MACOM Technology Solutions (MTSI)
Information Technology · RF and microwave semiconductors
MACOM designs high-performance RF and analog semiconductors powering wireless infrastructure, 5G networks, and defense systems worldwide.
What MACOM Technology Solutions does
MACOM Technology Solutions designs and manufactures semiconductor components and RF (radio frequency) components for use in wireless infrastructure, defense, aerospace, and industrial applications. The company produces high-frequency analog semiconductors, power amplifiers, and frequency control products that enable wireless communications and signal processing. MACOM serves customers in telecommunications, defense contractors, and government agencies with mission-critical RF and microwave solutions.
Themes: ["RF semiconductors","wireless infrastructure","defense electronics","5G/6G communications","power amplifiers","GaN technology"]
Fundamentals
- Price$317.35 as of 2026-07-09 close
- Market cap$24.9B as of 2026-07-10
- 1-year return+126.9% as of 2026-07-09 close
- P/E141.16 as of 2026-07-10
- Net margin+16.5% as of 2026-07-10
- Gross margin+55.7% as of 2026-07-10
- ROE+13.2% as of 2026-07-10
- Debt / equity0.29 as of 2026-07-10
- Revenue growth (YoY)+27.1% as of 2026-07-10
- Revenue CAGR (3y)+12.7% SEC XBRL
- Beta1.70 as of 2026-07-10
Key risks (from latest filing)
["Dependence on wireless infrastructure and defense spending cycles, which can experience significant fluctuations","High concentration of revenue among large defense contractors and telecommunications companies creates customer concentration risk","Rapid technological change and competition from larger semiconductor manufacturers could pressure margins and market share"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.