MACOM Technology Solutions (MTSI)

Nasdaq Information Technology Semiconductors S&P MidCap 400
$210.98
+20.63 (+10.84%)
Close of Nov 06, 2026 · end-of-day data
SMA 50SMA 2005Y/10Y use weekly candles (10/40-week averages)

Performance

price return
1W-10.0%
1M-34.5%
3M-29.0%
6M-41.4%
YTD+23.2%
1Y+41.0%
3Y+198.8%
5Y+202.2%

Key statistics

Full financials →
Market cap$16.1B
P/E (TTM)67.2
EPS (TTM, diluted)$3.14
P/S13.84
P/B10.46
EV / EBITDA59.5
Revenue (TTM)$1.16B
Revenue growth+28.4%
Net margin20.7%
ROE15.6%
Debt / equity0.22
FCF yield1.3%
Dividend yield—
Payout ratio—
Beta (1Y)2.64
Volatility (1Y)69.8%
52-week range$150.80 – $418.90
Avg volume (50D)1.60M

Revenue & net income — last 8 quarters

Statements →
Nov 5, 7:33 AM ET

MACOM Reports Fourth Quarter and Fiscal Year 2026 Results and Guidance

Positive earnings 2.02

MACOM Technology Solutions Holdings, Inc. reported its fourth quarter and fiscal year 2026 financial results, posting fourth-quarter revenue of $424.8 million and net income of $139.4 million, or $1.78 per diluted share. For the full fiscal year 2026, the company reported revenue of $1,327.6 million and net income of $335.3 million. Additionally, MACOM provided financial guidance for the first quarter of fiscal 2027, expecting revenue between $450 million and $460 million.

  • Fourth quarter fiscal 2026 revenue reached $424.8 million, up 62.7% compared to the prior-year period.
  • Fourth quarter fiscal 2026 GAAP net income was $139.4 million, or $1.78 per diluted share.
  • Fiscal year 2026 full-year revenue was $1,327.6 million, an increase of 37.3% compared to fiscal year 2025.
  • For the fiscal first quarter ending January 1, 2027, MACOM expects revenue in the range of $450 million to $460 million.
Read the filing on SEC.gov ↗
Aug 6, 7:33 AM ET

MACOM revenue rises 35.8% to $342.2 million in fiscal third quarter

Positive earnings Written later 2.02

MACOM reported fiscal third-quarter 2026 revenue of $342.2 million, up 35.8% from a year earlier, and GAAP net income of $100.7 million, or $1.28 per diluted share, compared with $0.48 a year earlier. The company also gave fiscal fourth-quarter guidance of $415 million to $425 million in revenue and adjusted earnings of $1.97 to $2.03 per diluted share.

  • Revenue was $342.2 million, up 35.8% from $252.1 million a year earlier and up 18.4% from $289.0 million in the prior quarter.
  • GAAP net income was $100.7 million, or $1.28 per diluted share, versus $36.5 million, or $0.48, a year earlier; results include a $41.5 million gain on investment fair value.
  • Adjusted net income was $109.8 million, or $1.40 per diluted share, versus $0.90 a year earlier.
  • For the quarter ending October 2, 2026, revenue is expected at $415 million to $425 million and adjusted EPS at $1.97 to $2.03.
Read the filing on SEC.gov ↗
May 7, 7:32 AM ET

MACOM revenue rises 22.5% to $289.0 million in fiscal Q2; outlook calls for $331M-$339M

Positive earnings Written later 2.02

MACOM reported fiscal second quarter 2026 results for the period ended April 3, 2026, with revenue of $289.0 million, up 22.5% from a year earlier. GAAP net income was $46.3 million, or $0.60 per diluted share, compared with $31.7 million, or $0.42, a year earlier, though slightly below the prior quarter. The company also expects fiscal third quarter revenue of $331 million to $339 million and adjusted earnings of $1.31 to $1.37 per diluted share.

