MACOM Technology Solutions Holdings (NASDAQ:MTSI) Beats Q3 2025 Revenue and EPS Estimates

MACOM Technology Solutions Holdings (NASDAQ:MTSI) Reports Fiscal Q3 2025 Results: Revenue and EPS Beat Estimates

MACOM Technology Solutions Holdings, a leading supplier of semiconductor products, reported its fiscal third-quarter 2025 financial results, posting revenue and earnings per share (EPS) that exceeded analyst expectations. The company’s performance reflects continued momentum in its diverse product portfolio, driven by growth across its industrial, defense, data center, and telecommunications markets.

Key Financial Highlights

• Revenue: $252.1 million, up 32.3% year-over-year (YoY) and 6.9% sequentially.
  • Analyst Estimate: $254.8 million (beat by ~1.1%).
• GAAP EPS: $0.48, up from $0.27 YoY.
• Non-GAAP EPS: $0.90, compared to $0.66 YoY.
  • Analyst Estimate: $0.91 (slightly below by ~1.1%).
• Gross Margin: 55.3% (GAAP), 57.6% (non-GAAP), showing stability compared to previous quarters.
• Operating Income: $37.7 million (GAAP), $63.5 million (non-GAAP), reflecting strong operational execution.

Market Reaction

Following the earnings release, MTSI shares saw a pre-market gain of ~2.82%, indicating a positive initial response to the earnings beat. Over the past month, the stock has remained relatively flat (-0.59%), but the latest results could signal renewed investor confidence.

Business Outlook

For the fiscal fourth quarter (ending October 3, 2025), MACOM provided guidance:

• Revenue: $256 million to $264 million (vs. analyst estimate of $259.05 million).
• Non-GAAP EPS: $0.91 to $0.95 (vs. analyst estimate of $0.95).
• Adjusted Gross Margin: Expected between 56.0% and 58.0%.

The outlook suggests continued sequential growth, aligning closely with Wall Street expectations.

Management Commentary

Stephen G. Daly, President and CEO, stated:

“Our team did a great job this quarter. Our results demonstrate the growing competitiveness of MACOM’s diverse product portfolio and our increasing momentum in the market.”

Conclusion

MACOM’s Q3 results reflect solid execution, with revenue and profitability exceeding expectations. The company’s guidance for Q4 indicates steady growth, reinforcing confidence in its market positioning. Investors will be watching for sustained demand in its core segments, particularly in high-performance semiconductor applications.

For more detailed earnings estimates and historical performance, view the full earnings analysis here.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.