MACOM Technology Solutions Beats Fiscal Q4 2026 Estimates as Revenue Rises 63% to $424.8M
Revenue of $424.8M vs. $420.4M expected and adjusted EPS of $2.09 vs. $2.00; revenue up 63% from a year earlier.
MACOM Technology Solutions (MTSI) beat estimates for the fiscal fourth quarter of 2026 on both revenue and adjusted EPS. Revenue was $424.8 million, up 63% from a year earlier, above the $420.4 million estimate, and adjusted EPS was $2.09, up 122% from a year earlier, above the $2.00 estimate.
Shares fell 0.9% in premarket trading as of 7:33 a.m. ET, to $231.14 from a $233.13 close.
Fiscal Q4 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | $2.00 | $2.09 | Beat by 4.5% |
| Revenue | $420.4M | $424.8M | Beat by 1.1% |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▲ 122% | ▲ 49% |
| Revenue | ▲ 63% | ▲ 24% |
By our calculation, revenue was $4.5 million above the estimate and adjusted EPS was $0.09 above it. The QoQ column compares with the previous quarter's revenue of $342.2 million and adjusted EPS of $1.40. The YoY column compares with $261.2 million and $0.94 in the same quarter a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 8 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 7 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $261.2 million, $271.6 million, $289.0 million, $342.2 million and $424.8 million.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $2.03 and revenue of $431.0 million next quarter, based on 10 analysts.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 63% increase to $424.8 million.
- Estimate record. Whether MACOM Technology Solutions extends a record of beating EPS estimates in 8 of its last 8 reports.
- Related coverage. See our reports on Sphere Entertainment, Southern, Sonida Senior Living and Installed Building Products.
Sources: Results are from MACOM Technology Solutions's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from MACOM Technology Solutions's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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