Jul 2026 (Q3 FY26) — Aug 6, 2026
MACOM Q3 FY26 — Record Book-to-Bill and Strong Data Center Growth
Read the full callMACOM (MTSI) earnings
- Jul 2026
- Jul 2026 (Q3 FY26)
- Oct 2025
MACOM earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 342 | +35.8% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 22.5 | +7.6 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 101 | +175.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
36 of 36 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Data Center sequential revenue growth guidance | approximately 35% sequential growth | Mar 2026 | Data Center increased approximately 40% sequentially, I&D increased 11% sequentially and Telecom increased 2% sequentially. | Achieved |
| Full-year capital expenditures | $50 million to $55 million | Sep 2025 | We estimate fiscal year 2026 CapEx to be in the range of $60 million to $65 million. | Revised Down |
| $55 million SATCOM contract production start | production ramp beginning approximately 6 months out, towards end of calendar 2025 / beginning of calendar 2026 | Mar 2025 | We do have, as we've talked about in the past, two or three major LEO programs that will start production at the end of this calendar year and at the beginning of next. | On Track |
18 of MACOM Technology Solutions Holdings, Inc.'s 54 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 51 more targets are in the full ledger.
Claimed
- Revenue reached $342.2 million, marking an 18.4% sequential increase and 35.8% year-over-year growth.
- Achieved a record book-to-bill ratio of 1.6:1, representing the highest quarterly bookings ever.
- Adjusted EPS grew 30.2% sequentially to $1.40 per diluted share.
- Adjusted gross margin expanded by 120 basis points sequentially to 59.7%.
- Adjusted operating margin increased to 31.5% in Q3 FY26, up from 25.2% in Q3 FY25.
- Data Center revenue surged approximately 40% sequentially to $137.6 million, reaching a record level.
Qualified
- Adjusted net interest income decreased by approximately $1 million sequentially to $5.5 million, partly due to convertible notes repayment and an investment.
- The adjusted income tax rate is estimated to increase to mid-single digits in fiscal 2027 due to rising profitability.
- CW laser production efforts are ongoing with confidence building, but success is not yet declared, with potential production start in late calendar 2027.
Price
$265.79 +1.35% · +$3.55
Performance +94.3% 1Y
1Y: $136.82 on 17 Oct 2025 → $265.79. High $409.68 (26 May 2026), low $135.91 (22 Oct 2025).
- Previous close
- $262.24
- 52-week range
- $135.91 – $409.68
- One year
- +89.40%
Overview
- Symbol
- MTSI
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
36 of 36 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Data Center sequential revenue growth guidance | approximately 35% sequential growth | Mar 2026 | Data Center increased approximately 40% sequentially, I&D increased 11% sequentially and Telecom increased 2% sequentially. | Achieved |
| Full-year capital expenditures | $50 million to $55 million | Sep 2025 | We estimate fiscal year 2026 CapEx to be in the range of $60 million to $65 million. | Revised Down |
| $55 million SATCOM contract production start | production ramp beginning approximately 6 months out, towards end of calendar 2025 / beginning of calendar 2026 | Mar 2025 | We do have, as we've talked about in the past, two or three major LEO programs that will start production at the end of this calendar year and at the beginning of next. | On Track |
Claimed
- Revenue reached $342.2 million, marking an 18.4% sequential increase and 35.8% year-over-year growth.
- Achieved a record book-to-bill ratio of 1.6:1, representing the highest quarterly bookings ever.
- Adjusted EPS grew 30.2% sequentially to $1.40 per diluted share.
- Adjusted gross margin expanded by 120 basis points sequentially to 59.7%.
- Adjusted operating margin increased to 31.5% in Q3 FY26, up from 25.2% in Q3 FY25.
- Data Center revenue surged approximately 40% sequentially to $137.6 million, reaching a record level.
Qualified
- Adjusted net interest income decreased by approximately $1 million sequentially to $5.5 million, partly due to convertible notes repayment and an investment.
- The adjusted income tax rate is estimated to increase to mid-single digits in fiscal 2027 due to rising profitability.
- CW laser production efforts are ongoing with confidence building, but success is not yet declared, with potential production start in late calendar 2027.
The full ledger
Open MACOM Technology Solutions Holdings, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 54 tracked commitments, with each call’s wording and source.
Call summaries
Apr 2026 (Q2 FY26) — May 7, 2026
MACOM Q2 FY26 — Record Bookings and Strong Data Center Growth Drive Outperformance
Read the full callJan 2026 (Q1 FY26) — Feb 5, 2026
MACOM Q1 FY26 — Data Center Growth Accelerates, Record Backlog
Read the full callEvery analysed call
MACOM earnings calls (MTSI)
Financials
What the filings say
Net profit, year on year: +176% (quarter to jul 2026 against jul 2025).
