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IDT CORP（IDT）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
IDT CORP的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.1倍（$322.8M vs $289.0M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs 6.9%，领先9.1%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 4.3%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 4.4%）
IDT集团是一家跨国企业，总部位于美国新泽西州纽瓦克市，主营云通信、统一通信、销售点系统业务，同时为特定客户提供金融外汇服务，旗下拥有面向企业与消费者的多条业务线，知名产品包括Boss Revolution预付费电话卡。
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。
IDT vs MTSI — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $322.8M | $289.0M |
| 净利润 | $22.4M | $46.3M |
| 毛利率 | 36.6% | 56.9% |
| 营业利润率 | 9.6% | 17.6% |
| 净利率 | 6.9% | 16.0% |
| 营收同比 | 4.3% | 22.5% |
| 净利润同比 | 29.6% | 46.3% |
| 每股收益（稀释后） | $0.89 | $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 | $322.8M | $261.2M | ||
| Q3 25 | $316.6M | $252.1M | ||
| Q2 25 | $302.0M | $235.9M | ||
| Q1 25 | $303.3M | $218.1M | ||
| Q4 24 | $309.6M | — | ||
| Q3 24 | $308.8M | $200.7M |
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $22.4M | $45.1M | ||
| Q3 25 | $16.9M | $36.5M | ||
| Q2 25 | $21.7M | $31.7M | ||
| Q1 25 | $20.3M | $-167.5M | ||
| Q4 24 | $17.2M | — | ||
| Q3 24 | $36.8M | $29.4M |
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | 36.6% | 54.5% | ||
| Q3 25 | 36.2% | 55.3% | ||
| Q2 25 | 37.1% | 55.2% | ||
| Q1 25 | 37.0% | 53.7% | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 33.1% | 54.7% |
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 9.6% | 15.2% | ||
| Q3 25 | 6.9% | 14.9% | ||
| Q2 25 | 8.8% | 14.8% | ||
| Q1 25 | 9.3% | 8.0% | ||
| Q4 24 | 7.6% | — | ||
| Q3 24 | 6.5% | 13.7% |
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | 6.9% | 17.3% | ||
| Q3 25 | 5.3% | 14.5% | ||
| Q2 25 | 7.2% | 13.4% | ||
| Q1 25 | 6.7% | -76.8% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 11.9% | 14.7% |
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.89 | $0.67 | ||
| Q3 25 | $0.67 | $0.48 | ||
| Q2 25 | $0.86 | $0.42 | ||
| Q1 25 | $0.80 | $-2.30 | ||
| Q4 24 | $0.68 | — | ||
| Q3 24 | $1.45 | $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 | $189.3M | $664.9M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $320.7M | — |
| 总资产 | $654.9M | $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 | $189.3M | $786.0M | ||
| Q3 25 | $226.5M | $735.2M | ||
| Q2 25 | $199.9M | $681.5M | ||
| Q1 25 | $142.2M | $656.5M | ||
| Q4 24 | $148.0M | — | ||
| Q3 24 | $164.6M | $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 | $320.7M | $1.3B | ||
| Q3 25 | $305.1M | $1.3B | ||
| Q2 25 | $286.2M | $1.2B | ||
| Q1 25 | $271.6M | $1.2B | ||
| Q4 24 | $260.6M | — | ||
| Q3 24 | $246.2M | $1.1B |
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $654.9M | $2.1B | ||
| Q3 25 | $626.2M | $2.0B | ||
| Q2 25 | $600.9M | $1.9B | ||
| Q1 25 | $575.7M | $1.8B | ||
| Q4 24 | $554.6M | — | ||
| Q3 24 | $550.1M | $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 | $-10.1M | $121.6M |
| 自由现金流经营现金流 - 资本支出 | $-16.0M | — |
| 自由现金流率自由现金流/营收 | -4.9% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | -0.45× | 2.62× |
| 过去12个月自由现金流最近4个季度 | $95.4M | — |
8季度趋势，按日历期对齐
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $-10.1M | $69.6M | ||
| Q3 25 | $31.0M | $60.4M | ||
| Q2 25 | $75.7M | $38.7M | ||
| Q1 25 | $20.2M | $66.7M | ||
| Q4 24 | $164.0K | — | ||
| Q3 24 | $25.4M | $62.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $-16.0M | $49.4M | ||
| Q3 25 | $25.7M | $51.6M | ||
| Q2 25 | $70.3M | $30.5M | ||
| Q1 25 | $15.3M | $61.3M | ||
| Q4 24 | $-5.1M | — | ||
| Q3 24 | $20.1M | $57.1M |
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | -4.9% | 18.9% | ||
| Q3 25 | 8.1% | 20.5% | ||
| Q2 25 | 23.3% | 12.9% | ||
| Q1 25 | 5.1% | 28.1% | ||
| Q4 24 | -1.7% | — | ||
| Q3 24 | 6.5% | 28.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 1.8% | 7.7% | ||
| Q3 25 | 1.7% | 3.5% | ||
| Q2 25 | 1.8% | 3.5% | ||
| Q1 25 | 1.6% | 2.4% | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 1.7% | 2.6% |
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | -0.45× | 1.54× | ||
| Q3 25 | 1.84× | 1.65× | ||
| Q2 25 | 3.49× | 1.22× | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.69× | 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
IDT
| IDT Digital Payments | $104.4M | 32% |
| IDT Global | $60.2M | 19% |
| BOSS Revolution | $45.7M | 14% |
| National Retail Solutions | $39.3M | 12% |
| BOSS Revolution Money Transfer | $36.3M | 11% |
| Net2phone | $23.9M | 7% |
| Other | $8.0M | 2% |
MTSI
暂无分部数据
