Filing Flows › Macom Technology Solutions Holdings (MTSI) › Q4 FY26 › vs Q4 FY25
Macom Technology Solutions Holdings (MTSI) Q4 FY26 vs Q4 FY25 (year over year)
Macom Technology Solutions Holdings's revenue rose $164M (+63%) from $261M in Q4 FY25 to $425M in Q4 FY26. Gross margin 59.9% against 54.5% (+5.5 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 Q4 FY25, the increases inside each band.
Margins
| Q4 FY26 | Q4 FY25 | Change | |
|---|---|---|---|
| Gross margin | 59.9% | 54.5% | +5.5 pts |
| Operating margin | 31.6% | 15.2% | +16.4 pts |
| Net margin | 32.8% | 17.3% | +15.5 pts |
| Free cash flow margin | 32.5% | 18.9% | +13.6 pts |
Every line
| Line | Q4 FY26 | Q4 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $425M | $261M | $164M | +63% |
| Gross profit | $255M | $142M | $112M | +79% |
| Cost of revenue | $170M | $119M | $51.3M | +43% |
| Other income, net | $25.3M | $16.3M | $9.0M | +55% |
| Operating profit | $134M | $39.6M | $94.6M | +239% |
| Operating expenses | $120M | $103M | $17.7M | +17% |
| Pre-tax earnings | $160M | $55.9M | $104M | +185% |
| Research & development | $76.1M | $62.9M | $13.2M | +21% |
| SG&A | $44.3M | $39.8M | $4.5M | +11% |
| Net earnings | $139M | $45.1M | $94.3M | +209% |
| Income tax | $20.1M | $10.8M | $9.3M | +86% |
| Share-based compensation | $21.9M | $17.8M | $4.2M | +23% |
| Working capital & other | $5.8M | $10.9M | −$5.1M | -46% |
| Operating cash flow | $156M | $69.6M | $85.9M | +123% |
| Free cash flow (OCF − capex) | $138M | $49.4M | $88.6M | +179% |
| Capital expenditures | $17.5M | $20.2M | −$2.7M | -13% |
Questions
How much did Macom Technology Solutions Holdings's revenue grow year over year in Q4 FY26?
Macom Technology Solutions Holdings's revenue rose $164M (+63%) from $261M in Q4 FY25 to $425M in Q4 FY26. Gross margin 59.9% against 54.5% (+5.5 pts).