earnings
confidence high
sentiment positive
materiality 0.85
Microchip Q4 net sales $1.311B beat guidance; Non-GAAP EPS $0.57 vs $0.48-$0.52 guide
MICROCHIP TECHNOLOGY INC
- Revenue of $1.311B up 35.1% YoY and 10.6% sequentially, above $1.260B guidance midpoint.
- GAAP EPS $0.21 diluted (guide $0.08-$0.12); Non-GAAP EPS $0.57 (guide $0.48-$0.52).
- June quarter guidance: net sales $1.442B-$1.469B midpoint (+35.3% YoY); Non-GAAP EPS $0.67-$0.71.
- Inventory reduced $22.3M in Q4; days of inventory 185 from 201; distributor inventory at 26 days near low end.
- FY2026 net sales $4.713B up 7.1% YoY; returned $984M to shareholders via dividends.