The financials
MACOM Technology Solutions Holdings, Inc. by the numbers
MACOM Technology Solutions Holdings, Inc. (MTSI) reported revenue of $342M in Q3 2026 (quarter ended July 3, 2026), up 36% from the same quarter a year earlier. That came with a gross margin of 58% and net income of $101M (29% of revenue). For the full year FY2025, revenue was $967M (+33% year on year) and net income −$54M. Its largest region in 2026-Q1 was US at $114M, 39% of the disclosed total, just ahead of Chinaand Hong Kong at 34%.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $342M | $252M | +36% |
| Gross profit | $200M | $139M | +43% |
| Operating income | $77M | $38M | +105% |
| Net income | $101M | $37M | +176% |
| Diluted EPS | $1.28 | $0.48 | +167% |
| Geographic | Revenue | Share |
|---|---|---|
| US | $114M | 39% |
| Chinaand Hong Kong | $99M | 34% |
| Other Countries | $42M | 15% |
| Asia Pacificexcluding China | $33M | 12% |
Business Segments
Revenue split by geographic segment, from SEC XBRL filings.
Latest period: Q1 2026Total $289.0M (+6.4%)
China and Hong Kong grew +55% year on yearUS +5.6% year on year
Segment Latestquarter on quarteryear on year
- US$114.0M$114.0MQoQ -7.9%year on year +5.6%-7.9%+5.6%
- China and Hong Kong$99.2M$99.2MQoQ +16%year on year +55%+16%+55%
- Other Countries$42.3M$42.3MQoQ +32%year on year +12%+32%+12%
- Asia Pacificexcluding China$33.5M$33.5MQoQ +9.5%year on year +27%+9.5%+27%