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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 differentiated semiconductor products and solutions for customers in the Industrial and Defense, Data Center and Telecommunications industries. The company maintains its headquarters in Lowell, Massachusetts and operates… From the company’s description.

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 differentiated semiconductor products and solutions for customers in the Industrial and Defense, Data Center and Telecommunications industries. The company maintains its headquarters in Lowell, Massachusetts and operates fabrication, assembly and test facilities across North America, Europe and Asia. More information is available at www.macom.com.

The company offers a broad portfolio of thousands of standard and custom devices including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components and radio frequency and optical subsystems. These products serve over 6,000 end customers across dozens of product lines. MACOM's primary markets include military and commercial radar, RF jammers, electronic countermeasures, communication data links and space-related electronics in the Industrial and Defense segment; intra-data center and data center interconnect applications at speeds ranging from 100G to 3.2T in the Data Center segment; and carrier infrastructure including long-haul and metro networks, 5G and 6G infrastructure, satellite communications and fiber-to-the-X applications in the Telecommunications segment.

The company employs approximately 2,000 individuals worldwide, with 75 percent in North America, 13 percent in Asia Pacific and 12 percent in Europe. MACOM operates a fab-lite manufacturing model combining internal semiconductor wafer fabrication and assembly and test capabilities with external foundry and manufacturing partners. The company maintains Trusted Foundry status from the United States Department of Defense and operates fabrication facilities utilizing gallium arsenide, gallium nitride, indium phosphide and specialized silicon technologies.

MACOM's heritage extends over 70 years, with the MACOM brand established over 30 years ago. Recent acquisitions including Linearizer Technology, the MACOM European Semiconductor Center, Wolfspeed's RF Business and ENGIN-IC have expanded the company's technology portfolio, geographic footprint and addressable markets. The company sells through a global multi-channel strategy utilizing direct sales forces, application engineering staff, independent sales representatives and distributors positioned across North America, Asia and Europe.

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

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