vs
null（JACK）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
null的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.3倍（$349.5M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs -0.7%，领先18.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -25.5%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $7.3M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs MTSI — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $271.6M |
| 净利润 | $-2.5M | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 13.3% | 15.9% |
| 净利率 | -0.7% | 18.0% |
| 营收同比 | -25.5% | 24.5% |
| 净利润同比 | -107.3% | 129.1% |
| 每股收益（稀释后） | $-0.13 | $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
| Q1 26 | $349.5M | $271.6M | ||
| Q4 25 | — | $261.2M | ||
| Q3 25 | — | $252.1M | ||
| Q2 25 | $336.7M | $235.9M | ||
| Q1 25 | $371.1M | $218.1M | ||
| Q3 24 | — | $200.7M | ||
| Q2 24 | $365.3M | $190.5M | ||
| Q1 24 | $487.5M | $181.2M |
| Q1 26 | $-2.5M | $48.8M | ||
| Q4 25 | — | $45.1M | ||
| Q3 25 | — | $36.5M | ||
| Q2 25 | $-142.2M | $31.7M | ||
| Q1 25 | $33.7M | $-167.5M | ||
| Q3 24 | — | $29.4M | ||
| Q2 24 | $25.0M | $19.9M | ||
| Q1 24 | $38.7M | $15.0M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 53.2% | ||
| Q1 24 | — | 52.5% |
| Q1 26 | 13.3% | 15.9% | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | -46.7% | 14.8% | ||
| Q1 25 | 19.0% | 8.0% | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | 14.8% | 10.4% | ||
| Q1 24 | 16.3% | 8.5% |
| Q1 26 | -0.7% | 18.0% | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | -42.2% | 13.4% | ||
| Q1 25 | 9.1% | -76.8% | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | 6.8% | 10.5% | ||
| Q1 24 | 7.9% | 8.3% |
| Q1 26 | $-0.13 | $0.64 | ||
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | $-7.47 | $0.42 | ||
| Q1 25 | $1.75 | $-2.30 | ||
| Q3 24 | — | $0.40 | ||
| Q2 24 | $1.26 | $0.27 | ||
| Q1 24 | $1.93 | $0.20 |
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 | — | $768.5M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $1.4B |
| 总资产 | $2.0B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | — | $786.0M | ||
| Q3 25 | — | $735.2M | ||
| Q2 25 | — | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q3 24 | — | $581.9M | ||
| Q2 24 | — | $521.5M | ||
| Q1 24 | — | $476.4M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.7B | — |
| Q1 26 | $-936.0M | $1.4B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $-976.2M | $1.2B | ||
| Q1 25 | $-827.1M | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $-702.6M | $1.1B | ||
| Q1 24 | $-708.2M | $1.0B |
| Q1 26 | $2.0B | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $2.6B | $1.9B | ||
| Q1 25 | $2.8B | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $2.9B | $1.7B | ||
| Q1 24 | $2.9B | $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 | $30.5M | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $30.0M |
| 自由现金流率自由现金流/营收 | 2.1% | 11.0% |
| 资本支出强度资本支出/营收 | 6.6% | 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 | $34.8M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | $30.5M | $42.9M | ||
| Q4 25 | — | $69.6M | ||
| Q3 25 | — | $60.4M | ||
| Q2 25 | $-36.8M | $38.7M | ||
| Q1 25 | $105.7M | $66.7M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | $16.7M | $49.0M | ||
| Q1 24 | $-22.7M | $18.2M |
| Q1 26 | $7.3M | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | $-63.2M | $30.5M | ||
| Q1 25 | $84.4M | $61.3M | ||
| Q3 24 | — | $57.1M | ||
| Q2 24 | $6.4M | $41.5M | ||
| Q1 24 | $-61.5M | $13.1M |
| Q1 26 | 2.1% | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | -18.8% | 12.9% | ||
| Q1 25 | 22.7% | 28.1% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | 1.8% | 21.8% | ||
| Q1 24 | -12.6% | 7.2% |
| Q1 26 | 6.6% | 4.8% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | 7.9% | 3.5% | ||
| Q1 25 | 5.7% | 2.4% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | 2.8% | 3.9% | ||
| Q1 24 | 8.0% | 2.8% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | 3.14× | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | 0.67× | 2.46× | ||
| Q1 24 | -0.59× | 1.22× |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
