MACOM (NASDAQ:MTSI) Q4 Revenue Beats 24.5% YoY, Outpaces Estimates

MACOM Technology Solutions (NASDAQ:MTSI) topped revenue expectations in Q4 CY2025, with sales up 24.5% year-on-year to $271.6 million. Non-GAAP profit of $1.02 per share beat consensus by 2.2%. Guidance for Q1 CY2026 at $285 million (midpoint) is 3.4% above analyst forecasts. The company has now posted eight consecutive quarters of revenue growth. Supporting context: MACOM’s 12.8% annualized revenue growth over the past five years outpaces the sector, and two-year growth accelerated to 27.8%. However, Days Inventory Outstanding rose to 181, 16 days above the five-year average, indicating higher inventory levels. Sell-side analysts project 13.1% revenue growth over the next 12 months, above sector average but a deceleration from recent years. The stock closed flat at $215.10 after the report on February 5, 2026.