MTSI
MACOM Technology·NASDAQ
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MTSI fundamentals
MACOM Technology (MTSI) released its earnings on Feb 5, 2026: revenue was 271.61M (YoY +24.52%), beat estimates; EPS was 1.02 (YoY +29.11%), beat estimates.
Revenue / YoY
271.61M
+24.52%
EPS / YoY
1.02
+29.11%
Report date
Feb 5, 2026
MTSI Earnings Call Summary for Q1,2026
- Record Q1 Results: $271.6M revenue (24.5% YoY), $1.02 EPS, 1.3:1 book-to-bill ratio.
- Data Center Surge: 35-40% YoY growth driven by 1.6T modules, 3 hyperscalers in LPO production.
- Gross Margin Expansion: 25-50bps/Q improvements from fabs, new products.
- Defense & Telecom Growth: Defense up 20% YoY, Telecom SATCOM programs ramping.
- Strategic Wins: Competitor exit in 5G RF power, $300M+ opportunity.
- Cash & Liquidity: $768M cash, no buybacks, deferred tax assets supporting low taxes.
- Key Events: DesignCon 2026 showcase, H2 2026 satellite production start.
EPS
Revenue
Revenue & Expenses
MTSI has released its 2026 Q1 earnings report, with revenue of 271.61M, reflecting a YoY change of 24.52%, and net profit of 48.77M, showing a YoY change of 129.11%. The Sankey diagram below clearly presents MTSI's revenue sources and cost distribution.
Key Indicators
MACOM Technology (MTSI) key financial stats and ratios, covering profitability, financial health, and leverage.
MACOM Technology (MTSI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
MACOM Technology (MTSI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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MACOM Technology (MTSI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does MACOM Technology (MTSI) generate its revenue? Explore its key revenue streams and top earning regions.
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Track MACOM Technology (MTSI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What does MACOM Technology do and what are its main business segments?Did MACOM Technology beat or miss consensus estimates last quarter?What is MACOM Technology's gross profit margin?What were the key takeaways from MACOM Technology’s earnings call?What were the key takeaways from MACOM Technology's earnings call?What is the revenue and EPS growth rate for MACOM Technology year over year?What factors drove the changes in MACOM Technology's revenue and profit?What guidance did MACOM Technology's management provide for the next earnings period?
