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哈雷戴维森（HOG）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
哈雷戴维森的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.4倍（$390.5M vs $289.0M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs -72.3%，领先88.4%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs -9.4%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs -48.6%）
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
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。
HOG vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $390.5M | $289.0M |
| 净利润 | $-282.6M | $46.3M |
| 毛利率 | -7.9% | 56.9% |
| 营业利润率 | -92.4% | 17.6% |
| 净利率 | -72.3% | 16.0% |
| 营收同比 | -9.4% | 22.5% |
| 净利润同比 | -138.6% | 46.3% |
| 每股收益（稀释后） | $-2.27 | $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 | $390.5M | $261.2M | ||
| Q3 25 | $1.1B | $252.1M | ||
| Q2 25 | $1.0B | $235.9M | ||
| Q1 25 | $1.1B | $218.1M | ||
| Q4 24 | $430.9M | — | ||
| Q3 24 | $881.2M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $-282.6M | $45.1M | ||
| Q3 25 | $377.4M | $36.5M | ||
| Q2 25 | $107.6M | $31.7M | ||
| Q1 25 | $133.1M | $-167.5M | ||
| Q4 24 | $-118.4M | — | ||
| Q3 24 | $119.0M | $29.4M |
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | -7.9% | 54.5% | ||
| Q3 25 | 26.0% | 55.3% | ||
| Q2 25 | 28.5% | 55.2% | ||
| Q1 25 | 28.9% | 53.7% | ||
| Q4 24 | -2.0% | — | ||
| Q3 24 | 29.8% | 54.7% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | -92.4% | 15.2% | ||
| Q3 25 | 44.0% | 14.9% | ||
| Q2 25 | 10.7% | 14.8% | ||
| Q1 25 | 14.8% | 8.0% | ||
| Q4 24 | -44.9% | — | ||
| Q3 24 | 12.0% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | -72.3% | 17.3% | ||
| Q3 25 | 35.0% | 14.5% | ||
| Q2 25 | 10.2% | 13.4% | ||
| Q1 25 | 12.3% | -76.8% | ||
| Q4 24 | -27.5% | — | ||
| Q3 24 | 13.5% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-2.27 | $0.67 | ||
| Q3 25 | $3.10 | $0.48 | ||
| Q2 25 | $0.88 | $0.42 | ||
| Q1 25 | $1.07 | $-2.30 | ||
| Q4 24 | $-0.82 | — | ||
| Q3 24 | $0.91 | $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 | $3.1B | $664.9M |
| 总债务越低越好 | $2.5B | $0 |
| 股东权益账面价值 | $3.1B | — |
| 总资产 | $8.0B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $664.9M | ||
| Q1 26 | — | $768.5M | ||
| Q4 25 | $3.1B | $786.0M | ||
| Q3 25 | $1.8B | $735.2M | ||
| Q2 25 | $1.6B | $681.5M | ||
| Q1 25 | $1.9B | $656.5M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $2.2B | $581.9M |
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.3B | — | ||
| Q3 24 | $7.3B | — |
| Q2 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.1B | $1.3B | ||
| Q3 25 | $3.6B | $1.3B | ||
| Q2 25 | $3.3B | $1.2B | ||
| Q1 25 | $3.2B | $1.2B | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.4B | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $8.0B | $2.1B | ||
| Q3 25 | $10.6B | $2.0B | ||
| Q2 25 | $12.1B | $1.9B | ||
| Q1 25 | $12.4B | $1.8B | ||
| Q4 24 | $11.9B | — | ||
| Q3 24 | $13.0B | $1.8B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.79× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 2.14× | — | ||
| Q4 24 | 2.00× | — | ||
| Q3 24 | 2.13× | — |
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 | $152.0M | $121.6M |
| 自由现金流经营现金流 - 资本支出 | $100.4M | — |
| 自由现金流率自由现金流/营收 | 25.7% | — |
| 资本支出强度资本支出/营收 | 13.2% | — |
| 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 | $415.2M | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $152.0M | $69.6M | ||
| Q3 25 | $-92.6M | $60.4M | ||
| Q2 25 | $368.0M | $38.7M | ||
| Q1 25 | $141.5M | $66.7M | ||
| Q4 24 | $133.2M | — | ||
| Q3 24 | $353.0M | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $100.4M | $49.4M | ||
| Q3 25 | $-129.1M | $51.6M | ||
| Q2 25 | $332.4M | $30.5M | ||
| Q1 25 | $111.6M | $61.3M | ||
| Q4 24 | $77.0M | — | ||
| Q3 24 | $300.4M | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 25.7% | 18.9% | ||
| Q3 25 | -12.0% | 20.5% | ||
| Q2 25 | 31.7% | 12.9% | ||
| Q1 25 | 10.3% | 28.1% | ||
| Q4 24 | 17.9% | — | ||
| Q3 24 | 34.1% | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 13.2% | 7.7% | ||
| Q3 25 | 3.4% | 3.5% | ||
| Q2 25 | 3.4% | 3.5% | ||
| Q1 25 | 2.8% | 2.4% | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 6.0% | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | -0.25× | 1.65× | ||
| Q2 25 | 3.42× | 1.22× | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.97× | 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
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |
MTSI
暂无分部数据
