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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.
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Q3 2025 earnings summary7 Aug, 2025

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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Frequently asked questions

MACOM Technology Solutions Holdings Inc. designs and manufactures semiconductor products for analog, RF, microwave, and millimeter wave applications. Its products serve industries including telecommunications, aerospace, defense, and data centers. The company is headquartered in Lowell, Massachusetts, and its shares are listed on the NASDAQ.

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