| MCHP |
Report |
Revenue |
BEAT |
pred ~$1.480B vs. cons $1.457B |
MEDIUM |
| MCHP |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$0.730 vs. cons $0.702 |
MEDIUM |
| MCHP |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~63.1% vs. cons 62.9% |
MEDIUM |
| MCHP |
Guide |
September-quarter revenue |
BETTER |
guide ~$1.600B vs. cons $1.542B |
MEDIUM |
| MCHP |
Guide |
September-quarter non-GAAP EPS |
BETTER |
guide ~$0.840 vs. cons $0.800 |
MEDIUM |
| MCHP |
Guide |
September-quarter gross margin |
UNCHANGED |
guide ~63.5% vs. cons 63.8% |
MEDIUM |
| MCHP |
Guide |
Bookings / backlog commentary |
BETTER |
guide: broad demand and constructive September backlog; consensus UNVERIFIED |
LOW |
| MCHP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| MCHP |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — forward multiple remains constrained despite estimate upside |
LOW |