Filing Flows › Macom Technology Solutions Holdings (MTSI) › Q4 FY26 › vs Q3 FY26
Macom Technology Solutions Holdings (MTSI) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Macom Technology Solutions Holdings's revenue rose $82.6M (+24%) from $342M in Q3 FY26 to $425M in Q4 FY26. Gross margin 59.9% against 58.3% (+1.6 pts).
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 draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 59.9% | 58.3% | +1.6 pts |
| Operating margin | 31.6% | 22.5% | +9.1 pts |
| Net margin | 32.8% | 29.4% | +3.4 pts |
| Free cash flow margin | 32.5% | 17.3% | +15.2 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $425M | $342M | $82.6M | +24% |
| Gross profit | $255M | $200M | $55.1M | +28% |
| Cost of revenue | $170M | $143M | $27.5M | +19% |
| Other income, net | $25.3M | $46.7M | −$21.4M | -46% |
| Operating profit | $134M | $77.1M | $57.1M | +74% |
| Operating expenses | $120M | $122M | −$2.0M | -2% |
| Pre-tax earnings | $160M | $124M | $35.7M | +29% |
| Research & development | $76.1M | $74.3M | $1.8M | +2% |
| SG&A | $44.3M | $48.1M | −$3.8M | -8% |
| Net earnings | $139M | $101M | $38.7M | +38% |
| Income tax | $20.1M | $23.1M | −$3.1M | -13% |
| Share-based compensation | $21.9M | $21.1M | $827K | +4% |
| Working capital & other | $5.8M | $57.5M | −$51.7M | -90% |
| Operating cash flow | $156M | $80.0M | $75.6M | +95% |
| Free cash flow (OCF − capex) | $138M | $59.2M | $78.8M | +133% |
| Capital expenditures | $17.5M | $20.8M | −$3.2M | -16% |
Questions
How much did Macom Technology Solutions Holdings's revenue grow quarter over quarter in Q4 FY26?
Macom Technology Solutions Holdings's revenue rose $82.6M (+24%) from $342M in Q3 FY26 to $425M in Q4 FY26. Gross margin 59.9% against 58.3% (+1.6 pts).