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Forafric Global PLC（AFRI）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
MACOM Technology Solutions Holdings, Inc.的季度营收约是Forafric Global PLC的1.7倍（$271.6M vs $159.7M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs -7.5%，领先25.5%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $146.0K）
Forafric Global PLC是一家聚焦非洲市场的农业综合企业，业务覆盖农产品生产、加工、分销全价值链，主营谷物、植物油等主食产品，核心市场为北非和西非地区，服务多领域客户，助力区域粮食安全保障。
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。
AFRI vs MTSI — 直观对比
营收规模更大
MTSI
是对方的1.7倍
$159.7M
净利率更高
MTSI
高出25.5%
-7.5%
自由现金流更多
MTSI
多$29.8M
$146.0K
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $159.7M | $271.6M |
| 净利润 | $-12.0M | $48.8M |
| 毛利率 | 10.7% | 55.9% |
| 营业利润率 | -2.5% | 15.9% |
| 净利率 | -7.5% | 18.0% |
| 营收同比 | — | 24.5% |
| 净利润同比 | — | 129.1% |
| 每股收益（稀释后） | — | $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
营收AFRIMTSI
| Q1 26 | — | $271.6M | ||
| Q4 25 | — | $261.2M | ||
| Q3 25 | — | $252.1M | ||
| Q2 25 | $159.7M | $235.9M | ||
| Q1 25 | — | $218.1M | ||
| Q3 24 | — | $200.7M | ||
| Q2 24 | $145.6M | $190.5M | ||
| Q1 24 | — | $181.2M |
净利润AFRIMTSI
| Q1 26 | — | $48.8M | ||
| Q4 25 | — | $45.1M | ||
| Q3 25 | — | $36.5M | ||
| Q2 25 | $-12.0M | $31.7M | ||
| Q1 25 | — | $-167.5M | ||
| Q3 24 | — | $29.4M | ||
| Q2 24 | $-8.6M | $19.9M | ||
| Q1 24 | — | $15.0M |
毛利率AFRIMTSI
| Q1 26 | — | 55.9% | ||
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | 10.7% | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | 9.4% | 53.2% | ||
| Q1 24 | — | 52.5% |
营业利润率AFRIMTSI
| Q1 26 | — | 15.9% | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | -2.5% | 14.8% | ||
| Q1 25 | — | 8.0% | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | -0.9% | 10.4% | ||
| Q1 24 | — | 8.5% |
净利率AFRIMTSI
| Q1 26 | — | 18.0% | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | -7.5% | 13.4% | ||
| Q1 25 | — | -76.8% | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | -5.9% | 10.5% | ||
| Q1 24 | — | 8.3% |
每股收益（稀释后）AFRIMTSI
| Q1 26 | — | $0.64 | ||
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $0.42 | ||
| Q1 25 | — | $-2.30 | ||
| Q3 24 | — | $0.40 | ||
| Q2 24 | — | $0.27 | ||
| Q1 24 | — | $0.20 |
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 | $12.2M | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.3M | $1.4B |
| 总资产 | $246.1M | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AFRIMTSI
| Q1 26 | — | $768.5M | ||
| Q4 25 | — | $786.0M | ||
| Q3 25 | — | $735.2M | ||
| Q2 25 | $12.2M | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q3 24 | — | $581.9M | ||
| Q2 24 | $16.4M | $521.5M | ||
| Q1 24 | — | $476.4M |
总债务AFRIMTSI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $18.4M | — | ||
| Q1 24 | — | — |
股东权益AFRIMTSI
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $5.3M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $16.3M | $1.1B | ||
| Q1 24 | — | $1.0B |
总资产AFRIMTSI
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $246.1M | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $287.1M | $1.7B | ||
| Q1 24 | — | $1.7B |
负债/权益比AFRIMTSI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | — | — |
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 | $706.0K | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $146.0K | $30.0M |
| 自由现金流率自由现金流/营收 | 0.1% | 11.0% |
| 资本支出强度资本支出/营收 | 0.4% | 4.8% |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势，按日历期对齐
经营现金流AFRIMTSI
| Q1 26 | — | $42.9M | ||
| Q4 25 | — | $69.6M | ||
| Q3 25 | — | $60.4M | ||
| Q2 25 | $706.0K | $38.7M | ||
| Q1 25 | — | $66.7M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | $10.5M | $49.0M | ||
| Q1 24 | — | $18.2M |
自由现金流AFRIMTSI
| Q1 26 | — | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | $146.0K | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q3 24 | — | $57.1M | ||
| Q2 24 | $6.4M | $41.5M | ||
| Q1 24 | — | $13.1M |
自由现金流率AFRIMTSI
| Q1 26 | — | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | 0.1% | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | 4.4% | 21.8% | ||
| Q1 24 | — | 7.2% |
资本支出强度AFRIMTSI
| Q1 26 | — | 4.8% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | 0.4% | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | 2.8% | 3.9% | ||
| Q1 24 | — | 2.8% |
现金转化率AFRIMTSI
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | — | 2.46× | ||
| Q1 24 | — | 1.22× |
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
AFRI
| Sales to external customers, Total | $159.7M | 100% |
| Couscous & Pasta | $934.0K | 1% |
| Soft Wheat | $393.0K | 0% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
