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西蒙地产集团（ELS）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
西蒙地产集团的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.4倍（$397.6M vs $289.0M），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 2.7%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 2.3%）
西蒙地产集团是美国头部房地产投资信托企业，投资范围涵盖购物中心、奥特莱斯及社区生活中心等商业地产业态，是美国规模最大的购物中心持有方，总部位于印第安纳州印第安纳波利斯，截至2024年12月末共持有232处物业权益。
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。
ELS vs MTSI — 直观对比
营收规模更大
ELS
是对方的1.4倍
$289.0M
营收增速更快
MTSI
高出19.8%
2.7%
两年增速更快
MTSI
近两年复合增速
2.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $397.6M | $289.0M |
| 净利润 | — | $46.3M |
| 毛利率 | — | 56.9% |
| 营业利润率 | — | 17.6% |
| 净利率 | — | 16.0% |
| 营收同比 | 2.7% | 22.5% |
| 净利润同比 | — | 46.3% |
| 每股收益（稀释后） | $0.56 | $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ELSMTSI
| Q2 26 | — | $289.0M | ||
| Q1 26 | $397.6M | $271.6M | ||
| Q4 25 | $373.9M | $261.2M | ||
| Q3 25 | $393.3M | $252.1M | ||
| Q2 25 | $376.9M | $235.9M | ||
| Q1 25 | $387.3M | $218.1M | ||
| Q4 24 | $372.3M | — | ||
| Q3 24 | $387.3M | $200.7M |
净利润ELSMTSI
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $103.8M | $45.1M | ||
| Q3 25 | $100.4M | $36.5M | ||
| Q2 25 | $83.5M | $31.7M | ||
| Q1 25 | $114.4M | $-167.5M | ||
| Q4 24 | $100.6M | — | ||
| Q3 24 | $86.9M | $29.4M |
毛利率ELSMTSI
| 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ELSMTSI
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 26.5% | 15.2% | ||
| Q3 25 | 25.1% | 14.9% | ||
| Q2 25 | 22.3% | 14.8% | ||
| Q1 25 | 28.3% | 8.0% | ||
| Q4 24 | 27.2% | — | ||
| Q3 24 | 21.4% | 13.7% |
净利率ELSMTSI
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | 27.8% | 17.3% | ||
| Q3 25 | 25.5% | 14.5% | ||
| Q2 25 | 22.2% | 13.4% | ||
| Q1 25 | 29.5% | -76.8% | ||
| Q4 24 | 27.0% | — | ||
| Q3 24 | 22.4% | 14.7% |
每股收益（稀释后）ELSMTSI
| Q2 26 | — | $0.60 | ||
| Q1 26 | $0.56 | $0.64 | ||
| Q4 25 | $0.52 | $0.67 | ||
| Q3 25 | $0.50 | $0.48 | ||
| Q2 25 | $0.42 | $0.42 | ||
| Q1 25 | $0.57 | $-2.30 | ||
| Q4 24 | $0.51 | — | ||
| Q3 24 | $0.44 | $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 | $1.8B | — |
| 总资产 | $5.7M | $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ELSMTSI
| 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ELSMTSI
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | — | — |
股东权益ELSMTSI
| Q2 26 | — | — | ||
| Q1 26 | $1.8B | $1.4B | ||
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.7B | $1.2B | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.4B | $1.1B |
总资产ELSMTSI
| Q2 26 | — | $2.0B | ||
| Q1 26 | $5.7M | $2.1B | ||
| Q4 25 | $5.7B | $2.1B | ||
| Q3 25 | $5.7B | $2.0B | ||
| Q2 25 | $5.7B | $1.9B | ||
| Q1 25 | $5.6B | $1.8B | ||
| Q4 24 | $5.6B | — | ||
| Q3 24 | $5.6B | $1.8B |
负债/权益比ELSMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | — | — |
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ELSMTSI
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $571.1M | $69.6M | ||
| Q3 25 | $147.0M | $60.4M | ||
| Q2 25 | $131.3M | $38.7M | ||
| Q1 25 | $193.4M | $66.7M | ||
| Q4 24 | $596.7M | — | ||
| Q3 24 | $149.5M | $62.3M |
自由现金流ELSMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $334.1M | $49.4M | ||
| Q3 25 | $75.7M | $51.6M | ||
| Q2 25 | $71.8M | $30.5M | ||
| Q1 25 | $148.2M | $61.3M | ||
| Q4 24 | $355.4M | — | ||
| Q3 24 | $91.1M | $57.1M |
自由现金流率ELSMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 89.4% | 18.9% | ||
| Q3 25 | 19.3% | 20.5% | ||
| Q2 25 | 19.1% | 12.9% | ||
| Q1 25 | 38.3% | 28.1% | ||
| Q4 24 | 95.5% | — | ||
| Q3 24 | 23.5% | 28.5% |
资本支出强度ELSMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 63.4% | 7.7% | ||
| Q3 25 | 18.1% | 3.5% | ||
| Q2 25 | 15.8% | 3.5% | ||
| Q1 25 | 11.7% | 2.4% | ||
| Q4 24 | 64.8% | — | ||
| Q3 24 | 15.1% | 2.6% |
现金转化率ELSMTSI
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | 5.50× | 1.54× | ||
| Q3 25 | 1.46× | 1.65× | ||
| Q2 25 | 1.57× | 1.22× | ||
| Q1 25 | 1.69× | — | ||
| Q4 24 | 5.93× | — | ||
| Q3 24 | 1.72× | 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
ELS
| Rental income | $339.0M | 85% |
| Other | $37.2M | 9% |
| Annual membership subscriptions | $18.3M | 5% |
| Membership upgrade revenue | $3.1M | 1% |
MTSI
暂无分部数据
