NASDAQ · Semiconductors · Fiscal year endsFY ends October

MACOM Technology Solutions Holdings, Inc.

MTSI

$224.37-11.12 (-4.72%)Today

52-week low $144.06high $418.90

46.4% below its 52-week high

Next earningsNov 5, 2026 · before the open

Next report · Q4 FY26

Thursday, November 5, 2026, before the market opens

The average analyst estimate, as compiled by Finnhub: EPS of $2.04 and revenue of $428.6M.

MACOM Technology Solutions Holdings, Inc.'s own outlook, from its August 6, 2026 earnings release:

“For the fiscal fourth quarter ending October 2, 2026, MACOM expects revenue to be in the range of $415 million to $425 million.”

That is revenue of $415M to $425M. Read the release

Revenue by quarter

$ millions

150.4

Q4 FY23

157.1

Q1 FY24

181.2

Q2 FY24

190.5

Q3 FY24

200.7

Q4 FY24

218.1

Q1 FY25

235.9

Q2 FY25

252.1

Q3 FY25

261.2

Q4 FY25

271.6

Q1 FY26

289.0

Q2 FY26

342.2

Q3 FY26

~420.0

Q4 FY26 (next)

Reported, from the 10-Q and 10-K filings MACOM Technology Solutions Holdings, Inc.’s own outlook, from the earnings release a quarter earlier

Outlook against reported

The company’s own outlook against what it then reported

Quarter	Outlook	Reported	Given in
Q4 FY25	$256M to $264M	$261.2M	August 7, 2025 release
Q1 FY26	$265M to $273M	$271.6M	November 6, 2025 release
Q2 FY26	$281M to $289M	$289.0M	February 5, 2026 release
Q3 FY26	$331M to $339M	$342.2M	May 7, 2026 release

Diluted EPS by quarter

$ per share, as reported

0.34‡

Q4 FY23

0.17

Q1 FY24

0.20

Q2 FY24

0.27

Q3 FY24

0.40‡

Q4 FY24

-2.30

Q1 FY25

0.42

Q2 FY25

0.48

Q3 FY25

0.67‡

Q4 FY25

0.64

Q1 FY26

0.60

Q2 FY26

1.28

Q3 FY26

On today’s share basis: figures from before a stock split are divided by it, so every quarter compares.

‡ A fourth quarter is the year’s EPS less the first three quarters’, calculated by The Dispatch: a 10-K reports the year, not the quarter. It can differ by a cent or two from the company’s own figure, because the share count moves during the year.

Estimates

EPS against the average estimate

Last four quarters

Quarter	Average estimate	Reported	Difference
Q3 FY26	$1.37	$1.40	EPS came in $0.03 above the average estimate
Q2 FY26	$1.09	$1.09	EPS matched the average estimate
Q1 FY26	$1.00	$1.02	EPS came in $0.02 above the average estimate
Q4 FY25	$0.95	$0.94	EPS came in $0.01 below the average estimate

Both from Finnhub. Its reported figures are on the same basis as analysts’ estimates, which usually leave out some one-off items, so they can differ from the diluted EPS above, which is as filed with the SEC.

Revenue and EPS: MACOM Technology Solutions Holdings, Inc.'s 10-Q and 10-K filings, from SEC EDGAR. Outlooks: the company's earnings releases (exhibit 99.1 to its 8-K filings), quoted as written; only a revenue figure stated for the coming quarter is read, and the last five releases are checked. Next report date and estimates: Finnhub.