secwatch.observer — SEC 8-K summary
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Issuer:     MACOM Technology Solutions Holdings, Inc. (MTSI)
CIK:        0001493594
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001493594-26-000024
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1493594/000149359426000024/0001493594-26-000024-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1493594/000149359426000024/mtsi-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001493594-26-000024

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer