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MACOM Technology Solutions Holdings, Inc.（MTSI）与National Storage Affiliates Trust（NSA）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National Storage Affiliates Trust的1.5倍（$289.0M vs $187.0M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs 12.2%，领先3.8%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs -1.6%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs -2.4%）
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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
MTSI vs NSA — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $187.0M |
| 净利润 | $46.3M | $22.9M |
| 毛利率 | 56.9% | 72.5% |
| 营业利润率 | 17.6% | 20.2% |
| 净利率 | 16.0% | 12.2% |
| 营收同比 | 22.5% | -1.6% |
| 净利润同比 | 46.3% | 36.8% |
| 每股收益（稀释后） | $0.60 | $0.23 |
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
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | — | ||
| Q4 25 | $261.2M | $187.0M | ||
| Q3 25 | $252.1M | $188.7M | ||
| Q2 25 | $235.9M | $188.8M | ||
| Q1 25 | $218.1M | $188.4M | ||
| Q4 24 | — | $190.1M | ||
| Q3 24 | $200.7M | $193.6M |
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $22.9M | ||
| Q3 25 | $36.5M | $18.4M | ||
| Q2 25 | $31.7M | $19.5M | ||
| Q1 25 | $-167.5M | $13.0M | ||
| Q4 24 | — | $16.7M | ||
| Q3 24 | $29.4M | $18.7M |
| Q2 26 | 56.9% | — | ||
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 72.5% | ||
| Q3 25 | 55.3% | 70.7% | ||
| Q2 25 | 55.2% | 70.5% | ||
| Q1 25 | 53.7% | 70.7% | ||
| Q4 24 | — | 72.5% | ||
| Q3 24 | 54.7% | 72.8% |
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 20.2% | ||
| Q3 25 | 14.9% | 15.8% | ||
| Q2 25 | 14.8% | 16.5% | ||
| Q1 25 | 8.0% | 11.0% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | 13.7% | 15.8% |
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 12.2% | ||
| Q3 25 | 14.5% | 9.8% | ||
| Q2 25 | 13.4% | 10.3% | ||
| Q1 25 | -76.8% | 6.9% | ||
| Q4 24 | — | 8.8% | ||
| Q3 24 | 14.7% | 9.7% |
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.23 | ||
| Q3 25 | $0.48 | $0.17 | ||
| Q2 25 | $0.42 | $0.19 | ||
| Q1 25 | $-2.30 | $0.10 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | $0.40 | $0.18 |
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 | $664.9M | $23.3M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | — | $946.0M |
| 总资产 | $2.0B | $5.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $23.3M | ||
| Q3 25 | $735.2M | $26.3M | ||
| Q2 25 | $681.5M | $26.1M | ||
| Q1 25 | $656.5M | $19.3M | ||
| Q4 24 | — | $50.4M | ||
| Q3 24 | $581.9M | $69.9M |
| Q2 26 | $0 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $946.0M | ||
| Q3 25 | $1.3B | $973.1M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $1.1B | $986.9M |
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.0B | $5.1B | ||
| Q2 25 | $1.9B | $5.2B | ||
| Q1 25 | $1.8B | $5.3B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | $1.8B | $5.4B |
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 | $121.6M | $338.5M |
| 自由现金流经营现金流 - 资本支出 | — | $299.8M |
| 自由现金流率自由现金流/营收 | — | 160.3% |
| 资本支出强度资本支出/营收 | — | 20.7% |
| 现金转化率经营现金流/净利润 | 2.62× | 14.79× |
| 过去12个月自由现金流最近4个季度 | — | $541.5M |
8季度趋势，按日历期对齐
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $338.5M | ||
| Q3 25 | $60.4M | $100.2M | ||
| Q2 25 | $38.7M | $79.9M | ||
| Q1 25 | $66.7M | $85.6M | ||
| Q4 24 | — | $363.1M | ||
| Q3 24 | $62.3M | $105.7M |
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $299.8M | ||
| Q3 25 | $51.6M | $88.0M | ||
| Q2 25 | $30.5M | $73.8M | ||
| Q1 25 | $61.3M | $79.9M | ||
| Q4 24 | — | $344.4M | ||
| Q3 24 | $57.1M | $101.8M |
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 160.3% | ||
| Q3 25 | 20.5% | 46.6% | ||
| Q2 25 | 12.9% | 39.1% | ||
| Q1 25 | 28.1% | 42.4% | ||
| Q4 24 | — | 181.2% | ||
| Q3 24 | 28.5% | 52.6% |
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 20.7% | ||
| Q3 25 | 3.5% | 6.5% | ||
| Q2 25 | 3.5% | 3.2% | ||
| Q1 25 | 2.4% | 3.0% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | 2.6% | 2.0% |
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 14.79× | ||
| Q3 25 | 1.65× | 5.44× | ||
| Q2 25 | 1.22× | 4.10× | ||
| Q1 25 | — | 6.59× | ||
| Q4 24 | — | 21.70× | ||
| Q3 24 | 2.12× | 5.65× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
