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MTSIMACOM Technology Solutions Holdings, Inc.
$304.82$23.3B
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MTSI logoMACOM Technology Solutions Holdings, Inc.(MTSI)Earnings, Financials & Key Ratios

MTSI•NASDAQ
$327.64
Price updated Jul 6, 2026
SectorTechnologyIndustrySemiconductorsSub-IndustryAnalog, Mixed-Signal and RF Chips
AboutMACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high-capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.Show more
  • Revenue$967M+32.6%
  • EBITDA$193M+27.7%
  • Net Income-$54M-170.5%
  • EPS (Diluted)-0.73-170.2%
  • Gross Margin54.94%+7.9%
  • EBITDA Margin19.95%-3.7%
  • Operating Margin13.4%+16.6%
  • Net Margin-5.6%-153.2%
  • ROE-4.42%-159.6%

MTSI Price & Volume

MACOM Technology Solutions Holdings, Inc. (MTSI) stock price & volume — 10-year historical chart

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Scaling Revenue Growth Amidst Structural Margin Expansion

Investment Thesis • Updated 2026Q2

VerdictNeutral
Growth:Expanding
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Geopolitical supply chain exposure

Key Thesis Takeaways

  • MACOM Technology Solutions demonstrates a compelling growth trajectory, with revenue expanding from $157.1 million in 2024Q1 to $289.0 million by 2026Q2, driven by high-performance analog demand.
  • While the company has successfully scaled operating income to $50.8 million, investors should monitor the persistent accumulated deficit of -$145.0 million and the volatility in working capital management.
  • The firm's disciplined capital expenditure, consistently below 5.6% of revenue, suggests a sustainable path for long-term value creation despite the risks associated with acquisition-related leverage.

Verdict Logic

while the company shows strong operational scaling with a 22.7% FCF margin, the current valuation at 148.19x EV/EBITDA warrants caution regarding the premium priced into future growth.

MTSI Growth Metrics

MACOM Technology Solutions Holdings, Inc. (MTSI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years8.68%
5 Years12.78%
3 Years12.73%
TTM27.05%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM304.31%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM289.34%

Return on Capital

10 Years3.3%
5 Years7.83%
3 Years6.95%
Last Year7.57%

MTSI Recent Earnings

MACOM Technology Solutions Holdings, Inc. (MTSI) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 7, 2026
Metric
Actual
Est
EPS
$1.09+1.9%
$1.07
Rev
$289M+1.3%
$285M
Q1 2026
Feb 5, 2026
Metric
Actual
Est
EPS
$1.02+3.0%
$0.99
Rev
$272M+1.0%
$269M
Q4 2025
Nov 6, 2025
Metric
Actual
Est
EPS
$0.94+1.2%
$0.93
Rev
$261M+0.4%
$260M
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$0.90+1.1%
$0.89
Rev
$252M-3.1%
$260M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 7, 2026
$1.09vs $1.07+1.9%
$289Mvs $285M+1.3%
Q1 2026Feb 5, 2026
$1.02vs $0.99+3.0%
$272Mvs $269M+1.0%
Q4 2025Nov 6, 2025
$0.94vs $0.93+1.2%
$261Mvs $260M+0.4%
Q3 2025Aug 7, 2025
$0.90vs $0.89+1.1%
$252Mvs $260M-3.1%
Based on last 12 quarters of dataView full earnings history →

Latest MTSI News

Recent stock market news and headlines for MACOM Technology Solutions Holdings, Inc. (MTSI)

Market Watch·Jun 26, 2026
AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

Benzinga·Jun 22, 2026
MACOM Technology And Corning On CNBC's ‘Final Trades'

On CNBC's “Halftime Report Final Trades,” Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Corning Incorporated (NYSE:GLW) as his final trade.

Zacks Investment Research·Jun 16, 2026
Are You Looking for a Top Momentum Pick? Why M/A-Com (MTSI) is a Great Choice

Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Peers Comparison

Key metrics vs top competitors for MACOM Technology Solutions Holdings, Inc. (MTSI)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
MTSI logoMTSIMACOM Technology Solutions Holdings, Inc.Current
$327.64$25B-448.8232.58%-5.6%-4.42%—
LITE logoLITELumentum Holdings Inc.
$731.25$52.21B1976.3521.03%17.68%30.68%—
COHU logoCOHUCohu, Inc.
$58.70$2.76B-36.9212.74%-11.54%-6.84%—
QRVO logoQRVOQorvo, Inc.
$87.13$8.08B24.07-1.09%9.22%9.69%—
SWKS logoSWKSSkyworks Solutions, Inc.
$65.93$9.92B21.41-2.18%8.93%6.3%—
SLAB logoSLABSilicon Laboratories Inc.
$217.57$7.18B-109.8834.29%-6.13%-4.66%—

Compare MTSI vs Peers

MACOM Technology Solutions Holdings, Inc. (MTSI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs LITE

Most directly comparable listed peer for MTSI.

Scale Benchmark

vs AVGO

Larger-name benchmark to compare MTSI against a more recognizable public peer.

Peer Set

Compare Top 5

vs LITE, COHU, QRVO, SWKS

MTSI SEC Filings & Documents

MACOM Technology Solutions Holdings, Inc. (MTSI) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 7, 2026·SEC

Material company update

Mar 9, 2026·SEC

Material company update

Feb 5, 2026·SEC

10-K Annual Reports

2
FY 2025

Nov 14, 2025·SEC

FY 2024

Nov 12, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2026

Feb 5, 2026·SEC

FY 2025

Aug 7, 2025·SEC

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MTSI Frequently Asked Questions

MACOM Technology Solutions Holdings, Inc. (MTSI) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is MACOM Technology Solutions Holdings, Inc.'s revenue?

MACOM Technology Solutions Holdings, Inc. (MTSI) reported $1.07B in revenue for fiscal year 2025. This represents a 945% increase from $102.7M in 2009.

How fast is MACOM Technology Solutions Holdings, Inc. growing?

MACOM Technology Solutions Holdings, Inc. (MTSI) grew revenue by 32.6% over the past year. This is strong growth.

Is MTSI profitable?

Yes, MACOM Technology Solutions Holdings, Inc. (MTSI) is profitable, generating $176.8M in net income for fiscal year 2025 (-5.6% net margin).

Dividend & Returns
What is MTSI's return on equity?

MACOM Technology Solutions Holdings, Inc. (MTSI) has a return on equity (ROE) of -4.4%. Negative ROE indicates the company is unprofitable.

What is MACOM Technology Solutions Holdings, Inc.'s free cash flow?

MACOM Technology Solutions Holdings, Inc. (MTSI) generated $167.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in MTSI back in 2009?

Total return calculator · dividends reinvested · 17+ years of data

See returns →