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MTSI MACOM Technology Solutions Holdings, Inc.

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MACOM Technology Solutions Holdings, Inc. operates in the Semiconductors & Related Devices industry.

$262.24−3.37%

Oct 16 close · 1D EOD · Databento

TechnologySemiconductors & Related DevicesLarge-capSEC EDGAR FY 2025-10-03

On the WireNo stories on MTSI yet. Follow the company and the next one lands in Following.

What happened

Daily closes · dots are Wire stories

What’s next

Expected around early November, going by its own filing history. The company has not announced a date yet. Its matching report came Nov 6, 2025 and Nov 7, 2024, during the session.

Last report

Aug 6, 2026+14.49%

during the session

Last 4, next close

median 11.36% either way

up 4 of 4

Every report since 2022 →Earnings calendar →

DateEventSourceNext close

Aug 6Earnings release, during the session · 8-KSEC EDGARSEC EDGAR ↗+14.49%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

What happened · big days

27 big days in a year, and what we hold on each

A big day is a close more than 6.59% from the one before, three times MTSI’s median day (2.20%). On 8 of the 27, its peer group moved the same way at least half as far. We show what we hold. We never name a cause.

every other trading daya big day, numbered in the list below±6.59%Hover a bar for its day. Click a big day to open it.

Shaded: since our stories began, Jun 10. Tap a bar for its day.

