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Tuesday 13 October 2026 Export MTSI’s income statement to Excel — free account

MACOM Technology Solutions Holdings, Inc.

MTSI Technology Semiconductors

MACOM Technology Solutions Holdings, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $967.3 million, up 32.6% from fiscal 2024. In the quarter to June 2026, revenue grew 35.8%, EPS grew 169.4%, free cash flow grew 165.5% and total debt fell 28.3%, each against the same quarter a year earlier. Revenue growth for three consecutive years.

305.68 0.68 −0.22%
Market cap
$23.4B
P/E
95.9×
Fwd P/E
106×
Dividend yield
—
F-score
5/9
Altman Z
8.12
Beneish M
−2.81
Dividend safety
n/a
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Insider Decisions trades per month

Total sells 320.41
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell 8 5 — 11 — 1 6 1 — 2 — 1
Insider Ownership 6.83%

Capital & Financial Ratios $m

Market Cap 23,400.00
Revenue 1,163.97
Net Income 240.93
Free Cash Flow 194.18
Net Debt (256.03)
Current Ratio 2.34 (at or above 1.5: strong)
Debt/Equity 0.26 (at or below 0.5: strong)
P/E ratio 95.89 (above 35: high)
Fwd P/E 106.00 (above 35: high)
P/S ratio 20.12 (above 10: high)
P/B ratio 15.20 (above 6: high)
Past 5Y EPS Growth —
This Y EPS Growth 58.85% (at or above 15%: strong)
Next Y EPS Growth 54.02% (at or above 15%: strong)
Next Y revenue growth 36.88% (at or above 10%: strong)
Next 5Y EPS Growth 42.55% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 19.9×, against a ten-year median of 6.3×; over the ten years it ranged from 2.3× in 2018 to 25.5× in 2026.
P/E against its own 10 years 59.14%
10-year low 10-year high
P/S against its own 10 years 97.90%
10-year low 10-year high
P/B against its own 10 years 97.90%
10-year low 10-year high
EV/Sales against its own 10 years 97.86%
10-year low 10-year high
EV/FCF against its own 10 years 83.56%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2017 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 515 582 786 663
Receivables 91 106 149 179
Inventory 136 194 238 282
Other — — — —
761 903 1,205 1,172
2023 2024 2025 Q'26
Payables 25 43 68 73
ST’ Debt 8 — 161 340
Other — — — —
84 108 325 502

Compound Annual Growth %

10y 5y 3y
Sales 8.68% 12.78% 12.73%
Cash Flow 21.46% 6.55% 9.97%
Earnings 0.00% 0.00% 0.00%
Book Value 12.07% 34.62% 16.34%

Revenue $m

Dec Mar Jun Sep Year
’26 272 289 342 — —
’25 218 236 252 261 967
’24 157 181 190 201 730
’23 180 169 149 150 648
’22 160 165 172 178 675
’21 149 151 153 155 607
’20 119 126 137 147 530
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Dec Mar Jun Sep Year
’26 43 79 80 — —
’25 67 39 60 70 235
’24 33 18 49 62 163
’23 38 32 46 50 167
’22 34 42 40 60 177
’21 35 28 45 41 148
’20 38 25 34 74 171
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Dec Mar Jun Sep Year
’26 26 62 58 — —
’25 55 28 22 48 153
’24 28 13 42 54 137
’23 29 34 43 45 150
’22 29 35 34 52 150
’21 32 24 40 36 131
’20 33 21 30 70 154
Fiscal quarters ending in the months shown.

EPS $

Dec Mar Jun Sep Year
’26 0.64 0.60 1.28 — —
’25 (2.30) 0.42 0.48 0.59 (0.73)
’24 0.17 0.20 0.27 0.39 1.04
’23 0.41 0.36 0.17 0.34 1.28
’22 1.95 0.42 0.45 3.36 6.18
’21 (0.13) 0.21 0.21 0.24 0.54
’20 (0.43) (0.28) (0.37) 0.22 (0.69)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to September

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 29.56 29.73 13.07 12.33 15.03 48.68 42.85 48.53 79.25 84.00

