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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
MACOM Technology Solutions (MTSI) investor relations material
MACOM Technology Solutions Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Nov, 2025
Executive summary
Q4 2025 revenue reached $261.2M, up 30.1% year-over-year and 3.6% sequentially; FY25 revenue was $967.3M, up 32.6% year-over-year.
Q4 adjusted EPS was $0.94 per diluted share; FY25 adjusted EPS was $3.47.
Q4 GAAP net income was $45.1M ($0.59/share); FY25 GAAP net loss was $54.2M due to a $193.1M non-cash debt extinguishment.
Free cash flow for FY25 was $193M; cash plus short-term investments ended at $786M; cash and equivalents at year-end were $112.1M.
Book-to-bill for Q4 was just over 1.0, and for FY25 was 1.1, with record backlog entering FY26.
Financial highlights
Q4 revenue: $261.2M, up 3.6% sequentially and 30.1% year-over-year.
Adjusted gross profit for Q4: $149.1M (57.1% margin); Q4 gross margin was 54.5% (GAAP) and 57.1% (adjusted); FY gross margin was 54.7% (GAAP) and 57.4% (adjusted).
Q4 adjusted operating income: $67M (25.6% margin), up 5.5% sequentially and 32.1% year-over-year; FY25 adjusted operating margin: 25.4%.
Q4 adjusted net income: $71.4M; adjusted EPS: $0.94 (vs. $0.90 in Q3).
Cash flow from operations for FY25 was $235.4M; Q4 included a $10.1M gain on acquired assets from a fabrication facility transfer.
Outlook and guidance
Q1 FY26 revenue expected between $265M–$273M; adjusted EPS $0.98–$1.02; adjusted gross margin forecasted at 56.5%–58.5%.
Sequential revenue growth expected in all end markets, led by data center (~5%), with telecom and industrial/defense in low single digits.
Double-digit top-line growth expected for FY26, with mid-teens CAGR as base case.
Gross margin improvements of 25–50 bps per quarter anticipated through FY26.
Reason for FY25 debt extinguishment loss
Progress on RTP fab integration and funding
Impact of Q4 gain on acquired assets?
T3L GaN process production timeline
200G PD capacity and LPO customer ramp
FY226 operating leverage drivers
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Next MACOM Technology Solutions earnings date
Q1 20265 Feb, 2026
Next MACOM Technology Solutions earnings date
Q1 20265 Feb, 2026
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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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