earnings
confidence high
sentiment positive
materiality 0.70
MACOM Q1 revenue up 24.5% YoY to $271.6M; adjusted EPS $1.02; guides Q2 rev $281-289M
MACOM Technology Solutions Holdings, Inc.
2026-Q1 EPS reported
$0.64
revenue$271,612,000
- GAAP net income $48.8M ($0.64 diluted) vs loss of $167.5M ($2.30 loss) a year ago.
- Adjusted gross margin 57.6%, adjusted operating margin 27.2%, adjusted EPS $1.02.
- Q2 FY2026 outlook: revenue $281-289M, adjusted gross margin 57-59%, adjusted EPS $1.05-1.09.
- Revenue growth driven by semiconductor demand; sequential revenue up 4% from prior quarter.
- CEO cites solid start to fiscal 2026 and focus on differentiated solutions.