MACOM Technology Solutions Holdings, Inc.
MTSINasdaq
$267.36
↓ -3.0%Jul 17 close · end-of-day
Price
1Y↑ +94.1%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$20.7B
Enterprise Value
$20.4B
P/E
111.9
P/S
19.3
P/B
14.6
EV/EBITDA
86.4
PEG
—
FCF Yield
0.9%
Dividend Yield
—
Revenue (TTM)
$1.1B
Net Income (TTM)
$176.8M
Free Cash Flow (TTM)
$196.4M
Gross Margin
55.7%
Operating Margin
16.0%
Net Margin
16.5%
ROE
12.5%
ROIC
13.4%
Debt / Equity
0.2
Net Cash
$324.7M
Return 1Y
+88.6%
Company profile
MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors.
- CEO
- Stephen G. Daly
- Sector
- Manufacturing
- Industry
- Electronic Equipment
- Employees
- 1,200
- Headquarters
- Massachusetts
- Website
- macom.com
Management & directors
- Hwang Donghyun ThomasSVP, Global Sales
- Daly Stephen GPresident and CEO
- Kober JohnSenior VP and CFO
- Dennehy RobertSenior VP and COO
- Roth Ambra R.SVP, GC and Secretary
- Struble Wayne MackSVP, Advanced Semiconductor
Roles derived from SEC Form 4 filings.
Earnings
MTSI Q2 2026 Earnings
Period ends 2026-04-03
MetricActualYoY
Revenue$289.0M↑ +22.5%
Diluted EPS$0.60↑ +42.9%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $530.0M | $606.9M | $675.2M | $648.4M | $729.6M | $967.3M |
| Gross profit | $270.2M | $341.9M | $406.2M | $385.8M | $393.8M | $529.0M |
| Operating income | $3.4M | $81.0M | $132.7M | $107.4M | $73.7M | $129.7M |
| Net income | -$46.1M | $38.0M | $440.0M | $91.6M | $76.9M | -$54.2M |
| Diluted EPS | -$0.69 | $0.54 | $6.18 | $1.28 | $1.04 | -$0.73 |
| Operating cash flow | $171.4M | $148.4M | $177.0M | $166.9M | $162.6M | $235.4M |
| Free cash flow | $153.8M | $130.5M | $150.5M | $142.2M | $140.2M | $192.8M |
| Gross margin | 51.0% | 56.3% | 60.2% | 59.5% | 54.0% | 54.7% |
| Operating margin | 0.6% | 13.3% | 19.7% | 16.6% | 10.1% | 13.4% |
| Net margin | -8.7% | 6.3% | 65.2% | 14.1% | 10.5% | -5.6% |
| Line item | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $190.5M | $200.7M | $218.1M | $235.9M | $252.1M | $261.2M | $271.6M | $289.0M |
| Gross profit | $101.4M | $109.8M | $117.1M | $130.2M | $139.4M | $142.3M | $151.8M | $164.4M |
| Operating income | $19.7M | $27.5M | $17.5M | $34.9M | $37.7M | $39.6M | $43.3M | $50.8M |
| Net income | $19.9M | $29.4M | -$167.5M | $31.7M | $36.5M | $45.1M | $48.8M | $46.3M |
| Diluted EPS | $0.27 | $0.40 | -$2.30 | $0.42 | $0.48 | $0.67 | $0.64 | $0.60 |
| Operating cash flow | $49.0M | $62.3M | $66.7M | $38.7M | $60.4M | $69.6M | $42.9M | $78.7M |
| Free cash flow | $41.5M | $57.1M | $61.3M | $30.5M | $51.6M | $49.4M | $30.0M | $65.5M |
| Gross margin | 53.2% | 54.7% | 53.7% | 55.2% | 55.3% | 54.5% | 55.9% | 56.9% |
| Operating margin | 10.4% | 13.7% | 8.0% | 14.8% | 14.9% | 15.2% | 15.9% | 17.6% |
| Net margin | 10.5% | 14.7% | -76.8% | 13.4% | 14.5% | 17.3% | 18.0% | 16.0% |
Company news
Jul 15, 2026
Jul 14, 2026
Jul 13, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 420 | $382.04 | $160,456.80 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 400 | $388.65 | $155,460.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 400 | $386.62 | $154,648.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 300 | $382.91 | $114,873.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 291 | $389.74 | $113,414.34 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 200 | $387.25 | $77,450.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 200 | $375.34 | $75,068.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 100 | $391.94 | $39,194.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 100 | $379.80 | $37,980.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 100 | $369.99 | $36,999.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 100 | $367.30 | $36,730.00 | filing |
| 2026-06-25 | Hwang Donghyun Thomas· SVP, Global Sales | Sale | 9 | $384.35 | $3,459.15 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 2,820 | $364.89 | $1.0M | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 2,429 | $362.94 | $881,581.26 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 2,200 | $359.37 | $790,614.00 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 2,075 | $363.87 | $755,030.25 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 1,500 | $358.44 | $537,660.00 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 904 | $362.02 | $327,266.08 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 600 | $367.95 | $220,770.00 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 551 | $388.38 | $213,997.38 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 400 | $391.07 | $156,428.00 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 400 | $378.86 | $151,544.00 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 400 | $360.49 | $144,196.00 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 300 | $374.09 | $112,227.00 | filing |
| 2026-05-29 | Daly Stephen G· President and CEO | Sale | 300 | $369.38 | $110,814.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.