MACOM Reports Strong Q4 2026 Results Driven by Data Center and Defense Demand
MACOM (MTSI) reported robust fourth-quarter fiscal 2026 results, with revenue reaching $424.8 million, a 62.7% increase year-over-year. Growth was primarily fueled by the data center segment, which saw revenue rise to $188.1 million due to high demand for 1.6T modules and high-speed analog products. The industrial and defense sector also showed strength, growing 23% sequentially as global defense budgets expanded. Despite some softness noted in broadband and PON markets, the company demonstrated significant operating leverage, with adjusted EPS rising 48.8% sequentially to $2.09. Management provided optimistic guidance for Q1 FY2027, projecting revenue between $450 million and $460 million. Looking ahead to fiscal year 2027, MACOM expects accelerated growth in both the data center and defense sectors, supported by a record backlog and strategic investments in wafer fab capacity.
Tickers: $MTSI
Topics: data center revenue earnings per share industrial and defense sector margin expansion revenue growth