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LendingClub Corp（LC）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LendingClub Corp的1.1倍（$271.6M vs $252.3M），LendingClub Corp净利率更高（20.5% vs 18.0%，领先2.5%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 15.9%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 16.1%）
LendingClub Corp是总部位于美国加利福尼亚州旧金山的金融服务企业，是全球首家将旗下产品作为证券完成注册的P2P借贷平台，同时支持贷款在二级市场交易。巅峰时期它是全球规模最大的P2P借贷平台，截至2015年12月31日，平台累计促成贷款发放额达159.8亿美元。
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。
LC vs MTSI — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $271.6M |
| 净利润 | $51.6M | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | — | 15.9% |
| 净利率 | 20.5% | 18.0% |
| 营收同比 | 15.9% | 24.5% |
| 净利润同比 | 341.0% | 129.1% |
| 每股收益（稀释后） | $0.44 | $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 | $252.3M | $271.6M | ||
| Q4 25 | $266.5M | $261.2M | ||
| Q3 25 | $266.2M | $252.1M | ||
| Q2 25 | $248.4M | $235.9M | ||
| Q1 25 | $217.7M | $218.1M | ||
| Q4 24 | $217.2M | — | ||
| Q3 24 | $201.9M | $200.7M | ||
| Q2 24 | $187.2M | $190.5M |
| Q1 26 | $51.6M | $48.8M | ||
| Q4 25 | — | $45.1M | ||
| Q3 25 | $44.3M | $36.5M | ||
| Q2 25 | $38.2M | $31.7M | ||
| Q1 25 | $11.7M | $-167.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | $14.5M | $29.4M | ||
| Q2 24 | $14.9M | $19.9M |
| 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 24 | — | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 18.8% | 15.2% | ||
| Q3 25 | 21.5% | 14.9% | ||
| Q2 25 | 21.7% | 14.8% | ||
| Q1 25 | 7.2% | 8.0% | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 8.9% | 13.7% | ||
| Q2 24 | 10.4% | 10.4% |
| Q1 26 | 20.5% | 18.0% | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | 16.6% | 14.5% | ||
| Q2 25 | 15.4% | 13.4% | ||
| Q1 25 | 5.4% | -76.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.2% | 14.7% | ||
| Q2 24 | 8.0% | 10.5% |
| Q1 26 | $0.44 | $0.64 | ||
| Q4 25 | $0.36 | $0.67 | ||
| Q3 25 | $0.37 | $0.48 | ||
| Q2 25 | $0.33 | $0.42 | ||
| Q1 25 | $0.10 | $-2.30 | ||
| Q4 24 | $0.08 | — | ||
| Q3 24 | $0.13 | $0.40 | ||
| Q2 24 | $0.13 | $0.27 |
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 | — | — |
| 股东权益账面价值 | $1.5B | $1.4B |
| 总资产 | $11.9B | $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 | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $581.9M | ||
| Q2 24 | — | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.5B | $1.4B | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.1B |
| Q1 26 | $11.9B | $2.1B | ||
| Q4 25 | $11.6B | $2.1B | ||
| Q3 25 | $11.1B | $2.0B | ||
| Q2 25 | $10.8B | $1.9B | ||
| Q1 25 | $10.5B | $1.8B | ||
| Q4 24 | $10.6B | — | ||
| Q3 24 | $11.0B | $1.8B | ||
| Q2 24 | $9.6B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $42.9M |
| 自由现金流经营现金流 - 资本支出 | — | $30.0M |
| 自由现金流率自由现金流/营收 | — | 11.0% |
| 资本支出强度资本支出/营收 | — | 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 | — | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $-2.7B | $69.6M | ||
| Q3 25 | $-770.8M | $60.4M | ||
| Q2 25 | $-713.1M | $38.7M | ||
| Q1 25 | $-339.3M | $66.7M | ||
| Q4 24 | $-2.6B | — | ||
| Q3 24 | $-669.8M | $62.3M | ||
| Q2 24 | $-932.5M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $-2.9B | $49.4M | ||
| Q3 25 | $-791.8M | $51.6M | ||
| Q2 25 | $-803.8M | $30.5M | ||
| Q1 25 | $-352.3M | $61.3M | ||
| Q4 24 | $-2.7B | — | ||
| Q3 24 | $-682.3M | $57.1M | ||
| Q2 24 | $-945.3M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | -1076.0% | 18.9% | ||
| Q3 25 | -297.4% | 20.5% | ||
| Q2 25 | -323.5% | 12.9% | ||
| Q1 25 | -161.8% | 28.1% | ||
| Q4 24 | -1237.8% | — | ||
| Q3 24 | -338.0% | 28.5% | ||
| Q2 24 | -504.9% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 52.7% | 7.7% | ||
| Q3 25 | 7.9% | 3.5% | ||
| Q2 25 | 36.5% | 3.5% | ||
| Q1 25 | 6.0% | 2.4% | ||
| Q4 24 | 25.0% | — | ||
| Q3 24 | 6.2% | 2.6% | ||
| Q2 24 | 6.9% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | -17.41× | 1.65× | ||
| Q2 25 | -18.68× | 1.22× | ||
| Q1 25 | -29.07× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -46.33× | 2.12× | ||
| Q2 24 | -62.57× | 2.46× |
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
LC
暂无分部数据
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
