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MTSI MACOM Technology Solutions Holdings, Inc.

Trailing twelve months to 2026-07-03 · as filed 2026-08-06, not restated
Technology

Scale

Market cap
$21.2bn
Revenue TTM
$1.2bn
Net income TTM
$241m
Free cash flow
$204m
Composite score
40.9
Sector rank
#441

Valuation

P / E
87.8
EV / EBITDA
74.5
EV / sales
17.6
FCF yield
0.96%
Earnings yield vs 10-yr
-3.59pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
20.7%
EBITDA margin
23.6%
ROE
15.6%
ROIC
24.0%
Revenue growth
28.4%

Insider activity, last 90 days

Net open-market
$-9.20m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We believe the primary drivers of our future revenue growth will include: • continued growth in the demand for high-performance analog, digital and optical semiconductors in our three primary markets; • introducing new products using advanced technologies, added features, higher levels of integration and improved performance; • increasing content of our semiconductor solutions in customers’ systems through cross-selling our product lines; • leveraging our core strength and leadership position in standard, catalog products that service all of our end applications; and • engaging early with our lead customers to develop custom and standard products. …MACOM Technology Solutions Holdings, Inc., 10-Q, period ended 2026-07-03, filed 2026-08-06

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