MACOM Q2 revenue $289M (+22.5% YoY); adj EPS $1.09; guides Q3 rev $331-339M

MACOM Technology Solutions Holdings, Inc.

2026-Q2 EPS reported $1.23 revenue$560,567,000

Revenue $289.0M, up 22.5% YoY and 6.4% sequentially; GAAP net income $46.3M ($0.60 diluted EPS).
Adjusted EPS $1.09 vs $0.85 YoY; adjusted gross margin 58.5% vs 57.5% YoY.
Q3 FY2026 guidance: revenue $331M-$339M, adj gross margin 59-60%, adj EPS $1.31-$1.37.
CEO Stephen Daly: 'pleased with first half results; expect strong H2 revenue growth and profitability.'

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

MACOM Technology Solutions Holdings, Inc. reported the fiscal second quarter ended April 3, 2026 results: revenue $289.0 million, net income $46.3 million, EPS $0.60 per diluted share. Guidance reaffirmed.

Period: the fiscal second quarter ended April 3, 2026
Revenue: $289.0 million
Net income: $46.3 million
EPS: $0.60 per diluted share
Guidance: reaffirmed
Result: reported results

Exact text from the filing

of semiconductor products, t oday announced its financial results for its fiscal second quarter ended April 3, 2026. Second Quarter Fiscal Year 2026 GAAP Results • Revenue was $289.0 million, an increase of 22.5%, compared to $235.9 million in the previous year fiscal second quarter and an increase of 6.4% compared to $271.6 million in the prior fiscal quarter; •

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Source: SEC EDGAR

accession 0001493594-26-000024

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