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MTSI · Computer chips · U.S.

MACOM

Designs chips that send data over fiber-optic cables and radio.

Company Health

62
/100
Mixed
A quick check of the business from its yearly reports (2022–2025). It doesn’t say whether the stock is a good buy.
Does it make money?
0 of 25 · Poor
It lost money last year: $6 of every $100 in sales.
Is it growing?
20 of 25 · Good
Sales grew about 13% a year over the last 3 years.
Can it handle what it owes?
19 of 25 · Good
It would take about 3 years of the cash its business brings in to pay off everything it owes.
Does it bring in spare cash?
23 of 25 · Good
After paying for buildings and equipment, $20 of every $100 in sales was left as spare cash.

Who owns it

1 of 23 own it · 1 sold some
bought lately
owns it
doesn’t own it
Didn’t report owning it: Appaloosa, Melqart, Coatue, D1 Capital, Light Street, Lone Pine, Third Point, TCI, Pershing Square, Duquesne, Himalaya Capital, Greenlight, Giverny Capital, Fundsmith, Semper Augustus, Akre
Their letters don’t mention it: Arquitos, Laughing Water, Alluvial, Bireme, Kingdom Capital, Saga Partners
From each fund’s latest 13F report (Jun 30, 2026). Funds that don’t file one: from their own letters.

The numbers

From MACOM’s yearly reports. Tap a year to see its figures.

Sales and profit

Sales grew from $530 million in the year to Oct 2020 to $967 million in the year to Oct 2025, and it made a profit in 4 of the 6 years.
FY2025
Sales
$967 million
Loss
$54.2 million

Spare cash each year

It had cash to spare every year, ending with $193 million to spare in the year to Oct 2025.
FY2025
Spare cash
$193 million
Spare cash is the cash its business brought in, minus what it spent on buildings and equipment.

What it owns and what it owes

At the end of Oct 2025 it owned $2.10 billion, including $112 million in cash, and owed $776 million.

Key facts

From its yearly report for the year to Oct 2025.
Sales
$967 million
Loss
$54.2 million
Spare cash
$193 million
Cash in the bank
$112 million
Everything it owes
$776 million
Year ends
October
Money shown in
U.S. dollars
Latest yearly report
10-K, filed Nov 14, 2025
Figures from MACOM’s yearly reports to the SEC (EDGAR), collected Oct 12, 2026.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works
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