| MCHP |
Report |
Revenue |
BEAT |
pred ~$1.474B vs. cons $1.458B |
MEDIUM |
| MCHP |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$0.72 vs. cons $0.69 |
MEDIUM |
| MCHP |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~63.3% vs. cons 62.8% |
MEDIUM |
| MCHP |
Guide |
FY2027 Q2 revenue |
BETTER |
guide ~$1.590B vs. cons $1.550B (FY2027 Q2) |
MEDIUM |
| MCHP |
Guide |
FY2027 Q2 non-GAAP diluted EPS |
BETTER |
guide ~$0.85 vs. cons $0.80 (FY2027 Q2) |
MEDIUM |
| MCHP |
Guide |
FY2027 Q2 non-GAAP gross margin |
BETTER |
guide ~64.0% vs. cons 63.6% (FY2027 Q2) |
MEDIUM |
| MCHP |
Guide |
Net-debt-to-adjusted-EBITDA commentary |
BETTER |
guide ~2.8x vs. cons 3.0x (FY2027 Q1 exit) |
LOW |
| MCHP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| MCHP |
Return |
5-day cumulative residual |
+8.5% (FOLLOW-THROUGH) |
A ~$0.05 FY2027 Q2 EPS guide premium versus ~$0.80 consensus, alongside gross-margin expansion toward 64.0% and leverage near 2.8x, should drive upward out-period estimates rather than leave the beat as a June-quarter-only restocking event. |
MEDIUM |