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Pediatrix Medical Group, Inc.（MD）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
Pediatrix Medical Group, Inc.的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.8倍（$493.8M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 6.8%，领先11.1%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -1.7%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs -0.1%）
Pediatrix Medical Group是美国领先的专科医疗服务提供商，核心业务覆盖母胎医学、新生儿科、儿科心脏病学等儿科亚专科领域，与美国各地医疗机构合作，为女性、新生儿及儿童提供循证专科医疗服务。
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。
MD vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $493.8M | $271.6M |
| 净利润 | $33.7M | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 9.9% | 15.9% |
| 净利率 | 6.8% | 18.0% |
| 营收同比 | -1.7% | 24.5% |
| 净利润同比 | 10.5% | 129.1% |
| 每股收益（稀释后） | $0.40 | $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 | $493.8M | $261.2M | ||
| Q3 25 | $492.9M | $252.1M | ||
| Q2 25 | $468.8M | $235.9M | ||
| Q1 25 | $458.4M | $218.1M | ||
| Q4 24 | $502.4M | — | ||
| Q3 24 | $511.2M | $200.7M | ||
| Q2 24 | $504.3M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $33.7M | $45.1M | ||
| Q3 25 | $71.7M | $36.5M | ||
| Q2 25 | $39.3M | $31.7M | ||
| Q1 25 | $20.7M | $-167.5M | ||
| Q4 24 | $30.5M | — | ||
| Q3 24 | $19.4M | $29.4M | ||
| Q2 24 | $-153.0M | $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 | 9.9% | 15.2% | ||
| Q3 25 | 13.8% | 14.9% | ||
| Q2 25 | 12.8% | 14.8% | ||
| Q1 25 | 7.0% | 8.0% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 6.6% | 13.7% | ||
| Q2 24 | -31.3% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 6.8% | 17.3% | ||
| Q3 25 | 14.5% | 14.5% | ||
| Q2 25 | 8.4% | 13.4% | ||
| Q1 25 | 4.5% | -76.8% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 3.8% | 14.7% | ||
| Q2 24 | -30.3% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.40 | $0.67 | ||
| Q3 25 | $0.84 | $0.48 | ||
| Q2 25 | $0.46 | $0.42 | ||
| Q1 25 | $0.24 | $-2.30 | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.23 | $0.40 | ||
| Q2 24 | $-1.84 | $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 | $375.2M | $768.5M |
| 总债务越低越好 | $570.5M | — |
| 股东权益账面价值 | $865.9M | $1.4B |
| 总资产 | $2.2B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $375.2M | $786.0M | ||
| Q3 25 | $340.1M | $735.2M | ||
| Q2 25 | $224.7M | $681.5M | ||
| Q1 25 | $99.0M | $656.5M | ||
| Q4 24 | $229.9M | — | ||
| Q3 24 | $103.8M | $581.9M | ||
| Q2 24 | $19.4M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $570.5M | — | ||
| Q3 25 | $577.2M | — | ||
| Q2 25 | $583.9M | — | ||
| Q1 25 | $590.5M | — | ||
| Q4 24 | $597.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $865.9M | $1.3B | ||
| Q3 25 | $890.7M | $1.3B | ||
| Q2 25 | $833.8M | $1.2B | ||
| Q1 25 | $789.2M | $1.2B | ||
| Q4 24 | $764.9M | — | ||
| Q3 24 | $732.5M | $1.1B | ||
| Q2 24 | $706.5M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.2B | $2.0B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.1B | $1.8B | ||
| Q2 24 | $2.0B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.78× | — | ||
| 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 | $114.1M | $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 | 3.39× | 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 | $114.1M | $69.6M | ||
| Q3 25 | $137.3M | $60.4M | ||
| Q2 25 | $137.2M | $38.7M | ||
| Q1 25 | $-117.5M | $66.7M | ||
| Q4 24 | $133.0M | — | ||
| Q3 24 | $91.8M | $62.3M | ||
| Q2 24 | $107.0M | $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 | 3.39× | 1.54× | ||
| Q3 25 | 1.91× | 1.65× | ||
| Q2 25 | 3.49× | 1.22× | ||
| Q1 25 | -5.66× | — | ||
| Q4 24 | 4.36× | — | ||
| Q3 24 | 4.72× | 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
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