  • Revenue was $289.0 million, up 22.5% year over year and up 6.4% from the prior fiscal quarter.
  • GAAP net income was $46.3 million, or $0.60 per diluted share, versus $0.42 a year earlier and $0.64 in the prior quarter.
  • Adjusted net income was $84.3 million, or $1.09 per diluted share, versus $0.85 a year earlier.
  • For the quarter ending July 3, 2026, MACOM expects revenue of $331 million to $339 million and adjusted diluted EPS of $1.31 to $1.37.
Read the filing on SEC.gov ↗
Feb 5, 7:33 AM ET

MACOM revenue rises 24.5% to $271.6 million in fiscal first quarter 2026

Positive earnings Written later 2.02

MACOM reported fiscal first quarter 2026 results for the period ended January 2, 2026, with revenue of $271.6 million and GAAP net income of $48.8 million, or $0.64 per diluted share. Results improved from a year earlier, when a $193.1 million non-cash loss on debt extinguishment produced a net loss, and from the prior quarter. The company also expects fiscal second quarter revenue of $281 million to $289 million and adjusted earnings of $1.05 to $1.09 per diluted share.

  • Revenue was $271.6 million, up 24.5% from $218.1 million a year earlier and up 4.0% from $261.2 million in the prior quarter.
  • GAAP diluted earnings were $0.64 per share, compared with a loss of $2.30 per share a year earlier; adjusted earnings were $1.02 per share, compared with $0.79 a year earlier.
  • Adjusted gross margin was 57.6%, and adjusted income from operations was $74.0 million, or 27.2% of revenue.
  • For the fiscal second quarter ending April 3, 2026, MACOM expects revenue of $281 million to $289 million and adjusted earnings of $1.05 to $1.09 per diluted share.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Recent SEC filings

EDGAR ↗

Trades disclosed by members of Congress

All MTSI congressional trades →
TradedMemberTypeAmount
Sep 29, 2026Gilbert Cisneros CA-31Sell$15,001 – $50,000
Sep 21, 2026Gilbert Cisneros CA-31Sell (partial)$1,001 – $15,000
Jul 16, 2026Gilbert Cisneros CA-31Sell (partial)$1,001 – $15,000
May 22, 2026Gilbert Cisneros CA-31Sell (partial)$1,001 – $15,000
Mar 27, 2026Gilbert Cisneros CA-31Sell (partial)$1,001 – $15,000
Mar 03, 2026Gilbert Cisneros CA-31Buy$1,001 – $15,000
Jan 20, 2026Gilbert Cisneros CA-31Sell (partial)$1,001 – $15,000
Nov 13, 2025Gilbert Cisneros CA-31Sell (partial)$1,001 – $15,000

From House periodic transaction reports (STOCK Act); amounts are the form's ranges.

Insider transactions

All insider trades →
DateInsiderTypeSharesPriceValue
Oct 28Dennehy Robert
Senior VP and COO
Tax Withholding241$260.92$62.88K
Oct 28Hwang Donghyun Thomas
SVP, Global Sales
Tax Withholding229$260.92$59.75K
Oct 28Roth Ambra R.
SVP, GC and Secretary
Tax Withholding279$260.92$72.80K
Oct 28Kober John
Senior VP and CFO
Tax Withholding409$260.92$106.72K
Oct 28Daly Stephen G
Director, President and CEO
Tax Withholding1.64K$260.92$427.13K
Oct 23Roth Ambra R.
SVP, GC and Secretary
Tax Withholding301$236.24$71.11K
Oct 23Dennehy Robert
Senior VP and COO
Tax Withholding260$236.24$61.42K
Oct 23Hwang Donghyun Thomas
SVP, Global Sales
Tax Withholding246$236.24$58.12K
Oct 26Kober John
Senior VP and CFO
Sell 10b5-11.03K$236.60$242.99K
Oct 23Daly Stephen G
Director, President and CEO
Tax Withholding1.56K$236.24$367.59K
Oct 21Dennehy Robert
Senior VP and COO
Award2.10K—$0
Oct 21Hwang Donghyun Thomas
SVP, Global Sales
Award1.44K—$0

Prices are end-of-day and split-adjusted. Financial data from MACOM Technology Solutions's SEC XBRL filings. Not investment advice.