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MACOM Technology Solutions Holdings, Inc. · Earnings

MTSI Earnings Results and History

Latest: Q4 FY2026From SEC 8-K, 10-Q and 10-K filingsNext report: Nov 5, 2026

MACOM Technology Solutions Holdings, Inc.'s earnings at a glance: the latest results and outlook from the press release, revenue, margins and EPS for every quarter from the company's SEC filings, and how the stock moved after each report. New results show here within about a minute of being filed.

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Q4 FY2026 result
Double beat
  • Adjusted EPS$2.09 vs $2.00 est +4.5%
  • GAAP EPS$1.78
  • Revenue$424.8M vs $420.4M est +1.1%
  • Revenue growth+62.7% vs a year ago
  • OutlookNext quarter: $450M to $460M revenue, $2.21 to $2.29 adjusted EPS

Filed ยท Press release

Revenue growth+35.8%vs +32.3% a year ago
Operating margin22.5%vs 14.9% a year ago

Key takeaways

from the press release
  • Revenue rose 62.7% from a year earlier to $424.8 million and grew 24.1% from the prior quarter.
  • Adjusted gross margin was 61.3%, up from 57.1% a year ago, and adjusted operating margin reached 38.2% versus 25.6%.
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EPS by quarter

GAAP diluted, 12 quarters
Sep 2023: EPS $0.340.34Sep '23Dec 2023: EPS $0.170.17Dec '23Mar 2024: EPS $0.200.20Mar '24Jun 2024: EPS $0.270.27Jun '24Sep 2024: EPS $0.390.39Sep '24Jan 2025: EPS -$2.30-2.30Jan '25Apr 2025: EPS $0.420.42Apr '25Jul 2025: EPS $0.480.48Jul '25Oct 2025: EPS $0.620.62Oct '25Jan 2026: EPS $0.640.64Jan '26Apr 2026: EPS $0.600.60Apr '26Jul 2026: EPS $1.281.28Jul '26

Revenue and operating margin

from 10-Q and 10-K
Sep 2023: revenue $150.4M10%Sep '23Dec 2023: revenue $157.1M7%Dec '23Mar 2024: revenue $181.2M9%Mar '24Jun 2024: revenue $190.5M10%Jun '24Sep 2024: revenue $200.7M14%Sep '24Jan 2025: revenue $218.1M8%Jan '25Apr 2025: revenue $235.9M15%Apr '25Jul 2025: revenue $252.1M15%Jul '25Oct 2025: revenue $261.2M15%Oct '25Jan 2026: revenue $271.6M16%Jan '26Apr 2026: revenue $289M18%Apr '26Jul 2026: revenue $342.2M23%Jul '26
RevenueOperating margin %

Quarter by quarter

from 10-Q and 10-K filings
Quarter endedRevenueGrowthGross marginOp marginNet incomeEPSFree cash flow
Jul 2026$342.2M+35.8%58.3%22.5%$100.7M$1.28$59.2M
Apr 2026$289M+22.5%56.9%17.6%$46.3M$0.60$65.5M
Jan 2026$271.6M+24.5%55.9%15.9%$48.8M$0.64$30M
Oct 2025$261.2M+30.1%54.5%15.2%$45.1M$0.62$49.4M
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EPS here is GAAP diluted, as filed with the SEC. Estimates are usually based on adjusted EPS, so the two can differ. Growth compares with the same quarter a year earlier.

Year by year

fiscal years, from 10-K filings
Year endedRevenueGrowthOp marginNet incomeEPS
Oct 3, 2025$967.3M+32.6%13.4%−$54.2M−$0.73
Sep 27, 2024$729.6M+12.5%10.1%$76.9M$1.04
Sep 29, 2023$648.4M−4.0%16.6%$91.6M$1.28
Sep 30, 2022$675.2M+11.2%19.7%$440M$6.18
Oct 1, 2021$606.9M–13.3%$38M$0.54

Filings and dates

SEC EDGAR
  • Nov 5, 2026Earnings release, Q4 FY20268-K Press release
  • Nov 5, 2026Next earnings reportexpected
  • Aug 6, 2026Quarterly report10-Q All filings

Also see MTSI institutional ownership and the earnings calendar.

MTSI earnings FAQ

What were MTSI's latest earnings?

For Q4 FY2026 MACOM Technology Solutions Holdings, Inc. reported revenue of $424.8M, GAAP EPS of $1.78 and adjusted EPS of $2.09. The results were filed with the SEC on Nov 5, 2026.

When is MTSI's next earnings date?

MACOM Technology Solutions Holdings, Inc. is expected to report on Nov 5, 2026. Dates can move until the company confirms them.

Is MTSI's revenue growing?

In the quarter ended Jul 3, 2026 revenue was $342.2M, up 35.8% from a year earlier. The table on this page shows every quarter from the company's 10-Q and 10-K filings.

Where do these numbers come from?

Results, guidance and financials come from MACOM Technology Solutions Holdings, Inc.'s own SEC filings: the earnings press release (Form 8-K) and the quarterly and annual reports (10-Q and 10-K). Key takeaways summarize the press release. Estimates and price moves come from market data.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Results come from company filings with the SEC. Estimates are consensus figures from before each report. Key takeaways summarize the company's press release and may contain errors; the press release is the authoritative source.