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FOSTER L B CO（FSTR）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FOSTER L B CO的1.7倍（$271.6M vs $160.4M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 1.5%，领先16.4%），FOSTER L B CO同比增速更快（25.1% vs 24.5%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $19.8M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 13.6%）
Foster L B Co.是一家总部位于美国的专业工业制造企业，主要生产销售工程通道产品、建筑组件及铁路基础设施用品，服务覆盖北美及部分全球地区的商业建筑、交通和工业领域客户。
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。
FSTR vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $160.4M | $271.6M |
| 净利润 | $2.4M | $48.8M |
| 毛利率 | 19.7% | 55.9% |
| 营业利润率 | 4.9% | 15.9% |
| 净利率 | 1.5% | 18.0% |
| 营收同比 | 25.1% | 24.5% |
| 净利润同比 | 1098.3% | 129.1% |
| 每股收益（稀释后） | $0.22 | $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 | $160.4M | $261.2M | ||
| Q3 25 | $138.3M | $252.1M | ||
| Q2 25 | $143.6M | $235.9M | ||
| Q1 25 | $97.8M | $218.1M | ||
| Q4 24 | $128.2M | — | ||
| Q3 24 | $137.5M | $200.7M | ||
| Q2 24 | $140.8M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $2.4M | $45.1M | ||
| Q3 25 | $4.4M | $36.5M | ||
| Q2 25 | $2.9M | $31.7M | ||
| Q1 25 | $-2.1M | $-167.5M | ||
| Q4 24 | $-242.0K | — | ||
| Q3 24 | $35.9M | $29.4M | ||
| Q2 24 | $2.8M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 19.7% | 54.5% | ||
| Q3 25 | 22.5% | 55.3% | ||
| Q2 25 | 21.5% | 55.2% | ||
| Q1 25 | 20.6% | 53.7% | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 23.8% | 54.7% | ||
| Q2 24 | 21.7% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 4.9% | 15.2% | ||
| Q3 25 | 6.0% | 14.9% | ||
| Q2 25 | 5.3% | 14.8% | ||
| Q1 25 | -2.0% | 8.0% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 5.3% | 13.7% | ||
| Q2 24 | 3.2% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 1.5% | 17.3% | ||
| Q3 25 | 3.1% | 14.5% | ||
| Q2 25 | 2.0% | 13.4% | ||
| Q1 25 | -2.2% | -76.8% | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | 26.1% | 14.7% | ||
| Q2 24 | 2.0% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.22 | $0.67 | ||
| Q3 25 | $0.40 | $0.48 | ||
| Q2 25 | $0.27 | $0.42 | ||
| Q1 25 | $-0.20 | $-2.30 | ||
| Q4 24 | $-0.04 | — | ||
| Q3 24 | $3.27 | $0.40 | ||
| Q2 24 | $0.26 | $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 | $4.3M | $768.5M |
| 总债务越低越好 | $42.6M | — |
| 股东权益账面价值 | $175.3M | $1.4B |
| 总资产 | $330.4M | $2.1B |
| 负债/权益比越低杠杆越低 | 0.24× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $4.3M | $786.0M | ||
| Q3 25 | $3.4M | $735.2M | ||
| Q2 25 | $4.2M | $681.5M | ||
| Q1 25 | $2.6M | $656.5M | ||
| Q4 24 | $2.5M | — | ||
| Q3 24 | $3.1M | $581.9M | ||
| Q2 24 | $4.0M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $42.6M | — | ||
| Q3 25 | $58.6M | — | ||
| Q2 25 | $81.4M | — | ||
| Q1 25 | $82.3M | — | ||
| Q4 24 | $46.8M | — | ||
| Q3 24 | $68.4M | — | ||
| Q2 24 | $87.0M | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $175.3M | $1.3B | ||
| Q3 25 | $174.8M | $1.3B | ||
| Q2 25 | $174.4M | $1.2B | ||
| Q1 25 | $170.8M | $1.2B | ||
| Q4 24 | $178.3M | — | ||
| Q3 24 | $181.9M | $1.1B | ||
| Q2 24 | $147.1M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $330.4M | $2.1B | ||
| Q3 25 | $333.9M | $2.0B | ||
| Q2 25 | $349.9M | $1.9B | ||
| Q1 25 | $342.8M | $1.8B | ||
| Q4 24 | $334.6M | — | ||
| Q3 24 | $344.5M | $1.8B | ||
| Q2 24 | $333.3M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.33× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.59× | — |
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 | $19.8M | $30.0M |
| 自由现金流率自由现金流/营收 | 12.3% | 11.0% |
| 资本支出强度资本支出/营收 | 1.5% | 4.8% |
| 现金转化率经营现金流/净利润 | 9.18× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $25.2M | $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 | $29.2M | $60.4M | ||
| Q2 25 | $10.4M | $38.7M | ||
| Q1 25 | $-26.1M | $66.7M | ||
| Q4 24 | $24.3M | — | ||
| Q3 24 | $24.7M | $62.3M | ||
| Q2 24 | $-5.0M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $19.8M | $49.4M | ||
| Q3 25 | $26.4M | $51.6M | ||
| Q2 25 | $7.7M | $30.5M | ||
| Q1 25 | $-28.7M | $61.3M | ||
| Q4 24 | $22.3M | — | ||
| Q3 24 | $21.7M | $57.1M | ||
| Q2 24 | $-7.0M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 12.3% | 18.9% | ||
| Q3 25 | 19.1% | 20.5% | ||
| Q2 25 | 5.4% | 12.9% | ||
| Q1 25 | -29.4% | 28.1% | ||
| Q4 24 | 17.4% | — | ||
| Q3 24 | 15.8% | 28.5% | ||
| Q2 24 | -5.0% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 1.5% | 7.7% | ||
| Q3 25 | 2.0% | 3.5% | ||
| Q2 25 | 1.9% | 3.5% | ||
| Q1 25 | 2.6% | 2.4% | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 2.2% | 2.6% | ||
| Q2 24 | 1.5% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 9.18× | 1.54× | ||
| Q3 25 | 6.70× | 1.65× | ||
| Q2 25 | 3.61× | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.69× | 2.12× | ||
| Q2 24 | -1.74× | 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
FSTR
| Rail Technologies And Services Segment | $98.0M | 61% |
| Over Time Output Method | $26.3M | 16% |
| Services | $19.4M | 12% |
| Rail Technologies Products | $10.0M | 6% |
| Over Time Input Method | $8.3M | 5% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
