MTSI

MACOM Technology Solutions Holdings Inc

MTSI.US macom.com + Research + Basket
CIK 0001493594
Employees 2,000
Phone 978 656 2500
Fiscal year end September
IPO Mar 15, 2012
Address 100 Chelmsford Street, Lowell, MA, United States, 01851
252.42
-8.50 (-3.26%)
USD · NASDAQ
52-week range
144.06
418.90
Trading at 39% of the 52-week range
Market Cap
19.93B
P/E Ratio
83.10
Forward P/E
37.31
Book Value
20.18
Div. Yield
N/A
% Institutions
97.49%
% Insiders
6.56%

1 Year

+65.3%

3 Year

+259.4%

10 Year

+586.7%
Description

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.

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People

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Directors & Officers

Name Title Year Born
Mr. Stephen G. Daly President, CEO & Chairman 1966
Mr. John F. Kober III CFO & Senior VP 1970
Mr. Robert Dennehy SVP & COO 1973
Ms. Ambra R. Roth J.D. Senior VP, General Counsel & Secretary 1982
Mr. Donghyun Hwang Senior Vice President of Global Sales 1964
Mr. Stephen Ferranti Senior Vice President of Corporate Development & Investor Relations NA
Dr. Gregg Jessen Senior Vice President of Advanced GaN Technology NA
Mr. Conor Noel Hegarty C.M.A. Vice President of Finance & Business Operations 1967

