Mocom Technologies

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MACOM Technology Solutions Holdings,

Q4 revenue of $424.8 million USD grew 62.7% year-over-year, with Full-year fiscal 2026 adjusted EPS surged 61% year-over-year to $5.60

Margin Expansion: Adjusted gross margin expanded to 61.3% while adjusted operating margins hit a record 38.2%.

Revenue Breakdown by End Market (Q4 2026)

  • Data Center: $188.1 million USD (Up ~37% sequentially, driven by AI connectivity architecture).
  • Industrial & Defense: $164.6 million USD (Up ~23% sequentially, supported by radar and missile programs).
  • Telecommunications: $72.1 million USD (Up 1% sequentially, tempered by near-term broadband softness)