Quarterly ResultMay 7, 2026, 07:37 AM
MACOM Q2 Revenue $289.0M, +22.5% YoY; Adjusted EPS $1.09
AI Summary
MACOM Technology Solutions Holdings, Inc. announced strong financial results for its fiscal second quarter ended April 3, 2026. The company reported GAAP revenue of $289.0 million, a 22.5% increase year-over-year, and GAAP diluted EPS of $0.60. Adjusted non-GAAP results also showed significant growth, with adjusted net income reaching $84.3 million, or $1.09 per diluted share. Management expressed satisfaction with the first half results and provided a positive outlook for the fiscal third quarter, projecting continued revenue growth and profitability.
Key Highlights
- Revenue was $289.0 million, up 22.5% YoY and 6.4% QoQ.
- GAAP gross margin was 56.9%, up from 55.2% YoY and 55.9% QoQ.
- GAAP net income was $46.3 million, or $0.60 per diluted share, up from $31.7 million ($0.42 per share) YoY.
- Adjusted gross margin was 58.5%, up from 57.5% YoY and 57.6% QoQ.
- Adjusted net income was $84.3 million, or $1.09 per diluted share, up from $64.3 million ($0.85 per share) YoY.
- Q3 2026 revenue is expected to be $331 million to $339 million.
- Q3 2026 adjusted gross margin is expected to be 59.0% to 60.0%.
- Q3 2026 adjusted EPS is expected to be $1.31 to $1.37.