Education
About Us
Working with TipRanks
Follow Us
MACOM Technology Solutions Holdings Inc (MTSI)
NASDAQ:MTSI
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.07Last Year’s EPS
0.85Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a materially positive operational and financial picture: strong revenue growth (+24.5% YoY), record adjusted EPS (> $1.00), robust backlog and bookings (1.3 book‑to‑bill), upgraded data center growth outlook (35–40% YoY), healthy liquidity (~$768M cash) and incremental margin improvement guidance. Offsets include a sequential decline in operating cash flow, working capital build (higher AR and inventory), a near‑term $161M convertible note cash payout, supply chain/material constraints, and cautious telecom demand. Overall, the positive growth drivers, improved profitability and strong balance sheet outweigh the near‑term execution and timing challenges.Company Guidance
Strong Quarterly Revenue Growth
Fiscal Q1 revenue of $271.6M, up 4% sequentially and up 24.5% year‑over‑year, driven by growth across all three end markets (Industrial & Defense $117.7M, Data Center $85.8M, Telecom $68.1M).
Record Profitability Milestones
Adjusted EPS of $1.02 (milestone: > $1/share), adjusted operating income $74.0M (up 10.4% sequentially and up 33.5% year‑over‑year), and adjusted net income $78.2M (up ~9.6% sequentially).
Robust Gross Margin
Adjusted gross profit of $156.5M representing a 57.6% gross margin, with expectation of sequential gross margin improvements of 25–50 basis points through fiscal 2026.
Strong Bookings and Record Backlog
Q1 book‑to‑bill ratio of 1.3:1 (one of the strongest quarterly bookings and highest book‑to‑bill since Q3 2021) and management reports record backlog and higher turns due to early quarter bookings.
Strong Balance Sheet and Liquidity
Cash, cash equivalents and short‑term investments of approximately $768M at quarter end and a net cash position of more than $268M when comparing cash to the book value of convertible notes.
Raised Data Center Growth Outlook
Company raised its data center year‑over‑year revenue base case from 20% to 35–40%, citing robust hyperscaler capital investment and demand for 800G/1.6T optical and high‑speed analog products.
Positive Product and Technology Progress
Launched PCIe 6 optical chipset and new PCIe 7 equalizer; two customers have confirmed CW laser electrical requirements; advancing photodetectors for 200 Gbps per lane and roadmap to >200 Gbps per lane and 3.2T technologies.
Segment Momentum and Wins in Defense and 5G
Industrial & Defense and Data Center revenues reached record levels; strong defense demand (advanced radars, EW, GaN devices including 7kW) and GaN4 sampling for RF power to support 5G base station opportunities.
Conservative, Upbeat Q2 Guidance
Q2 revenue guide of $281–289M (sequential growth), adjusted gross margin guide 57–59%, and adjusted EPS $1.05–$1.09; management expects data center to grow low‑to‑mid teens sequentially in Q2.
Tax and Capital Efficiency Tailwinds
Low adjusted income tax rate of 3% for Q1, deferred tax assets of $208M, and improving return on invested capital (ROIC) signaling better capital efficiency.
MACOM Technology Solutions Holdings (MTSI) Earnings, Revenues Date & History
MTSI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MTSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $215.03 | $227.80 | +5.94% |
Nov 06, 2025 | $149.68 | $166.92 | +11.52% |
Aug 07, 2025 | $139.03 | $127.75 | -8.11% |
May 08, 2025 | $113.37 | $119.66 | +5.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does MACOM Technology Solutions Holdings Inc (MTSI) report earnings?
MACOM Technology Solutions Holdings Inc (MTSI) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is MACOM Technology Solutions Holdings Inc (MTSI) earnings time?
MACOM Technology Solutions Holdings Inc (MTSI) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MTSI EPS forecast?
MTSI EPS forecast for the fiscal quarter 2026 (Q2) is 1.07.