Analyst estimates 2026–2028

Powerpack
High 53.80 65.99 38.36 27.84 55.65 80.30 80.00 96.09 143.90 190.95
People
People Employees 1,400 1,800 1,400 1,100 1,050 1,100 1,200 1,500 1,700 2,000
Revenue/emp, $m 0.39 0.39 0.41 0.45 0.50 0.55 0.56 0.43 0.43 0.48
Income, $m
Income, $m Revenue 544 699 570 500 530 607 675 648 730 967
Gross margin, % 51.73 46.78 43.08 44.17 50.97 56.33 60.16 59.50 53.97 54.69
EBT (22) (50) (155) (423) (42) 43 243 115 92 (29)
EBT margin, % (3.96) (7.08) (27.22) (84.68) (7.84) 7.08 36.01 17.76 12.55 (3.00)
Net income 1 (169) (140) (384) (46) 38 440 92 77 (54)
Depreciation 95 143 89 108 96 95 59 42 61 59
Per share, $
Per share, $ Revenue 10.20 11.51 8.81 7.61 7.96 8.87 9.68 9.16 10.14 13.07
Earnings 0.03 (2.79) (2.16) (5.88) (0.69) 0.55 6.30 1.29 1.07 (0.73)
Cash flow 1.48 1.01 0.56 0.32 2.57 2.17 2.54 2.36 2.26 3.18
Capex (0.59) (0.54) (0.80) (0.49) (0.26) (0.26) (0.38) (0.24) (0.36) (1.11)
Free cash flow 0.90 0.47 (0.24) (0.18) 2.32 1.91 2.16 2.12 1.90 2.07
Book value 8.67 12.81 10.33 4.78 4.51 6.89 12.08 13.38 15.65 17.94
Shares, m 53 61 65 66 67 68 70 71 72 74
Valuation, ×
Valuation, × P/E 1,411.33 0.00 0.00 0.00 0.00 115.84 8.22 63.36 103.02 0.00
P/S 4.15 3.95 2.27 2.83 4.27 7.32 5.35 8.93 10.97 9.52
P/B 4.88 3.55 1.94 4.50 7.55 9.41 4.29 6.11 7.11 6.94
EV/Sales 4.57 4.63 3.15 3.86 4.94 7.62 5.39 8.90 10.86 9.30
EV/FCF 53.71 120.51 (104.97) (144.23) 17.17 35.83 24.43 38.83 58.14 58.70
Cash, $m
Cash, $m Operating cash flow 79 61 36 21 171 148 177 167 163 235
Capex (31) (33) (52) (32) (17) (18) (26) (17) (26) (82)
Free cash flow 48 28 (15) (12) 154 131 150 150 137 153
Balance, $m
Balance, $m Working capital 521 446 352 324 387 428 716 678 795 880
Total debt 582 686 694 692 688 530 609 496 488 568
Net debt 226 471 501 515 355 185 23 (18) (93) (218)
Shareholders’ equity 463 777 669 314 300 472 843 948 1,126 1,327
Returns, %
Returns, % ROA 0.14 (12.00) (10.75) (29.66) (4.09) 3.33 32.52 5.86 4.65 (2.81)
ROIC 1.20 (0.80) (5.69) (28.68) 0.32 7.71 9.58 7.22 4.46 7.31
ROE 0.32 (27.33) (23.18) (78.12) (15.01) 9.84 66.94 10.23 7.41 (4.42)
Negative figures in brackets.

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Charts ten years each

MACOM Technology Solutions Holdings, Inc. vs peers in Semiconductors (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CRDO Credo Technology Group Holding Ltd. $40.7B 68.1× 42.5× +114.73% (above 0%: growing) +89.19% (above 0%: growing) +61.55% (above 0%: growing) 64.53% 25.20% Compare
ON ON Semiconductor Corporation $30.2B 48.1× 53.2× +9.18% (above 0%: growing) +41.46% (above 0%: growing) +284.55% (above 0%: growing) 38.43% 16.13% Compare
GFS GlobalFoundries Inc. $26.5B 37.2× 55.3× +5.81% (above 0%: growing) −26.83% (below 0%: shrinking) −97.40% (below 0%: shrinking) 28.28% 9.74% Compare
TSEM Tower Semiconductor Ltd. $25.8B 84.2× 79.0× +23.66% (above 0%: growing) +90.48% (above 0%: growing) −180.73% (below 0%: shrinking) 29.95% 19.62% Compare
MTSI MACOM Technology Solutions Holdings, Inc. $25.2B 95.9× 106× +35.77% (above 0%: growing) +169.39% (above 0%: growing) +165.46% (above 0%: growing) 58.31% 22.53%
SITM SiTime Corporation $18.4B 1,076× 301× +126.54% (above 0%: growing) n/m +1,018.94% (above 0%: growing) 62.97% 5.22% Compare
SWKS Skyworks Solutions, Inc. $18.0B 38.3× 45.2× −3.13% (below 0%: shrinking) −67.14% (below 0%: shrinking) −106.87% (below 0%: shrinking) 40.12% 5.19% Compare
LSCC Lattice Semiconductor Corporation $17.9B 472× 150× +62.20% (above 0%: growing) +600.00% (above 0%: growing) +130.47% (above 0%: growing) 70.29% 11.12% Compare
SMTC Semtech Corporation $17.5B 101× 96.7× +32.72% (above 0%: growing) n/m +54.57% (above 0%: growing) 53.75% 16.31% Compare
Median of peers $22.1B 76.2× 67.2× +28.19% +65.33% +58.06% 46.94% 13.62%

All 67 Semiconductors stocks →

MACOM Technology Solutions Holdings, Inc. (MTSI) key facts

  • Strength: MACOM Technology Solutions Holdings, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $967.3 million, up 32.6% from fiscal 2024.
  • MACOM Technology Solutions Holdings, Inc. (MTSI) is a Semiconductors company in the Technology sector, listed on Nasdaq.
  • As of October 13, 2026, MTSI traded at $303.97, a market capitalization of $23.4 billion.
  • Return on equity was −4.42% and debt-to-equity 0.26.
  • Its Piotroski F-score is 5 out of 9 and its Altman Z-score is 8.12 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

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stockrow.com/MTSI · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com