MACOM posts $335 M profit for FY 2026 and raises FY 2027 guidance

MACOM Technology Solutions reported fiscal 2026 revenue of $1.3276 billion, up 37.3% year‑over‑year, and net income of $335.3 million, reversing a $54.2 million loss in 2025. Fourth‑quarter revenue was $424.8 million, a 62.7% increase, with net income of $139.4 million and adjusted EPS of $2.09. The company forecast fiscal‑first‑quarter 2027 revenue of $450 million‑$460 million and adjusted EPS of $2.21‑$2.29, and management said it expects continued growth in 2027.

The profit swing and strong guidance suggest higher earnings potential, which could support the stock price and attract investors, according to the company’s outlook.

  • 1Fiscal 2026 revenue was $1,327.6 million, an increase of 37.3% from fiscal 2025.
  • 2Fiscal 2026 net income was $335.3 million, versus a net loss of $54.2 million in fiscal 2025.
  • 3Q4 2026 revenue was $424.8 million, up 62.7% year over year.
  • 4Q4 2026 net income was $139.4 million, or $1.78 per diluted share.
  • 5Adjusted diluted EPS for Q4 2026 was $2.09.
  • 6For the fiscal first quarter of 2027, MACOM expects revenue of $450 million‑$460 million and adjusted EPS of $2.21‑$2.29.

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