| MCHP |
Report |
Net sales |
BEAT |
pred ~$1.48B vs. cons $1.46B |
MEDIUM |
| MCHP |
Report |
Non-GAAP EPS |
BEAT |
pred ~$0.72 vs. cons $0.70 |
MEDIUM |
| MCHP |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~63.2% vs. cons 62.8% |
MEDIUM |
| MCHP |
Guide |
Net sales |
BETTER |
guide ~$1.55B vs. cons $1.54B (fiscal Q2 2027) |
MEDIUM |
| MCHP |
Guide |
Non-GAAP EPS |
BETTER |
guide ~$0.83 vs. cons $0.81 (fiscal Q2 2027) |
MEDIUM |
| MCHP |
Guide |
Non-GAAP gross margin |
BETTER |
guide ~63.9% vs. cons 63.7% (fiscal Q2 2027) |
MEDIUM |
| MCHP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.2% |
— |
LOW |
| MCHP |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
A modest beat and above-consensus fiscal Q2 2027 revenue/EPS guide should lift forward estimates; the implied margin progression supports revisions rather than out-period cuts, taking the residual from ~+5.2% on day 1 to ~+7.0% cumulatively by day 5. |
LOW |