NASDAQ · Technology

MACOM Technology Solutions Holdings, Inc. (MTSI)

MACOM Technology Solutions Holdings, Inc. brought in $1.2B of revenue over the twelve months to July 3, 2026, up 28.4% from a year earlier. Net income was $240.9M, a net margin of 20.7%. Operating cash flow minus capital spending left $192.8M of free cash flow in fiscal 2025. At July 3, 2026 it held $89.6M in cash against $340.5M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 6, 2026.

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Price

$227.00

-1.30% on the day · November 10, 2026

52-week range $150.80 to $418.90

Market cap

$17.3B

Revenue (last 12 months)

$1.2B

+28.4% year on year

Net margin

20.7%

Key facts about MACOM Technology Solutions Holdings, Inc.

Net worth: MACOM Technology Solutions Holdings, Inc. has a market value (market cap) of $17.3B at the latest share price, and shareholders' equity of $1.5B on its balance sheet at July 3, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit: In fiscal 2025 revenue was $967.3M (+32.6% year on year), with a net loss of $54.2M. Over the 12 months to July 3, 2026: revenue $1.2B, net income $240.9M.
Cash flow: In fiscal 2025 operations brought in $235.4M of cash; after $42.6M of capital spending, free cash flow was $192.8M.
Latest report: The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 6, 2026 and covers the period to July 3, 2026. Open on SEC EDGAR
Next earnings report: MACOM Technology Solutions Holdings, Inc.'s next report is expected around February 4, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

What MACOM Technology Solutions Holdings, Inc. does

MACOM Technology Solutions Holdings, Inc. is registered with the SEC under industry code SIC 3674 (Semiconductors & Related Devices). Its shares trade on NASDAQ under the ticker MTSI.

Revenue and profit by year

Revenue

Net income

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal year	Revenue	Operating income	Net income	Diluted EPS	Free cash flow
2025	$967.3M	$129.7M	-$54.2M	-$0.73	$192.8M
2024	$729.6M	$73.7M	$76.9M	$1.04	$140.2M
2023	$648.4M	$107.4M	$91.6M	$1.28	$142.2M
2022	$675.2M	$132.7M	$440M	$6.18	$150.5M
2021	$606.9M	$81M	$38M	$0.54	$130.5M
2020	$530M	$3.4M	-$46.1M	-$0.69	$153.8M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around February 4, 2027.

Estimated from its filing rhythm: 52 weeks after its report of February 5, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where MTSI ranks in Technology

Revenue$967.3M

#226 of 751 in Technology · Top 30%

Revenue growth+32.6%

#89 of 604 in Technology · Top 15%

Net margin-5.6%

#402 of 611 in Technology · Bottom 34%

Free cash flow margin19.9%

#156 of 568 in Technology · Top 27%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Technology

Dividends

It paid out $635K in cash dividends.

Fiscal year	Per share	Paid out	Of profit
2012	n/a	$635K	n/a
2012	n/a	$79.1M	n/a

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What MACOM Technology Solutions Holdings, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

November 5, 2026
Passive stake changed SCHEDULE 13G/A
November 5, 2026
Quarterly results 8-K
October 30, 2026
Passive stake changed SCHEDULE 13G/A
August 14, 2026
Passive stake changed SCHEDULE 13G/A
August 12, 2026
Passive stake changed SCHEDULE 13G/A
August 6, 2026
Quarterly report 10-Q · period to July 3, 2026Revenue rose 36% to $342.2M versus the same quarter last year; diluted EPS $1.28 versus $0.48.
August 6, 2026
Quarterly results 8-K
July 8, 2026
Passive stake changed SCHEDULE 13G/A
May 29, 2026
Conflict minerals disclosure SD
May 15, 2026
Passive stake changed SCHEDULE 13G/A

Recent insider filings (Forms 3, 4 and 144): 10, the latest on November 9, 2026. Insider transactions on SEC

What is MTSI worth? A DCF from its reported cash flow

Insider trades

What the people running MACOM Technology Solutions Holdings, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $9.6M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.

Bought (open market)

last 90 days

Sold

$9.6M

last 90 days

Net sold

40,827

$9.6M

Date	Insider	What	Shares	Price	Value	Filing
November 9, 2026	Kober JohnSenior VP and CFO	Soldpre-planned (10b5-1)	973	$212.43	$206.7K	Form 4
November 9, 2026	Roth Ambra R.SVP, GC and Secretary	Soldpre-planned (10b5-1)	40	$212.43	$8.5K	Form 4
November 9, 2026	Roth Ambra R.SVP, GC and Secretary	Soldpre-planned (10b5-1)	40	$213.56	$8.5K	Form 4
November 9, 2026	Roth Ambra R.SVP, GC and Secretary	Soldpre-planned (10b5-1)	80	$214.98	$17.2K	Form 4
November 9, 2026	Roth Ambra R.SVP, GC and Secretary	Soldpre-planned (10b5-1)	80	$217.70	$17.4K	Form 4
November 9, 2026	Roth Ambra R.SVP, GC and Secretary	Soldpre-planned (10b5-1)	120	$219.30	$26.3K	Form 4
November 9, 2026	Roth Ambra R.SVP, GC and Secretary	Soldpre-planned (10b5-1)	280	$220.69	$61.8K	Form 4
November 9, 2026	Roth Ambra R.SVP, GC and Secretary	Soldpre-planned (10b5-1)	120	$222.11	$26.7K	Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns MTSI

