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MACOM Technology Solutions Holdings, Inc.（MTSI）与PAMT CORP（PAMT）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PAMT CORP的2.0倍（$289.0M vs $141.3M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs -20.7%，领先36.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs -15.1%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs -12.0%）
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。
MTSI vs PAMT — 直观对比
营收规模更大
MTSI
是对方的2.0倍
$141.3M
营收增速更快
MTSI
高出37.6%
-15.1%
净利率更高
MTSI
高出36.7%
-20.7%
两年增速更快
MTSI
近两年复合增速
-12.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $141.3M |
| 净利润 | $46.3M | $-29.3M |
| 毛利率 | 56.9% | — |
| 营业利润率 | 17.6% | -27.0% |
| 净利率 | 16.0% | -20.7% |
| 营收同比 | 22.5% | -15.1% |
| 净利润同比 | 46.3% | 7.4% |
| 每股收益（稀释后） | $0.60 | $-1.38 |
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MTSIPAMT
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | — | ||
| Q4 25 | $261.2M | $141.3M | ||
| Q3 25 | $252.1M | $150.3M | ||
| Q2 25 | $235.9M | $151.1M | ||
| Q1 25 | $218.1M | $155.3M | ||
| Q4 24 | — | $166.5M | ||
| Q3 24 | $200.7M | $182.6M |
净利润MTSIPAMT
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $-29.3M | ||
| Q3 25 | $36.5M | $-5.6M | ||
| Q2 25 | $31.7M | $-9.6M | ||
| Q1 25 | $-167.5M | $-8.1M | ||
| Q4 24 | — | $-31.6M | ||
| Q3 24 | $29.4M | $2.4M |
毛利率MTSIPAMT
| Q2 26 | 56.9% | — | ||
| 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% | — |
营业利润率MTSIPAMT
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | -27.0% | ||
| Q3 25 | 14.9% | -3.8% | ||
| Q2 25 | 14.8% | -7.3% | ||
| Q1 25 | 8.0% | -5.9% | ||
| Q4 24 | — | -22.6% | ||
| Q3 24 | 13.7% | 1.3% |
净利率MTSIPAMT
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | -20.7% | ||
| Q3 25 | 14.5% | -3.7% | ||
| Q2 25 | 13.4% | -6.4% | ||
| Q1 25 | -76.8% | -5.2% | ||
| Q4 24 | — | -19.0% | ||
| Q3 24 | 14.7% | 1.3% |
每股收益（稀释后）MTSIPAMT
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $-1.38 | ||
| Q3 25 | $0.48 | $-0.27 | ||
| Q2 25 | $0.42 | $-0.46 | ||
| Q1 25 | $-2.30 | $-0.37 | ||
| Q4 24 | — | $-1.44 | ||
| Q3 24 | $0.40 | $0.11 |
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 | $83.7M |
| 总债务越低越好 | $0 | $333.9M |
| 股东权益账面价值 | — | $210.5M |
| 总资产 | $2.0B | $697.9M |
| 负债/权益比越低杠杆越低 | — | 1.59× |
8季度趋势，按日历期对齐
现金及短期投资MTSIPAMT
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $83.7M | ||
| Q3 25 | $735.2M | $115.6M | ||
| Q2 25 | $681.5M | $117.3M | ||
| Q1 25 | $656.5M | $102.7M | ||
| Q4 24 | — | $110.7M | ||
| Q3 24 | $581.9M | $92.3M |
总债务MTSIPAMT
| Q2 26 | $0 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $333.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $325.6M | ||
| Q3 24 | — | — |
股东权益MTSIPAMT
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $210.5M | ||
| Q3 25 | $1.3B | $239.5M | ||
| Q2 25 | $1.2B | $244.9M | ||
| Q1 25 | $1.2B | $269.6M | ||
| Q4 24 | — | $277.5M | ||
| Q3 24 | $1.1B | $308.9M |
总资产MTSIPAMT
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $697.9M | ||
| Q3 25 | $2.0B | $715.2M | ||
| Q2 25 | $1.9B | $707.9M | ||
| Q1 25 | $1.8B | $712.6M | ||
| Q4 24 | — | $741.7M | ||
| Q3 24 | $1.8B | $756.7M |
负债/权益比MTSIPAMT
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.17× | ||
| Q3 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 | $121.6M | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-25.0M |
| 自由现金流率自由现金流/营收 | — | -17.7% |
| 资本支出强度资本支出/营收 | — | 13.6% |
| 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 | — | $-23.4M |
8季度趋势，按日历期对齐
经营现金流MTSIPAMT
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $-5.8M | ||
| Q3 25 | $60.4M | $5.9M | ||
| Q2 25 | $38.7M | $12.2M | ||
| Q1 25 | $66.7M | $5.0M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | $62.3M | $15.5M |
自由现金流MTSIPAMT
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $-25.0M | ||
| Q3 25 | $51.6M | $2.5M | ||
| Q2 25 | $30.5M | $5.9M | ||
| Q1 25 | $61.3M | $-6.8M | ||
| Q4 24 | — | $-39.9M | ||
| Q3 24 | $57.1M | $-33.6M |
自由现金流率MTSIPAMT
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | -17.7% | ||
| Q3 25 | 20.5% | 1.7% | ||
| Q2 25 | 12.9% | 3.9% | ||
| Q1 25 | 28.1% | -4.4% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | 28.5% | -18.4% |
资本支出强度MTSIPAMT
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 13.6% | ||
| Q3 25 | 3.5% | 2.3% | ||
| Q2 25 | 3.5% | 4.2% | ||
| Q1 25 | 2.4% | 7.6% | ||
| Q4 24 | — | 33.1% | ||
| Q3 24 | 2.6% | 26.9% |
现金转化率MTSIPAMT
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.65× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | 6.44× |
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
暂无分部数据
PAMT
| Freight Transportation Service | $123.1M | 87% |
| Fuel Surcharge | $18.2M | 13% |
