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MACOM Technology Solutions Holdings, Inc.

NASDAQ•MTSI
CEO: Mr. Stephen G. Daly
Sector: Technology
Industry: Semiconductors
Listing Date: 2012-03-15
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, offers 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, high-capacity optical networks, radar, and medical systems, satellite networks, and test and measurement applications. The company serves various markets comprising telecommunication that includes 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 June 2016. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.
Contact Information
100 Chelmsford Street, Lowell, MA, 01851, United States
978-656-2500
www.macom.com
Market Cap
$28.98B
P/E (TTM)
161.3
61.9
Dividend Yield
--
52W High
$418.90
52W Low
$118.16
52W Range
87%
Rank51Top 71.3%
3.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q2 2026 Data

Revenue

$288.96M+0.00%
4-Quarter Trend

EPS

$0.62+0.00%
4-Quarter Trend

FCF

$65.47M+0.00%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Revenue Growth Strong Revenue reached $271.6M, a 24.5% increase, driven by growth across I&D, Data Center, and Telecom markets.
Profitability Reversal Achieved Swung to $48.8M Net Income from $167.5M loss, largely due to absence of debt extinguishment charge.
Gross Margin Expansion Gross Margin improved to 55.9% from 53.7% due to lower intangible amortization and share-based compensation.
Strong Liquidity Position Ended period with $119.6M cash and $648.8M short-term investments, totaling strong liquidity position.

Risk Factors

Supply Chain Vulnerability Supply chain risks persist due to reliance on limited external foundries and critical material suppliers like GaAs and GaN.
Macroeconomic Demand Weakness Macroeconomic uncertainty and geopolitical factors may negatively impact near-term demand across all three primary markets.
2026 Debt Maturity $160.7M principal balance of 2026 Convertible Notes matures in March 2026, requiring cash repayment.
Customer Concentration Risk Top ten customers represent 60% of total revenue, indicating significant customer concentration exposure for revenue stability.

Outlook

Data Center Growth Drivers Expect Data Center revenue growth driven by adoption of higher speed interconnects up to 3.2T speeds.
Telecom Market Expansion Telecom market growth anticipated from 5G deployments, broadband access, and SATCOM infrastructure expansion.
Capital Allocation Plans Plan to use $768.5M in cash/investments for working capital, debt payment, and complementary technology acquisitions.
Acquisition Integration Underway Finalized ENGIN-IC acquisition accounting, integrating capabilities to strengthen MMIC and module design offerings.

Peer Comparison

Revenue (TTM)

AMKR stock ticker logoAMKR
$7.07B
+12.7%
OTEX stock ticker logoOTEX
$5.21B
+0.4%
SWKS stock ticker logoSWKS
$4.04B
+2.3%

Gross Margin (Latest Quarter)

PCOR stock ticker logoPCOR
80.1%
-1.7pp
RMBS stock ticker logoRMBS
79.7%
-0.9pp
LSCC stock ticker logoLSCC
68.8%
-1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
TSEM$29.38B121.78.5%4.2%
MTSI$28.98B161.313.2%18.7%
AMKR$20.52B47.010.0%18.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.7%
Moderate Growth
4Q Net Income CAGR
8.2%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data