MACOM reports strong Q4 and FY 2026 results

Item 2.02. Results of Operations and Financial Condition.

On November 5, 2026, MACOM Technology Solutions Holdings, Inc. issued a press release reporting its results of operations for the fiscal fourth quarter and fiscal year ended October 2, 2026.¹ A copy of the press release is furnished as Exhibit 99.1 to this report.²

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit

Number Description

99.1 Press Release, dated November 5 , 202 6 , announcing results of operations for the fiscal fourth quarter and fiscal year ended October 2 , 202 6 .

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.

Dated: November 5, 2026 By: /s/ John F. Kober

John F. Kober

Senior Vice President and Chief Financial Officer

MACOM Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results

LOWELL, MA, November 5, 2026 – MACOM Technology Solutions Holdings, Inc. ("MACOM") (Nasdaq: MT SI), a leading supplier of semiconductor products, t oday announced its financial results for its fiscal fourth quarter and fiscal year ended October 2, 2026.

Fourth Quarter Fiscal Year 2026 GAAP Results

• Revenue was $424.8 million, an increase of 62.7%, compared to $261.2 million in the previous year fiscal fourth quarter³ and an increase of 24.1% compared to $342.2 million in the prior fiscal quarter;

• Gross margin was 59.9%,⁴ compared to 54.5% in the previous year fiscal fourth quarter and 58.3% in the prior fiscal quarter;

• Income from operations was $134.2 million, or 31.6% of revenue, compared to income from operations of $39.6 million, or 15.2% of revenue, in the previous year fiscal fourth quarter and income from operations of $77.1 million, or 22.5% of revenue, in the prior fiscal quarter; and

• Net income was $139.4 million, or $1.78 per diluted share⁴, compared to net income of $45.1 million, or $0.59 per diluted share, in the previous year fiscal fourth quarter, and net income of $100.7 million, or $1.28 per diluted share, in the prior fiscal quarter.

Fourth Quarter Fiscal Year 2026 Adjusted Non-GAAP Results

• Adjusted gross margin was 61.3%, compared to 57.1% in the previous year fiscal fourth quarter and 59.7% in the prior fiscal quarter;

• Adjusted income from operations was $162.3 million, or 38.2% of revenue, compared to adjusted income from operations of $67.0 million, or 25.6% of revenue, in the previous year fiscal fourth quarter and adjusted income from operations of $107.7 million, or 31.5% of revenue, in the prior fiscal quarter; and

• Adjusted net income was $163.3 million, or $2.09 per diluted share⁵, compared to adjusted net income of $71.4 million, or $0.94 per diluted share, in the previous year fiscal fourth quarter and adjusted net income of $109.8 million, or $1.40 per diluted share, in the prior fiscal quarter.

Fiscal Year 2026 GAAP Results

• Revenue was $1,327.6 million, an increase of 37.3%, compared to $967.3 million in fiscal year 2025⁶;

• Gross margin was 58.0%, compared to 54.7% in fiscal year 2025;

• Income from operations was $305.5 million, compared to $129.7 million in fiscal year 2025; and

• Net income was $335.3 million, or $4.31 per diluted share⁷, compared to a net loss of $54.2 million, or $0.73 per diluted share, in fiscal year 2025, which included a primarily non-cash charge of $193.1 million for loss on extinguishment of debt related to the refinancing of a portion of the Company's convertible senior notes due 2026.

Fiscal Year 2026 Adjusted Non-GAAP Results

• Adjusted gross margin was 59.5%, compared to 57.4% in fiscal year 2025;

• Adjusted income from operations was $424.4 million, or 32.0% of revenue, compared to $245.7 million, or 25.4% of revenue, in fiscal year 2025; and

• Adjusted net income was $435.7 million, or $5.60 per diluted share⁸, compared to adjusted net income of $263.4 million, or $3.47 per diluted share, in fiscal year 2025.

Management Commentary

"We had a strong fiscal year 2026 and look forward to continued growth in fiscal 2027," said Stephen G. Daly, President and Chief Executive Officer, MACOM.

Business Outlook

For the fiscal first quarter ending January 1, 2027, MACOM expects revenue to be in the range of $450 million to $460 million⁹. Adjusted gross margin is expected to be between 62.0% and 63.0%, and adjusted earnings per diluted share is expected to be between $2.21 and $2.29¹⁰ utilizing an anticipated non-GAAP income tax rate of 6% and 79.0 million fully diluted shares outstanding.

Conference Call

MACOM will host a conference call on Thursday, November 5, 2026, at 8:30 a.m. Eastern Time to discuss its fiscal fourth quarter and fiscal year 2026 financial results and business outlook. Investors and analysts may visit MACOM's Investor Relations website at https://ir.macom.com/events-webcasts to register for a user-specific access code for the live call or to access the live webcast. A replay of the call will be available within 24 hours and remain accessible by all interested parties for approximately 90 days.

About MACOM

MACOM designs and manufactures high-performance semiconductor products for the Industrial and Defense, Data Center and Telecommunications industries. MACOM services over 6,000 customers annually with a broad product portfolio that incorporates RF, Microwave, Analog and Mixed Signal and Optical semiconductor technologies. MACOM has achieved certification to the IATF16949 automotive standard, the AS9100D aerospace standard, the ISO9001 international quality standard and the ISO14001 environmental management standard. MACOM operates facilities across the United States, Europe, and Asia and is headquartered in Lowell, Massachusetts.

Special Note Regarding Forward-Looking Statements

This press release and the associated earnings call contain forward-looking statements. These forward-looking statements include, among others, statements about MACOM's strategic plans, priorities and long-term growth drivers, our estimates of our serviceable addressable market, our ability to execute our long-term growth strategy, strengthen our position a