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麦格劳希尔（MH）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
麦格劳希尔的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.5倍（$434.2M vs $289.0M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs -4.7%，领先20.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs -35.1%）
麦格劳希尔是美国知名教育科技企业，面向K12、高等教育及职业领域的师生提供多元教育内容、软件与服务。核心产品包含教材、数字学习工具及自适应技术，助力优化学习体验、提升学习效果，是与霍顿米夫林哈考特、培生教育齐名的全球三大教育出版商之一。
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。
MH vs MTSI — 直观对比
营收规模更大
MH
是对方的1.5倍
$289.0M
营收增速更快
MTSI
高出57.6%
-35.1%
净利率更高
MTSI
高出20.7%
-4.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $434.2M | $289.0M |
| 净利润 | $-20.2M | $46.3M |
| 毛利率 | 85.3% | 56.9% |
| 营业利润率 | 7.0% | 17.6% |
| 净利率 | -4.7% | 16.0% |
| 营收同比 | -35.1% | 22.5% |
| 净利润同比 | -119.2% | 46.3% |
| 每股收益（稀释后） | $-0.11 | $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MHMTSI
| Q2 26 | — | $289.0M | ||
| Q1 26 | — | $271.6M | ||
| Q4 25 | $434.2M | $261.2M | ||
| Q3 25 | $669.2M | $252.1M | ||
| Q2 25 | $535.7M | $235.9M | ||
| Q1 25 | — | $218.1M | ||
| Q3 24 | — | $200.7M | ||
| Q2 24 | — | $190.5M |
净利润MHMTSI
| Q2 26 | — | $46.3M | ||
| Q1 26 | — | $48.8M | ||
| Q4 25 | $-20.2M | $45.1M | ||
| Q3 25 | $105.3M | $36.5M | ||
| Q2 25 | $502.0K | $31.7M | ||
| Q1 25 | — | $-167.5M | ||
| Q3 24 | — | $29.4M | ||
| Q2 24 | — | $19.9M |
毛利率MHMTSI
| Q2 26 | — | 56.9% | ||
| Q1 26 | — | 55.9% | ||
| Q4 25 | 85.3% | 54.5% | ||
| Q3 25 | 79.2% | 55.3% | ||
| Q2 25 | 77.0% | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 53.2% |
营业利润率MHMTSI
| Q2 26 | — | 17.6% | ||
| Q1 26 | — | 15.9% | ||
| Q4 25 | 7.0% | 15.2% | ||
| Q3 25 | 23.4% | 14.9% | ||
| Q2 25 | 18.0% | 14.8% | ||
| Q1 25 | — | 8.0% | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | — | 10.4% |
净利率MHMTSI
| Q2 26 | — | 16.0% | ||
| Q1 26 | — | 18.0% | ||
| Q4 25 | -4.7% | 17.3% | ||
| Q3 25 | 15.7% | 14.5% | ||
| Q2 25 | 0.1% | 13.4% | ||
| Q1 25 | — | -76.8% | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | — | 10.5% |
每股收益（稀释后）MHMTSI
| Q2 26 | — | $0.60 | ||
| Q1 26 | — | $0.64 | ||
| Q4 25 | $-0.11 | $0.67 | ||
| Q3 25 | $0.57 | $0.48 | ||
| Q2 25 | $0.00 | $0.42 | ||
| Q1 25 | — | $-2.30 | ||
| 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 | $514.4M | $664.9M |
| 总债务越低越好 | $2.6B | $0 |
| 股东权益账面价值 | $775.3M | — |
| 总资产 | $5.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 3.36× | — |
8季度趋势，按日历期对齐
现金及短期投资MHMTSI
| Q2 26 | — | $664.9M | ||
| Q1 26 | — | $768.5M | ||
| Q4 25 | $514.4M | $786.0M | ||
| Q3 25 | $463.2M | $735.2M | ||
| Q2 25 | $247.3M | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q3 24 | — | $581.9M | ||
| Q2 24 | — | $521.5M |
总债务MHMTSI
| Q2 26 | — | $0 | ||
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MHMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $775.3M | $1.3B | ||
| Q3 25 | $794.6M | $1.3B | ||
| Q2 25 | $283.3M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B |
总资产MHMTSI
| Q2 26 | — | $2.0B | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | $5.6B | $2.1B | ||
| Q3 25 | $6.0B | $2.0B | ||
| Q2 25 | $5.7B | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.7B |
负债/权益比MHMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.36× | — | ||
| Q3 25 | 3.52× | — | ||
| Q2 25 | 11.17× | — | ||
| Q1 25 | — | — | ||
| 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 | $309.0M | $121.6M |
| 自由现金流经营现金流 - 资本支出 | $285.4M | — |
| 自由现金流率自由现金流/营收 | 65.7% | — |
| 资本支出强度资本支出/营收 | 5.4% | — |
| 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MHMTSI
| Q2 26 | — | $121.6M | ||
| Q1 26 | — | $42.9M | ||
| Q4 25 | $309.0M | $69.6M | ||
| Q3 25 | $265.0M | $60.4M | ||
| Q2 25 | $-96.7M | $38.7M | ||
| Q1 25 | — | $66.7M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $49.0M |
自由现金流MHMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | $30.0M | ||
| Q4 25 | $285.4M | $49.4M | ||
| Q3 25 | $243.8M | $51.6M | ||
| Q2 25 | $-112.9M | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q3 24 | — | $57.1M | ||
| Q2 24 | — | $41.5M |
自由现金流率MHMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 11.0% | ||
| Q4 25 | 65.7% | 18.9% | ||
| Q3 25 | 36.4% | 20.5% | ||
| Q2 25 | -21.1% | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | — | 21.8% |
资本支出强度MHMTSI
| Q2 26 | — | — | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | 5.4% | 7.7% | ||
| Q3 25 | 3.2% | 3.5% | ||
| Q2 25 | 3.0% | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.9% |
现金转化率MHMTSI
| Q2 26 | — | 2.62× | ||
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | 2.52× | 1.65× | ||
| Q2 25 | -192.53× | 1.22× | ||
| Q1 25 | — | — | ||
| Q3 24 | — | 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
MH
| Higher Education | $225.4M | 52% |
| Digital | $103.5M | 24% |
| Other | $44.4M | 10% |
| Global Professional | $36.2M | 8% |
| $24.7M | 6% |
MTSI
暂无分部数据
