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Microchip (MCHP)
NASDAQ:MCHP
Earnings Data
Report Date
Oct 30, 2025After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.34Last Year’s EPS
0.46Same Quarter Last Year
Moderate Buy
Based on 22 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlighted strong sequential growth in sales and margins, successful inventory reduction, and strategic progress in defense and AI markets. However, there were challenges related to employee morale, significant underutilization charges, persistent inventory levels above target, and concerns about geopolitical factors. Despite these challenges, the guidance for the next quarter remains optimistic.Company Guidance
Sequential Sales Growth
Achieved 10.8% sequential sales growth with net sales up in all geographies. Microcontroller and analog businesses both saw double-digit percentage growth sequentially.
Gross and Operating Margin Improvement
Non-GAAP gross margin improved by 230 basis points sequentially, and non-GAAP operating margin increased by 670 basis points sequentially.
Inventory Reduction Success
Inventory decreased by $124 million sequentially, with inventory days reducing from 266 to 214 over two quarters.
Strong Free Cash Flow
Adjusted free cash flow was $244.4 million, with cash flow from operating activities at $275.6 million.
Significant Progress in Defense and AI Markets
Strong momentum in aerospace, defense, AI applications, and network connectivity with design wins in data center infrastructure.
Positive Guidance for Next Quarter
Expected net sales for the September quarter to be $1.13 billion, with non-GAAP gross margin between 55% and 57%.
MCHP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MCHP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 07, 2025 | $65.76 | $61.44 | -6.57% |
May 08, 2025 | $48.43 | $54.53 | +12.60% |
Feb 06, 2025 | $51.95 | $50.76 | -2.29% |
Nov 05, 2024 | $72.95 | $71.64 | -1.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Microchip (MCHP) report earnings?
Microchip (MCHP) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).
What is Microchip (MCHP) earnings time?
Microchip (MCHP) earnings time is at Oct 30, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MCHP EPS forecast?
MCHP EPS forecast for the fiscal quarter 2026 (Q2) is 0.34.