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Axsome Therapeutics, Inc.（AXSM）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Axsome Therapeutics, Inc.的1.5倍（$289.0M vs $191.2M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs 22.5%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 23.2%）
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
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。
AXSM vs MTSI — 直观对比
营收规模更大
MTSI
是对方的1.5倍
$191.2M
营收增速更快
AXSM
高出34.9%
22.5%
两年增速更快
AXSM
近两年复合增速
23.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $289.0M |
| 净利润 | — | $46.3M |
| 毛利率 | — | 56.9% |
| 营业利润率 | -33.1% | 17.6% |
| 净利率 | — | 16.0% |
| 营收同比 | 57.4% | 22.5% |
| 净利润同比 | — | 46.3% |
| 每股收益（稀释后） | — | $0.60 |
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AXSMMTSI
| Q2 26 | — | $289.0M | ||
| Q1 26 | $191.2M | $271.6M | ||
| Q4 25 | $196.0M | $261.2M | ||
| Q3 25 | $171.0M | $252.1M | ||
| Q2 25 | $150.0M | $235.9M | ||
| Q1 25 | $121.5M | $218.1M | ||
| Q4 24 | $118.8M | — | ||
| Q3 24 | $104.8M | $200.7M |
净利润AXSMMTSI
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $-28.6M | $45.1M | ||
| Q3 25 | $-47.2M | $36.5M | ||
| Q2 25 | $-48.0M | $31.7M | ||
| Q1 25 | $-59.4M | $-167.5M | ||
| Q4 24 | $-74.9M | — | ||
| Q3 24 | $-64.6M | $29.4M |
毛利率AXSMMTSI
| Q2 26 | — | 56.9% | ||
| 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% |
营业利润率AXSMMTSI
| Q2 26 | — | 17.6% | ||
| Q1 26 | -33.1% | 15.9% | ||
| Q4 25 | -13.8% | 15.2% | ||
| Q3 25 | -27.0% | 14.9% | ||
| Q2 25 | -24.5% | 14.8% | ||
| Q1 25 | -46.9% | 8.0% | ||
| Q4 24 | -61.1% | — | ||
| Q3 24 | -59.8% | 13.7% |
净利率AXSMMTSI
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | -14.6% | 17.3% | ||
| Q3 25 | -27.6% | 14.5% | ||
| Q2 25 | -32.0% | 13.4% | ||
| Q1 25 | -48.9% | -76.8% | ||
| Q4 24 | -63.1% | — | ||
| Q3 24 | -61.7% | 14.7% |
每股收益（稀释后）AXSMMTSI
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-0.55 | $0.67 | ||
| Q3 25 | $-0.94 | $0.48 | ||
| Q2 25 | $-0.97 | $0.42 | ||
| Q1 25 | $-1.22 | $-2.30 | ||
| Q4 24 | $-1.54 | — | ||
| Q3 24 | $-1.34 | $0.40 |
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 | $305.1M | $664.9M |
| 总债务越低越好 | $70.0M | $0 |
| 股东权益账面价值 | — | — |
| 总资产 | $713.6M | $2.0B |
| 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AXSMMTSI
| Q2 26 | — | $664.9M | ||
| Q1 26 | $305.1M | $768.5M | ||
| Q4 25 | $322.9M | $786.0M | ||
| Q3 25 | $325.3M | $735.2M | ||
| Q2 25 | $303.0M | $681.5M | ||
| Q1 25 | $300.9M | $656.5M | ||
| Q4 24 | $315.4M | — | ||
| Q3 24 | $327.3M | $581.9M |
总债务AXSMMTSI
| Q2 26 | — | $0 | ||
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
股东权益AXSMMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $88.3M | $1.3B | ||
| Q3 25 | $73.7M | $1.3B | ||
| Q2 25 | $73.1M | $1.2B | ||
| Q1 25 | $53.2M | $1.2B | ||
| Q4 24 | $57.0M | — | ||
| Q3 24 | $92.9M | $1.1B |
总资产AXSMMTSI
| Q2 26 | — | $2.0B | ||
| Q1 26 | $713.6M | $2.1B | ||
| Q4 25 | $689.8M | $2.1B | ||
| Q3 25 | $669.3M | $2.0B | ||
| Q2 25 | $639.8M | $1.9B | ||
| Q1 25 | $596.7M | $1.8B | ||
| Q4 24 | $568.5M | — | ||
| Q3 24 | $561.5M | $1.8B |
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 | — | $121.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.62× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AXSMMTSI
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $-18.7M | $69.6M | ||
| Q3 25 | $1.0M | $60.4M | ||
| Q2 25 | $-32.4M | $38.7M | ||
| Q1 25 | $-43.4M | $66.7M | ||
| Q4 24 | $-26.2M | — | ||
| Q3 24 | $-18.6M | $62.3M |
自由现金流AXSMMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $-18.7M | $49.4M | ||
| Q3 25 | $988.0K | $51.6M | ||
| Q2 25 | $-32.4M | $30.5M | ||
| Q1 25 | $-43.7M | $61.3M | ||
| Q4 24 | $-26.2M | — | ||
| Q3 24 | $-18.7M | $57.1M |
自由现金流率AXSMMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | -9.6% | 18.9% | ||
| Q3 25 | 0.6% | 20.5% | ||
| Q2 25 | -21.6% | 12.9% | ||
| Q1 25 | -36.0% | 28.1% | ||
| Q4 24 | -22.1% | — | ||
| Q3 24 | -17.9% | 28.5% |
资本支出强度AXSMMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.0% | 7.7% | ||
| Q3 25 | 0.0% | 3.5% | ||
| Q2 25 | 0.0% | 3.5% | ||
| Q1 25 | 0.3% | 2.4% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.1% | 2.6% |
现金转化率AXSMMTSI
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.12× |
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
AXSM
| Product sales, net | $189.4M | 99% |
| Royalty revenue and milestone revenue | $1.8M | 1% |
MTSI
暂无分部数据
