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Macom Technology Solutions Holdings vs OSI Systems: MTSI and OSIS compared
Macom Technology Solutions Holdings is the larger company: $425M of revenue in its latest quarter (Q4 FY26) against $403M for OSI Systems (Q1 FY27). Macom Technology Solutions Holdings is growing faster (+63% against +5% a year earlier). Macom Technology Solutions Holdings is more profitable, with an operating margin of 31.6% against 8.3%.
Where the money goes: MTSI and OSIS
Macom Technology Solutions Holdings (MTSI) · Q4 FY26
Macom Technology Solutions Holdings, Q4 FY26: revenue $425M (+63% year over year), operating margin 31.6%, net earnings $139M, operating cash flow $156M. The chart follows the revenue to costs, profit and cash.
OSI Systems (OSIS) · Q1 FY27
OSI Systems, Q1 FY27: revenue $403M (+5% year over year), operating margin 8.3%, net earnings $24.6M, operating cash flow $37.1M. The chart follows the revenue to costs, profit and cash.
| Macom Technology Solutions Holdings (MTSI) | OSI Systems (OSIS) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q1 FY27 |
| Revenue | $425M | $403M |
| Revenue growth, Y/Y | +63% | +5% |
| Gross margin | 59.9% | 30.7% |
| Operating margin | 31.6% | 8.3% |
| Net earnings | $139M | $24.6M |
| Net margin | 32.8% | 6.1% |
| Operating cash flow | $156M | $37.1M |
| Free cash flow | $138M | $29.4M |
| Market value | $16.5B | $3.2B |
| P/E | 68.7× | 21.0× |
| Analysts’ mean target | $327.00 | $273.29 |
Where the revenue comes from
OSI Systems
- Security Division: $264M (65%)
- Optoelectronics and Manufacturing Division: $104M (26%)
- Healthcare Division: $35.1M (9%)
Questions
Which is bigger, Macom Technology Solutions Holdings or OSI Systems?
Macom Technology Solutions Holdings is the larger company: $425M of revenue in its latest quarter (Q4 FY26) against $403M for OSI Systems (Q1 FY27).
Is Macom Technology Solutions Holdings or OSI Systems growing faster?
Macom Technology Solutions Holdings is growing faster (+63% against +5% a year earlier).
Which is more profitable, Macom Technology Solutions Holdings or OSI Systems?
Macom Technology Solutions Holdings is more profitable, with an operating margin of 31.6% against 8.3%.
More: Macom Technology Solutions Holdings earnings · how Macom Technology Solutions Holdings makes money · OSI Systems earnings · how OSI Systems makes money
From the companies' latest 10-Q, 10-K or earnings release (8-K filed Nov 5, 2026; 10-Q filed Oct 29, 2026). Fiscal quarters can end on different dates. Not investment advice.