Microchip Technology Incorporated

Informe acción NasdaqGS:MCHP

Capitalización de mercado: US$53.2b

Microchip Technology Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Los beneficios de Microchip Technology han disminuido a una tasa media anual de -20.2%, mientras que en la industria Semiconductor los beneficios crecieron en un 1.8% anualmente. Los ingresos han ido disminuyendo a una tasa media de 7.4% al año. La rentabilidad financiera de Microchip Technology es de 3.6%, y sus márgenes netos son de 2.5%.

Información clave

-20.24%

Tasa de crecimiento de los beneficios

-20.15%

Tasa de crecimiento del BPA

Crecimiento de la industria Semiconductor 27.66%
Tasa de crecimiento de los ingresos-7.37%
Rentabilidad financiera3.58%
Margen neto2.52%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa May 23

MCHP: Rising Street Optimism Will Support Higher Future Trading Multiples

Microchip Technology's updated analyst price target has shifted from about $109.03 to $135.00. Analysts cite refreshed models that include revised revenue growth, profit margin and future P/E assumptions following a series of recent target increases across major firms.
Actualización de narrativa Apr 22

MCHP: Policy Uncertainty Around AI Chip Exports Will Restrain 2026 Recovery

Analysts have maintained Microchip Technology's fair value estimate at $69.00 while making slight changes to assumptions for the discount rate, revenue growth, profit margin, and future P/E, following a mix of recent target hikes, trims, and rating changes across Wall Street. Analyst Commentary Recent research on Microchip points to a split view across Wall Street, with some firms lifting price targets and ratings while others trim targets or keep a more neutral stance.
Actualización de narrativa Apr 08

MCHP: Mixed Ratings And Policy Shifts Will Test 2026 Recovery Timing

Analysts have raised the Microchip Technology fair value estimate to $69.00 from $63.76, reflecting updated views on revenue, profit margins and a lower future P/E. These changes are supported by a recent run of higher and mixed price targets across the Street.
Seeking Alpha Apr 03

Microchip: Growth Trend Improving After Major Plunge

Summary Microchip's steep 2024-2025 revenue declines were driven by excess customer inventories post-Preferred Supply Program, but distributor inventories are now normalizing. All major product segments: MCU, analog, and FPGA, are showing double-digit YoY growth, with management guiding for 29.8% YoY growth in Q4 FY2026. Gross and net margins are expected to recover as utilization improves, but high leverage remains a key risk limiting acquisition-driven growth. Read the full article on Seeking Alpha
Actualización de narrativa Mar 25

MCHP: Broadening Edge AI And Auto Demand Will Support Higher 2026 Margins

Analysts have nudged the Microchip Technology price target slightly higher, with modest adjustments to fair value inputs such as revenue growth, profit margin, discount rate and future P/E. These changes reflect a mixed set of recent target hikes and trims, alongside generally constructive views on booking trends and margin potential.
Actualización de narrativa Mar 10

MCHP: Booking Momentum And End Market Recovery Will Support Higher Multiples

Analysts have lifted their blended Microchip Technology fair value estimate from $90.00 to about $109.03 as they factor in higher modeled revenue growth, wider profit margins, a slightly higher discount rate, and a lower assumed future P/E. This aligns with a recent wave of price target revisions across the Street.
Actualización de narrativa Feb 24

MCHP: Broadening Edge AI And Auto Demand Will Support 2026 Margins

Analyst price targets for Microchip Technology have edged slightly lower, with our fair value estimate moving from $86.96 to $86.60, as analysts balance recent target hikes tied to improving bookings and margin outlook with a few more cautious, neutral views on the shares. Analyst Commentary Recent research on Microchip Technology reflects a mix of optimism on the recovery story and some hesitation on how much of that is already reflected in the share price.
Artículo de análisis Feb 10

Microchip Technology's (NASDAQ:MCHP) Dividend Will Be $0.455

Microchip Technology Incorporated's ( NASDAQ:MCHP ) investors are due to receive a payment of $0.455 per share on 10th...
Actualización de narrativa Feb 09

MCHP: Broadening 2026 Demand Recovery Will Support Margins As Tariff Pressures Ease

Analysts have nudged our Microchip Technology fair value estimate higher to $86.96 from $75.12, reflecting updated views on revenue growth, profitability, and a mix of recent target changes that include multiple price target increases from firms citing stronger bookings, improved guidance, and a broadening recovery across key end markets, alongside a few more cautious revisions. Analyst Commentary Recent Street research on Microchip Technology shows a clear tilt toward more constructive views, with several firms adjusting price targets and a few taking a more cautious stance.
Actualización de narrativa Jan 26

MCHP: Broad End Market Recovery Will Mask 2026 Timing Risk

Narrative Update on Microchip Technology Analysts have lifted their aggregate price target on Microchip Technology by roughly $5, citing higher modeled revenue growth, wider profit margins, and a lower assumed future P/E multiple as they update forecasts following a series of recent target increases across the Street. Analyst Commentary Recent Street research around Microchip Technology has been active, with a cluster of price target revisions and rating updates that give you a sense of how sentiment is evolving.
Actualización de narrativa Jan 11

MCHP: Broad End Market Recovery Signals Limited Upside As 2026 Uncertainty Persists

Narrative Update on Microchip Technology Analysts have nudged our fair value estimate for Microchip Technology higher from US$57.00 to about US$59.05, reflecting updated assumptions for revenue growth, profitability, and a lower future P/E multiple, following a series of price target increases tied to stronger guidance and broad based end market recovery. Analyst Commentary Recent Street research on Microchip Technology has been active, with several firms adjusting their targets and highlighting different risk and reward trade offs.
Actualización de narrativa Dec 24

