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Esperion Therapeutics, Inc.（ESPR）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Esperion Therapeutics, Inc.的1.6倍（$271.6M vs $168.4M），Esperion Therapeutics, Inc.同比增速更快（143.7% vs 24.5%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 10.6%）
Esperion Therapeutics, Inc.是一家上市美国药企，专注开发用于降低低密度脂蛋白胆固醇的口服小分子药物苯哌多酸，公司总部位于密歇根州安娜堡，目前核心研发管线围绕这款降脂创新药物推进，深耕血脂异常治疗领域的创新药物开发。
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。
ESPR vs MTSI — 直观对比
营收规模更大
MTSI
是对方的1.6倍
$168.4M
营收增速更快
ESPR
高出119.2%
24.5%
两年增速更快
MTSI
近两年复合增速
10.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $168.4M | $271.6M |
| 净利润 | — | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 50.6% | 15.9% |
| 净利率 | — | 18.0% |
| 营收同比 | 143.7% | 24.5% |
| 净利润同比 | — | 129.1% |
| 每股收益（稀释后） | $0.32 | $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
营收ESPRMTSI
| Q1 26 | — | $271.6M | ||
| Q4 25 | $168.4M | $261.2M | ||
| Q3 25 | $87.3M | $252.1M | ||
| Q2 25 | $82.4M | $235.9M | ||
| Q1 25 | $65.0M | $218.1M | ||
| Q4 24 | $69.1M | — | ||
| Q3 24 | $51.6M | $200.7M | ||
| Q2 24 | $73.8M | $190.5M |
净利润ESPRMTSI
| Q1 26 | — | $48.8M | ||
| Q4 25 | — | $45.1M | ||
| Q3 25 | $-31.3M | $36.5M | ||
| Q2 25 | $-12.7M | $31.7M | ||
| Q1 25 | $-40.5M | $-167.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-29.5M | $29.4M | ||
| Q2 24 | $-61.9M | $19.9M |
毛利率ESPRMTSI
| 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% | ||
| Q2 24 | — | 53.2% |
营业利润率ESPRMTSI
| Q1 26 | — | 15.9% | ||
| Q4 25 | 50.6% | 15.2% | ||
| Q3 25 | -11.4% | 14.9% | ||
| Q2 25 | 8.6% | 14.8% | ||
| Q1 25 | -34.0% | 8.0% | ||
| Q4 24 | -6.4% | — | ||
| Q3 24 | -31.0% | 13.7% | ||
| Q2 24 | 3.5% | 10.4% |
净利率ESPRMTSI
| Q1 26 | — | 18.0% | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | -35.9% | 14.5% | ||
| Q2 25 | -15.4% | 13.4% | ||
| Q1 25 | -62.2% | -76.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | -57.2% | 14.7% | ||
| Q2 24 | -83.9% | 10.5% |
每股收益（稀释后）ESPRMTSI
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.32 | $0.67 | ||
| Q3 25 | $-0.16 | $0.48 | ||
| Q2 25 | $-0.06 | $0.42 | ||
| Q1 25 | $-0.21 | $-2.30 | ||
| Q4 24 | $-0.14 | — | ||
| Q3 24 | $-0.15 | $0.40 | ||
| Q2 24 | $-0.33 | $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 | $167.9M | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-302.0M | $1.4B |
| 总资产 | $465.9M | $2.1B |
| 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ESPRMTSI
| Q1 26 | — | $768.5M | ||
| Q4 25 | $167.9M | $786.0M | ||
| Q3 25 | $92.4M | $735.2M | ||
| Q2 25 | $86.1M | $681.5M | ||
| Q1 25 | $114.6M | $656.5M | ||
| Q4 24 | $144.8M | — | ||
| Q3 24 | $144.7M | $581.9M | ||
| Q2 24 | $189.3M | $521.5M |
股东权益ESPRMTSI
| Q1 26 | — | $1.4B | ||
| Q4 25 | $-302.0M | $1.3B | ||
| Q3 25 | $-451.4M | $1.3B | ||
| Q2 25 | $-433.5M | $1.2B | ||
| Q1 25 | $-426.2M | $1.2B | ||
| Q4 24 | $-388.7M | — | ||
| Q3 24 | $-370.2M | $1.1B | ||
| Q2 24 | $-344.2M | $1.1B |
总资产ESPRMTSI
| Q1 26 | — | $2.1B | ||
| Q4 25 | $465.9M | $2.1B | ||
| Q3 25 | $364.0M | $2.0B | ||
| Q2 25 | $347.1M | $1.9B | ||
| Q1 25 | $324.0M | $1.8B | ||
| Q4 24 | $343.8M | — | ||
| Q3 24 | $314.1M | $1.8B | ||
| Q2 24 | $352.3M | $1.7B |
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 | $45.2M | $42.9M |
| 自由现金流经营现金流 - 资本支出 | — | $30.0M |
| 自由现金流率自由现金流/营收 | — | 11.0% |
| 资本支出强度资本支出/营收 | 0.0% | 4.8% |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势，按日历期对齐
经营现金流ESPRMTSI
| Q1 26 | — | $42.9M | ||
| Q4 25 | $45.2M | $69.6M | ||
| Q3 25 | $-4.3M | $60.4M | ||
| Q2 25 | $-31.4M | $38.7M | ||
| Q1 25 | $-22.6M | $66.7M | ||
| Q4 24 | $-35.0M | — | ||
| Q3 24 | $-35.3M | $62.3M | ||
| Q2 24 | $-7.2M | $49.0M |
自由现金流ESPRMTSI
| Q1 26 | — | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-35.5M | $57.1M | ||
| Q2 24 | $-7.3M | $41.5M |
自由现金流率ESPRMTSI
| Q1 26 | — | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | -68.7% | 28.5% | ||
| Q2 24 | -9.9% | 21.8% |
资本支出强度ESPRMTSI
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.0% | 7.7% | ||
| Q3 25 | 0.0% | 3.5% | ||
| Q2 25 | 0.0% | 3.5% | ||
| Q1 25 | 0.0% | 2.4% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.3% | 2.6% | ||
| Q2 24 | 0.1% | 3.9% |
现金转化率ESPRMTSI
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | — | 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
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
