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MACOM Technology Solutions Holdings, Inc.（MTSI）とPAMT CORP（PAMT）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 $141.3M、PAMT CORPの約1.9倍）。MACOM Technology Solutions Holdings, Inc.の純利益率が高く（18.0% vs -20.7%、差は38.7%）。MACOM Technology Solutions Holdings, Inc.の前年同期比売上増加率が高い（24.5% vs -15.1%）。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 $-25.0M）。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 -12.0%）
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。
MTSI vs PAMT — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $271.6M | $141.3M |
| 純利益 | $48.8M | $-29.3M |
| 粗利率 | 55.9% | — |
| 営業利益率 | 15.9% | -27.0% |
| 純利益率 | 18.0% | -20.7% |
| 売上前年比 | 24.5% | -15.1% |
| 純利益前年比 | 129.1% | 7.4% |
| EPS（希薄化後） | $0.64 | $-1.38 |
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 | $261.2M | $141.3M | ||
| Q3 25 | $252.1M | $150.3M | ||
| Q2 25 | $235.9M | $151.1M | ||
| Q1 25 | $218.1M | $155.3M | ||
| Q4 24 | — | $166.5M | ||
| Q3 24 | $200.7M | $182.6M | ||
| Q2 24 | $190.5M | $182.9M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $-29.3M | ||
| Q3 25 | $36.5M | $-5.6M | ||
| Q2 25 | $31.7M | $-9.6M | ||
| Q1 25 | $-167.5M | $-8.1M | ||
| Q4 24 | — | $-31.6M | ||
| Q3 24 | $29.4M | $2.4M | ||
| Q2 24 | $19.9M | $-2.9M |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | — | ||
| Q3 25 | 55.3% | — | ||
| Q2 25 | 55.2% | — | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 54.7% | — | ||
| Q2 24 | 53.2% | — |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | -27.0% | ||
| Q3 25 | 14.9% | -3.8% | ||
| Q2 25 | 14.8% | -7.3% | ||
| Q1 25 | 8.0% | -5.9% | ||
| Q4 24 | — | -22.6% | ||
| Q3 24 | 13.7% | 1.3% | ||
| Q2 24 | 10.4% | -0.4% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | -20.7% | ||
| Q3 25 | 14.5% | -3.7% | ||
| Q2 25 | 13.4% | -6.4% | ||
| Q1 25 | -76.8% | -5.2% | ||
| Q4 24 | — | -19.0% | ||
| Q3 24 | 14.7% | 1.3% | ||
| Q2 24 | 10.5% | -1.6% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $-1.38 | ||
| Q3 25 | $0.48 | $-0.27 | ||
| Q2 25 | $0.42 | $-0.46 | ||
| Q1 25 | $-2.30 | $-0.37 | ||
| Q4 24 | — | $-1.44 | ||
| Q3 24 | $0.40 | $0.11 | ||
| Q2 24 | $0.27 | $-0.13 |
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 | $768.5M | $83.7M |
| 総負債低いほど良い | — | $333.9M |
| 株主資本純資産 | $1.4B | $210.5M |
| 総資産 | $2.1B | $697.9M |
| 負債/資本比率低いほどレバレッジが低い | — | 1.59× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $83.7M | ||
| Q3 25 | $735.2M | $115.6M | ||
| Q2 25 | $681.5M | $117.3M | ||
| Q1 25 | $656.5M | $102.7M | ||
| Q4 24 | — | $110.7M | ||
| Q3 24 | $581.9M | $92.3M | ||
| Q2 24 | $521.5M | $114.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $333.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $325.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $210.5M | ||
| Q3 25 | $1.3B | $239.5M | ||
| Q2 25 | $1.2B | $244.9M | ||
| Q1 25 | $1.2B | $269.6M | ||
| Q4 24 | — | $277.5M | ||
| Q3 24 | $1.1B | $308.9M | ||
| Q2 24 | $1.1B | $306.7M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $697.9M | ||
| Q3 25 | $2.0B | $715.2M | ||
| Q2 25 | $1.9B | $707.9M | ||
| Q1 25 | $1.8B | $712.6M | ||
| Q4 24 | — | $741.7M | ||
| Q3 24 | $1.8B | $756.7M | ||
| Q2 24 | $1.7B | $733.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.17× | ||
| 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 | $42.9M | $-5.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $30.0M | $-25.0M |
| FCFマージンFCF / 売上 | 11.0% | -17.7% |
| 設備投資強度設備投資 / 売上 | 4.8% | 13.6% |
| キャッシュ転換率営業CF / 純利益 | 0.88× | — |
| 直近12ヶ月FCF直近4四半期 | $161.5M | $-23.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $-5.8M | ||
| Q3 25 | $60.4M | $5.9M | ||
| Q2 25 | $38.7M | $12.2M | ||
| Q1 25 | $66.7M | $5.0M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | $62.3M | $15.5M | ||
| Q2 24 | $49.0M | $18.7M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $-25.0M | ||
| Q3 25 | $51.6M | $2.5M | ||
| Q2 25 | $30.5M | $5.9M | ||
| Q1 25 | $61.3M | $-6.8M | ||
| Q4 24 | — | $-39.9M | ||
| Q3 24 | $57.1M | $-33.6M | ||
| Q2 24 | $41.5M | $4.1M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | -17.7% | ||
| Q3 25 | 20.5% | 1.7% | ||
| Q2 25 | 12.9% | 3.9% | ||
| Q1 25 | 28.1% | -4.4% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | 28.5% | -18.4% | ||
| Q2 24 | 21.8% | 2.2% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 13.6% | ||
| Q3 25 | 3.5% | 2.3% | ||
| Q2 25 | 3.5% | 4.2% | ||
| Q1 25 | 2.4% | 7.6% | ||
| Q4 24 | — | 33.1% | ||
| Q3 24 | 2.6% | 26.9% | ||
| Q2 24 | 3.9% | 8.0% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.65× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | 6.44× | ||
| Q2 24 | 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
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
PAMT
| Freight Transportation Service | $123.1M | 87% |
| Fuel Surcharge | $18.2M | 13% |
