---
schema_version: "secwatch.filing_event.v1"
accession: "0001493594-26-000024"
form_type: "8-K"
ticker: "MTSI"
cik: "0001493594"
company_name: "MACOM Technology Solutions Holdings, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:36:42.059941+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.'

## SEC filing metadata
- accession: 0001493594-26-000024
- form_type: 8-K
- ticker: MTSI
- cik: 0001493594
- company_name: MACOM Technology Solutions Holdings, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1493594/000149359426000024/0001493594-26-000024-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1493594/000149359426000024/mtsi-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001493594-26-000024
- JSON: https://secwatch.observer/filing/0001493594-26-000024.json
- Plain text: https://secwatch.observer/filing/0001493594-26-000024.txt

## Source-grounded claims
- claim_id: 55cd8bf6b576d9eb91ef6a2b4209f28938f5a4c6
  claim: 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.
  evidence_excerpt: 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; •
  evidence_url: https://www.sec.gov/Archives/edgar/data/1493594/000149359426000024/0001493594-26-000024-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.