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AdvanSix Inc.（ASIX）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
AdvanSix Inc.的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.3倍（$359.9M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs -0.8%，领先18.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 9.4%），AdvanSix Inc.自由现金流更多（$36.1M vs $30.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 3.4%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
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。
ASIX vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $271.6M |
| 净利润 | $-2.8M | $48.8M |
| 毛利率 | 7.6% | 55.9% |
| 营业利润率 | -0.7% | 15.9% |
| 净利率 | -0.8% | 18.0% |
| 营收同比 | 9.4% | 24.5% |
| 净利润同比 | -892.9% | 129.1% |
| 每股收益（稀释后） | $-0.11 | $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 | — | $271.6M | ||
| Q4 25 | $359.9M | $261.2M | ||
| Q3 25 | $374.5M | $252.1M | ||
| Q2 25 | $410.0M | $235.9M | ||
| Q1 25 | $377.8M | $218.1M | ||
| Q4 24 | $329.1M | — | ||
| Q3 24 | $398.2M | $200.7M | ||
| Q2 24 | $453.5M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $-2.8M | $45.1M | ||
| Q3 25 | $-2.6M | $36.5M | ||
| Q2 25 | $31.4M | $31.7M | ||
| Q1 25 | $23.3M | $-167.5M | ||
| Q4 24 | $352.0K | — | ||
| Q3 24 | $22.3M | $29.4M | ||
| Q2 24 | $38.9M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 7.6% | 54.5% | ||
| Q3 25 | 6.8% | 55.3% | ||
| Q2 25 | 14.3% | 55.2% | ||
| Q1 25 | 14.2% | 53.7% | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 14.4% | 54.7% | ||
| Q2 24 | 17.9% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | -0.7% | 15.2% | ||
| Q3 25 | -0.9% | 14.9% | ||
| Q2 25 | 7.7% | 14.8% | ||
| Q1 25 | 7.7% | 8.0% | ||
| Q4 24 | -3.9% | — | ||
| Q3 24 | 7.5% | 13.7% | ||
| Q2 24 | 11.5% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | -0.8% | 17.3% | ||
| Q3 25 | -0.7% | 14.5% | ||
| Q2 25 | 7.7% | 13.4% | ||
| Q1 25 | 6.2% | -76.8% | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 5.6% | 14.7% | ||
| Q2 24 | 8.6% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-0.11 | $0.67 | ||
| Q3 25 | $-0.10 | $0.48 | ||
| Q2 25 | $1.15 | $0.42 | ||
| Q1 25 | $0.86 | $-2.30 | ||
| Q4 24 | $0.02 | — | ||
| Q3 24 | $0.82 | $0.40 | ||
| Q2 24 | $1.43 | $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 | $19.8M | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $1.4B |
| 总资产 | $1.7B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $19.8M | $786.0M | ||
| Q3 25 | $23.7M | $735.2M | ||
| Q2 25 | $18.4M | $681.5M | ||
| Q1 25 | $8.3M | $656.5M | ||
| Q4 24 | $19.6M | — | ||
| Q3 24 | $17.3M | $581.9M | ||
| Q2 24 | $12.1M | $521.5M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $815.2M | $1.3B | ||
| Q3 25 | $818.2M | $1.3B | ||
| Q2 25 | $823.7M | $1.2B | ||
| Q1 25 | $794.4M | $1.2B | ||
| Q4 24 | $774.6M | — | ||
| Q3 24 | $766.4M | $1.1B | ||
| Q2 24 | $746.6M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.6B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
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 | $63.7M | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | $30.0M |
| 自由现金流率自由现金流/营收 | 10.0% | 11.0% |
| 资本支出强度资本支出/营收 | 7.7% | 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 | $6.4M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $63.7M | $69.6M | ||
| Q3 25 | $26.6M | $60.4M | ||
| Q2 25 | $21.1M | $38.7M | ||
| Q1 25 | $11.4M | $66.7M | ||
| Q4 24 | $64.2M | — | ||
| Q3 24 | $57.3M | $62.3M | ||
| Q2 24 | $50.2M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $36.1M | $49.4M | ||
| Q3 25 | $66.0K | $51.6M | ||
| Q2 25 | $-7.2M | $30.5M | ||
| Q1 25 | $-22.6M | $61.3M | ||
| Q4 24 | $29.8M | — | ||
| Q3 24 | $26.8M | $57.1M | ||
| Q2 24 | $16.7M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 10.0% | 18.9% | ||
| Q3 25 | 0.0% | 20.5% | ||
| Q2 25 | -1.7% | 12.9% | ||
| Q1 25 | -6.0% | 28.1% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 6.7% | 28.5% | ||
| Q2 24 | 3.7% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 7.7% | 7.7% | ||
| Q3 25 | 7.1% | 3.5% | ||
| Q2 25 | 6.9% | 3.5% | ||
| Q1 25 | 9.0% | 2.4% | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 7.7% | 2.6% | ||
| Q2 24 | 7.4% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | 0.67× | 1.22× | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 182.29× | — | ||
| Q3 24 | 2.57× | 2.12× | ||
| Q2 24 | 1.29× | 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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
