MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
MACOM Technology Solutions Holdings (MTSI) reported Q3 FY2026 adjusted EPS of $1.40, 4.5% above the Zacks Consensus, with bottom-line growth of 55.6% y/y. Revenue rose to $342.2 million, 2.1% above estimate. The company posted a 1.6 book-to-bill and guided Q4 revenue $415–$425 million and adjusted EPS $1.97–$2.03.
How this was made
The 30-second read
Why it matters
The combination of EPS and revenue beats, margin expansion, record book-to-bill, and Q4 guidance above consensus creates a clear catalyst for re-rating near-term earnings expectations.
Market read
Traders can update models immediately using the provided Q4 revenue and EPS ranges versus consensus, alongside margin and bookings momentum.
What to watch
The article notes CapEx and a $61M IQE investment for supply-chain resilience, but does not quantify near-term execution risks or customer concentration that could affect future quarters.
Background
MACOM Technology Solutions Holdings (MTSI) released Q3 FY26 results and provided Q4 FY26 revenue and EPS guidance, highlighting strength across data center, industrial and defense, and telecom.
Ticker impact
MTSI reported Q3 FY26 EPS of $1.40 (+4.5% vs consensus) and revenue of $342.2M (+2.1% vs consensus), plus a record 1.6 book-to-bill.
Likely positive bias for near-term trading as Q4 revenue and EPS guidance both exceed consensus, with record bookings improving visibility.
The article provides concrete Q3 results, margin/operating income expansion, record book-to-bill, and explicit Q4 revenue ($415M-$425M) and EPS ($1.97-$2.03) versus consensus.
Market effects
Strength in data center optical interconnect demand (200G PAM4, 1.6T/800G platforms) supports sentiment for semiconductor suppliers tied to hyperscale capex.
Limited direct regional read-through; primarily US-listed semiconductor earnings signal.
Global data center buildout and defense electronics demand are reinforced by record bookings and defense growth outlook.
Counterpoint
Guidance upside may already be partially priced given the magnitude of the Q3 beat and record book-to-bill; follow-through depends on sustained bookings conversion.
Key entities
- companyMACOM Technology Solutions Holdings, Inc.
Subject of the article; reported Q3 FY26 results and issued Q4 FY26 guidance.
- benchmarkZacks Consensus Estimate
Consensus reference used to quantify the beat versus expectations for EPS and revenue.
