Ichor Holdings vs Macom Technology Solutions Holdings
Ichor Holdings and Macom Technology Solutions Holdings are similar in size: $948m and $967m of revenue in their latest fiscal years. Macom Technology Solutions Holdings grew faster (32.6% against 11.6%). Ichor Holdings kept more of each dollar of sales as profit: a net margin of -5.6% against -5.6%. Ichor Holdings carries less debt relative to equity (18.8% against 38.1%).
| Latest fiscal year | Ichor HoldingsICHR, 2025 | Macom Technology Solutions HoldingsMTSI, 2025 |
|---|---|---|
| Revenue | $948m | $967m |
| Revenue growth | 11.6% | 32.6% |
| Net income | −$52.8m | −$54.2m |
| Operating margin | -4.1% | 13.4% |
| Net margin | -5.6% | -5.6% |
| Return on equity | -7.7% | -4.4% |
| Free cash flow | −$6.3m | $193m |
| Cash | $98.3m | $112m |
| Total debt | $125m | $505m |
| Debt to equity | 18.8% | 38.1% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $43.1m |
| Employees | — | — |
| Market value | $1.35bn | $18.37bn |
| Price vs our value range | — | Above our value range |
| Moat score | 35 (Weak) | 62 (Moderate) |
| Insider trades, 12 months | 2 buys, 28 sales | 0 buys, 178 sales |