MACOM Technology Solutions Holdings, Inc. (MTSI)
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. 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 base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, 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 operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.
- Ticker
- MTSI
- Exchange
- Nasdaq
- Sector
- Technology
- Industry
- Semiconductors
- Market cap
- $18.77B
- 52-week range
- $150.80 - $418.90
Valuation
- Share price
- $224.61 (close of Nov 13, 2026)
- P/E (TTM)
- 55.48x
- Price to book
- 11.06x
- Price to free cash flow
- 64.13x
- Enterprise value
- $18.38B
- Book value per share
- $22.21
Price performance
| Period | Change |
|---|---|
| 1 day | -8.61% |
| 5 days | +6.46% |
| 1 month | -27.25% |
| 3 months | -26.85% |
| 6 months | -41.13% |
| Year to date | +31.14% |
| 1 year | +38.44% |
| 3 years | +186.75% |
| 5 years | +200.08% |
| 10 years | +450.78% |
| All time | +992.99% |
Short interest
- As of
- Oct 30, 2026
- Short % of float
- 4.18%
- Shares short
- 2.85M
- Days to cover
- 1.84
- Change since prior report
- +4.41%
- Source
- FINRA consolidated short interest
Members of Congress who disclosed MTSI trades
Gilbert Ray Cisneros · Josh Gottheimer · Robert Bresnahan
Super investors holding MTSI
Ken Griffin (Citadel) · Polen Capital Mgmt (Polen Capital Management LLC) · Lee Ainslie (Maverick Capital LTD)
Profitability and growth
- Return on equity
- 19.76%
- Return on invested capital
- 11.92%
- Return on assets
- 14.43%
- Return on capital employed
- 16.97%
- Gross margin
- 58.03%
- Net margin
- 25.25%
- EBITDA margin
- 27.72%
- Revenue growth
- 37.26%
- Free cash flow growth
- 51.78%
Cash flow and balance sheet
- Free cash flow yield (TTM)
- 1.56%
- Current ratio
- 2.53x
- Net debt to EBITDA
- -0.89x
Latest reported year
- Period end
- Oct 2, 2026
- Fiscal year
- 2026
- Revenue
- $1.33B
- Cost of revenue
- $557.23M
- Gross profit
- $770.40M
- EBITDA
- $368.08M
- Net income
- $335.25M
- Earnings per share
- $4.43
- Research and development
- $285.83M
- Interest expense
- $6.33M
- Shares outstanding
- 75.70M
Income statement by year
| Period end | Revenue | Gross profit | Net income | EPS |
|---|---|---|---|---|
| 2026-10-02 | $1.33B | $770.40M | $335.25M | $4.43 |
| 2025-10-03 | $967.26M | $529.00M | -$54.21M | -$0.73 |
| 2024-09-27 | $729.58M | $393.77M | $76.86M | $1.07 |
| 2023-09-29 | $648.41M | $385.80M | $91.58M | $1.29 |
| 2022-09-30 | $675.17M | $406.18M | $439.95M | $6.30 |
| 2021-10-01 | $606.92M | $341.86M | $37.97M | $0.55 |
| 2020-10-02 | $530.04M | $270.17M | -$46.08M | -$0.69 |
| 2019-09-27 | $499.71M | $220.71M | -$383.80M | -$5.84 |
| 2018-09-28 | $570.40M | $245.71M | -$139.98M | -$2.16 |
| 2017-09-29 | $698.77M | $326.88M | -$169.49M | -$2.79 |
Margins and returns by year
| Period end | Gross margin | Net margin | Return on equity | Return on capital |
|---|---|---|---|---|
| 2026-10-02 | 58.03% | 25.25% | 19.76% | 11.92% |
| 2025-10-03 | 54.69% | -5.60% | -4.08% | 5.60% |
| 2024-09-27 | 53.97% | 10.53% | 6.82% | 3.66% |
| 2023-09-29 | 59.50% | 14.12% | 9.66% | 5.84% |
| 2022-09-30 | 60.16% | 65.16% | 52.20% | 9.19% |
| 2021-10-01 | 56.33% | 6.26% | 8.05% | 7.39% |
| 2020-10-02 | 50.97% | -8.69% | -15.35% | 0.16% |
| 2019-09-27 | 44.17% | -76.80% | -122.27% | -33.88% |
| 2018-09-28 | 43.08% | -24.54% | -20.93% | -6.38% |
| 2017-09-29 | 46.78% | -24.26% | -21.80% | -1.11% |
Cash and debt by year
| Period end | Cash | Debt |
|---|---|---|
| 2026-10-02 | $792.41M | - |
| 2025-10-03 | $785.98M | $339.63M |
| 2024-09-27 | $581.89M | $448.28M |
| 2023-09-29 | $514.53M | $447.13M |
| 2022-09-30 | $586.53M | $565.92M |
| 2021-10-01 | $344.90M | $492.10M |
| 2020-10-02 | $333.15M | $652.17M |
| 2019-09-27 | $176.75M | $655.27M |
| 2018-09-28 | $192.90M | $658.37M |
| 2017-09-29 | $214.22M | $661.47M |
Free cash flow by year
| Period end | Free cash flow | Stock-based compensation |
|---|---|---|
| 2026-10-02 | $292.67M | $87.80M |
| 2025-10-03 | $192.82M | $79.36M |
| 2024-09-27 | $140.20M | $45.64M |
| 2023-09-29 | $142.22M | $38.10M |
| 2022-09-30 | $150.47M | $41.19M |
| 2021-10-01 | $130.46M | $35.00M |
| 2020-10-02 | $153.82M | $35.67M |
| 2019-09-27 | -$17.26M | $23.79M |
| 2018-09-28 | -$16.75M | $31.94M |
| 2017-09-29 | $28.25M | $36.34M |
Investor relations
Past earnings dates
| Reported | Fiscal period | EPS estimate |
|---|---|---|
| 2026-11-05 | Sep 2026 | $1.68 |
| 2026-08-06 | Jun 2026 | $1.04 |
| 2026-05-07 | Mar 2026 | $0.76 |
| 2026-02-05 | Dec 2025 | $0.77 |
| 2025-11-06 | Sep 2025 | $0.74 |
| 2025-08-07 | Jun 2025 | $0.68 |
| 2025-05-08 | Mar 2025 | $0.61 |
| 2025-02-06 | Dec 2024 | $0.62 |
Filings and sources
- Company website
- macom.com
- SEC filings
- 10-K, 10-Q and 8-K on EDGAR
- Earnings calendar
- All upcoming reports
Similar companies
Skyworks Solutions, Inc. (SWKS) · Credo Technology Group Holding Ltd (CRDO) · Taiwan Semiconductor Manufacturing Co Ltd (TSM) · ON Semiconductor Corp (ON) · Microchip Technology Inc (MCHP) · Monolithic Power Systems, Inc. (MPWR) · NXP Semiconductors N.V. (NXPI) · First Solar, Inc. (FSLR)
Understanding these figures
Price-to-earnings ratio · Short interest · Discounted cash flow · Free cash flow · Earnings per share · Return on equity · Gross margin vs net margin · Reading a balance sheet · Debt and leverage · Dividend yield · Insider transactions and Form 4 · How to read a stock chart
Explore
Company directory · S&P 500 heatmap · Earnings calendar · Super investor holdings · Congress trades