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Companies / Information Technology / MACOM Technology Solutions Holdings, Inc.
MTSI

MACOM Technology Solutions Holdings, Inc.

Ticker MTSILOWELL, MAFiscal year ends OctoberBook value per share $19.87Diluted shares 77.6M

MACOM Technology Solutions Holdings, Inc. (Nasdaq: MTSI) designs, develops and manufactures semiconductor products for Industrial and Defense, Data Center and Telecommunications markets. Its portfolio includes integrated circuits, multi-chip modules, diodes, amplifiers, switches, passive and active components, and RF… From the company’s description.

In fiscal 2025, MACOM Technology Solutions Holdings, Inc. reported revenue of $967.26M, up 32.6% from fiscal 2024, and a net loss of $54.21M. Its operating margin was 13.4%, and operations generated $235.37M in cash. Over the twelve months to Jul 3, 2026, revenue was $1.16B.

Fiscal year 2025 · ends 10-03Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-07-03
Sales & profitability
$967.26MFY2025
+32.6% year over year
Last 12 mo $1.16B
13.40%FY2025
+3.3 percentage points
Last 12 mo 18.11%
$-54.21MFY2025
−170.5% year over year
Last 12 mo $240.93M
-4.08%FY2025
−10.9 percentage points
Last 12 mo 15.64%
Cash & financing
$235.37MFY2025
+44.7% year over year
Last 12 mo $271.19M
$181.95MFY2025
+29.8% year over year
Last 12 mo $184.36M
0.43FY2025
Was 0.43× a year earlier
Last 12 mo 0.26
74.0MFY2025
+0.6% year over year
Last 12 mo 77.6M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What MACOM Technology Solutions Holdings, Inc. does

In the company’s own words

MACOM Technology Solutions Holdings, Inc. (Nasdaq: MTSI) designs, develops and manufactures semiconductor products for Industrial and Defense, Data Center and Telecommunications markets. Its portfolio includes integrated circuits, multi-chip modules, diodes, amplifiers, switches, passive and active components, and RF and optical subsystems used in larger systems such as radar, wireless basestations, data center networks, optical networks, satellite communications, medical equipment and test systems. Customers include original equipment manufacturers, contract manufacturers, resellers and distributors, serving more than 6,000 end customers. Its three primary markets are Industrial and Defense, including military, aerospace, industrial, medical and test applications; Data Center, including high-speed optical connectivity; and Telecommunications, including carrier infrastructure, broadband and satellite communications. MACOM operates internal wafer fabrication, assembly and test facilities alongside external manufacturing partners, and its products use GaAs, GaN, InP and specialized silicon technologies. The company employed approximately 2,000 people worldwide as of October 3, 2025. Its business includes acquisitions of Linearizer Technology, OMMIC assets, Wolfspeed’s RF business and ENGIN-IC, which expanded its product and manufacturing capabilities. Its website is www.macom.com.

Company details
Sector
Information Technology
Industry (SIC)
Semiconductors
Headquarters
LOWELL, MA
Fiscal year end
October
CIK
1493594
SIC
3674

Financial performance, year by year

Fiscal 2013–2025 · USD
$-538.58M$-74.24M$390.09M$854.42M$1.32B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns MACOM Technology Solutions Holdings, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

627
funds hold it
1 of 35
superinvestors hold it
$15.11B
held by funds, at market
56.0%
of shares held by funds

Superinvestors in MACOM Technology Solutions Holdings, Inc. · what they did last quarter

Polen CapitalINCREASED +92.7%
Polen Capital Management
<0.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · MACOM Technology Solutions Holdings, Inc.’s weight in each

Select Semiconductors Portfolio
FSELX · Fidelity Select Portfolios
2.70%of fund net assets
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.69%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.04%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.32%of fund net assets
iShares Semiconductor ETF
SOXX · iShares Trust
1.17%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do MACOM Technology Solutions Holdings, Inc. and its peers compare on margins and cash generation over ten years?”
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