vs
CSW INDUSTRIALS, INC.（CSW）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 $233.0M、CSW INDUSTRIALS, INC.の約1.2倍）。MACOM Technology Solutions Holdings, Inc.の純利益率が高く（18.0% vs 4.4%、差は13.6%）。MACOM Technology Solutions Holdings, Inc.の前年同期比売上増加率が高い（24.5% vs 20.3%）。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 $22.7M）。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 5.1%）
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。
CSW vs MTSI — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $271.6M |
| 純利益 | $10.3M | $48.8M |
| 粗利率 | 39.7% | 55.9% |
| 営業利益率 | 7.4% | 15.9% |
| 純利益率 | 4.4% | 18.0% |
| 売上前年比 | 20.3% | 24.5% |
| 純利益前年比 | -61.9% | 129.1% |
| EPS（希薄化後） | $0.62 | $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 | $233.0M | $261.2M | ||
| Q3 25 | $277.0M | $252.1M | ||
| Q2 25 | $263.6M | $235.9M | ||
| Q1 25 | $230.5M | $218.1M | ||
| Q4 24 | $193.6M | — | ||
| Q3 24 | $227.9M | $200.7M | ||
| Q2 24 | $226.2M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $10.3M | $45.1M | ||
| Q3 25 | $40.7M | $36.5M | ||
| Q2 25 | $40.9M | $31.7M | ||
| Q1 25 | $35.1M | $-167.5M | ||
| Q4 24 | $26.9M | — | ||
| Q3 24 | $36.1M | $29.4M | ||
| Q2 24 | $38.6M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 39.7% | 54.5% | ||
| Q3 25 | 43.0% | 55.3% | ||
| Q2 25 | 43.8% | 55.2% | ||
| Q1 25 | 44.2% | 53.7% | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | 54.7% | ||
| Q2 24 | 47.5% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 7.4% | 15.2% | ||
| Q3 25 | 20.5% | 14.9% | ||
| Q2 25 | 20.8% | 14.8% | ||
| Q1 25 | 19.5% | 8.0% | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 22.6% | 13.7% | ||
| Q2 24 | 24.3% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 4.4% | 17.3% | ||
| Q3 25 | 14.7% | 14.5% | ||
| Q2 25 | 15.5% | 13.4% | ||
| Q1 25 | 15.2% | -76.8% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.8% | 14.7% | ||
| Q2 24 | 17.1% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.62 | $0.67 | ||
| Q3 25 | $2.41 | $0.48 | ||
| Q2 25 | $2.43 | $0.42 | ||
| Q1 25 | $2.05 | $-2.30 | ||
| Q4 24 | $1.60 | — | ||
| Q3 24 | $2.26 | $0.40 | ||
| Q2 24 | $2.47 | $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 | $40.2M | $768.5M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $1.4B |
| 総資産 | $2.3B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $768.5M | ||
| Q4 25 | $40.2M | $786.0M | ||
| Q3 25 | $31.5M | $735.2M | ||
| Q2 25 | $38.0M | $681.5M | ||
| Q1 25 | $225.8M | $656.5M | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | $581.9M | ||
| Q2 24 | $18.9M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $650.2M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.3B | $2.1B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $28.9M | $42.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $30.0M |
| FCFマージンFCF / 売上 | 9.8% | 11.0% |
| 設備投資強度設備投資 / 売上 | 2.6% | 4.8% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 0.88× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $161.5M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $42.9M | ||
| Q4 25 | $28.9M | $69.6M | ||
| Q3 25 | $61.8M | $60.4M | ||
| Q2 25 | $60.6M | $38.7M | ||
| Q1 25 | $27.3M | $66.7M | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $66.8M | $62.3M | ||
| Q2 24 | $62.7M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $22.7M | $49.4M | ||
| Q3 25 | $58.7M | $51.6M | ||
| Q2 25 | $57.7M | $30.5M | ||
| Q1 25 | $22.8M | $61.3M | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | $57.1M | ||
| Q2 24 | $59.6M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 9.8% | 18.9% | ||
| Q3 25 | 21.2% | 20.5% | ||
| Q2 25 | 21.9% | 12.9% | ||
| Q1 25 | 9.9% | 28.1% | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | 28.5% | ||
| Q2 24 | 26.3% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 2.6% | 7.7% | ||
| Q3 25 | 1.1% | 3.5% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 2.0% | 2.4% | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | 2.6% | ||
| Q2 24 | 1.4% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 2.81× | 1.54× | ||
| Q3 25 | 1.52× | 1.65× | ||
| Q2 25 | 1.48× | 1.22× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | 2.12× | ||
| Q2 24 | 1.62× | 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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
