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埃森哲（ACN）与MACOM Technology Solutions Holdings, Inc.（MTSI）财务数据对比。点击上方公司名可切换其他公司
埃森哲的季度营收约是MACOM Technology Solutions Holdings, Inc.的66.4倍（$18.0B vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 10.1%，领先7.8%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 8.3%），埃森哲自由现金流更多（$3.7B vs $30.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 4.7%）
埃森哲是总部位于爱尔兰都柏林的科技咨询企业，成立于1989年，业务覆盖全球120个国家和地区，面向各行业客户提供信息技术、管理咨询等专业服务，助力企业优化运营效率、实现数字化升级。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
ACN vs MTSI — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $271.6M |
| 净利润 | $1.8B | $48.8M |
| 毛利率 | 30.3% | 55.9% |
| 营业利润率 | 13.8% | 15.9% |
| 净利率 | 10.1% | 18.0% |
| 营收同比 | 8.3% | 24.5% |
| 净利润同比 | 2.1% | 129.1% |
| 每股收益（稀释后） | $2.93 | $0.64 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q1 26 | $18.0B | $271.6M | ||
| Q4 25 | $18.7B | $261.2M | ||
| Q3 25 | $17.6B | $252.1M | ||
| Q2 25 | $17.7B | $235.9M | ||
| Q1 25 | $16.7B | $218.1M | ||
| Q4 24 | $17.7B | — | ||
| Q3 24 | $16.4B | $200.7M | ||
| Q2 24 | $16.5B | $190.5M |
| Q1 26 | $1.8B | $48.8M | ||
| Q4 25 | $2.2B | $45.1M | ||
| Q3 25 | $1.4B | $36.5M | ||
| Q2 25 | $2.2B | $31.7M | ||
| Q1 25 | $1.8B | $-167.5M | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $1.7B | $29.4M | ||
| Q2 24 | $1.9B | $19.9M |
| Q1 26 | 30.3% | 55.9% | ||
| Q4 25 | 33.1% | 54.5% | ||
| Q3 25 | 31.9% | 55.3% | ||
| Q2 25 | 32.9% | 55.2% | ||
| Q1 25 | 29.9% | 53.7% | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | 32.5% | 54.7% | ||
| Q2 24 | 33.4% | 53.2% |
| Q1 26 | 13.8% | 15.9% | ||
| Q4 25 | 15.3% | 15.2% | ||
| Q3 25 | 11.6% | 14.9% | ||
| Q2 25 | 16.8% | 14.8% | ||
| Q1 25 | 13.5% | 8.0% | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 14.3% | 13.7% | ||
| Q2 24 | 16.0% | 10.4% |
| Q1 26 | 10.1% | 18.0% | ||
| Q4 25 | 11.8% | 17.3% | ||
| Q3 25 | 8.0% | 14.5% | ||
| Q2 25 | 12.4% | 13.4% | ||
| Q1 25 | 10.7% | -76.8% | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 10.3% | 14.7% | ||
| Q2 24 | 11.7% | 10.5% |
| Q1 26 | $2.93 | $0.64 | ||
| Q4 25 | $3.54 | $0.67 | ||
| Q3 25 | $2.25 | $0.48 | ||
| Q2 25 | $3.49 | $0.42 | ||
| Q1 25 | $2.82 | $-2.30 | ||
| Q4 24 | $3.59 | — | ||
| Q3 24 | $2.67 | $0.40 | ||
| Q2 24 | $3.04 | $0.27 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $9.4B | $768.5M |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $31.2B | $1.4B |
| 总资产 | $67.1B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势，按日历期对齐
| Q1 26 | $9.4B | $768.5M | ||
| Q4 25 | $9.7B | $786.0M | ||
| Q3 25 | $11.5B | $735.2M | ||
| Q2 25 | $9.6B | $681.5M | ||
| Q1 25 | $8.5B | $656.5M | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | $5.0B | $581.9M | ||
| Q2 24 | $5.5B | $521.5M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $5.0B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $78.6M | — | ||
| Q2 24 | $68.9M | — |
| Q1 26 | $31.2B | $1.4B | ||
| Q4 25 | $30.9B | $1.3B | ||
| Q3 25 | $31.2B | $1.3B | ||
| Q2 25 | $30.6B | $1.2B | ||
| Q1 25 | $29.2B | $1.2B | ||
| Q4 24 | $29.2B | — | ||
| Q3 24 | $28.3B | $1.1B | ||
| Q2 24 | $27.7B | $1.1B |
| Q1 26 | $67.1B | $2.1B | ||
| Q4 25 | $64.7B | $2.1B | ||
| Q3 25 | $65.4B | $2.0B | ||
| Q2 25 | $63.4B | $1.9B | ||
| Q1 25 | $59.9B | $1.8B | ||
| Q4 24 | $59.9B | — | ||
| Q3 24 | $55.9B | $1.8B | ||
| Q2 24 | $54.1B | $1.7B |
| Q1 26 | 0.16× | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.16× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $3.8B | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $30.0M |
| 自由现金流率自由现金流/营收 | 20.3% | 11.0% |
| 资本支出强度资本支出/营收 | 0.8% | 4.8% |
| 现金转化率经营现金流/净利润 | 2.09× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $12.5B | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | $3.8B | $42.9M | ||
| Q4 25 | $1.7B | $69.6M | ||
| Q3 25 | $3.9B | $60.4M | ||
| Q2 25 | $3.7B | $38.7M | ||
| Q1 25 | $2.9B | $66.7M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $3.4B | $62.3M | ||
| Q2 24 | $3.1B | $49.0M |
| Q1 26 | $3.7B | $30.0M | ||
| Q4 25 | $1.5B | $49.4M | ||
| Q3 25 | $3.8B | $51.6M | ||
| Q2 25 | $3.5B | $30.5M | ||
| Q1 25 | $2.7B | $61.3M | ||
| Q4 24 | $870.3M | — | ||
| Q3 24 | $3.2B | $57.1M | ||
| Q2 24 | $3.0B | $41.5M |
| Q1 26 | 20.3% | 11.0% | ||
| Q4 25 | 8.0% | 18.9% | ||
| Q3 25 | 21.6% | 20.5% | ||
| Q2 25 | 19.8% | 12.9% | ||
| Q1 25 | 16.1% | 28.1% | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 19.4% | 28.5% | ||
| Q2 24 | 18.3% | 21.8% |
| Q1 26 | 0.8% | 4.8% | ||
| Q4 25 | 0.8% | 7.7% | ||
| Q3 25 | 0.6% | 3.5% | ||
| Q2 25 | 1.0% | 3.5% | ||
| Q1 25 | 1.0% | 2.4% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.3% | 2.6% | ||
| Q2 24 | 0.8% | 3.9% |
| Q1 26 | 2.09× | 0.88× | ||
| Q4 25 | 0.75× | 1.54× | ||
| Q3 25 | 2.77× | 1.65× | ||
| Q2 25 | 1.68× | 1.22× | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 2.01× | 2.12× | ||
| Q2 24 | 1.63× | 2.46× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACN
| Products | $5.5B | 30% |
| Health And Public Service | $3.7B | 20% |
| Financial Services Sector | $3.4B | 19% |
| Communications Media And Technology | $3.1B | 17% |
| Resources | $2.4B | 13% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