#DayMTSIWhat we hold that dayGroup (median of 4) · each

1 Nov 6, 2025+11.52%
Resultsgroup −2.3%, did not move with it
1Nov 6, 2025+11.52%
ResultsFirst close after the Nov 6 results filing
−2.3% did not move with itMU +0.3 · AVGO −0.9 · NVDA −3.6 · AMD −7.3
2 Dec 12, 2025−6.59%
Before our storiesgroup −5.8%, moved with MTSI
2Dec 12, 2025−6.59%
Before our stories
−5.8% moved with MTSIAVGO −11.4 · MU −6.7 · AMD −4.8 · NVDA −3.3
3 Jan 12, 2026+12.97%
Before our storiesgroup +1.2%, did not move with it
3Jan 12, 2026+12.97%
Before our stories
+1.2% did not move with itAMD +2.2 · AVGO +2.1 · MU +0.2 · NVDA +0.0
4 Jan 13, 2026+8.08%
Before our storiesgroup +0.6%, did not move with it
4Jan 13, 2026+8.08%
Before our stories
+0.6% did not move with itAMD +6.4 · AVGO +0.7 · NVDA +0.5 · MU −2.2
5 Mar 3, 2026−6.78%
Before our storiesgroup −2.7%, did not move with it
5Mar 3, 2026−6.78%
Before our stories
−2.7% did not move with itMU −8.0 · AMD −3.9 · AVGO −1.6 · NVDA −1.3
6 Mar 6, 2026−9.38%
Before our storiesgroup −3.3%, did not move with it
6Mar 6, 2026−9.38%
Before our stories
−3.3% did not move with itMU −6.7 · AMD −3.5 · NVDA −3.0 · AVGO −0.7
7 Mar 26, 2026−6.75%
Before our storiesgroup −5.6%, moved with MTSI
7Mar 26, 2026−6.75%
Before our stories
−5.6% moved with MTSIAMD −7.5 · MU −7.0 · NVDA −4.2 · AVGO −3.0
8 Mar 30, 2026−7.08%
Before our storiesgroup −2.7%, did not move with it
8Mar 30, 2026−7.08%
Before our stories
−2.7% did not move with itMU −9.9 · AMD −3.0 · AVGO −2.4 · NVDA −1.4
9 May 7, 2026+11.19%
Resultsgroup −3.0%, did not move with it
9May 7, 2026+11.19%
ResultsFirst close after the May 7 results filing
−3.0% did not move with itNVDA +1.8 · MU −3.0 · AVGO −3.0 · AMD −3.1
10 May 29, 2026−6.76%
Before our storiesgroup +2.2%, did not move with it
10May 29, 2026−6.76%
Before our stories
+2.2% did not move with itNVDA −1.4 · AMD −0.4 · AVGO +4.7 · MU +5.1
11 Jun 2, 2026+8.07%
Before our storiesgroup +2.5%, did not move with it
11Jun 2, 2026+8.07%
Before our stories
+2.5% did not move with itAVGO +4.7 · MU +2.8 · AMD +2.2 · NVDA −0.7
12 Jun 5, 2026−9.76%
Before our storiesgroup −9.4%, moved with MTSI
12Jun 5, 2026−9.76%
Before our stories
−9.4% moved with MTSIMU −13.3 · AMD −10.9 · AVGO −7.9 · NVDA −6.2
13 Jun 18, 2026+6.62%
Nothing on MTSIgroup +4.8%, moved with MTSI
13Jun 18, 2026+6.62%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
+4.8% moved with MTSIMU +8.7 · AMD +4.9 · AVGO +4.7 · NVDA +3.0
14 Jul 1, 2026−7.82%
Nothing on MTSIgroup −4.6%, moved with MTSI
14Jul 1, 2026−7.82%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−4.6% moved with MTSIMU −10.6 · AMD −6.9 · AVGO −2.2 · NVDA −1.3
15 Jul 2, 2026−8.09%
Nothing on MTSIgroup −3.3%, did not move with it
15Jul 2, 2026−8.09%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−3.3% did not move with itMU −5.5 · AMD −4.3 · AVGO −2.4 · NVDA −1.4
16 Jul 7, 2026−6.96%
Nothing on MTSIgroup −2.8%, did not move with it
16Jul 7, 2026−6.96%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−2.8% did not move with itAMD −6.5 · MU −4.7 · AVGO −0.8 · NVDA +0.7
17 Jul 29, 2026−8.23%
Nothing on MTSIgroup −4.5%, moved with MTSI
17Jul 29, 2026−8.23%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−4.5% moved with MTSIMU −9.9 · AMD −5.5 · NVDA −3.5 · AVGO −2.8
18 Jul 30, 2026+8.74%
Nothing on MTSIgroup +8.9%, moved with MTSI
18Jul 30, 2026+8.74%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
+8.9% moved with MTSIMU +18.4 · AMD +13.0 · AVGO +4.7 · NVDA +2.6
19 Aug 4, 2026+6.72%
Nothing on MTSIgroup +6.8%, moved with MTSI
19Aug 4, 2026+6.72%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
+6.8% moved with MTSIMU +7.6 · AMD +7.0 · AVGO +6.6 · NVDA +2.6
20 Aug 6, 2026+14.49%
Resultsgroup +0.2%, did not move with it
20Aug 6, 2026+14.49%
ResultsFirst close after the Aug 6 results filing
+0.2% did not move with itAMD +1.5 · AVGO +0.6 · NVDA −0.1 · MU −1.3
21 Aug 18, 2026−10.58%
Nothing on MTSIgroup −3.7%, did not move with it
21Aug 18, 2026−10.58%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−3.7% did not move with itMU −7.0 · AMD −4.3 · AVGO −3.2 · NVDA −2.3
22 Aug 19, 2026−7.82%
Nothing on MTSIgroup −2.4%, did not move with it
22Aug 19, 2026−7.82%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−2.4% did not move with itAVGO −4.6 · AMD −3.7 · NVDA −1.0 · MU −0.4
23 Sep 14, 2026−12.83%
Nothing on MTSIgroup −4.6%, did not move with it
23Sep 14, 2026−12.83%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−4.6% did not move with itMU −5.3 · AVGO −4.8 · AMD −4.4 · NVDA −3.4
24 Oct 2, 2026+6.62%
Nothing on MTSIgroup +2.1%, did not move with it
24Oct 2, 2026+6.62%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
+2.1% did not move with itAVGO +3.4 · AMD +3.0 · NVDA +1.3 · MU −2.0
25 Oct 6, 2026+6.81%
Nothing on MTSIgroup +1.5%, did not move with it
25Oct 6, 2026+6.81%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
+1.5% did not move with itAVGO +3.7 · AMD +2.8 · NVDA +0.1 · MU −1.7
26 Oct 12, 2026−7.18%
Nothing on MTSIgroup −2.1%, did not move with it
26Oct 12, 2026−7.18%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−2.1% did not move with itMU −3.9 · AMD −2.3 · AVGO −1.9 · NVDA −1.3
27 Oct 15, 2026−6.84%
Nothing on MTSIgroup −1.0%, did not move with it
27Oct 15, 2026−6.84%
Nothing on MTSINo MTSI story, brief or results filing in our record that day
−1.0% did not move with itNVDA −1.8 · AMD −1.5 · AVGO −0.6 · MU +1.9

A story on the same day is not a cause, and a group move is not proof either. Group: the median of NVDA, AVGO, MU and AMD that day, the largest companies in MTSI’s SEC industry; “moved with MTSI” means the same direction and at least half the size.

