MACOM revenue rises 24.5% to $271.6 million in fiscal first quarter 2026
MACOM reported fiscal first quarter 2026 results for the period ended January 2, 2026, with revenue of $271.6 million and GAAP net income of $48.8 million, or $0.64 per diluted share. Results improved from a year earlier, when a $193.1 million non-cash loss on debt extinguishment produced a net loss, and from the prior quarter. The company also expects fiscal second quarter revenue of $281 million to $289 million and adjusted earnings of $1.05 to $1.09 per diluted share.
Key points
- Revenue was $271.6 million, up 24.5% from $218.1 million a year earlier and up 4.0% from $261.2 million in the prior quarter.
- GAAP diluted earnings were $0.64 per share, compared with a loss of $2.30 per share a year earlier; adjusted earnings were $1.02 per share, compared with $0.79 a year earlier.
- Adjusted gross margin was 57.6%, and adjusted income from operations was $74.0 million, or 27.2% of revenue.
- For the fiscal second quarter ending April 3, 2026, MACOM expects revenue of $281 million to $289 million and adjusted earnings of $1.05 to $1.09 per diluted share.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:11 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 05, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.