
MACOM's Q4 fiscal 2026 earnings beat estimates as data center demand fuels revenue growth, margin expansion and an upbeat fiscal 2027 outlook.
MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for use in wired and wireless applications in the radio frequency (RF), microwave, millimeter wave and light wave spectrum in the United States, China, Asia Pacific and internationally. . . The company is headquartered in Lowell, Massachusetts.
| Revenue (TTM) | $1.16B |
| Gross Profit (TTM) | $658.07M |
| EBITDA | $276.05M |
| Operating Margin | 31.70% |
| Return on Equity | 17.20% |
| Return on Assets | 6.38% |
| Revenue/Share (TTM) | $15.47 |
| Book Value | $22.22 |
| Price-to-Book | 8.57 |
| Price-to-Sales (TTM) | 13.84 |
| EV/Revenue | 10.63 |
| EV/EBITDA | 30.76 |
| Quarterly Earnings Growth (YoY) | 197.30% |
| Quarterly Revenue Growth (YoY) | 62.70% |
| Shares Outstanding | $76.37M |
| Float | $71.28M |
| % Insiders | 6.56% |
| % Institutions | 99.88% |
Volatility is currently expanding

MACOM's Q4 fiscal 2026 earnings beat estimates as data center demand fuels revenue growth, margin expansion and an upbeat fiscal 2027 outlook.

MACOM targets faster data center growth in fiscal 2027, backed by rising 1.6T demand, margin gains and capacity expansion. Explore its growth outlook and priorities.

MACOM Technology Solutions NASDAQ: MTSI reported fiscal fourth-quarter revenue of $424.8 million, up 62.7% from a year earlier, as demand for data center products helped drive record backlog and higher profitability.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q4 2026 Earnings Call Transcript

M/A-Com (MTSI) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $2 per share. This compares to earnings of $0.94 per share a year ago.

MACOM (MTSI), a leading supplier of semiconductor products, announced financial results for fiscal fourth quarter and fiscal year ended October 2, 2026.

Evaluate the expected performance of M/A-Com (MTSI) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

MACOM Technology's Q4 earnings are set for robust growth, driven by data center strength, rising defense demand and improving margins.

We initiated a position in Allegro because vehicle electrification, driver-assistance systems and other electronic features are increasing chip content per vehicle. We initiated a position in Sterling Infrastructure because its scale and experience help it win complex, mission-critical projects. We sold Workiva stock to reduce the portfolio's exposure to software, which has been a battleground for investors as it's deemed a potential area of disruption for AI.

LOWELL, Mass., Oct. 22, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its fourth quarter and fiscal year 2026, ended October 2, 2026, before the market open on Thursday, November 5, 2026.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on MTSI and any ticker you trade — then tracks every position and per-strategy win rate.