Zacks Investment Research·1d ago
MTSI Q4 Earnings Surpass Estimates on Data Center StrengthMACOM's Q4 fiscal 2026 earnings beat estimates as data center demand fuels revenue growth, margin expansion and an upbeat fiscal 2027 outlook.
MACOM is executing a compelling growth strategy, with revenue accelerating to $342.2M in 2026Q3 (up 35.8% YoY) and gross margin expanding to 58.3%, driven by a favorable product mix and operating leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 35.8% YoY in 2026Q3, with gross margin expanding 860 bps to 58.3% and operating margin surging to 22.5%, though trailing net margin remains negative at -5.6%.
MACOM is projected to achieve 20.8% revenue growth, indicating robust business expansion.
Francesco Ferrari highlights valuation dislocations in telecom, data center, and defense markets, suggesting upside potential.
Bullish theses from analysts like Francesco Ferrari and Oliver | MMMT Wealth emphasize MACOM's growth prospects.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $2.09+4.5% vs $2.00 | $425M+1.1% vs $420M |
Q3 2026 Aug 6, 2026 | $1.40+3.7% vs $1.35 | $342M+1.8% vs $336M |
Q2 2026 May 7, 2026 | $1.09+1.9% vs $1.07 | $289M+1.3% vs $285M |
Q1 2026 Feb 5, 2026 | $1.02+3.0% vs $0.99 | $272M+1.0% vs $269M |
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
Benchmark MTSI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for MACOM Technology Solutions Holdings, Inc. (MTSI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $210.98 | $16.1B | 49.25 | 37.26% | 25.25% | 22.32% | — | |
| $538.59 | $41.9B | -8.33 | 83.22% | -175.78% | -201.86% | — | |
| $38.49 | $1.82B | -92.66 | 12.74% | -3.97% | -2.9% | — | |
| $82.19 | $12.37B | 72.35 | -3.11% | 4.35% | 3% | 2.58% | |
| $221.50 | $7.31B | -188.06 | 34.29% | -4.57% | -3.59% | — | |
| $28.17 | $5.25B | 170.93 | 22.77% | 3.07% | 3.18% | — |
MACOM Technology Solutions Holdings, Inc. (MTSI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
MACOM Technology Solutions Holdings, Inc. (MTSI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 7, 2026·SEC
Mar 9, 2026·SEC
Get notified when MTSI posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
MACOM Technology Solutions Holdings, Inc. (MTSI) stock FAQ — growth, dividends, profitability & financials explained
MACOM Technology Solutions Holdings, Inc. (MTSI) reported $1.33B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 1192% more than the $102.7M of fiscal year 2009.
MACOM Technology Solutions Holdings, Inc. (MTSI) grew revenue by 37.3% over the trailing twelve months, compared with the twelve months before.
Yes. MACOM Technology Solutions Holdings, Inc. (MTSI) earned $335.3M in net income over the trailing twelve months (a 25.3% net margin).
MACOM Technology Solutions Holdings, Inc. (MTSI) had a return on equity (ROE) of 22.3% over the trailing twelve months. That is well above the market's typical 10-15%.
MACOM Technology Solutions Holdings, Inc. (MTSI) generated $218.3M in free cash flow over the trailing twelve months.
