MACOM Technology Solutions Holdings Inc

Latest Results (14.11.2025):

MACOM Technology Solutions Holdings Inc’s fiscal fourth quarter 2025 results show significant growth and solid financial performance. The company reported a 30.1% increase in GAAP revenue to $261.2 million, improved income from operations and net income, and strong adjusted non-GAAP metrics in both the quarter and full fiscal year 2025. Despite a net loss on a one-time debt extinguishment charge for the full year, MACOM’s overall performance and positive business outlook for fiscal Q1 2026 demonstrate its operational strength and growth trajectory.

GAAP Q4 2025 Performance

MACOM’s GAAP results for fiscal Q4 2025 highlighted a revenue increase to $261.2 million (up 30.1% year-over-year and 3.6% sequentially), an operating income of $39.6 million (15.2% of revenue), and a net income of $45.1 million ($0.59 per diluted share), bolstered by a $10.1 million gain on acquired assets. These figures reflect strong operational momentum compared to both the prior fiscal year fourth quarter and the previous fiscal quarter.

Adjusted Non-GAAP Q4 2025 Results

On an adjusted non-GAAP basis for fiscal Q4 2025, MACOM reported an improved gross margin of 57.1%, adjusted income from operations of $67.0 million (25.6% of revenue), and adjusted net income of $71.4 million ($0.94 per diluted share). These enhanced metrics underline the company’s focus on core operating performance by excluding certain non-recurring items.

Fiscal Year 2025 Results

For the full fiscal year 2025, MACOM delivered strong revenue growth to $967.3 million (an increase of 32.6% compared to FY2024) and a higher gross margin of 54.7%. Despite the operational improvements with income from operations rising to $129.7 million, the year ended with a net loss of $54.2 million due to a one-time, primarily non-cash, charge related to debt extinguishment. Adjusted non-GAAP results continued to show robust performance with adjusted income from operations and net income significantly higher than the previous year.

Business Outlook

Looking ahead to the fiscal first quarter ending January 2, 2026, MACOM Technology Solutions Holdings Inc anticipates revenue in the range of $265 million to $273 million, with adjusted gross margins between 56.5% and 58.5% and adjusted earnings per diluted share forecasted between $0.98 and $1.02, reflecting a cautiously optimistic view for the near-term business environment.