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MACOM Solutions (MTSI) investor relations material
MACOM Solutions Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q3 revenue reached $252.1M, up 32.3% year-over-year and 6.9% sequentially, with strong growth across all end markets.
Adjusted EPS was $0.90 per diluted share; GAAP net income was $36.5M, both up year-over-year and sequentially.
Ended Q3 with $735.2M in cash and short-term investments, maintaining a net cash position of over $235M.
Book-to-bill ratio exceeded 1.1, supporting a record backlog and ongoing demand strength.
Recent acquisitions, including ENGIN-IC and Wolfspeed's RF business, expanded product offerings and contributed to growth.
Financial highlights
Gross margin was 55.3% for the quarter, up from 53.2% year-over-year; adjusted gross margin was 57.6%.
Adjusted operating income was $63.5M, up 6.2% sequentially; operating income was $37.7M for the quarter.
Cash flow from operations was $60.4M for Q3 and $165.7M for nine months, both up year-over-year.
Inventory increased to $215.4M, with inventory turns rising to 2.0 from 1.9.
Capital expenditures for Q3 were $8.8M; full-year capex expected at $40M–$45M.
Outlook and guidance
Q4 revenue expected between $256M and $264M, with adjusted gross margin of 56%–58%.
Adjusted EPS for Q4 projected at $0.91–$0.95, assuming a 3% non-GAAP tax rate.
Capital expenditures for Q4 expected between $17M and $23M, including $12M for RTP Fab expansion.
Expects to pay off $161M in convertible notes over the next three quarters.
Double-digit top-line growth and higher bottom-line growth targeted for FY26.
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