Pulling SEC filings + quote and writing the call…
MTSI
MACOM Technology Solutions Holdings, Inc.
Next earnings Aug 5, 2026 · consensus $1.37 EPS, $342M rev
Last earnings +11.2% on 2026-05-07
$391.41
▲ +6.62%$391.41▲ +198.39%
over 1Y
L $118.35EODHDH $409.68
Earnings Dividend Split Congress buy Congress sellFilings colored by tone · hover for detail
Today+6.6%
1W+4.4%
1M+9.0%
3M+74.3%
YTD+123.7%
1Y+198.4%
Hold
Conviction
Horizon
Long (>12mo)
Street · 22 analysts
Buy
Accelerating, cash-generative RF/photonics franchise riding data-center demand — but ~30x sales leaves no margin for error.
MACOM is a genuinely high-quality semiconductor franchise hitting an inflection. FY2025 revenue grew 32.6% to $967M with a 54.7% gross margin, and operating income jumped 76% to $130M (13.4% operating margin), while operating cash flow rose 44.7% to $235M. The 10-K frames durable secular drivers across all three segments — Data Center interconnect upgrades to 400G/800G/1.6T optical and photonic components, I&D defense/radar and space electronics, and Telecom 5G/SATCOM — that explain the top-line acceleration. The balance sheet is sound: liabilities/equity of just 0.58x, long-term debt cut 24.2% to $340M, and current assets of $1.21B against $325M of current liabilities.
Sources: SEC EDGAR (CIK 0001493594, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 7:03:17 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.