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DAKTRONICS INC（DAKT）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DAKTRONICS INC的1.3倍（$289.0M vs $229.3M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs 7.6%，领先8.4%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 10.0%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 16.0%）
达科电子是一家总部位于美国南达科他州布鲁金斯的企业，由两名南达科他州立大学教授于1968年创立，主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
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。
DAKT vs MTSI — 直观对比
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $229.3M | $289.0M |
| 净利润 | $17.5M | $46.3M |
| 毛利率 | 27.0% | 56.9% |
| 营业利润率 | 9.4% | 17.6% |
| 净利率 | 7.6% | 16.0% |
| 营收同比 | 10.0% | 22.5% |
| 净利润同比 | -18.3% | 46.3% |
| 每股收益（稀释后） | $0.35 | $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 | — | $271.6M | ||
| Q4 25 | $229.3M | $261.2M | ||
| Q3 25 | $219.0M | $252.1M | ||
| Q2 25 | $172.6M | $235.9M | ||
| Q1 25 | $149.5M | $218.1M | ||
| Q4 24 | $208.3M | — | ||
| Q3 24 | $226.1M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $17.5M | $45.1M | ||
| Q3 25 | $16.5M | $36.5M | ||
| Q2 25 | $-9.4M | $31.7M | ||
| Q1 25 | $-17.2M | $-167.5M | ||
| Q4 24 | $21.4M | — | ||
| Q3 24 | $-4.9M | $29.4M |
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | 27.0% | 54.5% | ||
| Q3 25 | 29.7% | 55.3% | ||
| Q2 25 | 25.0% | 55.2% | ||
| Q1 25 | 24.6% | 53.7% | ||
| Q4 24 | 26.8% | — | ||
| Q3 24 | 26.4% | 54.7% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 9.4% | 15.2% | ||
| Q3 25 | 10.6% | 14.9% | ||
| Q2 25 | -1.0% | 14.8% | ||
| Q1 25 | -2.4% | 8.0% | ||
| Q4 24 | 7.6% | — | ||
| Q3 24 | 10.0% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | 7.6% | 17.3% | ||
| Q3 25 | 7.5% | 14.5% | ||
| Q2 25 | -5.5% | 13.4% | ||
| Q1 25 | -11.5% | -76.8% | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | -2.2% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.35 | $0.67 | ||
| Q3 25 | $0.33 | $0.48 | ||
| Q2 25 | $0.04 | $0.42 | ||
| Q1 25 | $-0.36 | $-2.30 | ||
| Q4 24 | $0.22 | — | ||
| Q3 24 | $-0.11 | $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 | $149.6M | $664.9M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $297.5M | — |
| 总资产 | $548.4M | $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 | $149.6M | $786.0M | ||
| Q3 25 | $136.9M | $735.2M | ||
| Q2 25 | $127.5M | $681.5M | ||
| Q1 25 | $132.2M | $656.5M | ||
| Q4 24 | $134.4M | — | ||
| Q3 24 | $96.8M | $581.9M |
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
| Q2 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $297.5M | $1.3B | ||
| Q3 25 | $279.8M | $1.3B | ||
| Q2 25 | $271.9M | $1.2B | ||
| Q1 25 | $272.3M | $1.2B | ||
| Q4 24 | $260.9M | — | ||
| Q3 24 | $238.2M | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $548.4M | $2.1B | ||
| Q3 25 | $545.6M | $2.0B | ||
| Q2 25 | $502.9M | $1.9B | ||
| Q1 25 | $524.2M | $1.8B | ||
| Q4 24 | $551.9M | — | ||
| Q3 24 | $553.9M | $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 | $16.5M | $121.6M |
| 自由现金流经营现金流 - 资本支出 | $14.0M | — |
| 自由现金流率自由现金流/营收 | 6.1% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 0.94× | 2.62× |
| 过去12个月自由现金流最近4个季度 | $61.7M | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $16.5M | $69.6M | ||
| Q3 25 | $26.1M | $60.4M | ||
| Q2 25 | $22.9M | $38.7M | ||
| Q1 25 | $12.0M | $66.7M | ||
| Q4 24 | $43.3M | — | ||
| Q3 24 | $19.5M | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $14.0M | $49.4M | ||
| Q3 25 | $21.8M | $51.6M | ||
| Q2 25 | $18.0M | $30.5M | ||
| Q1 25 | $7.8M | $61.3M | ||
| Q4 24 | $38.0M | — | ||
| Q3 24 | $14.4M | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 6.1% | 18.9% | ||
| Q3 25 | 10.0% | 20.5% | ||
| Q2 25 | 10.5% | 12.9% | ||
| Q1 25 | 5.2% | 28.1% | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 6.4% | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 1.1% | 7.7% | ||
| Q3 25 | 2.0% | 3.5% | ||
| Q2 25 | 2.8% | 3.5% | ||
| Q1 25 | 2.8% | 2.4% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.2% | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.94× | 1.54× | ||
| Q3 25 | 1.58× | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.02× | — | ||
| 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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
MTSI
暂无分部数据
