Finanzen von MACOM Technology Solutions Holdings Inc (MTSI)MTSIMACOM Technology Solutions Holdings Inc

MACOM Technology Solutions Holdings, Inc. (MTSI) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Data Center, accounting for 40.2% of total sales, equivalent to $137.58M. Other significant revenue streams include Industrial & Defense and Telecommunications. Understanding this composition is critical for investors evaluating how MTSI navigates market cycles within the Semiconductors industry.

Evaluating the bottom line, MACOM Technology Solutions Holdings, Inc. maintains a gross margin of 58.31%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 22.53%, while the net margin is 29.43%. These profitability ratios, combined with a Return on Equity (ROE) of 17.18%, provide a clear picture of how effectively MTSI converts its operational activities into shareholder value.

In the context of the broader market, MTSI competes directly with industry leaders such as TSEM and GFS. With a market capitalization of $26.78B, it holds a significant position in the sector. When comparing efficiency, MTSI's gross margin of 58.31% stands against TSEM's 29.95% and GFS's 28.28%. Such benchmarking helps identify whether MACOM Technology Solutions Holdings, Inc. is trading at a premium or discount relative to its financial performance.

Macom has demonstrated impressive financial performance, with total revenue growing from $218.12 million in Q1 2025 to $342.24 million in Q3 2026, and a net income increase to $100.71 million in Q3 2026, reflecting a strong turnaround.