# MACOM Technology Solutions Holdings, Inc.: overview

MTSI · Nasdaq · CIK 1493594 · [Technology](/sectors/technology.md) · fiscal year ends Oct 3

Pages: [Overview](/companies/mtsi.md) · [Financials](/companies/mtsi/financials.md) · [Filings](/companies/mtsi/filings.md) · [Insiders](/companies/mtsi/insiders.md)

Latest reported revenue: [$342.2m](/filings/0001493594-26-000038.md) for Q3 FY2026, three months to 2026-07-03, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:Revenues, accession 0001493594-26-000038).

## Last eight quarters

| Line item | Unit | Q4 FY2024 (2024-09-27) | Q1 FY2025 (2025-01-03) | Q2 FY2025 (2025-04-04) | Q3 FY2025 (2025-07-04) | Q4 FY2025 (2025-10-03) | Q1 FY2026 (2026-01-02) | Q2 FY2026 (2026-04-03) | Q3 FY2026 (2026-07-03) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [201 d](/filings/0001493594-25-000054.md) | [218](/filings/0001493594-26-000019.md) | [236](/filings/0001493594-26-000028.md) | [252](/filings/0001493594-26-000038.md) | [261 d](/filings/0001493594-25-000054.md) | [272](/filings/0001493594-26-000019.md) | [289](/filings/0001493594-26-000028.md) | [342](/filings/0001493594-26-000038.md) |
| Gross margin | % | [54.7% d](/filings/0001493594-25-000054.md) | [53.7%](/filings/0001493594-26-000019.md) | [55.2%](/filings/0001493594-26-000028.md) | [55.3%](/filings/0001493594-26-000038.md) | [54.5% d](/filings/0001493594-25-000054.md) | [55.9%](/filings/0001493594-26-000019.md) | [56.9%](/filings/0001493594-26-000028.md) | [58.3%](/filings/0001493594-26-000038.md) |
| Operating margin | % | [13.7% d](/filings/0001493594-25-000054.md) | [8.0%](/filings/0001493594-26-000019.md) | [14.8%](/filings/0001493594-26-000028.md) | [14.9%](/filings/0001493594-26-000038.md) | [15.2% d](/filings/0001493594-25-000054.md) | [15.9%](/filings/0001493594-26-000019.md) | [17.6%](/filings/0001493594-26-000028.md) | [22.5%](/filings/0001493594-26-000038.md) |
| Net margin | % | [14.7% d](/filings/0001493594-25-000054.md) | [(76.8%)](/filings/0001493594-26-000019.md) | [13.4%](/filings/0001493594-26-000028.md) | [14.5%](/filings/0001493594-26-000038.md) | [17.3% d](/filings/0001493594-25-000054.md) | [18.0%](/filings/0001493594-26-000019.md) | [16.0%](/filings/0001493594-26-000028.md) | [29.4%](/filings/0001493594-26-000038.md) |
| Diluted EPS | $ per share | not reported | [(2.30)](/filings/0001493594-26-000019.md) | [0.42](/filings/0001493594-26-000028.md) | [0.48](/filings/0001493594-26-000038.md) | not reported | [0.64](/filings/0001493594-26-000019.md) | [0.60](/filings/0001493594-26-000028.md) | [1.28](/filings/0001493594-26-000038.md) |
| Free cash flow | $m | [57.1 d](/filings/0001493594-25-000054.md) | [61.3](/filings/0001493594-26-000019.md) | [30.5 d](/filings/0001493594-26-000028.md) | [51.6 d](/filings/0001493594-26-000038.md) | [49.4 d](/filings/0001493594-25-000054.md) | [30.0](/filings/0001493594-26-000019.md) | [65.5 d](/filings/0001493594-26-000028.md) | [59.2 d](/filings/0001493594-26-000038.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-10-01) | FY2022 (2022-09-30) | FY2023 (2023-09-29) | FY2024 (2024-09-27) | FY2025 (2025-10-03) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [607](/filings/0001493594-23-000081.md) | [675](/filings/0001493594-24-000060.md) | [648](/filings/0001493594-25-000054.md) | [730](/filings/0001493594-25-000054.md) | [967](/filings/0001493594-25-000054.md) |
| Gross margin | % | [56.3%](/filings/0001493594-23-000081.md) | [60.2%](/filings/0001493594-24-000060.md) | [59.5%](/filings/0001493594-25-000054.md) | [54.0%](/filings/0001493594-25-000054.md) | [54.7%](/filings/0001493594-25-000054.md) |
| Operating margin | % | [13.3%](/filings/0001493594-23-000081.md) | [19.7%](/filings/0001493594-24-000060.md) | [16.6%](/filings/0001493594-25-000054.md) | [10.1%](/filings/0001493594-25-000054.md) | [13.4%](/filings/0001493594-25-000054.md) |
| Net margin | % | [6.3%](/filings/0001493594-23-000081.md) | [65.2%](/filings/0001493594-24-000060.md) | [14.1%](/filings/0001493594-25-000054.md) | [10.5%](/filings/0001493594-25-000054.md) | [(5.6%)](/filings/0001493594-25-000054.md) |
| Diluted EPS | $ per share | [0.54](/filings/0001493594-23-000081.md) | [6.18](/filings/0001493594-24-000060.md) | [1.28](/filings/0001493594-25-000054.md) | [1.04](/filings/0001493594-25-000054.md) | [(0.73)](/filings/0001493594-25-000054.md) |
| Free cash flow | $m | [130](/filings/0001493594-23-000081.md) | [150](/filings/0001493594-24-000060.md) | [142](/filings/0001493594-25-000054.md) | [140](/filings/0001493594-25-000054.md) | [193](/filings/0001493594-25-000054.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/mtsi/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-26 | [Kober John](/insiders/1338249.md) | Senior VP and CFO, Officer | Sale (S) | 1,027 | $236.60 | $243.0k | [Form 4](/filings/0000904454-26-000549.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $4.00bn | 10,527,144 |  | Reduced −83,296 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $3.62bn | 9,512,899 |  | Added +946,616 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $1.37bn | 3,605,324 |  | Added +18,243 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $1.17bn | 3,064,683 |  | Added +71,832 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $860.5m | 2,262,242 |  | Added +109,491 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $817.6m | 2,149,581 |  | Reduced −1,524,234 |
| [JPMORGAN CHASE & CO](/funds/19617.md) | 2026-06-30 | $793.0m | 2,125,091 |  | Added +109,461 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $536.3m | 1,409,741 |  | Added +50,207 |
| [WELLINGTON MANAGEMENT GROUP LLP](/funds/902219.md) | 2026-06-30 | $458.6m | 1,205,711 |  | Reduced −342,324 |
| [MASSACHUSETTS FINANCIAL SERVICES CO /MA/](/funds/912938.md) | 2026-06-30 | $443.6m | 1,166,242 |  | Added +337,794 |

