MACOM Technology Solutions Holdings, Inc. (MTSI)

MACOM Technology Solutions Holdings beat expectations on both the top and bottom line in the third fiscal quarter of 2026, reported Aug. 6, as revenue rose about 36% to about $342.2 million from about $252.1 million a year earlier, topping the $335.5 million estimate by about 2%, and adjusted EPS of $1.40 beat the $1.35 estimate by about 4%, up roughly 56% from $0.90 a year ago. Revenue rose about 36% to about $342.2 million from about $252.1 million a year earlier, with gross margin near 58% and operating margin about 23% on operating income of about $77.1 million. Net income climbed about 176% to about $100.7 million from about $36.5 million a year ago, and operating cash flow was about $5.6 million. Consensus for the next period calls for EPS of $1.57 on revenue of $365.9 million.