Every 10-Q that Macom Tech Solutions Hldgs Inc (MTSI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow MTSI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MTSI filings page.
MACOM Technology Solutions Holdings, Inc. reported strong growth for the quarter ended July 3, 2026, with revenue of $342,237 (in thousands), up 35.8% year over year. Growth was broad-based across Industrial & Defense, Data Center and Telecom, led by Data Center revenue rising 81.5% to $137,584. Gross margin improved to 58.3%, lifting income from operations to $77,115.
Net income increased to $100,708 (diluted EPS $1.28), aided by a $41,543 gain on new long-term investments in IQE plc. For the first nine months, revenue reached $902,804 and net income $195,806, reversing a prior-year loss. Cash from operations was $201,550, supporting capital spending and repayment of the remaining 2026 convertible notes. MACOM ended the period with $89,604 in cash, $573,426 in short-term investments, stockholders’ equity of $1,540,775, and a $344,316 0.00% convertible note due 2029 now classified as short-term after a stock-price conversion trigger was met.
MACOM Technology Solutions Holdings, Inc. delivered strong growth with revenue of $288.9 million for the quarter ended April 3, 2026, up 22.5% from a year earlier. Net income rose to $46.3 million, and diluted earnings per share increased to $0.60 from $0.42.
Growth was broad-based: Industrial & Defense, Data Center and Telecom all expanded, led by higher sales of high-performance analog, coherent and optical products and telecom applications such as PON and SATCOM. Gross margin improved to 56.9%, reflecting operating leverage despite higher headcount and production costs.
For the first six months of fiscal 2026, revenue reached $560.6 million, up 23.5%, and net income was $95.1 million compared with a loss a year ago that had included a large debt extinguishment charge. Operating cash flow was $121.6 million, and MACOM ended the period with $98.5 million in cash plus $566.3 million in short-term investments, against $344.3 million of 0.00% convertible notes due 2029 after fully settling its 2026 convertible notes.
Technology Solutions Holdings, Inc. delivered strong growth for the three months ended January 2, 2026, with revenue rising to $271.6 million, up 24.5% year over year. All three end markets contributed, led by Data Center and Telecom demand for higher‑speed optical and RF products.
Gross margin improved to 55.9%, lifting income from operations to $43.3 million. The company reported net income of $48.8 million, a sharp improvement from the prior‑year loss that included a large debt extinguishment charge, with diluted EPS of $0.64 on 76.7 million shares.
Industrial & Defense revenue grew 20.9% to $117.7 million, Data Center grew 31.4% to $85.8 million, and Telecom rose 22.9% to $68.1 million. The balance sheet remains strong, with $119.6 million in cash and $648.8 million in short‑term investments against $505.0 million of convertible notes.