Analog Semiconductors Stocks Q4 Teardown: MACOM (NASDAQ:MTSI) Vs The Rest

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at MACOM (NASDAQ:MTSI) and the best and worst performers in the analog semiconductors industry.

Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.

The 14 analog semiconductors stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was above.

In light of this news, share prices of the companies have held steady as they are up 1.7% on average since the latest earnings results.

MACOM (NASDAQ:MTSI)

Founded in the 1950s as Microwave Associates, a communications supplier to the US Army Signal Corp, today MACOM Technology Solutions (NASDAQ: MTSI) is a provider of analog chips used in optical, wireless, and satellite networks.

MACOM reported revenues of $218.1 million, up 38.8% year on year. This print exceeded analysts’ expectations by 1.6%. Overall, it was a satisfactory quarter for the company with a significant improvement in its inventory levels.

“Q1 was a good start to our fiscal 2025,” said Stephen G. Daly, President and Chief Executive Officer, MACOM.

MACOM pulled off the fastest revenue growth of the whole group. Even though it had a relatively good quarter, the market seems discontent with the results. The stock is down 9.1% since reporting and currently trades at $119.27.

Is now the time to buy MACOM? Access our full analysis of the earnings results here, it’s free.

Best Q4: Himax (NASDAQ:HIMX)

Taiwan-based Himax Technologies (NASDAQ:HIMX) is a leading manufacturer of display driver chips and timing controllers used in TVs, laptops, and mobile phones.

Himax reported revenues of $237.2 million, up 4.2% year on year, outperforming analysts’ expectations by 7.3%. The business had an incredible quarter with a significant improvement in its inventory levels and an impressive beat of analysts’ EPS estimates.

The market seems happy with the results as the stock is up 9.1% since reporting. It currently trades at $9.95.

Is now the time to buy Himax? Access our full analysis of the earnings results here, it’s free.

Slowest Q4: Vishay Intertechnology (NYSE:VSH)

Named after the founder's ancestral village in present-day Lithuania, Vishay Intertechnology (NYSE:VSH) manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices.

Vishay Intertechnology reported revenues of $714.7 million, down 9% year on year, falling short of analysts’ expectations by 1.1%. It was a disappointing quarter as it posted a significant miss of analysts’ adjusted operating income estimates.

Interestingly, the stock is up 8.5% since the results and currently trades at $18.03.

Read our full analysis of Vishay Intertechnology’s results here.

NXP Semiconductors (NASDAQ:NXPI)

Spun off from Dutch electronics giant Philips in 2006, NXP Semiconductors (NASDAQ: NXPI) is a designer and manufacturer of chips used in autos, industrial manufacturing, mobile devices, and communications infrastructure.

NXP Semiconductors reported revenues of $3.11 billion, down 9.1% year on year. This result met analysts’ expectations. Taking a step back, it was a mixed quarter as it also produced a narrow beat of analysts’ EPS estimates but an increase in its inventory levels.

The stock is up 13.6% since reporting and currently trades at $232.52.

Read our full, actionable report on NXP Semiconductors here, it’s free.

onsemi (NASDAQ:ON)

Spun out of Motorola in 1999 and built through a series of acquisitions, onsemi (NASDAQ:ON) is a global provider of analog chips specializing in autos, industrial applications, and power management in cloud data centers.

onsemi reported revenues of $1.72 billion, down 14.6% year on year. This print came in 1.8% below analysts' expectations. It was a disappointing quarter as it also recorded a significant miss of analysts’ EPS estimates.

The stock is up 3.9% since reporting and currently trades at $53.23.

Read our full, actionable report on onsemi here, it’s free.

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