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

Holder	Of class	Shares	Filed
Fmr LLC13G, passive with 1 related filers	14.1%	10,617,760	May 6, 2026
Susan M. Ocampo13G, passive	6.4%	4,884,490	October 30, 2026

Latest filings below 5%: T. Rowe Price Investment Management, Inc. 3.7% (August 14, 2026); The Vanguard Group 0% (March 27, 2026); T. Rowe Price Associates, Inc. 4.3% (May 14, 2025).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 657 managers reported a position.

Holder	Shares	Value	Change on quarter
Fmr LLC	10,527,144	$4B	-83,296
BlackRock, Inc.	9,512,899	$3.62B	+946,616
Vanguard Portfolio Management LLC	3,605,324	$1.37B	+18,243
Vanguard Capital Management LLC	3,064,683	$1.17B	+71,832
State Street Corp	2,262,242	$860.5M	+109,491
Invesco Ltd.	2,149,581	$817.6M	-1,524,234
Jpmorgan Chase & Co	2,125,091	$793M	+109,461
Geode Capital Management, LLC	1,409,741	$536.3M	+50,207
Wellington Management Group Llp	1,205,711	$458.6M	-342,324
Massachusetts Financial Services Co	1,166,242	$443.6M	+337,794
Capital Research Global Investors	1,086,149	$413.1M	-136,523
Norges Bank	996,731	$379.1M	new
Whale Rock Capital Management LLC	988,785	$376.1M	-186,206
Neuberger Berman Group LLC	826,969	$314.4M	+38,150
Goldman Sachs Group Inc	812,421	$309M	+381,621
Franklin Resources Inc	798,891	$303.9M	+296,922
Qube Research & Technologies Ltd	790,678	$300.8M	new
Polar Capital Holdings Plc	750,517	$285.5M	-180,261
Jupiter Topco LLC	674,790	$256.6M	new
Charles Schwab Investment Management Inc	666,659	$253.6M	+5,799

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

13 insiders reported holding 3,873,247 shares in total, about $879.2M at the last price.

Holder	Shares	As of
Ocampo Susan10% owner	3,585,4303,585,430 held indirectly	February 25, 2026
Daly Stephen GPresident and CEO, Director	99,178	November 6, 2026
Hwang Donghyun ThomasSVP, Global Sales	47,997	November 6, 2026
Kober JohnSenior VP and CFO	35,580	November 9, 2026
Dennehy RobertSenior VP and COO	32,822	November 6, 2026
Roth Ambra R.SVP, GC and Secretary	15,666	November 9, 2026
Bland Charles RDirector	13,638	May 19, 2026
Ribar Geoffrey GDirector	12,563	May 11, 2026
Ritchie JohnDirector	9,466	March 6, 2026
Rosenband Jihye WhangDirector	7,165	March 6, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about MTSI

What does MACOM Technology Solutions Holdings, Inc. do?

MACOM Technology Solutions Holdings, Inc. is a company in the Technology sector, listed on NASDAQ as MTSI. Its shares trade on NASDAQ under the ticker MTSI.

What is MACOM Technology Solutions Holdings, Inc.'s net worth?

MACOM Technology Solutions Holdings, Inc. has a market value (market cap) of $17.3B at the latest share price, and shareholders' equity of $1.5B on its balance sheet at July 3, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is MACOM Technology Solutions Holdings, Inc. profitable?

Yes. Over the twelve months to July 3, 2026 it reported net income of $240.9M on revenue of $1.2B, a net margin of 20.7%.

How much revenue does MACOM Technology Solutions Holdings, Inc. make?

Over the twelve months to July 3, 2026 MACOM Technology Solutions Holdings, Inc. reported revenue of $1.2B. That is 28.4% more than a year earlier.

When did MACOM Technology Solutions Holdings, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 6, 2026. It covers the period to July 3, 2026. Its newest filing of any kind is the insider trade from November 9, 2026.

When is MACOM Technology Solutions Holdings, Inc.'s next earnings report?

MACOM Technology Solutions Holdings, Inc.'s next report is expected around February 4, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values MACOM Technology Solutions Holdings, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.