MACOM/$MTSI

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About MACOM

MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems. Roughly a third of the firm's revenue is generated in the United States, with the rest coming from China, Japan, Singapore, South Korea, and other countries across the world.

Ticker

$MTSI

Sector

Semiconductors
Primary listing

Employees

1,700

MACOM Metrics

BasicAdvanced
$9.9B
-
-$0.96
1.49
-

What the Analysts think about MACOM

Analyst ratings (Buy, Hold, Sell) for MACOM stock.

Bulls say / Bears say

MACOM reported Q2 FY2025 revenue of $235.9 million, up 30.2% year-over-year and 8.1% sequentially, driven by strong demand across its Industrial & Defense, Data Center, and Telecom end markets. (SEC)
Adjusted non-GAAP net income per diluted share rose to $0.85 in Q2 FY2025 from $0.59 a year earlier and $0.79 in the prior quarter, reflecting improved margins and operational efficiency. (SEC)
In Q3 FY2025, MACOM delivered revenue of $252.1 million, up 32.3% year-over-year and 6.9% sequentially, while net income per share increased to $0.48 from $0.27, underscoring continued strong execution and market momentum. (SEC)
SMIC, China's largest chipmaker, warned that the market for mature-node chips could be oversupplied in the second half of 2025, indicating potential analog semiconductor market headwinds that may pressure MACOM’s pricing and margins. (Reuters)
MACOM generates roughly two-thirds of its revenue outside the U.S., exposing it to geopolitical and trade risks; prospective U.S. export controls on advanced AI chips to China could significantly curtail its China sales. (Reuters)
MACOM’s total operating expenses rose 19.4% year-over-year to $95.3 million in Q2 FY2025, outpacing its 30.2% revenue growth on an absolute basis and potentially weighing on operating leverage if sales growth slows. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 2 Oct 2025.

MACOM Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

MACOM Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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