Microchip Technology Incorporated (MCHP) Presents at UBS Global Technology and AI Conference 2025 Transcript
Review Microchip Tech's (MCHP) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
MCHP's fiscal Q2 earnings beat estimates despite lower sales and margins, as the chipmaker eyes a mild revenue dip next quarter.
The headline numbers for Microchip Tech (MCHP) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Microchip Technology (MCHP) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.46 per share a year ago.
MCHP eyes modest Q2 revenue growth as inventory cuts, design wins, and strong demand in aerospace and AI drive optimism.
Get a deeper insight into the potential performance of Microchip Tech (MCHP) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Microchip Technology is undergoing a visible turnaround under returning CEO Steve Sanghi, with improving margins and renewed growth momentum. MCHP's Nine-Point Recovery Plan is driving operational discipline, inventory reduction, and cost control, supporting a rebound in earnings and cash flow. Growth drivers include aerospace & defense, AI ecosystem components, and an industrial/automotive recovery, while dividend sustainability is now backed by cash flow.
US semiconductor stocks have “plenty of room to go” from a margin, revenue, inventory and demand perspective, Citi analysts wrote in a note to clients on Friday. They said while valuation appears to be extreme, it can be explained by artificial intelligence (AI), which is resulting in accelerating growth via higher pricing in semiconductors for the first time in 25 years.
MCHP strengthens its portfolio with MCP9604 IC, AI tools and FPGA advances, targeting growth across key industries.
Microchip Technology Incorporated (NASDAQ:MCHP ) KeyBanc Technology Leadership Forum Conference August 12, 2025 1:30 PM ET Company Participants James Eric Bjornholt - Senior Corporate Vice President & CFO Conference Call Participants John Nguyen Vinh - KeyBanc Capital Markets Inc., Research Division John Nguyen Vinh Okay. Good morning.
Evaluate Microchip Tech's (MCHP) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.