MACOM Technology Solutions reported fiscal Q3 2026 results beating consensus estimates, with revenue of approximately 335 million dollars and adjusted EPS of around 1.34 to 1.35 dollars. Revenue growth reached approximately 33% year-over-year, compared to 22.5% in the previous quarter, while earnings per share jumped nearly 49%. The Lowell, Massachusetts-based company also raised its Q4 guidance, signaling management confidence in future prospects. MACOM benefits from sustained demand in data centers and telecommunications, sectors driven by AI infrastructure buildout and investments in fiber optics and 5G. The adjusted gross margin of 59% to 60% confirms the company’s ability to grow without sacrificing profitability against competitors such as Broadcom, Marvell, and Analog Devices.
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