looking risks cited include tariffs, sanctions and trade tensions, customer concentration, supply-chain disruptions, and dependence on government defense budgets.