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INTERNATIONAL BANCSHARES CORP（IBOC）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INTERNATIONAL BANCSHARES CORP的1.3倍（$289.0M vs $217.7M），INTERNATIONAL BANCSHARES CORP净利率更高（62.3% vs 16.0%，领先46.3%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 4.5%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 2.8%）
国际银行股份公司（International Bancshares Corporation）是总部位于美国得克萨斯州拉雷多的银行控股公司，核心子公司为国际商业银行。目前集团通过旗下银行子公司运营217个营业网点、315台自动柜员机，服务覆盖得克萨斯州、俄克拉荷马州的88个城镇社区。
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。
IBOC vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $217.7M | $289.0M |
| 净利润 | $106.9M | $46.3M |
| 毛利率 | — | 56.9% |
| 营业利润率 | 62.8% | 17.6% |
| 净利率 | 62.3% | 16.0% |
| 营收同比 | 4.5% | 22.5% |
| 净利润同比 | -7.1% | 46.3% |
| 每股收益（稀释后） | $1.71 | $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 | $217.7M | $261.2M | ||
| Q3 25 | $218.1M | $252.1M | ||
| Q2 25 | $208.2M | $235.9M | ||
| Q1 25 | $198.2M | $218.1M | ||
| Q4 24 | $208.3M | — | ||
| Q3 24 | $211.8M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $106.9M | $45.1M | ||
| Q3 25 | $108.4M | $36.5M | ||
| Q2 25 | $100.1M | $31.7M | ||
| Q1 25 | $96.9M | $-167.5M | ||
| Q4 24 | $115.1M | — | ||
| Q3 24 | $99.8M | $29.4M |
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 54.7% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 62.8% | 15.2% | ||
| Q3 25 | 62.6% | 14.9% | ||
| Q2 25 | 60.5% | 14.8% | ||
| Q1 25 | 61.1% | 8.0% | ||
| Q4 24 | 64.2% | — | ||
| Q3 24 | 60.0% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | 62.3% | 17.3% | ||
| Q3 25 | 49.7% | 14.5% | ||
| Q2 25 | 48.1% | 13.4% | ||
| Q1 25 | 48.9% | -76.8% | ||
| Q4 24 | 71.5% | — | ||
| Q3 24 | 47.1% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $1.71 | $0.67 | ||
| Q3 25 | $1.74 | $0.48 | ||
| Q2 25 | $1.61 | $0.42 | ||
| Q1 25 | $1.56 | $-2.30 | ||
| Q4 24 | $1.85 | — | ||
| Q3 24 | $1.60 | $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 | $5.5B | $664.9M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $3.3B | — |
| 总资产 | $16.6B | $2.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $664.9M | ||
| Q1 26 | — | $768.5M | ||
| Q4 25 | $5.5B | $786.0M | ||
| Q3 25 | $5.6B | $735.2M | ||
| Q2 25 | $5.8B | $681.5M | ||
| Q1 25 | $5.6B | $656.5M | ||
| Q4 24 | $5.4B | — | ||
| Q3 24 | $5.8B | $581.9M |
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
| Q2 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.3B | $1.3B | ||
| Q3 25 | $3.1B | $1.3B | ||
| Q2 25 | $3.0B | $1.2B | ||
| Q1 25 | $2.9B | $1.2B | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.7B | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $16.6B | $2.1B | ||
| Q3 25 | $16.6B | $2.0B | ||
| Q2 25 | $16.5B | $1.9B | ||
| Q1 25 | $16.3B | $1.8B | ||
| Q4 24 | $15.7B | — | ||
| Q3 24 | $15.9B | $1.8B |
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 | $491.1M | $121.6M |
| 自由现金流经营现金流 - 资本支出 | $472.9M | — |
| 自由现金流率自由现金流/营收 | 217.2% | — |
| 资本支出强度资本支出/营收 | 8.3% | — |
| 现金转化率经营现金流/净利润 | 4.59× | 2.62× |
| 过去12个月自由现金流最近4个季度 | $809.9M | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $491.1M | $69.6M | ||
| Q3 25 | $115.2M | $60.4M | ||
| Q2 25 | $95.5M | $38.7M | ||
| Q1 25 | $140.5M | $66.7M | ||
| Q4 24 | $473.9M | — | ||
| Q3 24 | $116.5M | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $472.9M | $49.4M | ||
| Q3 25 | $112.2M | $51.6M | ||
| Q2 25 | $91.6M | $30.5M | ||
| Q1 25 | $133.1M | $61.3M | ||
| Q4 24 | $459.8M | — | ||
| Q3 24 | $109.6M | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 217.2% | 18.9% | ||
| Q3 25 | 51.5% | 20.5% | ||
| Q2 25 | 44.0% | 12.9% | ||
| Q1 25 | 67.1% | 28.1% | ||
| Q4 24 | 220.8% | — | ||
| Q3 24 | 51.7% | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 8.3% | 7.7% | ||
| Q3 25 | 1.3% | 3.5% | ||
| Q2 25 | 1.9% | 3.5% | ||
| Q1 25 | 3.7% | 2.4% | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 3.3% | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | 4.59× | 1.54× | ||
| Q3 25 | 1.06× | 1.65× | ||
| Q2 25 | 0.95× | 1.22× | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | 4.12× | — | ||
| Q3 24 | 1.17× | 2.12× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
