MTSI Earnings Date: Nov 5, 2026 (Estimated) — MACOM Technology Solutions Holdings, Inc.
NASDAQ · Technology · Semiconductors
Updated
When is MTSI's next earnings date?
MACOM Technology Solutions Holdings, Inc. (MTSI) is expected to report Q4 2026 earnings on Thursday, November 5, 2026 at 7:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.00 on revenue of $420.4M.
How did MTSI do in its last earnings report?
In its most recent report on Aug 6, 2026 (Q3 2026), MACOM Technology Solutions Holdings, Inc. posted EPS of $1.40 versus the $1.35 estimate, a beat of 9.4%. Revenue was $342.2M against a $336.1M estimate. The stock's 1-day post-earnings move was +14.5%.
How much does MTSI stock move after earnings?
MTSI beat EPS estimates in 6 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 8.9% (up or down) in the day after earnings.
About MACOM Technology Solutions Holdings, Inc.
MACOM Technology Solutions Holdings, Inc., along with its affiliated entities, specializes in the design and production of sophisticated analog semiconductor solutions. These critical components are integral to both wireless and wired connectivity systems, spanning the entire electromagnetic spectrum from radio frequency (RF) to lightwave, including microwave and millimeter wave bands. The company operates globally, with a significant presence in the United States, China, the broader Asia Pacific region, and other international markets. Their diverse product portfolio includes a range of standard and custom-engineered devices, such as integrated circuits, multi-chip modules, diodes, amplifiers, various types of switches (including limiters), as well as both passive and active discrete components, and complete subsystems. These essential semiconductor products serve as fundamental building blocks within a wide array of electronic systems, including wireless base stations, advanced optical networking infrastructure, radar systems, medical equipment, and precision test and measurement instruments. MACOM caters to a broad spectrum of key markets: Telecommunications: Their solutions underpin carrier infrastructure for long-haul and metropolitan networks, 5G deployments, and fiber-to-the-X/passive optical network (PON) solutions. Industrial and Defense: This sector encompasses applications like military and commercial radar, RF jamming technology, electronic countermeasures, and secure communication data links. This also extends to multi-market uses in industrial automation, medical devices, scientific research, and general test and measurement equipment. Data Centers: Providing vital components for this rapidly growing industry. Their products reach customers via a multi-channel sales approach, utilizing direct sales teams, dedicated applications engineering support, independent sales representatives, and a network of resellers and distributors. Established in 1950, MACOM maintains its corporate headquarters in Lowell, Massachusetts.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-06 | Q3 2026 | 1.35 | 1.40 | +9.38% | $342.2M | ✅ Beat | +14.49% | +17.95% | -1.33% |
| 2026-05-07 | Q2 2026 | 1.01 | 1.09 | +7.92% | $289.0M | ✅ Beat | +11.19% | +23.16% | +11.49% |
| 2026-02-05 | Q1 2026 | 0.91 | 1.02 | +12.09% | $271.6M | ✅ Beat | +5.94% | +10.19% | -3.50% |
| 2025-11-06 | Q4 2025 | 0.85 | 0.94 | +10.59% | $261.2M | ✅ Beat | +11.52% | +14.17% | +23.00% |
| 2025-08-07 | Q3 2025 | 0.81 | 0.90 | +11.11% | $252.1M | ✅ Beat | -8.11% | -9.38% | -6.60% |
| 2025-02-06 | Q1 2025 | 0.78 | 0.79 | +1.28% | $218.1M | ✅ Beat | -4.59% | -10.21% | -24.30% |
| 2024-11-07 | Q4 2024 | 0.73 | 0.73 | +0.00% | $200.7M | ➖ Inline | +14.12% | +5.57% | +14.07% |
| 2024-08-01 | Q3 2024 | 0.66 | 0.66 | +0.00% | $190.5M | ➖ Inline | -1.26% | -4.94% | +8.33% |
Showing last 8 quarters.
Revenue by segment & region
By region
Q3 FY26 · $342.2M total
| Segment | Share | Revenue | YoY | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 |
|---|---|---|---|---|---|---|---|
| China and Hong Kong | 39.1% | $133.8M | — | $46.4M | — | $62.7M | $63.9M |
| UNITED STATES | 35.4% | $121.2M | — | $86.7M | $91.2M | $97.3M | $108.0M |
| Other Countries | 13.8% | $47.1M | — | $31.3M | $56.9M | $25.6M | $37.7M |
| Asia Pacific, excluding China | 11.8% | $40.2M | — | $26.1M | — | $20.5M | $26.4M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.