StockWatch
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Semiconductors
Quarterly ResultAug 6, 2026, 07:38 AM

MACOM Q3 Revenue $342.2M, EPS $1.28; Q4 Outlook Strong

AI Summary

MACOM Technology Solutions Holdings, Inc. reported strong fiscal third quarter 2026 financial results. Revenue increased 35.8% year-over-year to $342.2 million, with GAAP diluted EPS reaching $1.28 and adjusted diluted EPS at $1.40. The company also provided an optimistic outlook for the fiscal fourth quarter, expecting revenue between $415 million and $425 million and adjusted diluted EPS between $1.97 and $2.03.

Key Highlights

  • Q3 2026 Revenue increased 35.8% year-over-year to $342.2 million.
  • GAAP Net Income for Q3 2026 was $100.7 million, or $1.28 per diluted share.
  • Adjusted Non-GAAP Net Income was $109.8 million, or $1.40 per diluted share.
  • GAAP Gross Margin was 58.3%, and Adjusted Gross Margin was 59.7%.
  • Q4 2026 revenue guidance is $415 million to $425 million.
  • Q4 2026 adjusted diluted EPS guidance is $1.97 to $2.03.