Compare
MACOM Technology Solutions Holdings, Inc. vs IPG Photonics Corp vs Semtech Corp vs Allegro MicroSystems, Inc.
| Latest fiscal year | MACOM Technology Solutions Holdings, Inc. MTSI | IPG Photonics Corp IPGP | Semtech Corp SMTC | Allegro MicroSystems, Inc. ALGM |
|---|---|---|---|---|
| Year ended | 2025-10-03 | 2025-12-31 | 2026-01-25 | 2026-03-27 |
| Revenue | $967.26M | $1.00B | $1.05B | $890.10M |
| Revenue growth (YoY) | +32.6% | +2.7% | +15.5% | +22.8% |
| Gross margin | 54.7% | 38.0% | 51.6% | 46.3% |
| Operating margin | 13.4% | 1.3% | 3.1% | 2.1% |
| Net margin | -5.6% | 3.1% | -3.8% | -1.7% |
| Net income | -$54.21M | $31.10M | -$40.38M | -$14.90M |
| EPS (Diluted) | -$0.73 | $0.73 | -$0.46 | -$0.08 |
| Operating cash flow | $235.37M | $75.34M | $181.17M | $163.07M |
| Free cash flow | $192.82M | -$3.45M | $171.38M | $124.89M |
| Cash & equivalents | $112.14M | $403.79M | $195.18M | $168.75M |
| Total assets | $2.10B | $2.42B | $1.41B | $1.42B |
| Total liabilities | $776.26M | $296.15M | n/a | $459.73M |
| Shareholders' equity | $1.33B | $2.13B | $549.72M | $956.45M |
| Return on year-end equity | -4.1% | 1.5% | -7.3% | -1.6% |
| Shares outstanding | 74.48M | 42.13M | 92.67M | 185.36M |
Revenue, most recent five fiscal years
| Fiscal year | MACOM Technology Solutions Holdings, Inc. | IPG Photonics Corp | Semtech Corp | Allegro MicroSystems, Inc. |
|---|---|---|---|---|
| Latest | $967.26M Ended 2025-10-03 | $1.00B Ended 2025-12-31 | $1.05B Ended 2026-01-25 | $890.10M Ended 2026-03-27 |
| 1 year earlier | $729.58M Ended 2024-09-27 | $977.13M Ended 2024-12-31 | $909.29M Ended 2025-01-26 | $725.01M Ended 2025-03-28 |
| 2 years earlier | $648.41M Ended 2023-09-29 | $1.29B Ended 2023-12-31 | $868.76M Ended 2024-01-28 | $1.05B Ended 2024-03-29 |
| 3 years earlier | $675.17M Ended 2022-09-30 | $1.43B Ended 2022-12-31 | $756.53M Ended 2023-01-29 | $973.65M Ended 2023-03-31 |
| 4 years earlier | $606.92M Ended 2021-10-01 | $1.46B Ended 2021-12-31 | $740.86M Ended 2022-01-30 | $768.67M Ended 2022-03-25 |