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化石集团（FOSL）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.的季度营收约是化石集团的1.0倍（$271.6M vs $270.2M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs -14.8%，领先32.8%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -21.1%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $-22.5M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs -11.4%）
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
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。
FOSL vs MTSI — 直观对比
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.2M | $271.6M |
| 净利润 | $-40.0M | $48.8M |
| 毛利率 | 49.0% | 55.9% |
| 营业利润率 | -8.0% | 15.9% |
| 净利率 | -14.8% | 18.0% |
| 营收同比 | -21.1% | 24.5% |
| 净利润同比 | -257.8% | 129.1% |
| 每股收益（稀释后） | $-0.76 | $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 | $270.2M | $261.2M | ||
| Q3 25 | $220.4M | $252.1M | ||
| Q2 25 | $233.3M | $235.9M | ||
| Q1 25 | — | $218.1M | ||
| Q4 24 | $342.3M | — | ||
| Q3 24 | $287.8M | $200.7M | ||
| Q2 24 | $260.0M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $-40.0M | $45.1M | ||
| Q3 25 | $-2.1M | $36.5M | ||
| Q2 25 | $-17.9M | $31.7M | ||
| Q1 25 | — | $-167.5M | ||
| Q4 24 | $-11.2M | — | ||
| Q3 24 | $-31.9M | $29.4M | ||
| Q2 24 | $-38.8M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 49.0% | 54.5% | ||
| Q3 25 | 57.5% | 55.3% | ||
| Q2 25 | 61.3% | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | 53.9% | — | ||
| Q3 24 | 49.4% | 54.7% | ||
| Q2 24 | 52.6% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | -8.0% | 15.2% | ||
| Q3 25 | 3.9% | 14.9% | ||
| Q2 25 | -2.9% | 14.8% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | -4.8% | — | ||
| Q3 24 | -8.5% | 13.7% | ||
| Q2 24 | -13.1% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | -14.8% | 17.3% | ||
| Q3 25 | -1.0% | 14.5% | ||
| Q2 25 | -7.7% | 13.4% | ||
| Q1 25 | — | -76.8% | ||
| Q4 24 | -3.3% | — | ||
| Q3 24 | -11.1% | 14.7% | ||
| Q2 24 | -14.9% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-0.76 | $0.67 | ||
| Q3 25 | $-0.04 | $0.48 | ||
| Q2 25 | $-0.33 | $0.42 | ||
| Q1 25 | — | $-2.30 | ||
| Q4 24 | $-0.15 | — | ||
| Q3 24 | $-0.60 | $0.40 | ||
| Q2 24 | $-0.73 | $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 | $79.2M | $768.5M |
| 总债务越低越好 | $169.1M | — |
| 股东权益账面价值 | $112.6M | $1.4B |
| 总资产 | $701.0M | $2.1B |
| 负债/权益比越低杠杆越低 | 1.50× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $79.2M | $786.0M | ||
| Q3 25 | $109.9M | $735.2M | ||
| Q2 25 | $78.3M | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q4 24 | $123.6M | — | ||
| Q3 24 | $106.3M | $581.9M | ||
| Q2 24 | $104.9M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $169.1M | — | ||
| Q3 25 | $165.6M | — | ||
| Q2 25 | $167.2M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $162.7M | — | ||
| Q3 24 | $173.4M | — | ||
| Q2 24 | $156.5M | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $112.6M | $1.3B | ||
| Q3 25 | $150.3M | $1.3B | ||
| Q2 25 | $140.6M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $148.7M | — | ||
| Q3 24 | $164.4M | $1.1B | ||
| Q2 24 | $189.6M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $701.0M | $2.1B | ||
| Q3 25 | $704.5M | $2.0B | ||
| Q2 25 | $686.0M | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $763.6M | — | ||
| Q3 24 | $812.4M | $1.8B | ||
| Q2 24 | $785.7M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.09× | — | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 0.83× | — |
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 | $-22.2M | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $-22.5M | $30.0M |
| 自由现金流率自由现金流/营收 | -8.3% | 11.0% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $-46.0M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $-22.2M | $69.6M | ||
| Q3 25 | $9.4M | $60.4M | ||
| Q2 25 | $-60.4M | $38.7M | ||
| Q1 25 | — | $66.7M | ||
| Q4 24 | $30.5M | — | ||
| Q3 24 | $-22.8M | $62.3M | ||
| Q2 24 | $38.4M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $-22.5M | $49.4M | ||
| Q3 25 | $8.6M | $51.6M | ||
| Q2 25 | $-60.6M | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | $28.5M | — | ||
| Q3 24 | $-24.1M | $57.1M | ||
| Q2 24 | $36.6M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | -8.3% | 18.9% | ||
| Q3 25 | 3.9% | 20.5% | ||
| Q2 25 | -26.0% | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | -8.4% | 28.5% | ||
| Q2 24 | 14.1% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.1% | 7.7% | ||
| Q3 25 | 0.4% | 3.5% | ||
| Q2 25 | 0.1% | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.4% | 2.6% | ||
| Q2 24 | 0.7% | 3.9% |
| 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
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
