Filing Flows › Macom Technology Solutions Holdings (MTSI) › Q3 FY26 › vs Q2 FY26
Macom Technology Solutions Holdings (MTSI) Q3 FY26 vs Q2 FY26 (quarter over quarter)
Macom Technology Solutions Holdings's revenue rose $53.3M (+18%) from $289M in Q2 FY26 to $342M in Q3 FY26. Gross margin 58.3% against 56.9% (+1.4 pts).
Macom Technology Solutions Holdings, Q3 FY26: revenue $342M (+36% year over year), operating margin 22.5%, net earnings $101M, operating cash flow $80.0M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 58.3% | 56.9% | +1.4 pts |
| Operating margin | 22.5% | 17.6% | +4.9 pts |
| Net margin | 29.4% | 16.0% | +13.4 pts |
| Free cash flow margin | 17.3% | 22.7% | -5.4 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $342M | $289M | $53.3M | +18% |
| Gross profit | $200M | $164M | $35.1M | +21% |
| Cost of revenue | $143M | $125M | $18.2M | +15% |
| Other income, net | $46.7M | $6.1M | $40.6M | +667% |
| Operating profit | $77.1M | $50.8M | $26.3M | +52% |
| Operating expenses | $122M | $114M | $8.8M | +8% |
| Pre-tax earnings | $124M | $56.9M | $66.9M | +118% |
| Research & development | $74.3M | $69.0M | $5.3M | +8% |
| SG&A | $48.1M | $44.6M | $3.5M | +8% |
| Net earnings | $101M | $46.3M | $54.4M | +117% |
| Income tax | $23.1M | $10.6M | $12.6M | +118% |
| Depreciation & amortization | $15.7M | $15.6M | $13K | +0.1% |
| Share-based compensation | $21.1M | $22.6M | −$1.5M | -7% |
| Working capital & other | $57.5M | $5.9M | $51.6M | +867% |
| Operating cash flow | $80.0M | $78.7M | $1.3M | +2% |
| Free cash flow (OCF − capex) | $59.2M | $65.5M | −$6.3M | -10% |
| Capital expenditures | $20.8M | $13.2M | $7.6M | +57% |
Questions
How much did Macom Technology Solutions Holdings's revenue grow quarter over quarter in Q3 FY26?
Macom Technology Solutions Holdings's revenue rose $53.3M (+18%) from $289M in Q2 FY26 to $342M in Q3 FY26. Gross margin 58.3% against 56.9% (+1.4 pts).