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COMMERCE BANCSHARES INC（CBSH）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
COMMERCE BANCSHARES INC的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.6倍（$475.7M vs $289.0M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 16.0%，领先13.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 11.1%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 7.1%）
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
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。
CBSH vs MTSI — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $475.7M | $289.0M |
| 净利润 | $141.6M | $46.3M |
| 毛利率 | — | 56.9% |
| 营业利润率 | — | 17.6% |
| 净利率 | 29.8% | 16.0% |
| 营收同比 | 11.1% | 22.5% |
| 净利润同比 | 10.5% | 46.3% |
| 每股收益（稀释后） | $0.96 | $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
| Q2 26 | — | $289.0M | ||
| Q1 26 | $475.7M | $271.6M | ||
| Q4 25 | $449.4M | $261.2M | ||
| Q3 25 | $441.0M | $252.1M | ||
| Q2 25 | $445.8M | $235.9M | ||
| Q1 25 | $428.1M | $218.1M | ||
| Q4 24 | $422.1M | — | ||
| Q3 24 | $421.4M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | $141.6M | $48.8M | ||
| Q4 25 | $140.7M | $45.1M | ||
| Q3 25 | $141.5M | $36.5M | ||
| Q2 25 | $152.5M | $31.7M | ||
| Q1 25 | $131.6M | $-167.5M | ||
| Q4 24 | $136.1M | — | ||
| Q3 24 | $138.0M | $29.4M |
| 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% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 40.8% | 15.2% | ||
| Q3 25 | 41.9% | 14.9% | ||
| Q2 25 | 44.0% | 14.8% | ||
| Q1 25 | 39.2% | 8.0% | ||
| Q4 24 | 41.2% | — | ||
| Q3 24 | 42.4% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | 29.8% | 18.0% | ||
| Q4 25 | 31.3% | 17.3% | ||
| Q3 25 | 32.1% | 14.5% | ||
| Q2 25 | 34.2% | 13.4% | ||
| Q1 25 | 30.7% | -76.8% | ||
| Q4 24 | 32.2% | — | ||
| Q3 24 | 32.8% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | $0.96 | $0.64 | ||
| Q4 25 | $0.86 | $0.67 | ||
| Q3 25 | $1.06 | $0.48 | ||
| Q2 25 | $1.14 | $0.42 | ||
| Q1 25 | $0.98 | $-2.30 | ||
| Q4 24 | $0.83 | — | ||
| Q3 24 | $1.01 | $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 | — | $664.9M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $4.3B | — |
| 总资产 | $35.7B | $2.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $664.9M | ||
| Q1 26 | — | $768.5M | ||
| Q4 25 | — | $786.0M | ||
| Q3 25 | — | $735.2M | ||
| Q2 25 | — | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $581.9M |
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
| Q2 26 | — | — | ||
| Q1 26 | $4.3B | $1.4B | ||
| Q4 25 | $3.8B | $1.3B | ||
| Q3 25 | $3.8B | $1.3B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $3.5B | $1.2B | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.4B | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | $35.7B | $2.1B | ||
| Q4 25 | $32.9B | $2.1B | ||
| Q3 25 | $32.3B | $2.0B | ||
| Q2 25 | $32.3B | $1.9B | ||
| Q1 25 | $32.4B | $1.8B | ||
| Q4 24 | $32.0B | — | ||
| Q3 24 | $31.5B | $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
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $645.1M | $69.6M | ||
| Q3 25 | $129.0M | $60.4M | ||
| Q2 25 | $111.2M | $38.7M | ||
| Q1 25 | $138.6M | $66.7M | ||
| Q4 24 | $577.9M | — | ||
| Q3 24 | $431.7M | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $592.4M | $49.4M | ||
| Q3 25 | $113.3M | $51.6M | ||
| Q2 25 | $100.5M | $30.5M | ||
| Q1 25 | $126.0M | $61.3M | ||
| Q4 24 | $531.7M | — | ||
| Q3 24 | $419.1M | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 131.8% | 18.9% | ||
| Q3 25 | 25.7% | 20.5% | ||
| Q2 25 | 22.5% | 12.9% | ||
| Q1 25 | 29.4% | 28.1% | ||
| Q4 24 | 126.0% | — | ||
| Q3 24 | 99.5% | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 11.7% | 7.7% | ||
| Q3 25 | 3.6% | 3.5% | ||
| Q2 25 | 2.4% | 3.5% | ||
| Q1 25 | 2.9% | 2.4% | ||
| Q4 24 | 10.9% | — | ||
| Q3 24 | 3.0% | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | 4.59× | 1.54× | ||
| Q3 25 | 0.91× | 1.65× | ||
| Q2 25 | 0.73× | 1.22× | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 4.25× | — | ||
| Q3 24 | 3.13× | 2.12× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
