SuperworthMACOM Technology Solutions MTSI
- Market cap
- $18B
- PE
- 75.5×
- 10y median 83.2×
- Forward PE
- 28.6×
- 10y median 30.3×
- Price to sales
- 15.5×
- EV/EBIT
- 84.0×
- Revenue, 12 months
- $1.2B
- +28% on a year ago
- Net margin
- 20.7%
- Free cash flow yield
- 1.1%
MACOM Technology Solutions trades at 75.5× trailing earnings, near its ten-year median. Revenue was $1.2B over the last twelve months, up 28% on a year earlier with a 21% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $150.4M−16% | $157.1M−13% | $181.2M+7% | $190.5M+28% | $200.7M+34% | $218.1M+39% | $235.9M+30% | $252.1M+32% | $261.2M+30% | $271.6M+25% | $289M+23% | $342.2M+36% | |
| Cost of revenue | $63.7M−9% | $69.8M+0% | $86M+29% | $89.1M+43% | $90.9M+43% | $101M+45% | $105.7M+23% | $112.6M+27% | $118.9M+31% | $119.8M+19% | $124.5M+18% | $142.7M+27% |
| Gross profit | $86.6M−20% | $87.3M−21% | $95.2M−7% | $101.4M+18% | $109.8M+27% | $117.1M+34% | $130.2M+37% | $139.4M+38% | $142.3M+30% | $151.8M+30% | $164.4M+26% | $199.6M+43% |
| R&D | $37.5M−6% | $39.4M+2% | $45.6M+28% | $47.5M+30% | $49.6M+32% | $60.4M+53% | $57.8M+27% | $63.4M+33% | $62.9M+27% | $66.5M+10% | $69M+19% | $74.3M+17% |
| SG&A | $33.5M+5% | $36.9M+12% | $34.2M+9% | $34.2M+6% | $32.7M−2% | $39.2M+6% | $37.4M+10% | $38.4M+12% | $39.8M+22% | $42M+7% | $44.6M+19% | $48.1M+25% |
| $15.6M−58% | $11M−72% | $15.4M−57% | $19.7M+14% | $27.5M+76% | $17.5M+59% | $34.9M+126% | $37.7M+91% | $39.6M+44% | $43.3M+147% | $50.8M+46% | $77.1M+105% | |
| Interest expense | $2.2M+495% | $1.3M−58% | $1.3M−63% | $1.3M−65% | $1.3M−43% | $1.4M+6% | $1.2M−8% | $1.2M−9% | $1.8M+41% | $1.7M+24% | $1.7M+41% | $1.5M+26% |
| Pre-tax income | $19M−48% | $15.3M−61% | $19.5M−48% | $24.2M+24% | $32.5M+71% | −$169.9M | $40.9M+110% | $44.1M+82% | $55.9M+72% | $49.6M | $56.9M+39% | $123.8M+181% |
| −$5.5M−97% | $2.8M−71% | $4.5M−61% | $4.3M−45% | $3.1M | −$2.4M | $9.3M+106% | $7.5M+75% | $10.8M+248% | $822K | $10.6M+14% | $23.1M+207% | |
| Net income | $24.4M−90% | $12.5M−58% | $15M−42% | $19.9M+68% | $29.4M+20% | −$167.5M | $31.7M+111% | $36.5M+83% | $45.1M+53% | $48.8M | $46.3M+46% | $100.7M+176% |
| $0.34−90% | $0.17−59% | $0.20−44% | $0.27+59% | $0.39+15% | −$2.30 | $0.42+110% | $0.48+78% | $0.61+56% | $0.64 | $0.60+43% | $1.28+167% | |
| 71.8M+1% | 72.3M+1% | 73.3M+3% | 74.2M+4% | 74.5M+4% | 72.8M+1% | 75.7M+3% | 75.9M+2% | 74.5M−0% | 76.7M+5% | 77.6M+2% | 78.4M+3% |
Revenue: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Cost of revenue: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Gross profit: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
R&D: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
SG&A: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Operating income: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Interest expense: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Income tax: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Net income: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them. Q1 FY15: not printed by the filing, worked out from its own lines.
EPS, diluted: 13 periods, Q1 FY11 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY11 and Q1 FY12: share-days: the 6-month average less the second quarter's. Q2 FY11: not printed by the filing, worked out from its own lines. 11 periods, Q4 FY12 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY17 and Q4 FY18: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q4 FY26 | $420.4M | $420.2M to $420.8M | $2.00 | $1.99 to $2.08 | 11 |
| Q1 FY27 | $430.6M | $420.4M to $447.2M | $2.03 | $1.92 to $2.17 | 10 |
| Q2 FY27 | $441.4M | $432.4M to $454.8M | $2.08 | $2.03 to $2.16 | 4 |
| Q3 FY27 | $452.9M | $443.6M to $466.6M | $2.15 | $2.10 to $2.24 | 4 |
| Q4 FY27 | $466.6M | $457M to $480.7M | $2.25 | $2.19 to $2.33 | 4 |
| Q1 FY28 | $485.3M | $475.3M to $500M | $2.31 | $2.25 to $2.40 | 5 |
| Q2 FY28 | $502.5M | $492.2M to $517.8M | $2.36 | $2.30 to $2.46 | 5 |
| Q3 FY28 | $520.3M | $509.6M to $536.1M | $2.46 | $2.39 to $2.55 | 5 |
Peers
Companies in Semiconductors nearest MACOM Technology Solutions' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| MTSIMACOM Technology Solutions | $18B | 75.5× | 83.2× | 28.6× | 15.5× | +28% | 20.7% |
| ENTGEntegris | $20.6B | 67.6× | 42.9× | 30.0× | 6.2× | +3% | 9.2% |
| QQnity Electronics | $23B | 39.4× | 45.0× | 22.5× | 4.4× | +15% | 11.2% |
| LSCCLattice Semiconductor | $13.7B | 370× | 86.4× | n/m | 21.0× | +33% | 5.6% |
| SWKSSkyworks Solutions | $12.6B | 43.2× | 19.8× | n/m | 3.1× | +0% | 7.2% |
| SMTCSemtech | $12.3B | 87.4× | 59.1× | n/m | 10.5× | +18% | 13.1% |
| NXTNextpower | $12B | 20.4× | 18.3× | n/m | 3.3× | +17% | 16.4% |
| CRDOCredo Technology | $27.7B | 52.4× | 110× | 20.2× | 17.4× | +165% | 33.8% |
| ONON Semiconductor | $28.1B | 46.3× | 23.4× | 18.7× | 4.5× | −3% | 10.2% |
| AMKRAmkor Technology | $9.8B | 17.6× | 14.5× | n/m | 1.3× | +18% | 7.4% |
| RMBSRambus | $9.3B | 39.3× | 45.4× | n/m | 12.3× | +17% | 31.7% |
| Peer median | $13.1B | 44.8× | 44.0× | 21.4× | 5.4× | +17% | 10.7% |
Investors who own it
Investors we follow who held MACOM Technology Solutions at the end of Jun 30, 2026, from their 13F filings.
- Polen CapitalPolen Capital0.0% of portfolioadded
- Lee AinslieMaverick Capital0.0% of portfolionew
More on MACOM Technology Solutions
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #8of 23Semiconductor stocks with the fastest expected revenue growth
- #9of 22Semiconductor stocks with the lowest PEG ratio
Its groups
About
- Industry
- Semiconductors
- Sector
- Technology
Valuation data, not investment advice. Prices as of .