M/A-Com (MTSI) Reliance on International Sales: What Investors Need to Know

Core Insights - M/A-Com's international operations are crucial for assessing its financial strength and growth potential, given the interconnected nature of the global economy [2][3] - The company's total revenue for the quarter ending June 2025 was $252.08 million, reflecting a 32.3% increase year-over-year [4] International Revenue Analysis - Other Countries contributed 18.4% of total revenue, amounting to $46.28 million, which was a surprise of +7.8% compared to expectations [5] - China generated $70.97 million, representing 28.2% of total revenue, exceeding projections by +8.68% [6] - Asia Pacific (excluding China) accounted for $29.54 million, or 11.7% of total revenue, also surpassing analyst expectations by +3.78% [7] Future Revenue Projections - Analysts forecast total revenue of $258.33 million for the current fiscal quarter, indicating a 28.7% increase from the prior year [8] - For the full year, expected total revenue is $961.17 million, marking a 31.7% increase compared to last year [9] Market Performance - M/A-Com's stock has declined by 11.2% over the past month, contrasting with a 2.7% increase in the Zacks S&P 500 composite [14] - Over the last three months, the company's shares have decreased by 2%, while the S&P 500 has increased by 13.2% [14]