Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

MACOM Technology Solutions Holdings, Inc.
Next earnings Aug 5, 2026 · consensus $1.37 EPS, $342M rev
Last earnings +11.2% on 2026-05-07
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 Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security.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.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $607M | $675M | $648M | $730M | $967M |
| Gross profit | $342M | $406M | $386M | $394M | $529M |
| Operating income | $81.0M | $133M | $107M | $73.7M | $130M |
| Net income | $38.0M | $440M | $91.6M | $76.9M | -$54.2M |
| Diluted EPS | $0.54 | $6.18 | $1.28 | $1.04 | -$0.73 |
| Net margin | 6.3% | 65.2% | 14.1% | 10.5% | -5.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
1 buy · 3 sells · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 45 sales
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 1.50K @ $358.44 | $538K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 2.20K @ $359.37 | $791K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 400.00 @ $360.49 | $144K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 904.00 @ $362.02 | $327K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 2.43K @ $362.94 | $882K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 2.08K @ $363.87 | $755K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 2.82K @ $364.89 | $1.03M |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 300.00 @ $366.46 | $110K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 600.00 @ $367.95 | $221K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 300.00 @ $369.38 | $111K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 300.00 @ $374.09 | $112K |
| 2026-05-29 | Daly Stephen G President and CEO | Sell | 200.00 @ $375.10 | $75.0K |