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MACOM Technology Solutions Holdings, Inc.（MTSI）とWD 40 CO（WDFC）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 $154.4M、WD 40 COの約1.8倍）。MACOM Technology Solutions Holdings, Inc.の純利益率が高く（18.0% vs 11.3%、差は6.7%）。MACOM Technology Solutions Holdings, Inc.の前年同期比売上増加率が高い（24.5% vs 0.6%）。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 $9.1M）。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 5.4%）
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。
WD-40カンパニーは同名の多目的防錆潤滑剤で広く知られる世界的な消費財・産業用資材メーカーです。洗浄剤、脱脂剤、特殊潤滑剤などの製品を取り扱い、170カ国以上の小売、産業、自動車分野の市場に商品を提供しています。
MTSI vs WDFC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $271.6M | $154.4M |
| 純利益 | $48.8M | $17.5M |
| 粗利率 | 55.9% | 56.2% |
| 営業利益率 | 15.9% | 15.1% |
| 純利益率 | 18.0% | 11.3% |
| 売上前年比 | 24.5% | 0.6% |
| 純利益前年比 | 129.1% | -7.8% |
| EPS（希薄化後） | $0.64 | $1.28 |
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 | $154.4M | ||
| Q3 25 | $252.1M | $163.5M | ||
| Q2 25 | $235.9M | $156.9M | ||
| Q1 25 | $218.1M | $146.1M | ||
| Q4 24 | — | $153.5M | ||
| Q3 24 | $200.7M | $156.0M | ||
| Q2 24 | $190.5M | $155.0M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $17.5M | ||
| Q3 25 | $36.5M | $21.2M | ||
| Q2 25 | $31.7M | $21.0M | ||
| Q1 25 | $-167.5M | $29.9M | ||
| Q4 24 | — | $18.9M | ||
| Q3 24 | $29.4M | $16.8M | ||
| Q2 24 | $19.9M | $19.8M |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 56.2% | ||
| Q3 25 | 55.3% | 54.7% | ||
| Q2 25 | 55.2% | 56.2% | ||
| Q1 25 | 53.7% | 54.6% | ||
| Q4 24 | — | 54.8% | ||
| Q3 24 | 54.7% | 54.1% | ||
| Q2 24 | 53.2% | 53.1% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 15.1% | ||
| Q3 25 | 14.9% | 17.1% | ||
| Q2 25 | 14.8% | 17.4% | ||
| Q1 25 | 8.0% | 15.9% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | 13.7% | 15.4% | ||
| Q2 24 | 10.4% | 17.5% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 11.3% | ||
| Q3 25 | 14.5% | 13.0% | ||
| Q2 25 | 13.4% | 13.4% | ||
| Q1 25 | -76.8% | 20.4% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | 14.7% | 10.8% | ||
| Q2 24 | 10.5% | 12.8% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $1.28 | ||
| Q3 25 | $0.48 | $1.57 | ||
| Q2 25 | $0.42 | $1.54 | ||
| Q1 25 | $-2.30 | $2.19 | ||
| Q4 24 | — | $1.39 | ||
| Q3 24 | $0.40 | $1.23 | ||
| Q2 24 | $0.27 | $1.46 |
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 | $48.6M |
| 総負債低いほど良い | — | $85.7M |
| 株主資本純資産 | $1.4B | $264.1M |
| 総資産 | $2.1B | $459.7M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.32× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $48.6M | ||
| Q3 25 | $735.2M | $58.1M | ||
| Q2 25 | $681.5M | $51.7M | ||
| Q1 25 | $656.5M | $53.0M | ||
| Q4 24 | — | $54.9M | ||
| Q3 24 | $581.9M | $46.7M | ||
| Q2 24 | $521.5M | $45.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $264.1M | ||
| Q3 25 | $1.3B | $268.2M | ||
| Q2 25 | $1.2B | $257.1M | ||
| Q1 25 | $1.2B | $242.1M | ||
| Q4 24 | — | $226.3M | ||
| Q3 24 | $1.1B | $230.5M | ||
| Q2 24 | $1.1B | $222.2M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $459.7M | ||
| Q3 25 | $2.0B | $475.8M | ||
| Q2 25 | $1.9B | $456.0M | ||
| Q1 25 | $1.8B | $458.3M | ||
| Q4 24 | — | $447.3M | ||
| Q3 24 | $1.8B | $449.0M | ||
| Q2 24 | $1.7B | $443.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× |
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 | $10.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $30.0M | $9.1M |
| FCFマージンFCF / 売上 | 11.0% | 5.9% |
| 設備投資強度設備投資 / 売上 | 4.8% | 0.6% |
| キャッシュ転換率営業CF / 純利益 | 0.88× | 0.57× |
| 直近12ヶ月FCF直近4四半期 | $161.5M | $78.2M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $10.0M | ||
| Q3 25 | $60.4M | $29.9M | ||
| Q2 25 | $38.7M | $35.1M | ||
| Q1 25 | $66.7M | $8.0M | ||
| Q4 24 | — | $14.9M | ||
| Q3 24 | $62.3M | $27.2M | ||
| Q2 24 | $49.0M | $19.9M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $9.1M | ||
| Q3 25 | $51.6M | $28.6M | ||
| Q2 25 | $30.5M | $34.0M | ||
| Q1 25 | $61.3M | $6.6M | ||
| Q4 24 | — | $14.2M | ||
| Q3 24 | $57.1M | $26.4M | ||
| Q2 24 | $41.5M | $18.7M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 5.9% | ||
| Q3 25 | 20.5% | 17.5% | ||
| Q2 25 | 12.9% | 21.6% | ||
| Q1 25 | 28.1% | 4.5% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | 28.5% | 16.9% | ||
| Q2 24 | 21.8% | 12.0% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 0.6% | ||
| Q3 25 | 3.5% | 0.8% | ||
| Q2 25 | 3.5% | 0.7% | ||
| Q1 25 | 2.4% | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | 2.6% | 0.5% | ||
| Q2 24 | 3.9% | 0.8% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 0.57× | ||
| Q3 25 | 1.65× | 1.41× | ||
| Q2 25 | 1.22× | 1.67× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | 2.12× | 1.62× | ||
| Q2 24 | 2.46× | 1.00× |
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% |
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
