MACOM Technology Solutions Holdings, Inc. 8K

MACOM Technology Solutions Holdings, Inc. announced strong fiscal Q3 2026 results and issued upbeat Q4 2026 revenue and earnings guidance, emphasizing continued execution of its growth strategy and detailing its non-GAAP financial metrics.

MACOM Technology Solutions Holdings, Inc. reported strong fiscal third quarter 2026 results for the period ended July 3, 2026, with GAAP revenue of $342.2 million (up 35.8% year-over-year and 18.4% sequentially), GAAP gross margin of 58.3%, GAAP operating income of $77.1 million (22.5% of revenue), and GAAP net income of $100.7 million or $1.28 per diluted share, alongside non-GAAP (adjusted) metrics showing higher margins and earnings. The company highlighted continued execution of its growth strategy and issued bullish guidance for the fiscal fourth quarter ending October 2, 2026, expecting revenue of $415–$425 million, adjusted gross margin of 60.0%–61.0%, and adjusted EPS of $1.97–$2.03 based on a 3% non-GAAP tax rate and 78.9 million fully diluted shares. MACOM also discussed its use of non-GAAP measures, key exclusions such as amortization, share-based compensation, acquisition-related costs, non-cash interest, fair value investment gains/losses and tax effects, and reminded investors of the forward-looking nature of its outlook and the related risk factors in its SEC filings.

Filing Facts

CIK

1493594

Ticker

MTSI

Form

8K

Source Type

sec

Accession

0001493594-26-000036

Alert Tier

7