## Recent filings

[All 1,556 filings](/companies/mtsi/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-06 | 16:02 ET | [10-Q](/filings/0001493594-26-000038.md) | Quarterly report, period 2026-07-03 | 0001493594-26-000038 |
| 2026-08-06 | 07:33 ET | [8-K](/filings/0001493594-26-000036.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001493594-26-000036 |
| 2026-05-07 | 16:08 ET | [10-Q](/filings/0001493594-26-000028.md) | Quarterly report, period 2026-04-03 | 0001493594-26-000028 |
| 2026-05-07 | 07:32 ET | [8-K](/filings/0001493594-26-000024.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001493594-26-000024 |
| 2026-03-09 | 16:25 ET | [8-K](/filings/0001493594-26-000021.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001493594-26-000021 |
| 2026-02-05 | 16:02 ET | [10-Q](/filings/0001493594-26-000019.md) | Quarterly report, period 2026-01-02 | 0001493594-26-000019 |
| 2026-02-05 | 07:33 ET | [8-K](/filings/0001493594-26-000016.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001493594-26-000016 |
| 2026-01-16 | 16:16 ET | [DEF 14A](/filings/0001493594-26-000007.md) | Proxy statement, period 2026-01-16 | 0001493594-26-000007 |
| 2026-01-12 | 08:32 ET | [8-K](/filings/0001493594-26-000002.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001493594-26-000002 |
| 2025-11-25 | 08:32 ET | [8-K](/filings/0001493594-25-000057.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001493594-25-000057 |

## Latest annual report

[Form 10-K for the fiscal year ended Oct 3, 2025](/filings/0001493594-25-000054.md), filed Nov 14, 2025.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1493594
- Tickers: MTSI
- Exchange: Nasdaq
- SIC code: 3674 Semiconductors & Related Devices
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 17:32 ET. No prices; not investment advice.