Core Viewpoint - MACOM Technology (MTSI) is positioned as a high-performing RF semiconductor company, suggesting a strong market presence and potential for growth in the semiconductor industry [1]. Group 1 - The company is recognized for its quality, indicating that it may command a premium in the market [1].

Core Insights - MACOM Technology Solutions Holdings, Inc. (MTSI) reported first-quarter fiscal 2026 earnings of $1.02 per share, exceeding the Zacks Consensus Estimate of 99 cents per share, with a year-over-year growth of 29.1% [1] - The company has consistently beaten earnings estimates in the past four quarters, with an average surprise of 1.61% [1] Revenue Performance - MTSI posted revenues of $271.6 million in the first quarter of fiscal 2026, surpassing the Zacks Consensus Estimate by 1%, and reflecting a year-over-year increase of 24.5% [2] Operating Metrics - The adjusted gross margin for the first quarter of fiscal 2026 was 57.6%, slightly up from 57.5% in the prior-year quarter [3] - Adjusted operating income reached $73.97 million, an increase from $55.4 million in the year-ago period, representing 27.2% of revenues, up 180 basis points year-over-year [3] Operating Expenses - Non-GAAP operating expenses were $82.5 million, an 18% increase year over year, but as a percentage of revenues, they contracted 170 basis points to 30.4% [4] Balance Sheet and Cash Flow - As of January 2, 2026, cash equivalents and short-term investments totaled $768.5 million, down from $785.9 million in the prior quarter [5] - Long-term debt was reported at $339.91 million, slightly up from $339.63 million in the previous quarter [5] - Net cash flows from operating activities amounted to $42.93 million [5] Guidance for Q2 FY26 - For the second quarter of fiscal 2026, MTSI expects revenues between $281 million and $289 million, with the Zacks Consensus Estimate at $274.54 million, indicating a year-over-year growth of 16.4% [6] - The company anticipates adjusted earnings per share between $1.05 and $1.09, compared to the Zacks Consensus Estimate of $1.02 per share, suggesting a growth of 20% year over year [6] Market Position - MTSI currently holds a Zacks Rank 3 (Hold) [7] - Competitors such as Amphenol (APH), Broadcom (AVGO), and BILL Holdings, Inc. (BILL) are rated higher with a Zacks Rank 1 (Strong Buy) [7]

Daley said demand remains strong and that MACOM is adding manufacturing capacity to keep up with customer forecasts, adding that the company has indications demand could remain strong into calendar 2027. The CEO also said “turns” business was higher than recent quarters due to strong early-quarter bookings.Revenue grew sequentially in all three end markets and was up 24.5% year-over-year , driven by broad-based growth, according to Kober. By segment, MACOM reported:President and CEO Steve Daley said the com ...

Core Viewpoint - M/A-Com Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is recognized for its strong performance in the semiconductor industry, particularly in the analog and mixed segment, with a recent stock upgrade to "Outperform" by Evercore ISI [1][6] Financial Performance - MTSI reported earnings of $1.02 per share for the first quarter, exceeding the Zacks Consensus Estimate of $0.99 and showing a significant increase from $0.79 per share in the same quarter last year, resulting in an earnings surprise of +2.69% [2] - The company's revenue for the quarter reached $271.61 million, surpassing the Zacks Consensus Estimate by 1% and marking a substantial increase from $218.12 million recorded in the previous year [3] - MTSI has consistently outperformed consensus EPS and revenue estimates over the past four quarters, indicating strong financial performance [3] Operational Efficiency - The gross margin improved to 55.9%, up from 53.7% in the previous year's first quarter, reflecting enhanced operational efficiency [4] - Income from operations rose significantly to $43.3 million, or 15.9% of revenue, compared to $17.5 million, or 8.0% of revenue, in the previous year [4] Stock Performance - MTSI's stock price is currently at $227.80, reflecting an increase of 5.94% or $12.77, with a market capitalization of approximately $17.09 billion [5] - The stock has fluctuated between $197.83 and $232.09 on the trading day, with a trading volume of 2,514,203 shares on the NASDAQ exchange [5]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35451 MACOM Technology Solutions Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 27-0306875 (State or other jurisdiction of incorporation or o ...

M/A-Com (MTSI) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.69%. A quarter ago, it was expected that this chipmaker would post earnings of $0.93 per share when it actually produced earnings of $0.94, delivering a surprise of +1.08%.Over the last four quarters, the company has su ...

MACOM Technology Solutions (NasdaqGS:MTSI) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsJohn Kober - CFOStephen Ferranti - SVP of Corporate Development and Head of Investor RelationsStephen G. Daly - President and CEOConference Call ParticipantsBlayne Curtis - AnalystChristopher Rolland - AnalystDavid Williams - AnalystHarsh Kumar - AnalystKarl Ackerman - AnalystQuinn Bolton - Senior Research AnalystSean O'Loughlin - Vice President and Equity Research AnalystTimothy Savageaux - An ...

MACOM Technology Solutions (NasdaqGS:MTSI) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsJohn Kober - CFOStephen Ferranti - SVP of Corporate Development and Head of Investor RelationsStephen G. Daly - President and CEOConference Call ParticipantsBlayne Curtis - AnalystChristopher Rolland - AnalystDavid Williams - AnalystHarsh Kumar - AnalystKarl Ackerman - AnalystQuinn Bolton - Senior Research AnalystTimothy Savageaux - AnalystTom O'Malley - AnalystVivek Arya - Senior Semiconductor ...

MACOM Technology Solutions (NasdaqGS:MTSI) Q1 2026 Earnings call February 05, 2026 08:30 AM ET Speaker6Welcome to MACOM's first fiscal quarter 2026 conference call. This call is being recorded today, Thursday, February 5th, 2026. At this time, all participants are in a listen-only mode. I will now turn the call to Mr. Steve Ferranti, MACOM's Senior Vice President of Corporate Development and Investor Relations. Mr. Ferranti, please go ahead.Speaker8Thank you, Olivier. Good morning and welcome to our call to ...

Macom Stock Rises After Beat-And-Raise Report | Investor's Business DailyBREAKING: [Futures Fall, Bitcoin Dives; Google Tumbles]---Chipmaker Macom Technology Solutions (MTSI) on Thursday beat analyst estimates for its fiscal first quarter and with its guidance. Macom stock rose on the news. The Lowell, Mass.- based company earned an adjusted $1.02 a share on sales of $271.6 million in the quarter ended Jan. 2. Analysts polled by FactSet had expected Macom earnings of $1 a share on sales…## Related news## Ma ...