earnings
confidence high
sentiment positive
materiality 0.70
Microchip Q4 revenue $970.5M beats midpoint; guides June Q $1.02-1.07B
MICROCHIP TECHNOLOGY INC
2025-FY EPS
reported -$0.01
vs consensus $0.42
▼ miss
(-102.4%)
- Q4 net sales $970.5M, down 5.4% seq & 26.8% YoY; GAAP loss $0.29/sh; Non-GAAP EPS $0.11 (guidance $0.05-0.15).
- FY2025 net sales $4.40B, down 42.3% YoY; Non-GAAP EPS $1.31.
- Book-to-bill turned positive for first time in ~3 years; April bookings exceeded any Q4 month.
- June quarter guidance: net sales $1.02-$1.07B, signaling sequential growth.
- Reduced total net debt ~$1.30B with mandatory convertible preferred; quarterly dividend $0.455/sh.