Macom Q4 Outlook: Adjusted EPS $0.91-$0.95, Revenue $256M-$264M

MACOM Technology Solutions expects Q4 adjusted EPS of 91c-95c, in line with consensus. The company forecasts Q4 revenue of $256M-$264M, above consensus of $253.47M. Adjusted gross margin is expected to be between 56.0% and 58.0%.

MACOM Technology Solutions Holdings, Inc. (MTSI) has provided updated financial projections for the fourth quarter of 2025, indicating strong expectations for the period. The company expects adjusted earnings per share (EPS) to range between $0.91 and $0.95, aligning with consensus estimates [1]. Additionally, MACOM forecasts Q4 revenue to be between $256 million and $264 million, surpassing the consensus estimate of $253.47 million [1]. The company also anticipates an adjusted gross margin of between 56.0% and 58.0% for the quarter [1].

MACOM's strong performance in the third quarter of 2025, which saw a 32.3% year-over-year increase in revenue to $252.1 million, has set the stage for robust growth in the fourth quarter [2]. The company's ability to maintain high margins and meet revenue targets reflects its position as a key player in the semiconductor industry, particularly in the high-speed data infrastructure market [2].

The company's recent acquisition of a wafer fabrication facility in Research Triangle Park, North Carolina, is also expected to contribute to its growth trajectory. By assuming control of this facility, MACOM can enhance its production capabilities and better meet the demands of its expanding customer base [1].

Investment analysts have responded positively to MACOM's projections, with several firms adjusting their price targets and maintaining buy ratings. For instance, Truist Financial and BofA Securities have both increased their price targets for MACOM, reflecting confidence in the company's growth prospects [1].

In conclusion, MACOM Technology Solutions is poised for a strong fourth quarter, with robust financial projections that align with analyst expectations. The company's continued growth and strategic acquisitions position it well for future success in the semiconductor industry.

References:
[1] https://www.marketscreener.com/news/mtsi-macom-technology-solutions-holdings-inc-expects-q4-adjusted-eps-range-0-91-0-95-ce7c5edfdd89f52c
[2] https://finimize.com/content/macom-outpaces-expectations-with-strong-quarterly-growth