MACOM Technology Solutions Holdings, Inc. (MTSI) · Nov 5, 2026 · Earnings

MACOM earnings beat as Q1 guidance points to another sharp step-up

Beat — Adjusted EPS $2.09 vs ~$2.00 consensus; revenue $424.8M vs ~$420.4M

MACOM earnings beat Q4 revenue and adjusted EPS expectations, while Q1 guidance signals continued data-center-led acceleration and margin expansion.

MACOM is in a high-growth semiconductor expansion phase, with Data Center demand increasingly important alongside Industrial & Defense and Telecommunications, while it is also investing in supply-chain resilience through its IQE relationship. The quarter cleared an already-high bar. Q4 revenue reached $424.8 million, modestly above the published consensus of roughly $420.4 million, while adjusted diluted EPS came in at $2.09 versus about $2.00 expected. The filing says revenue rose 24.1% sequentially and adjusted operating income rose to $162.3 million from $107.7 million.

Figure	Q4 FY26	Q3 FY26	Q4 FY25	Consensus
Revenue (Financial Statements)	$424.8M (+62.7%)	$342.2M	$261.2M	~$420.4M
Adjusted diluted EPS (Adjusted net income)	$2.09 (+122%)	$1.40	$0.94	~$2.00
GAAP gross margin (Financial Statements)	59.9% (+5.4 pts)	58.3%	54.5%
Adjusted operating margin (Adjusted income from operations)	38.2% (+6.7 pts)	31.5%	25.6%

The more important signal is the forward step-up. MACOM guided fiscal Q1 revenue to $450 million-$460 million, adjusted gross margin to 62%-63%, and adjusted EPS to $2.21-$2.29. That implies another roughly 6%-8% sequential revenue increase from Q4 and puts the earnings range materially above the roughly $431 million and $1.96 per share published forward estimates available before the release. The guide suggests the current demand and mix tailwind is continuing rather than merely reflecting a one-quarter catch-up.

The margin expansion makes the growth more credible. GAAP gross margin reached 59.9%, up from 54.5% a year earlier, while adjusted operating margin reached 38.2%, up from 25.6%. The improvement is not just revenue leverage: quarterly operating expenses were $120.4 million, down from $122.4 million despite revenue growing sharply.

Cash generation is strong, but working capital is absorbing part of the growth. Operating cash flow reached $357.1 million for fiscal 2026, up from $235.4 million, yet accounts receivable increased to $209.5 million from $148.6 million and inventories to $284.3 million from $237.8 million. The company also repaid $161.2 million of convertible notes and ended with $112.0 million of cash, alongside substantial short-term and long-term investments. 〔0〕 This is not a balance-sheet problem in the filing, but it means continued execution will require converting the reported demand into shipments and cash.

The headline earnings improvement is cleaner operationally than the prior-year comparison suggests. Fiscal 2025 included a $193.1 million primarily non-cash debt-extinguishment loss, so the swing to $335.3 million of GAAP net income overstates the underlying year-over-year improvement. The more useful measure is adjusted net income, which rose to $435.7 million from $263.4 million, with adjusted EBITDA increasing to $460.3 million from $274.8 million.

Bottom line: This was more than a routine beat: MACOM exceeded a strong Q4 expectation and raised the operating trajectory again for Q1. The event strengthens the existing data-center-led growth story, though the size of the next step still depends on sustaining demand while working capital and manufacturing investment rise with it.

What to watch next

Fiscal Q1 results, expected early February 2027

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

Bull 58%Neu 27%Bear 15%

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MACOM earnings beat as Q1 guidance points to another sharp step-up

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