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Limbach Holdings, Inc.（LMB）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Limbach Holdings, Inc.的2.1倍（$289.0M vs $138.9M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs 3.2%，领先12.9%），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 6.6%）
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
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。
LMB vs MTSI — 直观对比
营收规模更大
MTSI
是对方的2.1倍
$138.9M
营收增速更快
MTSI
高出18.2%
4.3%
净利率更高
MTSI
高出12.9%
3.2%
两年增速更快
MTSI
近两年复合增速
6.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $138.9M | $289.0M |
| 净利润 | $4.4M | $46.3M |
| 毛利率 | 22.4% | 56.9% |
| 营业利润率 | 0.8% | 17.6% |
| 净利率 | 3.2% | 16.0% |
| 营收同比 | 4.3% | 22.5% |
| 净利润同比 | — | 46.3% |
| 每股收益（稀释后） | $0.36 | $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
营收LMBMTSI
| Q2 26 | — | $289.0M | ||
| Q1 26 | $138.9M | $271.6M | ||
| Q4 25 | $186.9M | $261.2M | ||
| Q3 25 | $184.6M | $252.1M | ||
| Q2 25 | $142.2M | $235.9M | ||
| Q1 25 | $133.1M | $218.1M | ||
| Q4 24 | $143.7M | — | ||
| Q3 24 | $133.9M | $200.7M |
净利润LMBMTSI
| Q2 26 | — | $46.3M | ||
| Q1 26 | $4.4M | $48.8M | ||
| Q4 25 | $12.3M | $45.1M | ||
| Q3 25 | $8.8M | $36.5M | ||
| Q2 25 | $7.8M | $31.7M | ||
| Q1 25 | $10.2M | $-167.5M | ||
| Q4 24 | $9.8M | — | ||
| Q3 24 | $7.5M | $29.4M |
毛利率LMBMTSI
| Q2 26 | — | 56.9% | ||
| Q1 26 | 22.4% | 55.9% | ||
| Q4 25 | 25.7% | 54.5% | ||
| Q3 25 | 24.2% | 55.3% | ||
| Q2 25 | 28.0% | 55.2% | ||
| Q1 25 | 27.6% | 53.7% | ||
| Q4 24 | 30.3% | — | ||
| Q3 24 | 27.0% | 54.7% |
营业利润率LMBMTSI
| Q2 26 | — | 17.6% | ||
| Q1 26 | 0.8% | 15.9% | ||
| Q4 25 | 9.4% | 15.2% | ||
| Q3 25 | 7.2% | 14.9% | ||
| Q2 25 | 7.5% | 14.8% | ||
| Q1 25 | 5.9% | 8.0% | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 8.1% | 13.7% |
净利率LMBMTSI
| Q2 26 | — | 16.0% | ||
| Q1 26 | 3.2% | 18.0% | ||
| Q4 25 | 6.6% | 17.3% | ||
| Q3 25 | 4.8% | 14.5% | ||
| Q2 25 | 5.5% | 13.4% | ||
| Q1 25 | 7.7% | -76.8% | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 5.6% | 14.7% |
每股收益（稀释后）LMBMTSI
| Q2 26 | — | $0.60 | ||
| Q1 26 | $0.36 | $0.64 | ||
| Q4 25 | $1.01 | $0.67 | ||
| Q3 25 | $0.73 | $0.48 | ||
| Q2 25 | $0.64 | $0.42 | ||
| Q1 25 | $0.85 | $-2.30 | ||
| Q4 24 | $0.81 | — | ||
| Q3 24 | $0.62 | $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 | $15.8M | $664.9M |
| 总债务越低越好 | $56.6M | $0 |
| 股东权益账面价值 | $196.3M | — |
| 总资产 | $377.0M | $2.0B |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资LMBMTSI
| Q2 26 | — | $664.9M | ||
| Q1 26 | $15.8M | $768.5M | ||
| Q4 25 | $11.3M | $786.0M | ||
| Q3 25 | $9.8M | $735.2M | ||
| Q2 25 | $38.9M | $681.5M | ||
| Q1 25 | $38.1M | $656.5M | ||
| Q4 24 | $44.9M | — | ||
| Q3 24 | $51.2M | $581.9M |
总债务LMBMTSI
| Q2 26 | — | $0 | ||
| Q1 26 | $56.6M | — | ||
| Q4 25 | $30.5M | — | ||
| Q3 25 | $56.3M | — | ||
| Q2 25 | $28.4M | — | ||
| Q1 25 | $23.7M | — | ||
| Q4 24 | $23.6M | — | ||
| Q3 24 | $20.5M | — |
股东权益LMBMTSI
| Q2 26 | — | — | ||
| Q1 26 | $196.3M | $1.4B | ||
| Q4 25 | $195.7M | $1.3B | ||
| Q3 25 | $181.6M | $1.3B | ||
| Q2 25 | $170.5M | $1.2B | ||
| Q1 25 | $161.1M | $1.2B | ||
| Q4 24 | $153.5M | — | ||
| Q3 24 | $142.2M | $1.1B |
总资产LMBMTSI
| Q2 26 | — | $2.0B | ||
| Q1 26 | $377.0M | $2.1B | ||
| Q4 25 | $381.1M | $2.1B | ||
| Q3 25 | $409.1M | $2.0B | ||
| Q2 25 | $343.0M | $1.9B | ||
| Q1 25 | $336.4M | $1.8B | ||
| Q4 24 | $352.1M | — | ||
| Q3 24 | $324.4M | $1.8B |
负债/权益比LMBMTSI
| Q2 26 | — | — | ||
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.14× | — |
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 | — | $121.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流LMBMTSI
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $28.1M | $69.6M | ||
| Q3 25 | $13.3M | $60.4M | ||
| Q2 25 | $2.0M | $38.7M | ||
| Q1 25 | $2.2M | $66.7M | ||
| Q4 24 | $19.3M | — | ||
| Q3 24 | $4.9M | $62.3M |
自由现金流LMBMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $27.9M | $49.4M | ||
| Q3 25 | $12.8M | $51.6M | ||
| Q2 25 | $1.2M | $30.5M | ||
| Q1 25 | $11.0K | $61.3M | ||
| Q4 24 | $18.0M | — | ||
| Q3 24 | $4.6M | $57.1M |
自由现金流率LMBMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 14.9% | 18.9% | ||
| Q3 25 | 7.0% | 20.5% | ||
| Q2 25 | 0.8% | 12.9% | ||
| Q1 25 | 0.0% | 28.1% | ||
| Q4 24 | 12.5% | — | ||
| Q3 24 | 3.4% | 28.5% |
资本支出强度LMBMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.1% | 7.7% | ||
| Q3 25 | 0.3% | 3.5% | ||
| Q2 25 | 0.6% | 3.5% | ||
| Q1 25 | 1.7% | 2.4% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.3% | 2.6% |
现金转化率LMBMTSI
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | 2.29× | 1.54× | ||
| Q3 25 | 1.52× | 1.65× | ||
| Q2 25 | 0.26× | 1.22× | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.66× | 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
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
MTSI
暂无分部数据
