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Microchip reported September-quarter net sales of $1.622 billion, up 42.2% year over year, and strong bookings. December-quarter net sales are guided between down 3% and up 1%, with diluted EPS of $0.87 to $0.95.
Microchip reported September 30, 2026 quarterly net sales of $1,621.5 million, up 42.2% year over year, while gross margin rose to 65.9% and operating margin to 28.6% from 7.8%.
Microchip Technology Incorporated reported second-quarter fiscal 2027 net sales of $1.622 billion, up 42.2% year over year, GAAP diluted EPS of $0.68, and December-quarter sales guidance of $1.573 to $1.638 billion.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Microchip reported strong year-over-year sales and profitability growth, robust bookings and expanding design wins, while reducing debt. December guidance implies a sequential sales decline and gross-margin pressure, with supply constraints, rising supplier costs and Hailo spending creating near-term headwinds.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Diluted common shares outstanding non-GAAP non-GAAP | 574.3M | Three Months Ended June 30, 2026 | — |
| Free cash flow non-GAAP | $497.6M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP cash flow from operations, as reported 511.5M
-13.9M Capital expenditures
= Free cash flow 497.6M
|
|||
| Free cash flow as a percentage of net sales non-GAAP | 33.5% | Three Months Ended June 30, 2026 | — |
| Inventory days | 175 | June 30, 2026 | — |
| Net debt reduction | $170M | Q1 FY2027 | — |
| Non-GAAP diluted net income per common share non-GAAP | $0.76 | Three Months Ended June 30, 2026 | — |
| Non-GAAP gross profit non-GAAP | $947.6M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross profit, as reported 938.9M
+8.7M Share-based compensation expense
= Non-GAAP Gross Profit 947.6M
|
|||
| Non-GAAP gross profit percentage non-GAAP | 63.8% | Three Months Ended June 30, 2026 | — |
| Non-GAAP net income non-GAAP | $438.6M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) attributable to common stockholders, as reported 202M
+27.8M Dividends on Series A Preferred Stock
+75M Share-based compensation expense
+0.4M Professional services associated with certain legal matters
+90M Amortization of acquired intangible assets
+18.9M Special charges and other, net
+24.5M Other non-GAAP tax adjustment
= Non-GAAP net income 438.6M
|
|||
| Non-GAAP net income as a percentage of net sales non-GAAP | 29.5% | Three Months Ended June 30, 2026 | — |
| Non-GAAP operating income non-GAAP | $521.1M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating income, as reported 336.8M
+75M Share-based compensation expense
+0.4M Professional services associated with certain legal matters
+90M Amortization of acquired intangible assets
+18.9M Special charges and other, net
= Non-GAAP operating income 521.1M
|
|||
| Non-GAAP operating income as a percentage of net sales non-GAAP | 35.1% | Three Months Ended June 30, 2026 | — |
| PCIe Gen6 connectivity design wins | 12 | Q1 FY2027 | — |
| Returned to common stockholders through dividends | $246.9M | Q1 FY2027 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MCHP
this stock
Microchip Technology Inc
|
$33.57B | -3.2% | +34.4% | 46.4 | 6.7% |
|
NVDA
Nvidia Corp
|
$3.92T | -12.7% | +65.5% | 20.6 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.07T | +31.2% | — | — | 0.6% |
|
AVGO
Broadcom Inc.
|
$1.66T | +0.3% | +18.2% | 44.3 | 1.1% |
|
SKHY
SK hynix Inc.
|
$929.35B | — | — | — | 0.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Microchip reported September 30, 2026 quarterly net sales of $1,621.5 million, up 42.2% year over year, while gross margin rose to 65.9% and operating margin to 28.6% from 7.8%.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MCHP | +5.7% | -16.5% | -37.1% | -20.3% | -3.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +3.1% | -15.3% | -37.6% | -20.1% | -13.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
