AMZNprintsminutestrendsdividendsdrawdownsP/E 28.4macronarrativesvolatilitybuybackssentiment+0.8%marginsMSFTPMI 52.1momentumdividendsflowsPMI 52.1digeststhreadsvolatilityearnings callsvolumesβ 1.24breakoutsnewsflow2s10sliquidityheadlines−1.2%breakoutsnoiseGOOGLbuybacksrevisionstrendsPMI 52.1briefstickersnoiseGDPsentimentchattertranscriptsGOOGLsentimentvolatilitybuybacksMSFTwhispersMETAsessionsyield curves13FfuturesdowngradesPMI 52.1headlinesthe tapeflowsdowngradesfutures+0.8%earnings callstranscriptsclosesgammacatalystsrevisionsvolatilitysentimentchatter+2.41%earnings callssentimentfilingstrends10y 4.21%cyclesbuybackswiresspx 0dtewhisperstickersQ3trendsnewsflowearnings callsWTI 78.2sentimentnoisethreadsrumorsnarrativesFOMCconsensusestimatesmomentumYoY +18%tickersmomentumprintsβ 1.24revisions

momentumheadlines52w hipositioning2s10sfilingstrendsprintstrendsmacrocyclesnoise2s10smacroQ3narrativesheadlinesflowscyclesnarrativesspreadstranscriptsdowngradesupgradeswhisperswhispersminutesthe tapeNDXfuturesminutesyield curves52w hithe tapeFOMCcatalystsbriefsthe tapeNVDAguidancetrends52w hidrawdowns2s10swhispersmomentumdrawdownsbuybacks

PCEliquiditysentimentbreakoutsdowngradesP/E 28.4threadsAAPLSPXvolatilityNDXflowscyclesliquidityestimatesEPS 4.12

MCHP · NASDAQ · Semiconductors

Microchip Technology (MCHP)

Supplies embedded-control chips, development tools and data-center connectivity silicon.

$75.49

vs last close+0.71 (+0.95%)

In millions of USD, except per-share figures

In millions	Q2 FY24Sep 2023	Q3 FY24Dec 2023	Q4 FY24Mar 2024	Q1 FY25Jun 2024	Q2 FY25Sep 2024	Q3 FY25Dec 2024	Q4 FY25Mar 2025	Q1 FY26Jun 2025	Q2 FY26Sep 2025	Q3 FY26Dec 2025	Q4 FY26Mar 2026	Q1 FY27Jun 2026
Revenue	2,254	1,766	1,326	1,241	1,164	1,026	971	1,076	1,140	1,186	1,311	1,485
Cost of revenue	727	646	536	504	495	465	469	499	503	479	512	546
Gross profit	1,527	1,120	790	737	669	561	501	577	638	707	800	939
	642	591	536	518	522	531	601	545	543	555	589	602
Research & development	293	266	240	242	241	246	255	256	262	274	294	309
Selling, general & administrative	197	172	162	151	157	158	152	159	172	169	174	184
Other expenses	153	152	134	126	124	126	194	130	108	112	121	109
Operating income	885	529	254	219	147	31	−100	32	95	152	211	337
	−51	−45	−54	−57	−55	−77	−68	−48	−63	−58	−47	−47
Interest income	2	2	3	3	2	2	3	5	4	1	2	1
Interest expense	47	49	55	60	57	67	68	57	56	56	52	49
Other non-operating income	6	−2	0	−3	−2	10	0	−8	7	−5	−216	−2
Income before tax	834	484	200	162	92	−46	−168	−16	32	94	164	290
Income tax expense	167	65	45	33	13	8	−14	3	−10	31	20	60
Net income from continuing operations	667	419	155	129	78	−54	−155	−19	42	63	144	230
Other adjustments	0	0	0	0	0	0	0	0	0	−28	0	0
Net income	667	419	155	129	78	−54	−155	−19	42	35	144	230
EPS, basic	$1.23	$0.78	$0.29	$0.24	$0.15	−$0.10	−$0.29	−$0.09	$0.08	$0.06	$0.21	$0.37
EPS, diluted	$1.21	$0.77	$0.28	$0.24	$0.14	−$0.10	−$0.29	−$0.09	$0.08	$0.06	$0.21	$0.37
Weighted average shares, basic	543	541	539	537	537	537	537	539	539	539	542	543
Weighted average shares, diluted	549	547	545	543	542	537	537	539	539	546	548	551
EBITDA	1,098	751	471	410	336	208	87	211	261	328	600	495
Depreciation & amortization	219	219	218	189	188	187	187	171	173	172	174	157
EBIT	879	532	253	222	148	21	−100	40	88	157	427	339