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Jan 02
Macom Q1 2026 Earnings Report
MACOM reported its fiscal first quarter 2026 financial results, showing significant revenue growth and improved profitability compared to the previous year.
Key Takeaways
MACOM delivered a solid start to fiscal year 2026 with revenue reaching $271.6 million, a 24.5% increase year-over-year. The company also reported a net income of $48.8 million and non-GAAP diluted EPS of $1.02, demonstrating strong operational performance and strategic execution.
Revenue increased by 24.5% year-over-year to $271.6 million.
GAAP net income was $48.8 million, or $0.64 per diluted share.
Adjusted net income reached $78.2 million, or $1.02 per diluted share.
Gross margin improved to 55.9% (GAAP) and 57.6% (Adjusted Non-GAAP).
Forward Guidance
For the fiscal second quarter ending April 3, 2026, MACOM anticipates revenue between $281 million and $289 million, adjusted gross margin between 57.0% and 59.0%, and adjusted earnings per diluted share between $1.05 and $1.09.
Positive Outlook
- Expected revenue growth to $281 million - $289 million for Q2 2026.
- Anticipated adjusted gross margin of 57.0% - 59.0% for Q2 2026.
- Projected adjusted earnings per diluted share of $1.05 - $1.09 for Q2 2026.
- Utilizing an anticipated non-GAAP income tax rate of 3%.
- Expecting 77.7 million fully diluted shares outstanding.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- Potential for market fluctuations impacting future performance.
- Uncertainty in estimating future acquisition costs.
- Possibility of litigation costs not reliably estimable.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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