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null（GPRO）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null的1.4倍（$289.0M vs $201.7M），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 0.4%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 13.9%）
GoPro, Inc.是2002年由尼克·伍德曼创立的美国科技企业，最初注册名为伍德曼实验室，总部坐落于加利福尼亚州圣马特奥。该公司主营运动相机生产制造，同时还自主开发配套移动端应用与视频编辑软件。
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。
GPRO vs MTSI — 直观对比
营收规模更大
MTSI
是对方的1.4倍
$201.7M
营收增速更快
MTSI
高出22.1%
0.4%
两年增速更快
MTSI
近两年复合增速
13.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $201.7M | $289.0M |
| 净利润 | — | $46.3M |
| 毛利率 | 31.8% | 56.9% |
| 营业利润率 | -4.1% | 17.6% |
| 净利率 | — | 16.0% |
| 营收同比 | 0.4% | 22.5% |
| 净利润同比 | — | 46.3% |
| 每股收益（稀释后） | $-0.06 | $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
营收GPROMTSI
| Q2 26 | — | $289.0M | ||
| Q1 26 | — | $271.6M | ||
| Q4 25 | $201.7M | $261.2M | ||
| Q3 25 | $162.9M | $252.1M | ||
| Q2 25 | $152.6M | $235.9M | ||
| Q1 25 | $134.3M | $218.1M | ||
| Q4 24 | $200.9M | — | ||
| Q3 24 | $258.9M | $200.7M |
净利润GPROMTSI
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | — | $45.1M | ||
| Q3 25 | $-21.3M | $36.5M | ||
| Q2 25 | $-16.4M | $31.7M | ||
| Q1 25 | $-46.7M | $-167.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-8.2M | $29.4M |
毛利率GPROMTSI
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | 31.8% | 54.5% | ||
| Q3 25 | 35.1% | 55.3% | ||
| Q2 25 | 35.8% | 55.2% | ||
| Q1 25 | 32.1% | 53.7% | ||
| Q4 24 | 34.7% | — | ||
| Q3 24 | 35.5% | 54.7% |
营业利润率GPROMTSI
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | -4.1% | 15.2% | ||
| Q3 25 | -9.8% | 14.9% | ||
| Q2 25 | -9.2% | 14.8% | ||
| Q1 25 | -33.7% | 8.0% | ||
| Q4 24 | -19.5% | — | ||
| Q3 24 | -3.1% | 13.7% |
净利率GPROMTSI
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | -13.0% | 14.5% | ||
| Q2 25 | -10.8% | 13.4% | ||
| Q1 25 | -34.8% | -76.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | -3.2% | 14.7% |
每股收益（稀释后）GPROMTSI
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-0.06 | $0.67 | ||
| Q3 25 | $-0.13 | $0.48 | ||
| Q2 25 | $-0.10 | $0.42 | ||
| Q1 25 | $-0.30 | $-2.30 | ||
| Q4 24 | $-0.22 | — | ||
| Q3 24 | $-0.05 | $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 | $49.7M | $664.9M |
| 总债务越低越好 | $44.3M | $0 |
| 股东权益账面价值 | $76.5M | — |
| 总资产 | $428.0M | $2.0B |
| 负债/权益比越低杠杆越低 | 0.58× | — |
8季度趋势，按日历期对齐
现金及短期投资GPROMTSI
| Q2 26 | — | $664.9M | ||
| Q1 26 | — | $768.5M | ||
| Q4 25 | $49.7M | $786.0M | ||
| Q3 25 | $152.8M | $735.2M | ||
| Q2 25 | $58.6M | $681.5M | ||
| Q1 25 | $69.6M | $656.5M | ||
| Q4 24 | $102.8M | — | ||
| Q3 24 | $130.2M | $581.9M |
总债务GPROMTSI
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | $44.3M | — | ||
| Q3 25 | $43.9M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $93.1M | — |
股东权益GPROMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $76.5M | $1.3B | ||
| Q3 25 | $80.5M | $1.3B | ||
| Q2 25 | $97.9M | $1.2B | ||
| Q1 25 | $110.0M | $1.2B | ||
| Q4 24 | $151.7M | — | ||
| Q3 24 | $183.9M | $1.1B |
总资产GPROMTSI
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $428.0M | $2.1B | ||
| Q3 25 | $538.6M | $2.0B | ||
| Q2 25 | $439.0M | $1.9B | ||
| Q1 25 | $462.5M | $1.8B | ||
| Q4 24 | $543.7M | — | ||
| Q3 24 | $661.6M | $1.8B |
负债/权益比GPROMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.58× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.51× | — |
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 | $15.6M | $121.6M |
| 自由现金流经营现金流 - 资本支出 | $15.0M | — |
| 自由现金流率自由现金流/营收 | 7.4% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 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 | $-24.0M | — |
8季度趋势，按日历期对齐
经营现金流GPROMTSI
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $15.6M | $69.6M | ||
| Q3 25 | $12.2M | $60.4M | ||
| Q2 25 | $8.8M | $38.7M | ||
| Q1 25 | $-57.2M | $66.7M | ||
| Q4 24 | $-25.1M | — | ||
| Q3 24 | $-2.2M | $62.3M |
自由现金流GPROMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $15.0M | $49.4M | ||
| Q3 25 | $11.2M | $51.6M | ||
| Q2 25 | $8.3M | $30.5M | ||
| Q1 25 | $-58.5M | $61.3M | ||
| Q4 24 | $-25.5M | — | ||
| Q3 24 | $-4.2M | $57.1M |
自由现金流率GPROMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 7.4% | 18.9% | ||
| Q3 25 | 6.9% | 20.5% | ||
| Q2 25 | 5.4% | 12.9% | ||
| Q1 25 | -43.5% | 28.1% | ||
| Q4 24 | -12.7% | — | ||
| Q3 24 | -1.6% | 28.5% |
资本支出强度GPROMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.3% | 7.7% | ||
| Q3 25 | 0.6% | 3.5% | ||
| Q2 25 | 0.3% | 3.5% | ||
| Q1 25 | 1.0% | 2.4% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.8% | 2.6% |
现金转化率GPROMTSI
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 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
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
MTSI
暂无分部数据
