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GLAUKOS Corp（GKOS）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GLAUKOS Corp的1.8倍（$271.6M vs $150.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 6.2%，领先11.7%），GLAUKOS Corp同比增速更快（41.2% vs 24.5%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 22.4%）
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
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。
GKOS vs MTSI — 直观对比
营收规模更大
MTSI
是对方的1.8倍
$150.6M
营收增速更快
GKOS
高出16.6%
24.5%
净利率更高
MTSI
高出11.7%
6.2%
两年增速更快
GKOS
近两年复合增速
22.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $150.6M | $271.6M |
| 净利润 | $9.4M | $48.8M |
| 毛利率 | 77.9% | 55.9% |
| 营业利润率 | 9.0% | 15.9% |
| 净利率 | 6.2% | 18.0% |
| 营收同比 | 41.2% | 24.5% |
| 净利润同比 | — | 129.1% |
| 每股收益（稀释后） | — | $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GKOSMTSI
| Q1 26 | $150.6M | $271.6M | ||
| Q4 25 | $143.1M | $261.2M | ||
| Q3 25 | $133.5M | $252.1M | ||
| Q2 25 | $124.1M | $235.9M | ||
| Q1 25 | $106.7M | $218.1M | ||
| Q4 24 | $105.5M | — | ||
| Q3 24 | $96.7M | $200.7M | ||
| Q2 24 | $95.7M | $190.5M |
净利润GKOSMTSI
| Q1 26 | $9.4M | $48.8M | ||
| Q4 25 | $-133.7M | $45.1M | ||
| Q3 25 | $-16.2M | $36.5M | ||
| Q2 25 | $-19.7M | $31.7M | ||
| Q1 25 | $-18.1M | $-167.5M | ||
| Q4 24 | $-33.6M | — | ||
| Q3 24 | $-21.4M | $29.4M | ||
| Q2 24 | $-50.5M | $19.9M |
毛利率GKOSMTSI
| Q1 26 | 77.9% | 55.9% | ||
| Q4 25 | -1.1% | 54.5% | ||
| Q3 25 | 78.4% | 55.3% | ||
| Q2 25 | 78.3% | 55.2% | ||
| Q1 25 | 77.2% | 53.7% | ||
| Q4 24 | 72.9% | — | ||
| Q3 24 | 76.6% | 54.7% | ||
| Q2 24 | 76.4% | 53.2% |
营业利润率GKOSMTSI
| Q1 26 | 9.0% | 15.9% | ||
| Q4 25 | -97.7% | 15.2% | ||
| Q3 25 | -12.3% | 14.9% | ||
| Q2 25 | -18.3% | 14.8% | ||
| Q1 25 | -19.4% | 8.0% | ||
| Q4 24 | -27.2% | — | ||
| Q3 24 | -25.5% | 13.7% | ||
| Q2 24 | -31.3% | 10.4% |
净利率GKOSMTSI
| Q1 26 | 6.2% | 18.0% | ||
| Q4 25 | -93.4% | 17.3% | ||
| Q3 25 | -12.2% | 14.5% | ||
| Q2 25 | -15.8% | 13.4% | ||
| Q1 25 | -17.0% | -76.8% | ||
| Q4 24 | -31.8% | — | ||
| Q3 24 | -22.1% | 14.7% | ||
| Q2 24 | -52.8% | 10.5% |
每股收益（稀释后）GKOSMTSI
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-2.34 | $0.67 | ||
| Q3 25 | $-0.28 | $0.48 | ||
| Q2 25 | $-0.34 | $0.42 | ||
| Q1 25 | $-0.32 | $-2.30 | ||
| Q4 24 | $-0.56 | — | ||
| Q3 24 | $-0.39 | $0.40 | ||
| Q2 24 | $-1.00 | $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 | $276.7M | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $670.9M | $1.4B |
| 总资产 | $893.3M | $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GKOSMTSI
| Q1 26 | $276.7M | $768.5M | ||
| Q4 25 | $90.8M | $786.0M | ||
| Q3 25 | $98.2M | $735.2M | ||
| Q2 25 | $100.8M | $681.5M | ||
| Q1 25 | $114.3M | $656.5M | ||
| Q4 24 | $169.6M | — | ||
| Q3 24 | $100.1M | $581.9M | ||
| Q2 24 | $68.1M | $521.5M |
股东权益GKOSMTSI
| Q1 26 | $670.9M | $1.4B | ||
| Q4 25 | $656.2M | $1.3B | ||
| Q3 25 | $769.5M | $1.3B | ||
| Q2 25 | $765.1M | $1.2B | ||
| Q1 25 | $764.0M | $1.2B | ||
| Q4 24 | $766.9M | — | ||
| Q3 24 | $668.5M | $1.1B | ||
| Q2 24 | $665.2M | $1.1B |
总资产GKOSMTSI
| Q1 26 | $893.3M | $2.1B | ||
| Q4 25 | $893.5M | $2.1B | ||
| Q3 25 | $999.4M | $2.0B | ||
| Q2 25 | $987.0M | $1.9B | ||
| Q1 25 | $966.2M | $1.8B | ||
| Q4 24 | $974.8M | — | ||
| Q3 24 | $926.5M | $1.8B | ||
| Q2 24 | $919.7M | $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 | — | 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GKOSMTSI
| Q1 26 | — | $42.9M | ||
| Q4 25 | $6.8M | $69.6M | ||
| Q3 25 | $-10.1M | $60.4M | ||
| Q2 25 | $7.0M | $38.7M | ||
| Q1 25 | $-18.5M | $66.7M | ||
| Q4 24 | $507.0K | — | ||
| Q3 24 | $-9.6M | $62.3M | ||
| Q2 24 | $-18.4M | $49.0M |
自由现金流GKOSMTSI
| Q1 26 | — | $30.0M | ||
| Q4 25 | $3.9M | $49.4M | ||
| Q3 25 | $-11.7M | $51.6M | ||
| Q2 25 | $5.8M | $30.5M | ||
| Q1 25 | $-20.5M | $61.3M | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $-11.0M | $57.1M | ||
| Q2 24 | $-20.5M | $41.5M |
自由现金流率GKOSMTSI
| Q1 26 | — | 11.0% | ||
| Q4 25 | 2.7% | 18.9% | ||
| Q3 25 | -8.8% | 20.5% | ||
| Q2 25 | 4.7% | 12.9% | ||
| Q1 25 | -19.2% | 28.1% | ||
| Q4 24 | -1.2% | — | ||
| Q3 24 | -11.4% | 28.5% | ||
| Q2 24 | -21.4% | 21.8% |
资本支出强度GKOSMTSI
| Q1 26 | — | 4.8% | ||
| Q4 25 | 2.0% | 7.7% | ||
| Q3 25 | 1.2% | 3.5% | ||
| Q2 25 | 0.9% | 3.5% | ||
| Q1 25 | 1.8% | 2.4% | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 2.2% | 3.9% |
现金转化率GKOSMTSI
| 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
GKOS
暂无分部数据
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
