MACOM Technology Solutions Holdings, Inc. (MTSI) Stock Analysis
Technology · Semiconductors · NasdaqGS
MACOM Technology Solutions Holdings, Inc. (MTSI) posted $967.26M in revenue for fiscal 2025 (up 32.6% year over year), with a net loss of $54.21M, and has compounded revenue about 12.8%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on MACOM Technology Solutions Holdings, Inc.
MACOM Technology Solutions Holdings, Inc. has grown revenue from $544.34M to $967.26M over the last 10 fiscal years, compounding about 12.8% a year. The most recent year was up 32.6%, so growth is actually accelerating.
Net margin sits at -5.6%, down 16.1 points year over year on a 54.7% gross margin. It carries about $339.63M of total debt.
At today's valuation the market is pricing in roughly 34.8% annual free-cash-flow growth — versus the 4.6% it actually delivered over the last five years, so the price already assumes a step-up from the recent record. The one thing worth a second look in the filings is share count rising (dilution).
Synthesised from MACOM Technology Solutions Holdings, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
MACOM Technology Solutions Holdings, Inc. revenue & earnings — last 10 fiscal years
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $544.34M | $698.77M | $570.40M | $499.71M | $530.04M | $606.92M | $675.17M | $648.41M | $729.58M | $967.26M |
| Gross profit | $281.61M | $326.88M | $245.71M | $220.71M | $270.17M | $341.86M | $406.18M | $385.80M | $393.77M | $529.00M |
| Net income | $1.43M | $-169.49M | $-139.98M | $-383.80M | $-46.08M | $37.97M | $439.95M | $91.58M | $76.86M | $-54.21M |
| Net margin | 0.3% | -24.3% | -24.5% | -76.8% | -8.7% | 6.3% | 65.2% | 14.1% | 10.5% | -5.6% |
Source: MACOM Technology Solutions Holdings, Inc. SEC filings (10-K). 16 years of history available in the interactive view.
MACOM Technology Solutions Holdings, Inc.: 2 potential red flags in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Share count rising (dilution)Shares outstanding grew 8.2% over 4 years (68.9M → 74.5M) — existing holders' stakes are being diluted.
- Currently unprofitableThe latest fiscal year was a net loss (net margin -5.6%).
What growth is priced into MTSI stock?
At today's market cap of $27.02B, MACOM Technology Solutions Holdings, Inc. is priced for free-cash-flow growth of about 34.8% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $192.82M from the FY ending 2025-09-30). For comparison, free cash flow actually grew 4.6%/yr over the last five fiscal years and revenue 12.8%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 16 years of MACOM Technology Solutions Holdings, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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MACOM Technology Solutions Holdings, Inc. financial history by metric
Compare MACOM Technology Solutions Holdings, Inc. with peers
About MACOM Technology Solutions Holdings, Inc.
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.
MACOM Technology Solutions Holdings, Inc. — frequently asked questions
What is MACOM Technology Solutions Holdings, Inc.'s revenue?
MACOM Technology Solutions Holdings, Inc. (MTSI) reported revenue of $967.26M for fiscal year 2025, up 32.6% from the prior year, according to its SEC filings.
Is MACOM Technology Solutions Holdings, Inc. profitable?
No — MTSI reported a net loss of $-54.21M in fiscal 2025.
What is MTSI's P/E ratio?
MACOM Technology Solutions Holdings, Inc. trades at a price-to-earnings ratio of about 149.4 based on the latest data in our nightly-refreshed cache.
How fast is MACOM Technology Solutions Holdings, Inc. growing?
MTSI's revenue grew at roughly 12.8% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does MACOM Technology Solutions Holdings, Inc. have?
As of fiscal year 2025, MTSI carried roughly $339.63M in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is MACOM Technology Solutions Holdings, Inc.'s gross margin?
MTSI's gross margin was 54.7% in fiscal 2025 — gross profit of $529.00M on revenue of $967.26M.
What is MACOM Technology Solutions Holdings, Inc.'s market cap?
MACOM Technology Solutions Holdings, Inc. (MTSI) has a market capitalization of about $27.02B, based on the latest data in our nightly-refreshed cache.
When does MACOM Technology Solutions Holdings, Inc.'s fiscal year end?
MTSI's fiscal year ends in September. Its most recent annual filing covers the fiscal year ending 2025-09-30.
What growth is priced into MTSI stock?
At today's market cap of $27.02B, MACOM Technology Solutions Holdings, Inc. is priced for free-cash-flow growth of about 34.8% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $192.82M from the FY ending 2025-09-30). For comparison, free cash flow actually grew 4.6%/yr over the last five fiscal years and revenue 12.8%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from MACOM Technology Solutions Holdings, Inc.'s official SEC filings (10-K and 10-Q), covering 16 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.