Macom Tech

Q3 FY2026 EarningsQ3 FY26 beat consensus significantly across all key metrics: revenue reached $342.2M vs. $335.6M expected, and adjusted gross margin improved to 59.7% vs. the 59.6% mean. Adjusted EPS of $1.40 exceeded the consensus of $1.35, driven by strong operational leverage with adjusted operating margin expanding to 31.5%. Management's Q4 FY26 revenue guidance of $415M–$425M is approximately 25% above current consensus, signaling a major acceleration in demand.