vs
慧与（EFSC）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.的季度营收约是慧与的1.6倍（$289.0M vs $185.2M），慧与净利率更高（26.6% vs 16.0%，领先10.6%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 9.0%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
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。
EFSC vs MTSI — 直观对比
营收规模更大
MTSI
是对方的1.6倍
$185.2M
净利率更高
EFSC
高出10.6%
16.0%
两年增速更快
MTSI
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $289.0M |
| 净利润 | $49.4M | $46.3M |
| 毛利率 | — | 56.9% |
| 营业利润率 | — | 17.6% |
| 净利率 | 26.6% | 16.0% |
| 营收同比 | — | 22.5% |
| 净利润同比 | -1.2% | 46.3% |
| 每股收益（稀释后） | $1.30 | $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EFSCMTSI
| Q2 26 | — | $289.0M | ||
| Q1 26 | $185.2M | $271.6M | ||
| Q4 25 | $193.6M | $261.2M | ||
| Q3 25 | $206.9M | $252.1M | ||
| Q2 25 | $173.4M | $235.9M | ||
| Q1 25 | $166.0M | $218.1M | ||
| Q4 24 | $167.0M | — | ||
| Q3 24 | $164.9M | $200.7M |
净利润EFSCMTSI
| Q2 26 | — | $46.3M | ||
| Q1 26 | $49.4M | $48.8M | ||
| Q4 25 | $54.8M | $45.1M | ||
| Q3 25 | $45.2M | $36.5M | ||
| Q2 25 | $51.4M | $31.7M | ||
| Q1 25 | $50.0M | $-167.5M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $50.6M | $29.4M |
毛利率EFSCMTSI
| 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EFSCMTSI
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | 42.9% | 14.9% | ||
| Q2 25 | 37.0% | 14.8% | ||
| Q1 25 | 36.8% | 8.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | 38.1% | 13.7% |
净利率EFSCMTSI
| Q2 26 | — | 16.0% | ||
| Q1 26 | 26.6% | 18.0% | ||
| Q4 25 | 28.3% | 17.3% | ||
| Q3 25 | 21.9% | 14.5% | ||
| Q2 25 | 29.6% | 13.4% | ||
| Q1 25 | 30.1% | -76.8% | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | 30.7% | 14.7% |
每股收益（稀释后）EFSCMTSI
| Q2 26 | — | $0.60 | ||
| Q1 26 | $1.30 | $0.64 | ||
| Q4 25 | $1.45 | $0.67 | ||
| Q3 25 | $1.19 | $0.48 | ||
| Q2 25 | $1.36 | $0.42 | ||
| Q1 25 | $1.31 | $-2.30 | ||
| Q4 24 | $1.27 | — | ||
| Q3 24 | $1.32 | $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 | $2.1B | — |
| 总资产 | $17.3B | $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EFSCMTSI
| 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 |
总债务EFSCMTSI
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
股东权益EFSCMTSI
| Q2 26 | — | — | ||
| Q1 26 | $2.1B | $1.4B | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $1.1B |
总资产EFSCMTSI
| Q2 26 | — | $2.0B | ||
| Q1 26 | $17.3B | $2.1B | ||
| Q4 25 | $17.3B | $2.1B | ||
| Q3 25 | $16.4B | $2.0B | ||
| Q2 25 | $16.1B | $1.9B | ||
| Q1 25 | $15.7B | $1.8B | ||
| Q4 24 | $15.6B | — | ||
| Q3 24 | $15.0B | $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EFSCMTSI
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $193.5M | $69.6M | ||
| Q3 25 | $49.4M | $60.4M | ||
| Q2 25 | $61.3M | $38.7M | ||
| Q1 25 | $40.0M | $66.7M | ||
| Q4 24 | $247.4M | — | ||
| Q3 24 | $89.0M | $62.3M |
自由现金流EFSCMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $181.5M | $49.4M | ||
| Q3 25 | $47.1M | $51.6M | ||
| Q2 25 | $59.0M | $30.5M | ||
| Q1 25 | $35.6M | $61.3M | ||
| Q4 24 | $239.9M | — | ||
| Q3 24 | $88.2M | $57.1M |
自由现金流率EFSCMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 93.8% | 18.9% | ||
| Q3 25 | 22.8% | 20.5% | ||
| Q2 25 | 34.0% | 12.9% | ||
| Q1 25 | 21.5% | 28.1% | ||
| Q4 24 | 143.7% | — | ||
| Q3 24 | 53.5% | 28.5% |
资本支出强度EFSCMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 6.2% | 7.7% | ||
| Q3 25 | 1.1% | 3.5% | ||
| Q2 25 | 1.3% | 3.5% | ||
| Q1 25 | 2.7% | 2.4% | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 0.5% | 2.6% |
现金转化率EFSCMTSI
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | 3.53× | 1.54× | ||
| Q3 25 | 1.09× | 1.65× | ||
| Q2 25 | 1.19× | 1.22× | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | 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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
MTSI
暂无分部数据
