MTSI — MACOM Technology Solutions Holdings, Inc.

Designer and manufacturer of high-performance analog semiconductor products. GaN-on-SiC RF power amplifier modules and MMIC chips for defense AESA radar, electronic warfare, and satellite communications.

Coiled

52w range compression, breakout-adjusted

Watched

7-day news volume + tape quietness

Sound

Margins, growth, FCF composite

Critical

Supply-chain concentration × demand

Pressure

Pricing Power

56.5%

Inflating

Numbers on the wire.

Market cap

$21.9B

P/E (TTM)

89.92

P/S (TTM)

18.61

EV / EBITDA

119.23

Gross margin

56.54%

Op margin

18.11%

Net margin

20.70%

FCF margin

—

Rev growth YoY

28.36%

EPS growth YoY

—

ROE

17.09%

ROA

11.51%

Debt / Equity

0.26

Current ratio

2.34

Price / Book

15.96

Beta

1.82

ADDED (C-13): Key merchant GaN RF module supplier to Raytheon SPY-6, NGJ, and AESA radar programs. Defense radar spending surge (NATO, INDOPACOM) drives multi-year revenue growth. GaN transition from legacy radar technologies creates 5-10 year upgrade cycle.

MTSI — MACOM Technology Solutions Holdings, Inc.

Numbers on the wire.

From the EDGAR wire.

From the tape.