| Line item | Sep 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 201 | 218 | 236 | 252 | 261 | 272 | 289 | 342 |
| Operating profit | 28 | 18 | 35 | 38 | 40 | 43 | 51 | 77 |
| Operating margin | 13.7% | 8.0% | 14.8% | 14.9% | 15.2% | 15.9% | 17.6% | 22.5% |
| Other income | 5 | -187 | 6 | 6 | 16 | 6 | 6 | 47 |
| Profit before tax | 33 | -170 | 41 | 44 | 56 | 50 | 57 | 124 |
| Tax rate | 9.5% | 1.4% | 22.6% | 17.1% | 19.3% | 1.7% | 18.6% | 18.7% |
| Net profit | 29 | -168 | 32 | 37 | 45 | 49 | 46 | 101 |
| EPS ($ per share) | — | -2.30 | 0.43 | 0.49 | — | 0.65 | 0.62 | 1.32 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -408 | -792 | -840 | -802 | -354 | -263 | -186 | -240 |
| Total liabilities | 814 | 792 | 846 | 662 | 729 | 606 | 629 | 776 |
| Fixed assets | 150 | 133 | 119 | 121 | 124 | 149 | 176 | 230 |
| Investments | 98 | 101 | 204 | 188 | 467 | 341 | 435 | 674 |
| Total assets | 1,482 | 1,106 | 1,146 | 1,134 | 1,572 | 1,553 | 1,756 | 2,103 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 36 | 21 | 171 | 148 | 177 | 167 | 163 | 235 |
| Cash from investing | -67 | -34 | -107 | -3 | -183 | 36 | -181 | -328 |
| Cash from financing | -4 | -6 | -11 | -119 | -29 | -149 | -9 | 58 |
| Net cash flow | -35 | -19 | 54 | 27 | -37 | 54 | -27 | -35 |
| Capital expenditure | -53 | -38 | -18 | -18 | -27 | -25 | -22 | -43 |
| Free cash flow | -17 | -17 | 154 | 130 | 150 | 142 | 140 | 193 |
MTSI revenue by segment
| Segment | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|
| Reportable | 100% | 100% | 100% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q3 FY2026 · share of revenue
- China and Hong Kong 39% ↑ 14 pt
- US 35% ↓ 9 pt
- Other Countries 14% ↓ 2 pt
- Asia Pacificexcluding China 12% ↓ 3 pt
As MTSI cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
242 filings between Oct 20, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$361.05M
185 sales by 10 insiders
79% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 27
- Award — granted as compensation
- 24
- Tax withheld — shares kept back by the company to cover tax
Also filed: 6 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| OCAMPO SUSAN | — | $305.46M | Feb 25, 2026 |
| CHUNG PETER Y | — | $16.36M | May 14, 2026 |
| Daly Stephen G | — | $12.77M | May 29, 2026 |
| Kober John | — | $10.39M | Aug 17, 2026 |
| Hwang Donghyun Thomas | — | $5.58M | Jun 25, 2026 |
| Dennehy Robert | — | $4.58M | Aug 28, 2026 |
| Roth Ambra R. | — | $2.97M | Oct 1, 2026 |
| BLAND CHARLES R | — | $1.36M | May 13, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Roth Ambra R. SVP, GC and Secretary | Sale 10b5-1 plan | 653 | $195.9K |
| Aug 28, 2026 | Dennehy Robert Senior VP and COO | Sale 10b5-1 plan | 252 | $69.4K |
| Aug 17, 2026 | Kober John Senior VP and CFO | Sale 10b5-1 plan | 300 | $98.9K |
| Aug 17, 2026 | Kober John Senior VP and CFO | Sale 10b5-1 plan | 900 | $292.7K |
| Aug 17, 2026 | Kober John Senior VP and CFO | Sale 10b5-1 plan | 500 | $163.3K |
| Aug 17, 2026 | Kober John Senior VP and CFO | Sale 10b5-1 plan | 400 | $129.6K |
| Aug 17, 2026 | Kober John Senior VP and CFO | Sale 10b5-1 plan | 1,699 | $556.9K |
| Aug 17, 2026 | Kober John Senior VP and CFO | Sale 10b5-1 plan | 1,590 | $509.7K |
| Aug 17, 2026 | Kober John Senior VP and CFO | Sale 10b5-1 plan | 1,600 | $526.0K |
| Aug 17, 2026 | Kober John Senior VP and CFO | Sale 10b5-1 plan | 400 | $132.3K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 9 | $3.5K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 300 | $114.9K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 100 | $36.7K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 100 | $38.0K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 200 | $75.1K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 291 | $113.4K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 400 | $155.5K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 100 | $39.2K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 200 | $77.5K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 400 | $154.6K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 420 | $160.5K |
| Jun 25, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 100 | $37.0K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 600 | $220.8K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 300 | $109.9K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 2,820 | $1.03M |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 2,075 | $755.0K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 2,429 | $881.6K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 400 | $144.2K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 904 | $327.3K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 300 | $110.8K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 1,500 | $537.7K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 100 | $38.6K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 2,200 | $790.6K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 149 | $58.0K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 551 | $214.0K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 100 | $38.3K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 100 | $38.1K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 400 | $156.4K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 400 | $151.5K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 200 | $75.0K |
| May 29, 2026 | Daly Stephen G President and CEO | Sale 10b5-1 plan | 300 | $112.2K |
| May 19, 2026 | Shanmugaraj Murugesan Director | Gift | 1,400 | $0 |
| May 19, 2026 | BLAND CHARLES R Director | Gift | 300 | $0 |
| May 18, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 100 | $36.5K |
| May 18, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 100 | $36.3K |
| May 18, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 500 | $180.2K |
| May 18, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 300 | $107.7K |
| May 18, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 500 | $178.3K |
| May 18, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 300 | $106.5K |
| May 18, 2026 | Hwang Donghyun Thomas SVP, Global Sales | Sale 10b5-1 plan | 300 | $106.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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