Quarterly ResultMay 7, 2026, 04:19 PM
MACOM Q2 Revenue +22.5% to $289M; Net Income $46.3M; Repays $161M Debt
AI Summary
MACOM Technology Solutions Holdings, Inc. reported strong financial results for the second fiscal quarter and six months ended April 3, 2026. Revenue increased by 22.5% to $289.0 million for the quarter, with net income rising to $46.3 million, a 46.3% increase year-over-year. The company also significantly reduced its short-term debt by repaying the remaining $160.7 million principal of its 0.25% convertible notes due March 2026.
Key Highlights
- Q2 2026 revenue increased 22.5% to $289.0 million from $235.9 million year-over-year.
- Q2 2026 net income rose 46.3% to $46.3 million, up from $31.7 million in the prior year.
- Diluted EPS for Q2 2026 was $0.60, compared to $0.42 in Q2 2025.
- Repaid the remaining $160.7 million principal of 0.25% convertible notes due March 2026.
- Six-month revenue increased 23.5% to $560.6 million, with net income of $95.1 million (vs. a loss of $135.9 million).
- Industrial & Defense market revenue was $120.7 million, Data Center revenue was $98.2 million, and Telecom revenue was $70.1 million for Q2 2026.
- Net cash provided by operating activities for the six months increased to $121.6 million from $105.3 million.
- Completed the acquisition of ENGIN-IC, Inc. for approximately $14.4 million in November 2024.
Price Impact
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