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MARCUS CORP（MCS）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MARCUS CORP的1.4倍（$271.6M vs $193.5M），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 2.8%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $26.4M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 18.2%）
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
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。
MCS vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $193.5M | $271.6M |
| 净利润 | — | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 0.9% | 15.9% |
| 净利率 | — | 18.0% |
| 营收同比 | 2.8% | 24.5% |
| 净利润同比 | — | 129.1% |
| 每股收益（稀释后） | — | $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 | $193.5M | $261.2M | ||
| Q3 25 | $210.2M | $252.1M | ||
| Q2 25 | $206.0M | $235.9M | ||
| Q1 25 | $148.8M | $218.1M | ||
| Q4 24 | $188.3M | — | ||
| Q3 24 | $232.7M | $200.7M | ||
| Q2 24 | $176.0M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | — | $45.1M | ||
| Q3 25 | $16.2M | $36.5M | ||
| Q2 25 | $7.3M | $31.7M | ||
| Q1 25 | $-16.8M | $-167.5M | ||
| Q4 24 | $986.0K | — | ||
| Q3 24 | $23.3M | $29.4M | ||
| Q2 24 | $-20.2M | $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 | 0.9% | 15.2% | ||
| Q3 25 | 10.8% | 14.9% | ||
| Q2 25 | 6.3% | 14.8% | ||
| Q1 25 | -13.7% | 8.0% | ||
| Q4 24 | -1.2% | — | ||
| Q3 24 | 14.1% | 13.7% | ||
| Q2 24 | 1.3% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | 7.7% | 14.5% | ||
| Q2 25 | 3.6% | 13.4% | ||
| Q1 25 | -11.3% | -76.8% | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 10.0% | 14.7% | ||
| Q2 24 | -11.5% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $0.42 | ||
| Q1 25 | — | $-2.30 | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0.40 | ||
| Q2 24 | — | $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 | $23.4M | $768.5M |
| 总债务越低越好 | $159.0M | — |
| 股东权益账面价值 | $457.4M | $1.4B |
| 总资产 | $1.0B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $23.4M | $786.0M | ||
| Q3 25 | $7.4M | $735.2M | ||
| Q2 25 | $14.9M | $681.5M | ||
| Q1 25 | $11.9M | $656.5M | ||
| Q4 24 | $40.8M | — | ||
| Q3 24 | $28.4M | $581.9M | ||
| Q2 24 | $32.8M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $159.0M | — | ||
| Q3 25 | $162.0M | — | ||
| Q2 25 | $179.9M | — | ||
| Q1 25 | $198.9M | — | ||
| Q4 24 | $159.1M | — | ||
| Q3 24 | $173.1M | — | ||
| Q2 24 | $175.7M | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $457.4M | $1.3B | ||
| Q3 25 | $454.3M | $1.3B | ||
| Q2 25 | $448.4M | $1.2B | ||
| Q1 25 | $441.8M | $1.2B | ||
| Q4 24 | $464.9M | — | ||
| Q3 24 | $462.3M | $1.1B | ||
| Q2 24 | $449.4M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $1.0B | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.35× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.39× | — |
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 | $48.8M | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $26.4M | $30.0M |
| 自由现金流率自由现金流/营收 | 13.6% | 11.0% |
| 资本支出强度资本支出/营收 | 11.6% | 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 | $989.0K | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $48.8M | $69.6M | ||
| Q3 25 | $39.1M | $60.4M | ||
| Q2 25 | $31.6M | $38.7M | ||
| Q1 25 | $-35.3M | $66.7M | ||
| Q4 24 | $52.6M | — | ||
| Q3 24 | $30.5M | $62.3M | ||
| Q2 24 | $36.0M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $26.4M | $49.4M | ||
| Q3 25 | $18.2M | $51.6M | ||
| Q2 25 | $14.7M | $30.5M | ||
| Q1 25 | $-58.3M | $61.3M | ||
| Q4 24 | $27.1M | — | ||
| Q3 24 | $12.0M | $57.1M | ||
| Q2 24 | $16.1M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 13.6% | 18.9% | ||
| Q3 25 | 8.7% | 20.5% | ||
| Q2 25 | 7.1% | 12.9% | ||
| Q1 25 | -39.2% | 28.1% | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | 5.2% | 28.5% | ||
| Q2 24 | 9.2% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 11.6% | 7.7% | ||
| Q3 25 | 9.9% | 3.5% | ||
| Q2 25 | 8.2% | 3.5% | ||
| Q1 25 | 15.5% | 2.4% | ||
| Q4 24 | 13.5% | — | ||
| Q3 24 | 7.9% | 2.6% | ||
| Q2 24 | 11.3% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | 2.41× | 1.65× | ||
| Q2 25 | 4.32× | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | 53.31× | — | ||
| Q3 24 | 1.31× | 2.12× | ||
| Q2 24 | — | 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
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
