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MACOM Technology Solutions Holdings, Inc.（MTSI）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.9倍（$513.3M vs $271.6M），OUTFRONT Media Inc.净利率更高（18.9% vs 18.0%，领先0.9%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 4.1%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $30.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 12.1%）
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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
MTSI vs OUT — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $513.3M |
| 净利润 | $48.8M | $96.8M |
| 毛利率 | 55.9% | — |
| 营业利润率 | 15.9% | 26.0% |
| 净利率 | 18.0% | 18.9% |
| 营收同比 | 24.5% | 4.1% |
| 净利润同比 | 129.1% | 30.8% |
| 每股收益（稀释后） | $0.64 | $0.57 |
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 | $261.2M | $513.3M | ||
| Q3 25 | $252.1M | $467.5M | ||
| Q2 25 | $235.9M | $460.2M | ||
| Q1 25 | $218.1M | $390.7M | ||
| Q4 24 | — | $493.2M | ||
| Q3 24 | $200.7M | $451.9M | ||
| Q2 24 | $190.5M | $477.3M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $96.8M | ||
| Q3 25 | $36.5M | $51.3M | ||
| Q2 25 | $31.7M | $19.5M | ||
| Q1 25 | $-167.5M | $-20.6M | ||
| Q4 24 | — | $74.0M | ||
| Q3 24 | $29.4M | $34.6M | ||
| Q2 24 | $19.9M | $176.8M |
| 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 | 15.2% | 26.0% | ||
| Q3 25 | 14.9% | 19.2% | ||
| Q2 25 | 14.8% | 12.2% | ||
| Q1 25 | 8.0% | 3.6% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | 13.7% | 15.8% | ||
| Q2 24 | 10.4% | 48.0% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 18.9% | ||
| Q3 25 | 14.5% | 11.0% | ||
| Q2 25 | 13.4% | 4.2% | ||
| Q1 25 | -76.8% | -5.3% | ||
| Q4 24 | — | 15.0% | ||
| Q3 24 | 14.7% | 7.7% | ||
| Q2 24 | 10.5% | 37.0% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.57 | ||
| Q3 25 | $0.48 | $0.29 | ||
| Q2 25 | $0.42 | $0.10 | ||
| Q1 25 | $-2.30 | $-0.14 | ||
| Q4 24 | — | $0.49 | ||
| Q3 24 | $0.40 | $0.19 | ||
| Q2 24 | $0.27 | $1.01 |
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 | $768.5M | $99.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $710.4M |
| 总资产 | $2.1B | $5.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $99.9M | ||
| Q3 25 | $735.2M | $63.0M | ||
| Q2 25 | $681.5M | $28.5M | ||
| Q1 25 | $656.5M | $30.5M | ||
| Q4 24 | — | $46.9M | ||
| Q3 24 | $581.9M | $28.0M | ||
| Q2 24 | $521.5M | $49.6M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $710.4M | ||
| Q3 25 | $1.3B | $542.6M | ||
| Q2 25 | $1.2B | $539.1M | ||
| Q1 25 | $1.2B | $566.9M | ||
| Q4 24 | — | $649.0M | ||
| Q3 24 | $1.1B | $618.2M | ||
| Q2 24 | $1.1B | $664.9M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $5.3B | ||
| Q3 25 | $2.0B | $5.2B | ||
| Q2 25 | $1.9B | $5.1B | ||
| Q1 25 | $1.8B | $5.1B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $1.7B | $5.3B |
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 | $42.9M | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $93.3M |
| 自由现金流率自由现金流/营收 | 11.0% | 18.2% |
| 资本支出强度资本支出/营收 | 4.8% | 4.8% |
| 现金转化率经营现金流/净利润 | 0.88× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $218.8M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $118.1M | ||
| Q3 25 | $60.4M | $88.8M | ||
| Q2 25 | $38.7M | $67.1M | ||
| Q1 25 | $66.7M | $33.6M | ||
| Q4 24 | — | $124.5M | ||
| Q3 24 | $62.3M | $73.1M | ||
| Q2 24 | $49.0M | $71.0M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $93.3M | ||
| Q3 25 | $51.6M | $67.7M | ||
| Q2 25 | $30.5M | $41.4M | ||
| Q1 25 | $61.3M | $16.4M | ||
| Q4 24 | — | $106.3M | ||
| Q3 24 | $57.1M | $55.5M | ||
| Q2 24 | $41.5M | $47.1M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 18.2% | ||
| Q3 25 | 20.5% | 14.5% | ||
| Q2 25 | 12.9% | 9.0% | ||
| Q1 25 | 28.1% | 4.2% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | 28.5% | 12.3% | ||
| Q2 24 | 21.8% | 9.9% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 4.8% | ||
| Q3 25 | 3.5% | 4.5% | ||
| Q2 25 | 3.5% | 5.6% | ||
| Q1 25 | 2.4% | 4.4% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | 2.6% | 3.9% | ||
| Q2 24 | 3.9% | 5.0% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 1.22× | ||
| Q3 25 | 1.65× | 1.73× | ||
| Q2 25 | 1.22× | 3.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | 2.12× | 2.11× | ||
| Q2 24 | 2.46× | 0.40× |
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
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
