Filing Flows › Macom Technology Solutions Holdings (MTSI) › Guidance history
Macom Technology Solutions Holdings (MTSI) guidance history: what it guided and what it reported
Macom Technology Solutions Holdings gave guidance in 12 earnings releases on file since Feb 1, 2024. Of 6 guided periods since reported, it met or beat its own guidance 6 times (100%). Revenue: 6 of 6, on average +1.4% against the guided midpoint.
Revenue
Met or beat 6 of 6 periods (2 above, 4 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q1 FY27 | $450M–$460M (Nov 5, 2026) | — | to be reported | — |
| Q4 FY26 | $415M–$425M (Aug 6, 2026) | — | to be reported | — |
| Q3 FY26 | $331M–$339M (May 7, 2026) | $342M | above the range | +2.2% |
| Q2 FY26 | $281M–$289M (Feb 5, 2026) | $289M | within the range | +1.4% |
| Q1 FY26 | $265M–$273M (Nov 6, 2025) | $272M | within the range | +1.0% |
| Q4 FY25 | $256M–$264M (Aug 7, 2025) | $261M | within the range | +0.5% |
| Q3 FY25 | $246M–$254M (May 8, 2025) | $252M | within the range | +0.8% |
| Q2 FY25 | $227M–$233M (Feb 6, 2025) | $236M | above the range | +2.6% |
| Q1 FY25 | $212M–$218M (Nov 7, 2024) | — | — | — |
Adjusted gross margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q1 FY27 | 62.0%–63.0% (Nov 5, 2026) | — | to be reported | — |
| Q4 FY26 | 60.0%–61.0% (Aug 6, 2026) | — | to be reported | — |
| Q3 FY26 | 59.0%–60.0% (May 7, 2026) | — | — | — |
| Q2 FY26 | 57.0%–59.0% (Feb 5, 2026) | — | — | — |
| Q1 FY26 | 56.5%–58.5% (Nov 6, 2025) | — | — | — |
| Q4 FY25 | 56.0%–58.0% (Aug 7, 2025) | — | — | — |
| Q3 FY25 | 56.5%–58.5% (May 8, 2025) | — | — | — |
| Q2 FY25 | 57.0%–58.0% (Feb 6, 2025) | — | — | — |
| Q1 FY25 | 57.0%–59.0% (Nov 7, 2024) | — | — | — |
| Q4 FY24 | 57.0%–59.0% (Aug 1, 2024) | — | — | — |
Adjusted tax rate
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | 6.0% (Nov 5, 2026) | — | to be reported | — |
| Q1 FY27 | 6.0% (Nov 5, 2026) | — | to be reported | — |
| Q4 FY26 | 3.0% (Aug 6, 2026) | — | to be reported | — |
| Q3 FY26 | 3.0% (May 7, 2026) | — | — | — |
| Q2 FY26 | 3.0% (Feb 5, 2026) | — | — | — |
| Q1 FY26 | 3.0% (Nov 6, 2025) | — | — | — |
| Q4 FY25 | 3.0% (Aug 7, 2025) | — | — | — |
| Q3 FY25 | 3.0% (May 8, 2025) | — | — | — |
| Q2 FY25 | 3.0% (Feb 6, 2025) | — | — | — |
| Q1 FY25 | 3.0% (Nov 7, 2024) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q1 FY27 | $2.21–$2.29 (Nov 5, 2026) | — | to be reported | — |
| Q4 FY26 | $1.97–$2.03 (Aug 6, 2026) | — | to be reported | — |
| Q3 FY26 | $1.31–$1.37 (May 7, 2026) | — | — | — |
| Q2 FY26 | $1.05–$1.09 (Feb 5, 2026) | — | — | — |
| Q1 FY26 | $0.98–$1.02 (Nov 6, 2025) | — | — | — |
| Q4 FY25 | $0.91–$0.95 (Aug 7, 2025) | — | — | — |
| Q3 FY25 | $0.87–$0.91 (May 8, 2025) | — | — | — |
| Q2 FY25 | $0.82–$0.86 (Feb 6, 2025) | — | — | — |
| Q1 FY25 | $0.75–$0.81 (Nov 7, 2024) | — | — | — |
| Q4 FY24 | $0.70–$0.76 (Aug 1, 2024) | — | — | — |
The latest quarter
Macom Technology Solutions Holdings, Q4 FY26: revenue $425M (+63% year over year), operating margin 31.6%, net earnings $139M, operating cash flow $156M. The chart follows the revenue to costs, profit and cash.
Questions
Does Macom Technology Solutions Holdings beat its guidance?
Macom Technology Solutions Holdings gave guidance in 12 earnings releases on file since Feb 1, 2024. Of 6 guided periods since reported, it met or beat its own guidance 6 times (100%). Revenue: 6 of 6, on average +1.4% against the guided midpoint.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.