MTSIMACOM Technology Solutions Holdings, Inc.
Semiconductors & Related Devices
- Revenue
- $967M
- 33% YoY
- Operating margin
- 13.4%
- 33% YoY
- EBITDA
- $193M
- 37% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.1×
- $403M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear8% of revenueOver 10% of revenue
- Payouts exceed cash flowClear19% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear16% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $607M | $675M | $648M | $730M | $967M | 33% |
| Operating income | $81M | $133M | $107M | $74M | $130M | 76% |
| Net income | $38M | $440M | $92M | $77M | −$54M | 171% |
| Operating cash flow | $148M | $177M | $167M | $163M | $235M | 45% |
| Capex | $18M | $27M | $25M | $22M | $43M | 90% |
| Stock-based comp | $35M | $41M | $38M | $46M | $79M | 74% |
| Buybacks | $23M | $36M | $33M | $14M | $43M | 203% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $439K · 2
- Net
- −$439K
Pay vs performance
No pay-versus-performance disclosure yet.