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Amphastar Pharmaceuticals, Inc.（AMPH）とMACOM Technology Solutions Holdings, Inc.（MTSI）の財務データ比較。上の社名をクリックして会社を切り替えられます
MACOM Technology Solutions Holdings, Inc.の直近四半期売上が大きい（$271.6M vs $183.1M、Amphastar Pharmaceuticals, Inc.の約1.5倍）。MACOM Technology Solutions Holdings, Inc.の純利益率が高く（18.0% vs 13.3%、差は4.6%）。MACOM Technology Solutions Holdings, Inc.の前年同期比売上増加率が高い（24.5% vs -1.8%）。MACOM Technology Solutions Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$30.0M vs $24.6M）。過去8四半期でMACOM Technology Solutions Holdings, Inc.の売上複合成長率が高い（22.4% vs 3.2%）
Amphastar Pharmaceuticalsは上場されている米国の特殊製薬企業です。2004年5月に設立され、主に吸入剤および鼻腔内投与製品の開発、生産、販売を行っており、特色ある医薬品分野で事業を展開しています。
MACOMテクノロジーソリューションズは米国の高周波、マイクロ波、ミリ波向け半導体デバイス・部品の開発・製造企業です。本社をマサチューセッツ州ローウェルに置き、2005年には同市最大の民間雇用主でした。ISO9001品質認証とISO14001環境認証を取得しており、北米、欧州、アジア、オーストラリアに設計センターと営業所を構えています。
AMPH vs MTSI — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $183.1M | $271.6M |
| 純利益 | $24.4M | $48.8M |
| 粗利率 | 46.8% | 55.9% |
| 営業利益率 | 19.4% | 15.9% |
| 純利益率 | 13.3% | 18.0% |
| 売上前年比 | -1.8% | 24.5% |
| 純利益前年比 | -35.7% | 129.1% |
| EPS（希薄化後） | $0.51 | $0.64 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | — | $271.6M | ||
| Q4 25 | $183.1M | $261.2M | ||
| Q3 25 | $191.8M | $252.1M | ||
| Q2 25 | $174.4M | $235.9M | ||
| Q1 25 | $170.5M | $218.1M | ||
| Q4 24 | $186.5M | — | ||
| Q3 24 | $191.2M | $200.7M | ||
| Q2 24 | $182.4M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $24.4M | $45.1M | ||
| Q3 25 | $17.4M | $36.5M | ||
| Q2 25 | $31.0M | $31.7M | ||
| Q1 25 | $25.3M | $-167.5M | ||
| Q4 24 | $38.0M | — | ||
| Q3 24 | $40.4M | $29.4M | ||
| Q2 24 | $37.9M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 46.8% | 54.5% | ||
| Q3 25 | 51.4% | 55.3% | ||
| Q2 25 | 49.6% | 55.2% | ||
| Q1 25 | 50.0% | 53.7% | ||
| Q4 24 | 46.5% | — | ||
| Q3 24 | 53.3% | 54.7% | ||
| Q2 24 | 52.2% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 19.4% | 15.2% | ||
| Q3 25 | 13.2% | 14.9% | ||
| Q2 25 | 24.2% | 14.8% | ||
| Q1 25 | 21.9% | 8.0% | ||
| Q4 24 | 24.2% | — | ||
| Q3 24 | 29.8% | 13.7% | ||
| Q2 24 | 30.3% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 13.3% | 17.3% | ||
| Q3 25 | 9.0% | 14.5% | ||
| Q2 25 | 17.8% | 13.4% | ||
| Q1 25 | 14.8% | -76.8% | ||
| Q4 24 | 20.4% | — | ||
| Q3 24 | 21.1% | 14.7% | ||
| Q2 24 | 20.8% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.51 | $0.67 | ||
| Q3 25 | $0.37 | $0.48 | ||
| Q2 25 | $0.64 | $0.42 | ||
| Q1 25 | $0.51 | $-2.30 | ||
| Q4 24 | $0.74 | — | ||
| Q3 24 | $0.78 | $0.40 | ||
| Q2 24 | $0.73 | $0.27 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $282.8M | $768.5M |
| 総負債低いほど良い | $608.7M | — |
| 株主資本純資産 | $788.8M | $1.4B |
| 総資産 | $1.6B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.77× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $768.5M | ||
| Q4 25 | $282.8M | $786.0M | ||
| Q3 25 | $276.2M | $735.2M | ||
| Q2 25 | $231.8M | $681.5M | ||
| Q1 25 | $236.9M | $656.5M | ||
| Q4 24 | $221.6M | — | ||
| Q3 24 | $250.5M | $581.9M | ||
| Q2 24 | $217.8M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $608.7M | — | ||
| Q3 25 | $608.6M | — | ||
| Q2 25 | $607.7M | — | ||
| Q1 25 | $603.9M | — | ||
| Q4 24 | $601.6M | — | ||
| Q3 24 | $596.4M | — | ||
| Q2 24 | $586.9M | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $788.8M | $1.3B | ||
| Q3 25 | $776.7M | $1.3B | ||
| Q2 25 | $757.5M | $1.2B | ||
| Q1 25 | $751.3M | $1.2B | ||
| Q4 24 | $732.3M | — | ||
| Q3 24 | $727.7M | $1.1B | ||
| Q2 24 | $713.3M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.6B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.77× | — | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 0.82× | — | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.82× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $32.9M | $42.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $24.6M | $30.0M |
| FCFマージンFCF / 売上 | 13.4% | 11.0% |
| 設備投資強度設備投資 / 売上 | 4.5% | 4.8% |
| キャッシュ転換率営業CF / 純利益 | 1.35× | 0.88× |
| 直近12ヶ月FCF直近4四半期 | $121.2M | $161.5M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $42.9M | ||
| Q4 25 | $32.9M | $69.6M | ||
| Q3 25 | $52.6M | $60.4M | ||
| Q2 25 | $35.6M | $38.7M | ||
| Q1 25 | $35.1M | $66.7M | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $60.0M | $62.3M | ||
| Q2 24 | $69.1M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $24.6M | $49.4M | ||
| Q3 25 | $47.2M | $51.6M | ||
| Q2 25 | $25.0M | $30.5M | ||
| Q1 25 | $24.4M | $61.3M | ||
| Q4 24 | $16.6M | — | ||
| Q3 24 | $46.2M | $57.1M | ||
| Q2 24 | $63.1M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 13.4% | 18.9% | ||
| Q3 25 | 24.6% | 20.5% | ||
| Q2 25 | 14.3% | 12.9% | ||
| Q1 25 | 14.3% | 28.1% | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 24.1% | 28.5% | ||
| Q2 24 | 34.6% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 4.5% | 7.7% | ||
| Q3 25 | 2.8% | 3.5% | ||
| Q2 25 | 6.1% | 3.5% | ||
| Q1 25 | 6.3% | 2.4% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | 2.6% | ||
| Q2 24 | 3.3% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 1.35× | 1.54× | ||
| Q3 25 | 3.03× | 1.65× | ||
| Q2 25 | 1.15× | 1.22× | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 1.48× | 2.12× | ||
| Q2 24 | 1.82× | 2.46× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