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Mar 27, 2026 Gilbert Ray Cisneros, Jr. N/A Sale N/A $225.44 N/A —
Mar 03, 2026 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $241.01 N/A —
Feb 26, 2026 Robert Dennehy N/A Sale 18.40K $245.25 $4.51M SEC
Feb 25, 2026 Geoffrey G Ribar N/A Sale 2.24K $253.59 $569.06K SEC
Feb 25, 2026 John Ritchie N/A Sale 1.57K $255.00 $401.12K SEC
Feb 25, 2026 Susan Ocampo N/A Sale 261.76K $254.43 $66.60M SEC
Feb 24, 2026 Susan Ocampo N/A Sale 53.51K $250.08 $13.38M SEC
Feb 18, 2026 Susan Ocampo N/A Sale 3.16K $250.00 $789.00K SEC
Feb 17, 2026 John Kober N/A Sale 7.20K $243.07 $1.75M SEC
Feb 17, 2026 Susan Ocampo N/A Sale 80.12K $245.32 $19.66M SEC
Feb 13, 2026 Susan Ocampo N/A Sale 62.05K $241.85 $15.01M SEC
Feb 12, 2026 Susan Ocampo N/A Sale 57.83K $240.32 $13.90M SEC
Feb 06, 2026 Susan Ocampo N/A Sale 100.00K $235.85 $23.59M SEC
Feb 03, 2026 Susan Ocampo N/A Sale 100.00K $230.29 $23.03M SEC
Feb 02, 2026 Donghyun Thomas Hwang N/A Sale 5.27K $226.06 $1.19M SEC
Jan 20, 2026 Gilbert Ray Cisneros, Jr. N/A Sale N/A $221.70 N/A —
Dec 09, 2025 Susan Ocampo N/A Sale 121.07K $190.07 $23.01M SEC
Dec 05, 2025 Susan Ocampo N/A Sale 76.64K $190.10 $14.57M SEC
Dec 04, 2025 Donghyun Thomas Hwang N/A Sale 4.37K $185.63 $811.57K SEC
Dec 04, 2025 Susan Ocampo N/A Sale 2.29K $190.00 $435.29K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
FMR Inc 10.53M Jun 30, 2026 13.78% $0.17 -0.79%
BlackRock Inc 9.51M Jun 30, 2026 12.46% $0.05 11.05%
Vanguard Portfolio Management, LLC 3.61M Jun 30, 2026 4.72% $0.06 0.51%
Vanguard Capital Management, LLC 3.06M Jun 30, 2026 4.01% $0.02 2.40%
T. Rowe Price Investment Management,Inc. 2.85M Jun 30, 2026 3.73% $0.71 -36.47%
State Street Corp 2.26M Jun 30, 2026 2.96% $0.03 5.09%
Amvescap Plc. 2.15M Jun 30, 2026 2.81% $0.06 -41.49%
JPMorgan Chase & Co 2.13M Jun 30, 2026 2.78% $0.04 5.43%
Geode Capital Management, LLC 1.41M Jun 30, 2026 1.85% $0.03 3.69%
Wellington Management Company LLP 1.21M Jun 30, 2026 1.58% $0.08 -22.11%
Massachusetts Financial Services Company 1.17M Jun 30, 2026 1.53% $0.14 40.77%
Capital Research Global Investors 1.09M Jun 30, 2026 1.42% $0.06 -11.17%
NORGES BANK 996.73K Jun 30, 2026 1.31% $0.04 75.28%
Whale Rock Capital Management LLC 988.79K Jun 30, 2026 1.29% $3.02 -15.85%
T. Rowe Price Associates, Inc. 980.13K Jun 30, 2026 1.28% $0.04 7.14%
Neuberger Berman Group LLC 826.97K Jun 30, 2026 1.08% $0.21 4.84%
The Goldman Sachs Group Inc 812.42K Jun 30, 2026 1.06% $0.03 88.58%
Franklin Templeton Inc 798.89K Jun 30, 2026 1.05% $0.07 59.15%
Qube Research & Technologies 790.68K Jun 30, 2026 1.04% $0.28 0.00%
HHG PLC 784.12K Mar 31, 2026 1.03% $0.08 15.47%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Fidelity Select Semiconductors 3.73M 4.89% ▼ 2.23% Aug 31, 2026
2 iShares Core S&P Mid-Cap ETF 2.48M 3.24% ▼ 0.04% Sep 30, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 2.30M 3.01% ▲ 5.51% Sep 30, 2026
4 iShares Semiconductor ETF 1.68M 2.20% ▼ 1.00% Sep 30, 2026
5 Vanguard Small Cap Index 1.63M 2.14% ▲ 3.35% Sep 30, 2026
6 T. Rowe Price Mid-Cap Growth 1.14M 1.50% ▲ 0.00% Sep 30, 2026
7 Vanguard MStar Small Cap Growth Indx Inv 908.74K 1.19% ▲ 0.22% Sep 30, 2026
8 American Funds SMALLCAP World A 825.61K 1.08% ▼ 21.91% Sep 30, 2026
9 Fidelity OTC 817.60K 1.07% ▼ 4.79% Aug 31, 2026
10 Vanguard Explorer Inv 814.97K 1.07% ▼ 4.46% Jun 30, 2026

Financial Highlights

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Market Cap: $19.93B
EBITDA: $276.05M
P/E Ratio: $83.10
PEG Ratio: $2.05
Book Value: $20.18
Earnings/Share: $3.14
Profit Margin: 20.70%
Operating Margin: 23.34%
ROA (TTM): 6.38%
ROE (TTM): 17.18%
Revenue (TTM): $1.16B
Revenue/Share (TTM): $15.47
Earnings Growth (YOY): 166.70%
Revenue Growth (YOY): 35.80%

Valuation Metrics

Enterprise Value: $19.24B
Trailing P/E: 83.10
Forward P/E: 37.31

Shares Statistics

Shares Outstanding: 76.37M
Shares Float: 71.29M
% Insiders: 6.56%
% Institutions: 97.49%
Shares Short: 2.73M
Shares Short (Prior Month): 3.40M
Short Ratio: 1.88
Short % Float: 4.01%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$967.26M
Cost of Goods Sold
adjust
$-435.82M
Gross Profit
subtotal
$531.44M
SG&A
adjust
$-154.88M
R&D
adjust
$-244.47M
Other Operating Expense
adjust
$-2.44M
Operating Income
subtotal
$129.65M
Other / Non-Operating Items
adjust
$-183.86M
Net Income
subtotal
$-54.21M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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