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MACERICH CO（MAC）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MACERICH CO的1.0倍（$271.6M vs $261.7M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs -7.2%，领先25.1%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -4.4%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 12.0%）
Macerich是一家专注于购物中心投资的房地产投资信托基金，为美国第三大购物中心持有及运营商。截至2024年12月31日，公司共持有43处物业的权益，可租赁总面积达4300万平方英尺，公司名称由创始人Mace Siegel与Richard Cohen的名字组合而来。
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。
MAC vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.7M | $271.6M |
| 净利润 | $-18.8M | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | — | 15.9% |
| 净利率 | -7.2% | 18.0% |
| 营收同比 | -4.4% | 24.5% |
| 净利润同比 | 91.1% | 129.1% |
| 每股收益（稀释后） | $-0.08 | $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 | — | $271.6M | ||
| Q4 25 | $261.7M | $261.2M | ||
| Q3 25 | $253.3M | $252.1M | ||
| Q2 25 | $249.8M | $235.9M | ||
| Q1 25 | $249.2M | $218.1M | ||
| Q4 24 | $273.7M | — | ||
| Q3 24 | $220.2M | $200.7M | ||
| Q2 24 | $215.5M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $-18.8M | $45.1M | ||
| Q3 25 | $-87.4M | $36.5M | ||
| Q2 25 | $-40.9M | $31.7M | ||
| Q1 25 | $-50.1M | $-167.5M | ||
| Q4 24 | $-211.2M | — | ||
| Q3 24 | $-108.2M | $29.4M | ||
| Q2 24 | $252.0M | $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 | — | 15.2% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | — | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | -7.2% | 17.3% | ||
| Q3 25 | -34.5% | 14.5% | ||
| Q2 25 | -16.4% | 13.4% | ||
| Q1 25 | -20.1% | -76.8% | ||
| Q4 24 | -77.2% | — | ||
| Q3 24 | -49.1% | 14.7% | ||
| Q2 24 | 116.9% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-0.08 | $0.67 | ||
| Q3 25 | $-0.34 | $0.48 | ||
| Q2 25 | $-0.16 | $0.42 | ||
| Q1 25 | $-0.20 | $-2.30 | ||
| Q4 24 | $-0.95 | — | ||
| Q3 24 | $-0.50 | $0.40 | ||
| Q2 24 | $1.16 | $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 | $280.2M | $768.5M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $2.4B | $1.4B |
| 总资产 | $8.4B | $2.1B |
| 负债/权益比越低杠杆越低 | 2.07× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $280.2M | $786.0M | ||
| Q3 25 | $290.2M | $735.2M | ||
| Q2 25 | $131.1M | $681.5M | ||
| Q1 25 | $253.2M | $656.5M | ||
| Q4 24 | $89.9M | — | ||
| Q3 24 | $116.5M | $581.9M | ||
| Q2 24 | $70.7M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $5.2B | — | ||
| Q4 24 | $4.9B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.4B | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.4B | $1.3B | ||
| Q3 25 | $2.5B | $1.3B | ||
| Q2 25 | $2.6B | $1.2B | ||
| Q1 25 | $2.7B | $1.2B | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.5B | $1.1B | ||
| Q2 24 | $2.5B | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $8.4B | $2.1B | ||
| Q3 25 | $8.4B | $2.0B | ||
| Q2 25 | $8.7B | $1.9B | ||
| Q1 25 | $8.7B | $1.8B | ||
| Q4 24 | $8.6B | — | ||
| Q3 24 | $7.6B | $1.8B | ||
| Q2 24 | $7.8B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 2.07× | — | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 2.02× | — | ||
| Q1 25 | 1.96× | — | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 1.75× | — |
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 | $50.2M | $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 | $50.2M | $69.6M | ||
| Q3 25 | $112.4M | $60.4M | ||
| Q2 25 | $70.5M | $38.7M | ||
| Q1 25 | $88.5M | $66.7M | ||
| Q4 24 | $54.9M | — | ||
| Q3 24 | $100.0M | $62.3M | ||
| Q2 24 | $67.4M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $57.1M | ||
| Q2 24 | — | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | — | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | 0.27× | 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
MAC
暂无分部数据
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
