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英特格（ENTG）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
英特格的季度营收约是MACOM Technology Solutions Holdings, Inc.的3.0倍（$823.9M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 6.0%，领先12.0%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -3.1%），英特格自由现金流更多（$134.0M vs $30.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 3.4%）
英特格是面向半导体及其他高科技行业的材料供应商，全球员工约8000人，总部位于美国马萨诸塞州比勒里卡。公司在全球多国及地区布局生产、客户服务与研发设施，覆盖美国、加拿大、中国、德国、以色列、日本、马来西亚、新加坡、韩国、中国台湾等地。
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。
ENTG vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $823.9M | $271.6M |
| 净利润 | $49.4M | $48.8M |
| 毛利率 | 43.8% | 55.9% |
| 营业利润率 | 12.7% | 15.9% |
| 净利率 | 6.0% | 18.0% |
| 营收同比 | -3.1% | 24.5% |
| 净利润同比 | -51.7% | 129.1% |
| 每股收益（稀释后） | $0.33 | $0.64 |
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
| Q1 26 | — | $271.6M | ||
| Q4 25 | $823.9M | $261.2M | ||
| Q3 25 | $807.1M | $252.1M | ||
| Q2 25 | $792.4M | $235.9M | ||
| Q1 25 | $773.2M | $218.1M | ||
| Q4 24 | $849.8M | — | ||
| Q3 24 | $807.7M | $200.7M | ||
| Q2 24 | $812.7M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $49.4M | $45.1M | ||
| Q3 25 | $70.5M | $36.5M | ||
| Q2 25 | $52.8M | $31.7M | ||
| Q1 25 | $62.9M | $-167.5M | ||
| Q4 24 | $102.2M | — | ||
| Q3 24 | $77.6M | $29.4M | ||
| Q2 24 | $67.7M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 43.8% | 54.5% | ||
| Q3 25 | 43.5% | 55.3% | ||
| Q2 25 | 44.4% | 55.2% | ||
| Q1 25 | 46.1% | 53.7% | ||
| Q4 24 | 45.6% | — | ||
| Q3 24 | 46.0% | 54.7% | ||
| Q2 24 | 46.2% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 12.7% | 15.2% | ||
| Q3 25 | 15.2% | 14.9% | ||
| Q2 25 | 13.4% | 14.8% | ||
| Q1 25 | 15.8% | 8.0% | ||
| Q4 24 | 17.6% | — | ||
| Q3 24 | 16.9% | 13.7% | ||
| Q2 24 | 16.0% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 6.0% | 17.3% | ||
| Q3 25 | 8.7% | 14.5% | ||
| Q2 25 | 6.7% | 13.4% | ||
| Q1 25 | 8.1% | -76.8% | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | 9.6% | 14.7% | ||
| Q2 24 | 8.3% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.33 | $0.67 | ||
| Q3 25 | $0.46 | $0.48 | ||
| Q2 25 | $0.35 | $0.42 | ||
| Q1 25 | $0.41 | $-2.30 | ||
| Q4 24 | $0.67 | — | ||
| Q3 24 | $0.51 | $0.40 | ||
| Q2 24 | $0.45 | $0.27 |
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 | $360.4M | $768.5M |
| 总债务越低越好 | $3.7B | — |
| 股东权益账面价值 | $4.0B | $1.4B |
| 总资产 | $8.4B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.94× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $360.4M | $786.0M | ||
| Q3 25 | $399.8M | $735.2M | ||
| Q2 25 | $376.8M | $681.5M | ||
| Q1 25 | $340.9M | $656.5M | ||
| Q4 24 | $329.2M | — | ||
| Q3 24 | $432.1M | $581.9M | ||
| Q2 24 | $320.0M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.1B | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.0B | $1.3B | ||
| Q3 25 | $3.9B | $1.3B | ||
| Q2 25 | $3.8B | $1.2B | ||
| Q1 25 | $3.7B | $1.2B | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.6B | $1.1B | ||
| Q2 24 | $3.5B | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $8.4B | $2.1B | ||
| Q3 25 | $8.4B | $2.0B | ||
| Q2 25 | $8.4B | $1.9B | ||
| Q1 25 | $8.4B | $1.8B | ||
| Q4 24 | $8.4B | — | ||
| Q3 24 | $8.5B | $1.8B | ||
| Q2 24 | $8.3B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.94× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.15× | — | ||
| Q2 24 | 1.18× | — |
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 | $192.0M | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $134.0M | $30.0M |
| 自由现金流率自由现金流/营收 | 16.3% | 11.0% |
| 资本支出强度资本支出/营收 | 7.0% | 4.8% |
| 现金转化率经营现金流/净利润 | 3.89× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $396.2M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $192.0M | $69.6M | ||
| Q3 25 | $249.5M | $60.4M | ||
| Q2 25 | $113.5M | $38.7M | ||
| Q1 25 | $140.4M | $66.7M | ||
| Q4 24 | $176.1M | — | ||
| Q3 24 | $197.2M | $62.3M | ||
| Q2 24 | $111.2M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $134.0M | $49.4M | ||
| Q3 25 | $182.8M | $51.6M | ||
| Q2 25 | $47.0M | $30.5M | ||
| Q1 25 | $32.4M | $61.3M | ||
| Q4 24 | $68.6M | — | ||
| Q3 24 | $115.0M | $57.1M | ||
| Q2 24 | $51.9M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 16.3% | 18.9% | ||
| Q3 25 | 22.6% | 20.5% | ||
| Q2 25 | 5.9% | 12.9% | ||
| Q1 25 | 4.2% | 28.1% | ||
| Q4 24 | 8.1% | — | ||
| Q3 24 | 14.2% | 28.5% | ||
| Q2 24 | 6.4% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 7.0% | 7.7% | ||
| Q3 25 | 8.3% | 3.5% | ||
| Q2 25 | 8.4% | 3.5% | ||
| Q1 25 | 14.0% | 2.4% | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 10.2% | 2.6% | ||
| Q2 24 | 7.3% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 3.89× | 1.54× | ||
| Q3 25 | 3.54× | 1.65× | ||
| Q2 25 | 2.15× | 1.22× | ||
| Q1 25 | 2.23× | — | ||
| Q4 24 | 1.72× | — | ||
| Q3 24 | 2.54× | 2.12× | ||
| Q2 24 | 1.64× | 2.46× |
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
ENTG
| Fabs | $516.3M | 63% |
| Equipment And Engineering | $121.8M | 15% |
| Chemical And Materials | $83.8M | 10% |
| Other | $61.7M | 7% |
| Non Semi | $40.3M | 5% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