What’s next · results

Before the next report: what the first day after the last four did

Six trading days after each results filing (SEC 8-K, Item 2.02). MTSI reports during the trading day, so day 1 is that day’s close. Each time, day 6 ended on the same side as day 1.

Reported Nov 6, 2025

day 1+11.52%day 6+8.39%

Reported Feb 5, 2026

day 1+5.94%day 6+11.14%

Reported May 7, 2026

day 1+11.19%day 6+23.80%

Reported Aug 6, 2026

day 1+14.49%day 6+16.55%

Next report: expected early NovemberEstimated from the dates of its last four results filings. Not announced. Since the Aug 6 report: −0.46%. Four reports is a small sample.

Every report since 2022 →

Each line is MTSI’s close against its close before the filing, on licensed end-of-day closes. What happened after each report, not a forecast; a move on the day is not a cause.

The numbers · FY2025, filed

SEC EDGAR

Market cap$20.0B

Revenue$967.3M+32.60%

Net income$-54.2M

EPS, diluted$-0.73−170.20%

Gross margin54.7%

Operating margin13.4%

Return on equity-4.1%

Debt / equity0.38

All filed figures

Snapshot

SEC EDGAR · FY 2025-10-03

SectorTechnology

Market Cap$20.0B

Enterprise Value$20.4B

Income$-54.2M

Sales$967.3M

Book/sh$17.38

Cash/sh$1.47

Dividend TTM—

Payout-1%

Employees—

IPO—

Quick Ratio2.98

Current Ratio3.71

Debt/Eq0.38

EPS (ttm)$-0.73

EPS this Y-170.2%

EPS past 3/5Y—

Sales past 3/5Y12.7%

EPS Y/Y TTM-170.2%

Sales Y/Y TTM32.6%

Shs Outstand76.37M

ROA-2.6%

ROE-4.1%

ROIC14.1%

Gross Margin54.7%

Oper. Margin13.4%

Profit Margin-5.6%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$606.9M

FY21

$675.2M

FY22

$648.4M

FY23

$729.6M

FY24

$967.3M

FY25

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$606.9M	$675.2M	$648.4M	$729.6M	$967.3M
Gross Profit	$341.9M	$406.2M	$385.8M	$393.8M	$529.0M
Operating Income	$81.0M	$132.7M	$107.4M	$73.7M	$129.7M
Net Income	$38.0M	$440.0M	$91.6M	$76.9M	$-54.2M
Diluted EPS	$0.54	$6.18	$1.28	$1.04	$-0.73
Operating Cash Flow	$148.4M	$177.0M	$166.9M	$162.6M	$235.4M
Free Cash Flow	$130.5M	$150.5M	$142.2M	$140.2M	$192.8M

Same industry

MTSI against four chip peers, a year at 100

MTSI is up 91.7% in a year. Micron is up 4.3 times and Advanced Micro Devices 2.3. Of these four, NVIDIA (+16.9%) and Broadcom (−5.9%) did less. Weekly closes, Oct 17, 2025 = 100, on a log scale so a 4.3-fold rise and a 5.9% fall both read honestly.

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MTSI +91.7%. Micron ×4.3, Advanced Micro Devices ×2.3, NVIDIA +16.9%, Broadcom −5.9%. Weekly closes, Oct 17, 2025 = 100, log scale.

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End-of-day closes (Databento EOD), the last close of each week. The four peers are the largest US-listed companies by market value in MTSI’s SEC industry (Semiconductors & Related Devices) with a year of closes. It shows what the closes did; a move here is not a cause, a forecast or a call.

Same industry

In the screener →

NVDA$5.20T AVGO$1.56T MU$992.6B AMD$863.2B INTC$453.2B AMAT$324.8B TXN$252.5B ARM$242.4B

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Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.