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DXP ENTERPRISES INC（DXPE）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
DXP ENTERPRISES INC的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.8倍（$527.4M vs $289.0M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs 4.3%，领先11.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 12.0%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 13.1%）
DXP Enterprises Inc.是一家领先的工业分销企业，提供维护、维修、运营（MRO）用品、流体处理设备、泵系统及相关技术服务，主要服务制造业、能源、矿业、建筑等领域客户，核心市场覆盖北美地区。
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。
DXPE vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $527.4M | $289.0M |
| 净利润 | $22.8M | $46.3M |
| 毛利率 | 31.6% | 56.9% |
| 营业利润率 | 8.8% | 17.6% |
| 净利率 | 4.3% | 16.0% |
| 营收同比 | 12.0% | 22.5% |
| 净利润同比 | 6.9% | 46.3% |
| 每股收益（稀释后） | $1.38 | $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 | $527.4M | $261.2M | ||
| Q3 25 | $513.7M | $252.1M | ||
| Q2 25 | $498.7M | $235.9M | ||
| Q1 25 | $476.6M | $218.1M | ||
| Q4 24 | $470.9M | — | ||
| Q3 24 | $472.9M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $22.8M | $45.1M | ||
| Q3 25 | $21.6M | $36.5M | ||
| Q2 25 | $23.6M | $31.7M | ||
| Q1 25 | $20.6M | $-167.5M | ||
| Q4 24 | $21.4M | — | ||
| Q3 24 | $21.1M | $29.4M |
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | 31.6% | 54.5% | ||
| Q3 25 | 31.4% | 55.3% | ||
| Q2 25 | 31.6% | 55.2% | ||
| Q1 25 | 31.5% | 53.7% | ||
| Q4 24 | 31.5% | — | ||
| Q3 24 | 30.9% | 54.7% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 8.8% | 15.2% | ||
| Q3 25 | 8.5% | 14.9% | ||
| Q2 25 | 9.2% | 14.8% | ||
| Q1 25 | 8.5% | 8.0% | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 8.4% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | 4.3% | 17.3% | ||
| Q3 25 | 4.2% | 14.5% | ||
| Q2 25 | 4.7% | 13.4% | ||
| Q1 25 | 4.3% | -76.8% | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 4.5% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $1.38 | $0.67 | ||
| Q3 25 | $1.31 | $0.48 | ||
| Q2 25 | $1.43 | $0.42 | ||
| Q1 25 | $1.25 | $-2.30 | ||
| Q4 24 | $1.28 | — | ||
| Q3 24 | $1.27 | $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 | $303.8M | $664.9M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $498.4M | — |
| 总资产 | $1.7B | $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 | $303.8M | $786.0M | ||
| Q3 25 | $123.8M | $735.2M | ||
| Q2 25 | $112.9M | $681.5M | ||
| Q1 25 | $114.3M | $656.5M | ||
| Q4 24 | $148.3M | — | ||
| Q3 24 | $35.0M | $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 | $498.4M | $1.3B | ||
| Q3 25 | $488.3M | $1.3B | ||
| Q2 25 | $468.1M | $1.2B | ||
| Q1 25 | $444.7M | $1.2B | ||
| Q4 24 | $422.8M | — | ||
| Q3 24 | $402.4M | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.2B | $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 | $37.8M | $121.6M |
| 自由现金流经营现金流 - 资本支出 | $34.5M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 1.65× | 2.62× |
| 过去12个月自由现金流最近4个季度 | $54.0M | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $37.8M | $69.6M | ||
| Q3 25 | $34.9M | $60.4M | ||
| Q2 25 | $18.6M | $38.7M | ||
| Q1 25 | $3.0M | $66.7M | ||
| Q4 24 | $32.1M | — | ||
| Q3 24 | $28.3M | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $34.5M | $49.4M | ||
| Q3 25 | $28.1M | $51.6M | ||
| Q2 25 | $8.3M | $30.5M | ||
| Q1 25 | $-16.9M | $61.3M | ||
| Q4 24 | $22.7M | — | ||
| Q3 24 | $24.4M | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 6.5% | 18.9% | ||
| Q3 25 | 5.5% | 20.5% | ||
| Q2 25 | 1.7% | 12.9% | ||
| Q1 25 | -3.6% | 28.1% | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 5.2% | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.6% | 7.7% | ||
| Q3 25 | 1.3% | 3.5% | ||
| Q2 25 | 2.1% | 3.5% | ||
| Q1 25 | 4.2% | 2.4% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 0.8% | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | 1.65× | 1.54× | ||
| Q3 25 | 1.61× | 1.65× | ||
| Q2 25 | 0.79× | 1.22× | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 1.50× | — | ||
| Q3 24 | 1.34× | 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
DXPE
| Service Centers | $356.2M | 68% |
| Innovative Pumping Solutions | $110.0M | 21% |
| Supply Chain Services | $61.2M | 12% |
MTSI
暂无分部数据
