Filing Flows › Macom Technology Solutions Holdings (MTSI) › Q3 FY26 › vs Q3 FY25
Macom Technology Solutions Holdings (MTSI) Q3 FY26 vs Q3 FY25 (year over year)
Macom Technology Solutions Holdings's revenue rose $90.2M (+36%) from $252M in Q3 FY25 to $342M in Q3 FY26. Gross margin 58.3% against 55.3% (+3.0 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 Q3 FY25, the increases inside each band.
Margins
| Q3 FY26 | Q3 FY25 | Change | |
|---|---|---|---|
| Gross margin | 58.3% | 55.3% | +3.0 pts |
| Operating margin | 22.5% | 14.9% | +7.6 pts |
| Net margin | 29.4% | 14.5% | +14.9 pts |
| Free cash flow margin | 17.3% | 20.5% | -3.2 pts |
Every line
| Line | Q3 FY26 | Q3 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $342M | $252M | $90.2M | +36% |
| Gross profit | $200M | $139M | $60.1M | +43% |
| Cost of revenue | $143M | $113M | $30.0M | +27% |
| Other income, net | $46.7M | $6.4M | $40.3M | +628% |
| Operating profit | $77.1M | $37.7M | $39.5M | +105% |
| Operating expenses | $122M | $102M | $20.7M | +20% |
| Pre-tax earnings | $124M | $44.1M | $79.8M | +181% |
| Research & development | $74.3M | $63.4M | $10.9M | +17% |
| SG&A | $48.1M | $38.4M | $9.7M | +25% |
| Net earnings | $101M | $36.5M | $64.2M | +176% |
| Income tax | $23.1M | $7.5M | $15.6M | +207% |
| Depreciation & amortization | $15.7M | $14.8M | $806K | +5% |
| Share-based compensation | $21.1M | $17.3M | $3.8M | +22% |
| Working capital & other | $57.5M | $8.3M | $49.2M | +593% |
| Operating cash flow | $80.0M | $60.4M | $19.6M | +32% |
| Free cash flow (OCF − capex) | $59.2M | $51.6M | $7.6M | +15% |
| Capital expenditures | $20.8M | $8.8M | $11.9M | +135% |
Questions
How much did Macom Technology Solutions Holdings's revenue grow year over year in Q3 FY26?
Macom Technology Solutions Holdings's revenue rose $90.2M (+36%) from $252M in Q3 FY25 to $342M in Q3 FY26. Gross margin 58.3% against 55.3% (+3.0 pts).