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 | 23.30% |
| Return on Equity | 17.20% |
| Return on Assets | 6.38% |
| Revenue/Share (TTM) | $15.47 |
| Book Value | $20.18 |
| Price-to-Book | 15.68 |
| Price-to-Sales (TTM) | 21.49 |
| EV/Revenue | 20.52 |
| EV/EBITDA | 66.85 |
| Quarterly Earnings Growth (YoY) | 166.70% |
| Quarterly Revenue Growth (YoY) | 35.80% |
| Shares Outstanding | $76.37M |
| Float | $71.28M |
| % Insiders | 9.07% |
| % Institutions | 97.61% |
Volatility is currently expanding
The mean of analysts' price targets for M/A-Com (MTSI) points to a 28% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Review M/A-Com's (MTSI) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
MACOM's Q3 revenue increased 35.8% while adjusted operating income surged nearly 70%, demonstrating powerful operating leverage. Record 1.6x book-to-bill and 35% sequential Data Center guidance suggest demand continues accelerating despite the larger revenue base. Data Center growth could reach roughly 50% in FY2027 as 1.6T, photodetectors, NPO and eventually CW lasers expand content.
MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.
MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.
Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
MACOM Technology Solutions NASDAQ: MTSI reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted earnings.
M/A-Com (MTSI) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $0.9 per share a year ago.
Beyond analysts' top-and-bottom-line estimates for M/A-Com (MTSI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.
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.
