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MONRO, INC.（MNRO）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
MONRO, INC.的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.1倍（$293.4M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 3.8%，领先14.2%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -4.0%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $9.1M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs -2.7%）
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
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。
MNRO vs MTSI — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $271.6M |
| 净利润 | $11.1M | $48.8M |
| 毛利率 | 34.9% | 55.9% |
| 营业利润率 | 6.3% | 15.9% |
| 净利率 | 3.8% | 18.0% |
| 营收同比 | -4.0% | 24.5% |
| 净利润同比 | 143.1% | 129.1% |
| 每股收益（稀释后） | $0.35 | $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 | $293.4M | $261.2M | ||
| Q3 25 | $288.9M | $252.1M | ||
| Q2 25 | $301.0M | $235.9M | ||
| Q1 25 | $295.0M | $218.1M | ||
| Q4 24 | $305.8M | — | ||
| Q3 24 | $301.4M | $200.7M | ||
| Q2 24 | $293.2M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $11.1M | $45.1M | ||
| Q3 25 | $5.7M | $36.5M | ||
| Q2 25 | $-8.1M | $31.7M | ||
| Q1 25 | $-21.3M | $-167.5M | ||
| Q4 24 | $4.6M | — | ||
| Q3 24 | $5.6M | $29.4M | ||
| Q2 24 | $5.9M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 34.9% | 54.5% | ||
| Q3 25 | 35.7% | 55.3% | ||
| Q2 25 | 35.5% | 55.2% | ||
| Q1 25 | 33.0% | 53.7% | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 35.3% | 54.7% | ||
| Q2 24 | 37.2% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 6.3% | 15.2% | ||
| Q3 25 | 4.4% | 14.9% | ||
| Q2 25 | -2.0% | 14.8% | ||
| Q1 25 | -8.1% | 8.0% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 4.4% | 13.7% | ||
| Q2 24 | 4.5% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 3.8% | 17.3% | ||
| Q3 25 | 2.0% | 14.5% | ||
| Q2 25 | -2.7% | 13.4% | ||
| Q1 25 | -7.2% | -76.8% | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.9% | 14.7% | ||
| Q2 24 | 2.0% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.35 | $0.67 | ||
| Q3 25 | $0.18 | $0.48 | ||
| Q2 25 | $-0.28 | $0.42 | ||
| Q1 25 | $-0.74 | $-2.30 | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.18 | $0.40 | ||
| Q2 24 | $0.19 | $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 | $4.9M | $768.5M |
| 总债务越低越好 | $45.0M | — |
| 股东权益账面价值 | $604.9M | $1.4B |
| 总资产 | $1.6B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.07× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $4.9M | $786.0M | ||
| Q3 25 | $10.5M | $735.2M | ||
| Q2 25 | $7.8M | $681.5M | ||
| Q1 25 | $20.8M | $656.5M | ||
| Q4 24 | $10.2M | — | ||
| Q3 24 | $20.9M | $581.9M | ||
| Q2 24 | $18.7M | $521.5M |
| Q1 26 | — | — | ||
| Q4 25 | $45.0M | — | ||
| Q3 25 | $60.0M | — | ||
| Q2 25 | $71.5M | — | ||
| Q1 25 | $61.3M | — | ||
| Q4 24 | $59.3M | — | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $112.0M | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $604.9M | $1.3B | ||
| Q3 25 | $601.7M | $1.3B | ||
| Q2 25 | $604.9M | $1.2B | ||
| Q1 25 | $620.8M | $1.2B | ||
| Q4 24 | $648.9M | — | ||
| Q3 24 | $651.9M | $1.1B | ||
| Q2 24 | $654.4M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.6B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | $1.8B | ||
| Q2 24 | $1.7B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.17× | — |
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 | $17.8M | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $30.0M |
| 自由现金流率自由现金流/营收 | 3.1% | 11.0% |
| 资本支出强度资本支出/营收 | 3.0% | 4.8% |
| 现金转化率经营现金流/净利润 | 1.60× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $49.6M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $17.8M | $69.6M | ||
| Q3 25 | $32.3M | $60.4M | ||
| Q2 25 | $-1.9M | $38.7M | ||
| Q1 25 | $28.9M | $66.7M | ||
| Q4 24 | $14.8M | — | ||
| Q3 24 | $62.6M | $62.3M | ||
| Q2 24 | $25.6M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $9.1M | $49.4M | ||
| Q3 25 | $26.6M | $51.6M | ||
| Q2 25 | $-9.3M | $30.5M | ||
| Q1 25 | $23.2M | $61.3M | ||
| Q4 24 | $7.9M | — | ||
| Q3 24 | $57.6M | $57.1M | ||
| Q2 24 | $16.8M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 3.1% | 18.9% | ||
| Q3 25 | 9.2% | 20.5% | ||
| Q2 25 | -3.1% | 12.9% | ||
| Q1 25 | 7.9% | 28.1% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 19.1% | 28.5% | ||
| Q2 24 | 5.7% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 3.0% | 7.7% | ||
| Q3 25 | 2.0% | 3.5% | ||
| Q2 25 | 2.5% | 3.5% | ||
| Q1 25 | 1.9% | 2.4% | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.6% | 2.6% | ||
| Q2 24 | 3.0% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 1.60× | 1.54× | ||
| Q3 25 | 5.71× | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 11.08× | 2.12× | ||
| Q2 24 | 4.37× | 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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
