Filing Flows › Macom Technology Solutions Holdings (MTSI) › Q4 FY26
Macom Technology Solutions Holdings (MTSI) Q4 FY26 earnings results (fourth quarter fiscal 2026)
8-K filed Nov 5, 2026
Macom Technology Solutions Holdings (MTSI) reported revenue of $425M for the fourth quarter fiscal 2026 (Q4 FY26), +63% from a year earlier and +24% from the quarter before. Operating margin was 31.6%, net earnings $139M (32.8% of revenue).
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.
| Q4 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $425M | +24% | +63% |
| Gross profit | $255M | +28% | +79% |
| Operating profit | $134M | +74% | +239% |
| Net earnings | $139M | +38% | +209% |
| Operating cash flow | $156M | +95% | +123% |
| Free cash flow | $138M | +133% | +179% |
What changed
Revenue was $424.8M in Q4 FY26, up 63% year over year and up 24% from the previous quarter.
Gross margin was 59.9%, up 5.5 points from Q4 FY25. Operating profit was $134.2M, a 31.6% margin (up 16.4 points year over year). Of the extra revenue versus Q4 FY25, 58% reached operating profit, above the 15% margin then. Operating expenses grew 17% against revenue growth of 63%. The fastest-growing cost line was Research & development (+21%). Net earnings were $139.4M, up 209% year over year. The effective tax rate was 12.6%.
Operating cash flow was $155.5M (up 123% year over year), 112% of net earnings. Non-cash charges added back $21.9M of share-based compensation. Capital expenditures of $17.5M left free cash flow of $138.0M.
Questions
What was Macom Technology Solutions Holdings' revenue in the fourth quarter fiscal 2026?
Macom Technology Solutions Holdings (MTSI) reported revenue of $425M for the fourth quarter fiscal 2026 (Q4 FY26), +63% from a year earlier and +24% from the quarter before.
Was Macom Technology Solutions Holdings profitable in the fourth quarter fiscal 2026?
Operating profit was $134M (31.6% of revenue) and net earnings $139M.
Source: Macom Technology Solutions Holdings 8-K on SEC EDGAR.