We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
MACOM Technology posted Q4 EPS of $0.94, topping estimates and rising 28.8% year over year.
Revenues rose 32.3% to $261.2 million, exceeding the consensus and marking sustained growth momentum.
MTSI projects Q1 revenues of $265-$273 million and EPS between $0.98 and $1.02.
MACOM Technology Solutions Holdings, Inc. (MTSI - Free Report) reported fourth-quarter fiscal 2025 earnings of 94 cents per share, which beat the Zacks Consensus Estimate by a penny. The bottom line grew 28.8% year over year.
MACOM Technology’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 0.9%.
MTSI posted revenues of $261.2 million in the fourth quarter of fiscal 2025, surpassing the Zacks Consensus Estimate by 0.81%. The toP line grew 32.3% year over year.
MTSI Operating Details
For the fourth quarter of fiscal 2025, MACOM’s adjusted gross margin was 57.1% compared with 58.1% in the prior-year quarter. Adjusted operating income came in at $67.0 million, up from $50.7 million reported in the year-ago period. The adjusted operating income came in at 25.6%, up 40 basis points from the year-ago quarter.
MACOM Technology Solutions Holdings, Inc. Price, Consensus and EPS Surprise
Non-GAAP operating expenses were $82.1 million, up 24.6% year over year. As a percentage of revenues, non-GAAP operating expenses came in at 31.5%, contracting 140 basis points from the prior-year period.
MTSI’s Balance Sheet and Cash Flow
As of Oct. 3, 2025, cash equivalents and short-term investments totaled $785.9 million, up from $735.2 million in the prior quarter. Long-term debt was $339.6 million compared with $339.4 million in the previous quarter. MTSI’s net cash flows from operating activities came in at $235.4 million.
MTSI’s Guidance for Q1
For the first quarter of fiscal 2026, MACOM Technology expects revenues between $265 million and $273 million. The Zacks Consensus Estimate for first-quarter fiscal 2026 revenues is pegged at $260 million, indicating year-over-year growth of 29.6%.
The company anticipates adjusted earnings per share between 98 cents and $1.02. The Zacks Consensus Estimate for earnings is pinned at 93 cents, indicating growth of 27% year over year.
The Zacks Consensus Estimate for Reddit Inc.’s full-year 2025 earnings is pegged at $2.01 per share, revised upward by 6.9% over the past seven days and suggests a year-over-year increase of 160.4%. Reddit shares have soared 14.9% year to date.
The Zacks Consensus Estimate for Credo Technology Group’s fiscal 2026 earnings has been revised upward by a cent over the past 30 days to $2.04 per share, calling for an increase of 191.4% year over year. Credo Technology Group shares have rallied 144.3% year to date.
The Zacks Consensus Estimate for Amphenol’s full-year 2025 earnings has been revised upward to $3.22 per share from $3.03 per share over the past 30 days, implying 70.4% year-over-year growth. Amphenol shares have risen 96.8% year to date.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
MTSI Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
Key Takeaways
MACOM Technology Solutions Holdings, Inc. (MTSI - Free Report) reported fourth-quarter fiscal 2025 earnings of 94 cents per share, which beat the Zacks Consensus Estimate by a penny. The bottom line grew 28.8% year over year.
MACOM Technology’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 0.9%.
MTSI posted revenues of $261.2 million in the fourth quarter of fiscal 2025, surpassing the Zacks Consensus Estimate by 0.81%. The toP line grew 32.3% year over year.
MTSI Operating Details
For the fourth quarter of fiscal 2025, MACOM’s adjusted gross margin was 57.1% compared with 58.1% in the prior-year quarter. Adjusted operating income came in at $67.0 million, up from $50.7 million reported in the year-ago period. The adjusted operating income came in at 25.6%, up 40 basis points from the year-ago quarter.
MACOM Technology Solutions Holdings, Inc. Price, Consensus and EPS Surprise
MACOM Technology Solutions Holdings, Inc. price-consensus-eps-surprise-chart | MACOM Technology Solutions Holdings, Inc. Quote
Non-GAAP operating expenses were $82.1 million, up 24.6% year over year. As a percentage of revenues, non-GAAP operating expenses came in at 31.5%, contracting 140 basis points from the prior-year period.
MTSI’s Balance Sheet and Cash Flow
As of Oct. 3, 2025, cash equivalents and short-term investments totaled $785.9 million, up from $735.2 million in the prior quarter. Long-term debt was $339.6 million compared with $339.4 million in the previous quarter. MTSI’s net cash flows from operating activities came in at $235.4 million.
MTSI’s Guidance for Q1
For the first quarter of fiscal 2026, MACOM Technology expects revenues between $265 million and $273 million. The Zacks Consensus Estimate for first-quarter fiscal 2026 revenues is pegged at $260 million, indicating year-over-year growth of 29.6%.
The company anticipates adjusted earnings per share between 98 cents and $1.02. The Zacks Consensus Estimate for earnings is pinned at 93 cents, indicating growth of 27% year over year.
Zacks Rank & Stocks to Consider
Currently, MTSI carries a Zacks Rank #3 (Hold).
Reddit Inc. (RDDT - Free Report) , Credo Technology Group (CRDO - Free Report) and Amphenol (APH - Free Report) are some better-ranked stocks that investors can consider in the Zacks Computer and Technology sector. Impinj, Credo Technology Group and Amphenol sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Reddit Inc.’s full-year 2025 earnings is pegged at $2.01 per share, revised upward by 6.9% over the past seven days and suggests a year-over-year increase of 160.4%. Reddit shares have soared 14.9% year to date.
The Zacks Consensus Estimate for Credo Technology Group’s fiscal 2026 earnings has been revised upward by a cent over the past 30 days to $2.04 per share, calling for an increase of 191.4% year over year. Credo Technology Group shares have rallied 144.3% year to date.
The Zacks Consensus Estimate for Amphenol’s full-year 2025 earnings has been revised upward to $3.22 per share from $3.03 per share over the past 30 days, implying 70.4% year-over-year growth. Amphenol shares have risen 96.8% year to date.