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Empire State Realty Trust, Inc.（ESRT）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Empire State Realty Trust, Inc.的1.4倍（$271.6M vs $190.3M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 1.6%，领先16.4%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 5.7%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 0.2%）
帝国州房地产信托是一家美国房地产投资信托企业，持有并运营纽约大都会区的优质办公、零售及住宅物业，旗下资产包括地标性建筑帝国大厦，主打可持续运营模式，服务各类租户及住户，专注实现长期资产增值。
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。
ESRT vs MTSI — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $190.3M | $271.6M |
| 净利润 | $3.0M | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 15.5% | 15.9% |
| 净利率 | 1.6% | 18.0% |
| 营收同比 | 5.7% | 24.5% |
| 净利润同比 | -73.7% | 129.1% |
| 每股收益（稀释后） | $0.20 | $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 | $190.3M | $271.6M | ||
| Q4 25 | $199.2M | $261.2M | ||
| Q3 25 | $197.7M | $252.1M | ||
| Q2 25 | $191.3M | $235.9M | ||
| Q1 25 | $180.1M | $218.1M | ||
| Q4 24 | $197.6M | — | ||
| Q3 24 | $199.6M | $200.7M | ||
| Q2 24 | $189.5M | $190.5M |
| Q1 26 | $3.0M | $48.8M | ||
| Q4 25 | $32.2M | $45.1M | ||
| Q3 25 | $13.6M | $36.5M | ||
| Q2 25 | $11.4M | $31.7M | ||
| Q1 25 | $15.8M | $-167.5M | ||
| Q4 24 | $18.8M | — | ||
| Q3 24 | $22.8M | $29.4M | ||
| Q2 24 | $28.6M | $19.9M |
| 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% |
| Q1 26 | 15.5% | 15.9% | ||
| Q4 25 | 17.8% | 15.2% | ||
| Q3 25 | 19.9% | 14.9% | ||
| Q2 25 | 18.4% | 14.8% | ||
| Q1 25 | 14.3% | 8.0% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 22.7% | 13.7% | ||
| Q2 24 | 20.8% | 10.4% |
| Q1 26 | 1.6% | 18.0% | ||
| Q4 25 | 16.1% | 17.3% | ||
| Q3 25 | 6.9% | 14.5% | ||
| Q2 25 | 6.0% | 13.4% | ||
| Q1 25 | 8.8% | -76.8% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.4% | 14.7% | ||
| Q2 24 | 15.1% | 10.5% |
| Q1 26 | $0.20 | $0.64 | ||
| Q4 25 | $0.11 | $0.67 | ||
| Q3 25 | $0.05 | $0.48 | ||
| Q2 25 | $0.04 | $0.42 | ||
| Q1 25 | $0.05 | $-2.30 | ||
| Q4 24 | $0.07 | — | ||
| Q3 24 | $0.08 | $0.40 | ||
| Q2 24 | $0.10 | $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 | $68.8M | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $1.4B |
| 总资产 | $4.4B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $68.8M | $768.5M | ||
| Q4 25 | $132.7M | $786.0M | ||
| Q3 25 | $154.1M | $735.2M | ||
| Q2 25 | $94.6M | $681.5M | ||
| Q1 25 | $187.8M | $656.5M | ||
| Q4 24 | $385.5M | — | ||
| Q3 24 | $421.9M | $581.9M | ||
| Q2 24 | $535.5M | $521.5M |
| Q1 26 | $1.8B | $1.4B | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $1.0B | $1.1B |
| Q1 26 | $4.4B | $2.1B | ||
| Q4 25 | $4.5B | $2.1B | ||
| Q3 25 | $4.1B | $2.0B | ||
| Q2 25 | $4.1B | $1.9B | ||
| Q1 25 | $4.1B | $1.8B | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.4B | $1.8B | ||
| Q2 24 | $4.4B | $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 | — | $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 | 10.0% | 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
| Q1 26 | — | $42.9M | ||
| Q4 25 | $249.1M | $69.6M | ||
| Q3 25 | $105.3M | $60.4M | ||
| Q2 25 | $26.7M | $38.7M | ||
| Q1 25 | $83.1M | $66.7M | ||
| Q4 24 | $260.9M | — | ||
| Q3 24 | $102.8M | $62.3M | ||
| Q2 24 | $37.1M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $50.6M | $49.4M | ||
| Q3 25 | $72.8M | $51.6M | ||
| Q2 25 | $-55.1M | $30.5M | ||
| Q1 25 | $41.1M | $61.3M | ||
| Q4 24 | $88.0M | — | ||
| Q3 24 | $-65.1M | $57.1M | ||
| Q2 24 | $19.5M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 25.4% | 18.9% | ||
| Q3 25 | 36.8% | 20.5% | ||
| Q2 25 | -28.8% | 12.9% | ||
| Q1 25 | 22.8% | 28.1% | ||
| Q4 24 | 44.5% | — | ||
| Q3 24 | -32.6% | 28.5% | ||
| Q2 24 | 10.3% | 21.8% |
| Q1 26 | 10.0% | 4.8% | ||
| Q4 25 | 99.6% | 7.7% | ||
| Q3 25 | 16.5% | 3.5% | ||
| Q2 25 | 42.8% | 3.5% | ||
| Q1 25 | 23.4% | 2.4% | ||
| Q4 24 | 87.5% | — | ||
| Q3 24 | 84.1% | 2.6% | ||
| Q2 24 | 9.3% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 7.74× | 1.54× | ||
| Q3 25 | 7.72× | 1.65× | ||
| Q2 25 | 2.35× | 1.22× | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | 2.12× | ||
| Q2 24 | 1.30× | 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
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
