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Oct 03
Macom Q4 2025 Earnings Report
MACOM reported its fiscal fourth quarter and fiscal year 2025 financial results, with revenue increasing by 30.1% year-over-year and GAAP net income rising to $45.1 million.
Key Takeaways
MACOM concluded fiscal year 2025 with a strong fourth quarter, achieving $261.2 million in revenue, a 30.1% increase from the previous year's fourth quarter. GAAP net income significantly improved to $45.1 million, or $0.59 per diluted share, compared to $29.4 million, or $0.39 per diluted share, in the prior year. Non-GAAP diluted EPS also saw a notable increase to $0.94.
Revenue for Q4 2025 reached $261.2 million, marking a 30.1% increase compared to Q4 2024.
GAAP net income for the quarter was $45.1 million, up from $29.4 million in the same period last year.
Diluted GAAP EPS for Q4 2025 was $0.59, while non-GAAP diluted EPS was $0.94.
Operating income for the quarter increased to $39.6 million from $27.5 million in the previous year's fourth quarter.
Macom
Macom
Forward Guidance
For the fiscal first quarter ending January 2, 2026, MACOM anticipates revenue between $265 million and $273 million, adjusted gross margin of 56.5% to 58.5%, and adjusted earnings per diluted share of $0.98 to $1.02.
Positive Outlook
- Expected revenue growth for Q1 2026, with a range of $265 million to $273 million.
- Anticipated adjusted gross margin between 56.5% and 58.5% for Q1 2026, indicating continued strong profitability.
- Projected adjusted earnings per diluted share of $0.98 to $1.02 for Q1 2026, showing an increase from the current quarter.
- Management expresses confidence in building upon a strong foundation from fiscal year 2025.
- Continued focus on strategic plans, priorities, and long-term growth drivers.
Challenges Ahead
- Potential risks from component shortages or other disruptions in the supply chain.
- Impact of inflationary pressures on business operations.
- Dependence on a limited number of customers could pose a risk.
- Risks related to any weakening of global economic conditions, including tariffs, sanctions, or trade tensions.
- Uncertainty regarding the impact of government shutdowns and specific legislation on the business.