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MACOM Technology Solutions

MTSI

MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance analog and mixed-signal semiconductor solutions for the Industrial and Defense, Data Center, and Telecommunications markets.

Market cap
$23.29B+123%
Revenue$1.1B+27.1%
Net income$163.3M+258%
Free cash flow$196.4M+3.1%
EPS (diluted)$2.14+249%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 6, 2026 (In 3 weeks)
Revenue estimate$335.3M
EPS estimate$1.34

Financials

Q2 2026

Income statement

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Revenue$289.0M+22.5%
Gross profit$164.4M+26.3%
Operating income$50.8M+45.8%
Net income$46.3M+46.3%
EPS (diluted)$0.60+42.9%

Balance sheet

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Cash & equivalents$98.5M-11.2%
Total debt$377.3M-29.0%
Total equity$1.4B+17.9%
Total assets$2.0B+5.0%

Cash flow

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Operating cash flow$78.7M+103%
CapEx$13.2M+61.7%
Free cash flow$65.5M+114%

Valuation & ratios

Valuation

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Market cap$23.29B+123%
Enterprise value$23.57B+116%
P/E142.6×
P/S21.7×+9.3×

Profitability

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Gross margin55.7%+1.4pp
Operating margin16%+4.2pp
FCF margin18.3%-4.2pp

Returns & leverage

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Debt / equity0.3×-0.2×
Current ratio7.5×+4.0×

Segments

By geography

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China$99.2M+55.3%
Other Countries$42.3M+12.4%
Asia Pacific, excluding China$33.5M+26.7%

By segment

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Reportable Segment$289.0M+22.5%

Competitors

Profile

MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance analog and mixed-signal semiconductor solutions for the Industrial and Defense, Data Center, and Telecommunications markets. The company leverages over 70 years of expertise in compound semiconductor fabrication and advanced packaging to provide thousands of standard and custom devices that enable high-speed connectivity and signal conditioning. Its value proposition centers on solving complex technical challenges for customers requiring high reliability and performance in demanding operating environments.

Competitive position

A leading provider of differentiated analog solutions with a specialized 'Trusted Foundry' status for U.S. defense applications.

GeographiesNorth America, Asia, Europe
Customer segmentsEnterprise, Government, Industrial
Business modelHardware Manufacturing, Fab-lite Semiconductor, IP Licensing
SuppliersExternal Semiconductor Foundries, Raw Material Suppliers (GaAs, InP, GaN), Third-party Assembly and Test Partners
CustomersOriginal Equipment Manufacturers (OEMs), Contract Manufacturers, Electronic Component Distributors, Value-Added Resellers
Listed2012
Employees1.5K
CEOStephen G. Daly
Websitemacom.com
FilingsSEC EDGAR

Questions, answered.

What is MACOM Technology Solutions's market cap?
MACOM Technology Solutions (MTSI) has a market capitalization of $23.3B and trades on NASDAQ.
What is MACOM Technology Solutions's revenue and profitability?
MACOM Technology Solutions generated $1.1B in trailing twelve-month revenue with net income of $163.3M, representing a net margin of -7.7%. Gross margin stands at 55.7%, with free cash flow of $196.4M. These figures are based on the Q2 2026 filing.
Who are MACOM Technology Solutions's competitors?
MACOM Technology Solutions's key competitors include MaxLinear Inc., Marvell Technology Inc., Semtech Corporation, and others. These companies compete in similar markets and product categories.
Where is MACOM Technology Solutions headquartered?
MACOM Technology Solutions is headquartered in United States of America and employs approximately 1,500 people. It has been publicly traded since 2012.