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Just reported
Q4 FY2026 results
From MACOM Technology Solutions's results release of November 5, 2026. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
$424.8M
+63% y/y
+24% q/qGuided
$420M
midpoint
Within guide+1.1%Operating income, GAAP
Actual
$134.2M
+239% y/y
+74% q/qGuided
—
No guide given
Operating income, adjusted: $162.3M
Company outlook
Q1 FY2027
- Revenue$450M – $460M+68% y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes MACOM Technology Solutions is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- Curated
AI networking & optics
By InspectStocks · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- Price, 1 year
- +51.5%
- Revenue, 1 year
- +53.7%
+14A 14B 2C 1D 3
- Curated
AI chips & accelerators
By InspectStocks · 18 companies
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- Price, 1 year
- +36.6%
- Revenue, 1 year
- +44.5%
+12A 10B 4C 1F 3
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
- NVDANVIDIA Corp.$4.01TA+
- AVGOBroadcom Inc.$1.74TA+
- AMDAdvanced Micro Devices, Inc.$960.6BA+
MUMicron Technology, Inc.$903.5BA+
TXNTexas Instruments Inc.$285.5BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research CorporationOct 22, 2026BAGraded B, now A
IBMInternational Business Machines CorporationOct 21, 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.Oct 28, 2026BAGraded B, now A
NXPINXP Semiconductors N.V.Oct 27, 2026BAGraded B, now A
UIUbiquiti Inc.Nov 6, 2026BAGraded B, now A
Built from MACOM Technology Solutions Holdings, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
