MACOM revenue rises 35.8% to $342.2 million in fiscal third quarter
MACOM reported fiscal third-quarter 2026 revenue of $342.2 million, up 35.8% from a year earlier, and GAAP net income of $100.7 million, or $1.28 per diluted share, compared with $0.48 a year earlier. The company also gave fiscal fourth-quarter guidance of $415 million to $425 million in revenue and adjusted earnings of $1.97 to $2.03 per diluted share.
Key points
- Revenue was $342.2 million, up 35.8% from $252.1 million a year earlier and up 18.4% from $289.0 million in the prior quarter.
- GAAP net income was $100.7 million, or $1.28 per diluted share, versus $36.5 million, or $0.48, a year earlier; results include a $41.5 million gain on investment fair value.
- Adjusted net income was $109.8 million, or $1.40 per diluted share, versus $0.90 a year earlier.
- For the quarter ending October 2, 2026, revenue is expected at $415 million to $425 million and adjusted EPS at $1.97 to $2.03.
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 August 06, 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.