VLSI ASTRIA / INVESTOR RELATIONS

Company earnings & IR

45 companies · 2026-09-09
Published disclosure snapshot

MTSI · United States · Mobile & connectivity

MACOM Technology Solutions

Official IR ↗Results & presentations ↗Customer & geographic revenue ↓Source documents ↓

Reporting quarter

Period ended 2026-07-03 · USD
Published 2026-08-06

Revenue342.24USD million · GAAP

QoQ +18.44 % · YoY +35.77 %

Operating margin22.53%percent · GAAP

QoQ +4.94 pp · YoY +7.59 pp

Net income100.71USD million · GAAP

QoQ +117.37 % · YoY +175.66 %

Quarterly comparison

Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.

MACOM Technology Solutions · Financial results
Metric / Unit	Q3 FY2026	Q2 FY2026	Q3 FY2025	QoQ	YoY
RevenueUSD million · GAAP	342.24	288.96	252.08	+18.44 %	+35.77 %
Gross profitUSD million · GAAP	199.55	164.43	139.44	+21.36 %	+43.11 %
Gross marginpercent · GAAP	58.31% †	56.91% †	55.31% †	+1.4 pp	+2.99 pp
Operating incomeUSD million · GAAP	77.12	50.83	37.66	+51.71 %	+104.77 %
Operating marginpercent · GAAP	22.53% †	17.59% †	14.94% †	+4.94 pp	+7.59 pp
Net incomeUSD million · GAAP	100.71	46.33	36.53	+117.37 %	+175.66 %
Net marginpercent · GAAP	29.43% †	16.03% †	14.49% †	+13.39 pp	+14.93 pp
Diluted EPSUSD/share · GAAP	1.28	0.6	0.48	+113.33 %	+166.67 %
Operating cash flowUSD million · GAAP	79.96 †	78.66 †	60.39 †	+1.65 %	+32.42 %
Capital expendituresUSD million · GAAP	20.76 †	13.19 †	8.83 †	+57.41 %	+135.04 %

Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.

Revenue history

Revenue

USD million · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.

Profitability history

Gross marginOperating margin

percent · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.

Full quarterly statements

Quarterly financial history · issuer currency
Metric / Unit	Q2 FY2024	Q3 FY2024	Q4 FY2024	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025	Q1 FY2026	Q2 FY2026	Q3 FY2026
RevenueUSD million	181.23	190.49	200.71 †	218.12	235.89	252.08	261.17 †	271.61	288.96	342.24
Gross profitUSD million	95.21	101.41	109.84 †	117.11	130.16	139.44	142.3 †	151.78	164.43	199.55
Gross marginpercent	52.54% †	53.24% †	54.73% †	53.69% †	55.18% †	55.31% †	54.49% †	55.88% †	56.91% †	58.31% †
Operating incomeUSD million	15.41	19.72	27.53 †	17.53	34.87	37.66	39.6 †	43.3	50.83	77.12
Operating marginpercent	8.5% †	10.35% †	13.72% †	8.04% †	14.78% †	14.94% †	15.16% †	15.94% †	17.59% †	22.53% †
Net incomeUSD million	14.98	19.94	29.41 †	-167.53	31.67	36.53	45.12 †	48.77	46.33	100.71
Net marginpercent	8.27% †	10.47% †	14.65% †	-76.81% †	13.42% †	14.49% †	17.28% †	17.95% †	16.03% †	29.43% †
Diluted EPSUSD/share	0.2	0.27	—	-2.3	0.42	0.48	—	0.64	0.6	1.28
Operating cash flowUSD million	18.2 †	49.01 †	62.33 †	66.66	38.69 †	60.39 †	69.64 †	42.93	78.66 †	79.96 †
Capital expendituresUSD million	5.13 †	7.47 †	5.19 †	5.34	8.16 †	8.83 †	20.22 †	12.94	13.19 †	20.76 †

Revenue composition

Detailed revenue tables can be opened in the company’s official results materials. IR ↗

Customer & geographic revenue

Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.

Source periodView

Source & calculation disclosure

customer billing address

FY2025 · ANNUAL · USD million · Complete disclosed breakdown

See source → 2025-10-03

Revenue denominator: 967.26 USD million · Published: 2025-11-14

MACOM FY2025 Form 10-K ↗

Asia-Pacific excluding China primarily represents Japan, Singapore, South Korea and Taiwan.

USD million · FY2025. Geographic categories follow the issuer definition and may include overlapping regional subtotals; do not sum partial disclosures. Amber bars identify approximate ASTRIA conversions from disclosed percentages.

Geographic revenue · FY2025
Region	USD million	Revenue share	Evidence & disclosure
United States	422.86Reported	43.72%Calculated	Source ↗ Revenue / matching disclosed revenue denominator × 100.
China	274.63Reported	28.39%Calculated	Source ↗ Revenue / matching disclosed revenue denominator × 100.
Asia Pacific excluding China	111.5Reported	11.53%Calculated	Source ↗ Revenue / matching disclosed revenue denominator × 100.
Other Countries	158.28Reported	16.36%Calculated	Source ↗ Revenue / matching disclosed revenue denominator × 100.

Disclosure

Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.

Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09

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Original IR documents

10-Q · 2026-07-03 ↗SEC filing · 2026-08-06 10-Q · 2026-04-03 ↗SEC filing · 2026-05-07 10-Q · 2026-01-02 ↗SEC filing · 2026-02-05 MACOM FY2025 Form 10-K ↗Revenue disclosure · 2025-11-14 10-Q · 2025-07-04 ↗SEC filing · 2025-08-07 10-Q · 2025-04-04 ↗SEC filing · 2025-05-08 10-Q · 2025-01-03 ↗SEC filing · 2025-02-06 10-K · 2024-09-27 ↗SEC filing · 2024-11-12 10-Q · 2024-06-28 ↗SEC filing · 2024-08-01 10-Q · 2024-03-29 ↗SEC filing · 2024-05-02

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Comparison rules & source notes

This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.

Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.

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