0001493594-26-000041
SEC filingMACOM 2026财年第四季度营收同比大增62.7%至4.248亿美元，调整后EPS $2.09，并给出强劲的一季度指引。
| 指标 | 本期 | 去年同期 | 同比 |
|---|---|---|---|
| Revenue | $424.8 million | $261.2 million | +62.7% |
| Gross margin (GAAP) | 59.9% | 54.5% | +5.4 pts |
| Income from operations (GAAP) | $134.2 million | $39.6 million | +238.9% |
| Net income (GAAP) | $139.4 million | $45.1 million | +209.1% |
| Diluted EPS (GAAP) | $1.78 | $0.59 | +201.7% |
| Adjusted gross margin | 61.3% | 57.1% | +4.2 pts |
| Adjusted income from operations | $162.3 million | $67.0 million | +142.2% |
| Adjusted net income | $163.3 million | $71.4 million | +128.7% |
| Adjusted diluted EPS | $2.09 | $0.94 | +122.3% |
| 期间 | 指标 | 指引 | 口径 |
|---|---|---|---|
| Q1 FY2027 | Revenue | $450 million – $460 million | GAAP |
| Q1 FY2027 | Adjusted gross margin | 62.0% – 63.0% | Non-GAAP |
| Q1 FY2027 | Adjusted diluted EPS | $2.21 – $2.29 | Non-GAAP |
第四季度营收同比大增62.7%至$424.8 million，环比亦增长24.1%，GAAP毛利率由去年同期的54.5%提升至59.9%，调整后毛利率达61.3%，显示产品结构改善与规模效应同步释放。GAAP经营利润$134.2 million、占营收31.6%，调整后经营利润$162.3 million、占营收38.2%，利润率扩张幅度显著。
管理层由Stephen G. Daly表态称2026财年表现强劲并看好2027财年持续增长。一季度指引营收$450–460 million、调整后毛利率62.0%–63.0%、调整后EPS $2.21–$2.29，隐含环比继续加速；同时公司提示2027财年non-GAAP税率将升至约6%，反映盈利增长下历史递延税资产逐步用尽。