M/A-Com Q1 Revenue Soars 24.5% with Data Center Up 31.4%, EPS at $1.02
M/A-Com reported Q1 revenue of $271.61 million, up 24.5% year-over-year, and delivered EPS of $1.02 versus $0.79 a year ago, beating consensus estimates by 1% on revenue and 2.7% on EPS. Telecom revenue rose 22.9% to $68.15 million, industrial & defense climbed 20.9% to $117.71 million, and data center surged 31.4% to $85.75 million.
1. Q1 Financial Highlights
M/A-Com posted revenue of $271.61 million for the quarter ended December 2025, marking a 24.5% increase from the prior year, and delivered EPS of $1.02 compared to $0.79 in Q1 2025, outperforming consensus revenue and EPS estimates by 1% and 2.7%, respectively.
2. Segment Performance
Revenue by primary market showed telecom at $68.15 million (+22.9% year-over-year versus estimates of $66.88 million), industrial & defense at $117.71 million (+20.9% versus $118.43 million estimate), and data center at $85.75 million (+31.4% versus $83.6 million estimate), highlighting strength in data center applications.
3. Market Reaction and Outlook
Shares have gained 35.9% over the past month, outperforming the S&P 500's −1.5%. With a current consensus rank indicating a hold, investors will watch management's commentary on margins and Q2 guidance for further directional cues.