MACOM Tech Solutions Q4 revenue growth beats estimates, helped by acquired assets

MACOM Technology Solutions Holdings

06/11/2025 12:42

Overview

MACOM fiscal Q4 revenue rises 30.1% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q4 beats analyst expectations, reflecting improved operational performance

Company gains $10.1 mln from acquired assets, boosting net income

Outlook

Company expects Q1 revenue between $265 mln and $273 mln

Adjusted EPS for Q1 expected to be $0.98 to $1.02

Company forecasts Q1 adjusted gross margin of 56.5% to 58.5%

Result Drivers

ASSET GAIN - Co reports a $10.1 mln gain from acquired assets, contributing to net income boost

OPERATIONAL EFFICIENCY - Adjusted EPS beat analyst expectations due to improved operational performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$261.17 mln
$260.10 mln (13 Analysts)
Q4 Adjusted EPS
Beat
$0.94
$0.93 (14 Analysts)
Q4 Net Income
$45.12 mln
Q4 Gross Profit
$142.30 mln
Q4 Income From Operations
$39.60 mln
Q4 Pretax Profit
$55.90 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for MACOM Technology Solutions Holdings Inc is $155.00, about 3.4% above its November 5 closing price of $149.68

The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release: ID:nGNX96MxGW

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)