MACOM Technology Solutions Holdings, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
MACOM reported Q3 FY2026 (ended July 3, 2026) revenue of $342.2M, up 35.8% year-over-year from $252.1M; gross margin 58.3% vs. 55.3% prior year; GAAP net income $100.7M ($1.28 diluted EPS) vs. $36.5M ($0.48 EPS) prior year; adjusted net income $109.8M ($1.40 EPS) vs. $68.2M ($0.90 EPS) prior year. Q4 FY2026 guidance: revenue $415–425M, adjusted EPS $1.97–2.03. The company also recognized a $41.5M gain on investment fair value (IQE plc investment), boosting reported net income but excluding from adjusted metrics.
Why this rating
Strong organic revenue growth (36% YoY) and margin expansion (58.3% gross margin) on $5.7B market-cap company materially strengthen profitability. Q4 guidance implies continued acceleration. One-time $41.5M investment gain masks underlying strength; core adjusted metrics show 28% adjusted net income growth YoY. Significant but not transformational—execution risk on guidance remains.
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