MACOM Technology Solutions Holdings, Inc. (MTSI) Form 10-Q — Aug 6, 2026
MACOM delivered a standout fiscal Q3 2026, with revenue of $342.2 million up 35.8% year-over-year and diluted EPS of $1.28 versus $0.48 a year ago. Nine-month revenue reached $902.8 million (+27.9%) with net income of $195.8 million, a sharp reversal from the prior-year period's $99.3 million loss that had included a $193.1 million debt-extinguishment charge. Data Center was the growth engine, jumping 81.5% YoY to $137.6 million on optical products supporting 100G-to-1.6T speeds, while Industrial & Defense grew 23.3% and Telecom 4.7%. Gross margin expanded to 58.3% from 55.3%, and operating margin hit 22.5%.
Key figures
- Eps
- 1.28
- Revenue
- 342237000
- Net Income
- 100708000
- Total Debt
- 344316000
- Revenue Yoy
- 35.8%
- Total Assets
- 2146769000
- Cash Position
- 89604000
- Shares Outstanding
- 76370931
- Gross margin q3
- 58.3%
- China revenue q3
- 133791000
- Nine month revenue
- 902804000
- Telecom revenue q3
- 71263000
- Nine month net income
- 195806000
- Data center revenue q3
- 137584000
- Nine month diluted eps
- 2.52
- Nine month revenue yoy
- 27.9%
- Short term investments
- 573426000
- Data center revenue yoy
- 81.5%
- Gain on investment fair value
- 41543000
- Industrial defense revenue q3
- 133390000
- Operating cash flow nine months
- 201550000
- Customer a revenue concentration
- 26%
Price after filing
Close on the filing date to close N calendar days later (from $273.31). Historical, not a forecast.
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