| MCHP |
Report |
Revenue (Q1 FY2027) |
BEAT |
pred ~$1,490M vs. cons $1,458M |
MEDIUM |
| MCHP |
Report |
Non-GAAP Gross Margin (Q1 FY2027) |
BEAT |
pred ~63.5% vs. cons ~62.9% |
MEDIUM |
| MCHP |
Report |
Non-GAAP EPS (Q1 FY2027) |
BEAT |
pred ~$0.73 vs. cons $0.702 |
MEDIUM |
| MCHP |
Guide |
Revenue (Q2 FY2027) |
BETTER |
guide ~$1,610M vs. cons ~$1,580M |
MEDIUM |
| MCHP |
Guide |
Non-GAAP EPS (Q2 FY2027) |
BETTER |
guide ~$0.83 vs. cons ~$0.80 |
MEDIUM |
| MCHP |
Guide |
Qualitative: September backlog/lead times (Q2 FY2027) |
BETTER |
Reiterate backlog above June at same point; lead times extending broadly |
HIGH |
| MCHP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| MCHP |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — partial fade from Day-1 peak as sell-side digests out-period math and underutilization charge timeline |
LOW |