MCHP: 2026 Demand Recovery Will Support Margins Amid Easing Tariff Overhang

Microchip Technology's analyst price target has been nudged higher to approximately $75 from about $74, as analysts factor in slightly faster long term revenue growth, modestly improved margin expectations, and a still elevated future earnings multiple despite recent target cuts from the Street. Analyst Commentary Analyst views on Microchip Technology remain mixed, with price targets drifting lower in the near term even as expectations for a multi year recovery support the stock's valuation framework.
Actualización de narrativa Dec 10

MCHP: 2026 Demand Recovery Will Offset Near-Term Guidance Weakness And Policy Uncertainty

Our updated narrative price target for Microchip Technology edges up to $73.92 from $73.64, as analysts balance recent target cuts and cautious near term guidance against expectations for a gradual demand recovery and resilient long term earnings power. Analyst Commentary Analysts remain divided on Microchip Technology, with recent target cuts reflecting near term execution risk even as longer term recovery expectations underpin valuation support.
Actualización de narrativa Nov 26

MCHP: Recent Guidance Dip Will Set Up Recovery By 2026 Amid Policy Shifts

Analysts have lowered their price target for Microchip Technology, with the consensus fair value decreasing from $74.68 to $73.64. The adjustment is attributed to cautious Q4 guidance, even though there are expectations of a longer-term recovery.
Artículo de análisis Nov 21

Some Microchip Technology Incorporated (NASDAQ:MCHP) Shareholders Look For Exit As Shares Take 27% Pounding

The Microchip Technology Incorporated ( NASDAQ:MCHP ) share price has fared very poorly over the last month, falling by...
Artículo de análisis Nov 12

Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Microchip Technology Incorporated ( NASDAQ:MCHP ) will pay a dividend of $0.455 on the 9th of December. This means the...
Actualización de narrativa Nov 08

MCHP: Improved Margin Outlook Will Offset Global Semiconductor Policy Shocks

Analysts have reduced their price target for Microchip Technology from $76 to $74.68, citing modestly lower revenue growth forecasts. However, they note an improved profit margin outlook.
Actualización de narrativa Sep 19

Industrial, Automotive, And Edge Computing Trends Will Drive Future Recovery

Analysts have slightly lowered Microchip Technology’s price target to $76.00, citing ongoing gross margin pressures from inventory charges and underutilization despite improved demand trends and mixed sector data. Analyst Commentary Despite improved bookings and demand trends, underutilization charges and inventory write-downs are pressuring gross margins and limiting upside.
Actualización de narrativa Sep 04

Industrial, Automotive, And Edge Computing Trends Will Drive Future Recovery

Analysts maintain a cautious outlook on Microchip Technology, citing near-term demand strength and potential cyclical recovery offset by margin pressures and rich valuations, resulting in an unchanged consensus price target of $76.92. Analyst Commentary Bullish analysts anticipate cyclical recovery in the analog semiconductor sector over the next 12–18 months, seeing valuation upside and robust AI-driven demand, especially for companies with well-managed supply chains.
Artículo de análisis Aug 11

Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Microchip Technology Incorporated's ( NASDAQ:MCHP ) investors are due to receive a payment of $0.455 per share on 5th...
Artículo de análisis Aug 04

Some Investors May Be Worried About Microchip Technology's (NASDAQ:MCHP) Returns On Capital

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Artículo de análisis Jun 17

At US$68.19, Is It Time To Put Microchip Technology Incorporated (NASDAQ:MCHP) On Your Watch List?

Let's talk about the popular Microchip Technology Incorporated ( NASDAQ:MCHP ). The company's shares received a lot of...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Microchip Technology. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:MCHP Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 264,7131196741,086
31 Dec 254,372-1546521,047
30 Sep 254,212-2436421,019
30 Jun 254,236-178627998
31 Mar 254,402-3618984
31 Dec 244,757309628969
30 Sep 245,497782642989
30 Jun 246,5871,3706811,041
31 Mar 247,6341,9077341,097
31 Dec 238,5412,3567761,155
30 Sep 238,9452,5178071,172
30 Jun 238,7642,3978121,148
31 Mar 238,4392,2387981,118
31 Dec 228,0502,0727801,079
30 Sep 227,6391,8447561,042
30 Jun 227,2151,5407341,020
31 Mar 226,8211,286719989
31 Dec 216,444964698959
30 Sep 216,038647673923
30 Jun 215,698479638877
31 Mar 215,438349610836
31 Dec 205,298333611830
30 Sep 205,233608628837
30 Jun 205,261644655857
31 Mar 205,274571677878
31 Dec 195,278645680871
30 Sep 195,365384683871
30 Jun 195,460371688874
31 Mar 195,350356683826
31 Dec 185,022328631745
30 Sep 184,64128566659
30 Jun 184,221121504571
31 Mar 183,981255454529
31 Dec 173,881246450523
30 Sep 173,721604452524
30 Jun 173,580450457528
31 Mar 173,408171501545
31 Dec 163,063101467514
30 Sep 162,76955432478
30 Jun 162,43984392436
31 Mar 162,173324302373
31 Dec 152,159356291365
30 Sep 152,147381282356
30 Jun 152,152410272350

Ingresos de calidad: MCHP tiene ganancias de alta calidad.

Margen de beneficios creciente: MCHP pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de MCHP han disminuido en un 20.2% al año en los últimos 5 años.

Acelerando crecimiento: MCHP ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: MCHP ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Semiconductor (18.7%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de MCHP (3.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/27 20:09
Precio de las acciones al final del día2026/05/27 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Microchip Technology Incorporated está cubierta por 42 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James KelleherArgus Research Company
Timothy LukeBarclays
Thomas O'MalleyBarclays