Latest revenue
$289.0M
as of 2026-04-03
Latest net income
$46.3M
as of 2026-04-03
Net margin
16.0%
as of 2026-04-03
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $29.45B
- Enterprise value
- $29.45B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $401.25
- 52-wk low
- $118.16
- Beta
- —
- Shares out
- 76.3M
5-year trend
What this company does
ITEM 1. BUSINESS Overview We design, develop and manufacture differentiated semiconductor products and solutions for the Industrial and Defense (“I&D”), Data Center and Telecommunications (“Telecom”) industries for customers who demand high performance, quality and reliability. We are headquartered in Lowell, Massachusetts, with operational facilities throughout North America, Europe and Asia. We have more than 70 years of application expertise, combined with expertise in analog and mixed signal circuit design, compound semiconductor fabrication (including gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP) and specialized silicon), advanced packaging and back-end…
AI summary unavailable — showing raw filing excerpt
Generated from MTSI's filing dated 2025-11-14
Key risks
ITEM 1A. RISK FACTORS Our business involves a high degree of risk. You should carefully consider the following risks and other information in this Annual Report in evaluating the Company and its common stock. If any of the following risks actually occurs, our business, financial condition or results of operations could suffer. The risks described below are not the only ones facing us. Additional risks not presently known to us or that we currently consider immaterial may also adversely affect our Company. Risks Relating to General Business Conditions We operate in the semiconductor industry, which is cyclical and subject to significant downturns. The semiconductor industry is highly…
AI summary unavailable — showing raw filing excerpt
Generated from MTSI's filing dated 2025-11-14
Profitability
Gross margin
54.7%
1.3%Operating margin
13.4%
32.8%Net margin
-5.6%
153.2%Return on equity
-4.1%
150.4%Return on assets
-2.6%
158.9%Leverage
Debt / equity
0.58×
31.4%Long-term debt / equity
0.26×
45.9%Debt / assets
36.9%
19.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q2 2026 2026-04-03 | $289.0M | +22.5% | $46.3M | +46.3% | 16.0% |
Q1 2026 2026-01-02 | $271.6M | +24.5% | $48.8M | +129.1% | 18.0% |
Q4 2025 2025-10-03 | $261.2M | +30.1% | $45.1M | +53.4% | 17.3% |
Q3 2025 2025-07-04 | $252.1M | +32.3% | $36.5M | +83.2% | 14.5% |
Q2 2025 2025-04-04 | $235.9M | +30.2% | $31.7M | +111.4% | 13.4% |
Q1 2025 2025-01-03 | $218.1M | +38.8% | $-167.5M | -1437.5% | -76.8% |
Q3 2024 2024-09-27 | $200.7M | — | $29.4M | — | 14.7% |
Q2 2024 2024-06-28 | $190.5M | +28.3% | $19.9M | +68.2% | 10.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Semiconductors & Related Devices · SIC 3674
Your notes
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Insider activity
Insider buying
$0
Insider selling
$527.5M
Net activity
−$527.5M
Distinct insiders
11
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns MTSI
Institutional value
$7.35B
Total shares held
34.9M
Distinct holders
328
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.6M | $1.90B | — | New |
| 2 | Invesco Ltd. | 3.7M | $815.8M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $796.6M | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $664.6M | — | New |
| 5 | JPMORGAN CHASE & CO | 2.0M | $422.3M | — | New |
| 6 | Capital Research Global Investors | 1.2M | $271.5M | — | New |
| 7 | Artisan Partners Limited Partnership | 1.0M | $232.5M | — | New |
| 8 | UBS Group AG | 809.4K | $179.7M | — | New |
| 9 | DIMENSIONAL FUND ADVISORS LP | 529.1K | $117.5M | — | New |
| 10 | Stephens Investment Management Group LLC | 515.8K | $114.5M | — | New |
| 11 | FRANKLIN RESOURCES INC | 502.0K | $111.5M | — | New |
| 12 | CITIGROUP INC | 423.9K | $94.1M | — | New |
| 13 | VANGUARD FIDUCIARY TRUST CO | 405.5K | $90.1M | — | New |
| 14 | Bank of New York Mellon Corp | 400.9K | $89.0M | — | New |
| 15 | GENEVA CAPITAL MANAGEMENT LLC | 343.8K | $76.3M | — | New |
| 16 | TimesSquare Capital Management, LLC | 341.2K | $75.8M | — | New |
| 17 | JENNISON ASSOCIATES LLC | 299.7K | $66.6M | — | New |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 242.9K | $53.9M | — | New |
| 19 | FIRST TRUST ADVISORS LP | 228.4K | $50.7M | — | New |
| 20 | Fiera Capital Corp | 224.7K | $49.9M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once MTSI's latest filing finishes processing.