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Fidelity National Financial, Inc.(FNF)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
Fidelity National Financial, Inc.的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.9倍($544.0M vs $289.0M),MACOM Technology Solutions Holdings, Inc.净利率更高(16.0% vs -21.5%,领先37.5%),MACOM Technology Solutions Holdings, Inc.同比增速更快(22.5% vs 10.3%),过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高(23.2% vs 13.7%)
富达国民金融是美国财富500强企业,主要面向房地产与抵押贷款行业提供产权保险及交割服务,2019年其产权及房地产业务相关年度营收约为84.69亿美元,是全球领先的产权保险服务供应商。
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。
FNF vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $544.0M | $289.0M |
| 净利润 | $-117.0M | $46.3M |
| 毛利率 | — | 56.9% |
| 营业利润率 | 82.9% | 17.6% |
| 净利率 | -21.5% | 16.0% |
| 营收同比 | 10.3% | 22.5% |
| 净利润同比 | -126.0% | 46.3% |
| 每股收益(稀释后) | $-0.44 | $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
| Q2 26 | — | $289.0M | ||
| Q1 26 | — | $271.6M | ||
| Q4 25 | $544.0M | $261.2M | ||
| Q3 25 | $553.0M | $252.1M | ||
| Q2 25 | $547.0M | $235.9M | ||
| Q1 25 | $455.0M | $218.1M | ||
| Q4 24 | $493.0M | — | ||
| Q3 24 | $506.0M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $-117.0M | $45.1M | ||
| Q3 25 | $358.0M | $36.5M | ||
| Q2 25 | $278.0M | $31.7M | ||
| Q1 25 | $83.0M | $-167.5M | ||
| Q4 24 | $450.0M | — | ||
| Q3 24 | $266.0M | $29.4M |
| 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% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 82.9% | 15.2% | ||
| Q3 25 | 81.9% | 14.9% | ||
| Q2 25 | 69.8% | 14.8% | ||
| Q1 25 | 24.4% | 8.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | 61.9% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | -21.5% | 17.3% | ||
| Q3 25 | 64.7% | 14.5% | ||
| Q2 25 | 50.8% | 13.4% | ||
| Q1 25 | 18.2% | -76.8% | ||
| Q4 24 | 91.3% | — | ||
| Q3 24 | 52.6% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-0.44 | $0.67 | ||
| Q3 25 | $1.33 | $0.48 | ||
| Q2 25 | $1.02 | $0.42 | ||
| Q1 25 | $0.30 | $-2.30 | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $0.97 | $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 | $2.6B | $664.9M |
| 总债务越低越好 | $4.4B | $0 |
| 股东权益账面价值 | $7.4B | — |
| 总资产 | $109.0B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.59× | — |
8季度趋势,按日历期对齐
| Q2 26 | — | $664.9M | ||
| Q1 26 | — | $768.5M | ||
| Q4 25 | $2.6B | $786.0M | ||
| Q3 25 | $3.5B | $735.2M | ||
| Q2 25 | $3.3B | $681.5M | ||
| Q1 25 | $4.5B | $656.5M | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $5.0B | $581.9M |
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.2B | — |
| Q2 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $7.4B | $1.3B | ||
| Q3 25 | $8.4B | $1.3B | ||
| Q2 25 | $7.9B | $1.2B | ||
| Q1 25 | $7.9B | $1.2B | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $8.1B | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $109.0B | $2.1B | ||
| Q3 25 | $106.6B | $2.0B | ||
| Q2 25 | $102.3B | $1.9B | ||
| Q1 25 | $98.2B | $1.8B | ||
| Q4 24 | $95.4B | — | ||
| Q3 24 | $94.7B | $1.8B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.56× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.52× | — |
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 | $1.5B | $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
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $1.5B | $69.6M | ||
| Q3 25 | $1.3B | $60.4M | ||
| Q2 25 | $1.9B | $38.7M | ||
| Q1 25 | $1.1B | $66.7M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $2.4B | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | 3.66× | 1.65× | ||
| Q2 25 | 6.82× | 1.22× | ||
| Q1 25 | 13.43× | — | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 8.89× | 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
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
MTSI
暂无分部数据