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MACOM Technology Solutions Holdings, Inc.（MTSI）与PROSPERITY BANCSHARES INC（PB）财务数据对比。点击上方公司名可切换其他公司
PROSPERITY BANCSHARES INC的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.3倍（$367.6M vs $289.0M），PROSPERITY BANCSHARES INC净利率更高（31.6% vs 16.0%，领先15.6%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 19.2%）
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。
Prosperity Bancshares Inc.是总部位于美国得克萨斯州休斯顿的银行控股公司，业务覆盖得克萨斯州及俄克拉荷马州中部。截至2019年12月31日，公司共运营285家分支机构，广泛分布在休斯顿、达拉斯-沃斯堡都会区及得州南部、东部、中部、西部等区域。
MTSI vs PB — 直观对比
营收规模更大
PB
是对方的1.3倍
$289.0M
净利率更高
PB
高出15.6%
16.0%
两年增速更快
MTSI
近两年复合增速
19.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $367.6M |
| 净利润 | $46.3M | $116.3M |
| 毛利率 | 56.9% | — |
| 营业利润率 | 17.6% | — |
| 净利率 | 16.0% | 31.6% |
| 营收同比 | 22.5% | — |
| 净利润同比 | 46.3% | -10.7% |
| 每股收益（稀释后） | $0.60 | $1.16 |
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MTSIPB
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | $367.6M | ||
| Q4 25 | $261.2M | $275.0M | ||
| Q3 25 | $252.1M | $273.4M | ||
| Q2 25 | $235.9M | $267.7M | ||
| Q1 25 | $218.1M | $265.4M | ||
| Q4 24 | — | $267.8M | ||
| Q3 24 | $200.7M | $261.7M |
净利润MTSIPB
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | $116.3M | ||
| Q4 25 | $45.1M | $139.9M | ||
| Q3 25 | $36.5M | $137.6M | ||
| Q2 25 | $31.7M | $135.2M | ||
| Q1 25 | $-167.5M | $130.2M | ||
| Q4 24 | — | $130.1M | ||
| Q3 24 | $29.4M | $127.3M |
毛利率MTSIPB
| 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MTSIPB
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 65.1% | ||
| Q3 25 | 14.9% | 64.4% | ||
| Q2 25 | 14.8% | 64.3% | ||
| Q1 25 | 8.0% | 62.7% | ||
| Q4 24 | — | 62.0% | ||
| Q3 24 | 13.7% | 62.1% |
净利率MTSIPB
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | 31.6% | ||
| Q4 25 | 17.3% | 50.9% | ||
| Q3 25 | 14.5% | 50.3% | ||
| Q2 25 | 13.4% | 50.5% | ||
| Q1 25 | -76.8% | 49.1% | ||
| Q4 24 | — | 48.6% | ||
| Q3 24 | 14.7% | 48.6% |
每股收益（稀释后）MTSIPB
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | $1.16 | ||
| Q4 25 | $0.67 | $1.48 | ||
| Q3 25 | $0.48 | $1.45 | ||
| Q2 25 | $0.42 | $1.42 | ||
| Q1 25 | $-2.30 | $1.37 | ||
| Q4 24 | — | $1.36 | ||
| Q3 24 | $0.40 | $1.34 |
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 | — |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | — | $8.2B |
| 总资产 | $2.0B | $43.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MTSIPB
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | — | ||
| Q3 25 | $735.2M | — | ||
| Q2 25 | $681.5M | — | ||
| Q1 25 | $656.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $581.9M | — |
总债务MTSIPB
| Q2 26 | $0 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
股东权益MTSIPB
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | $8.2B | ||
| Q4 25 | $1.3B | $7.6B | ||
| Q3 25 | $1.3B | $7.7B | ||
| Q2 25 | $1.2B | $7.6B | ||
| Q1 25 | $1.2B | $7.5B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | $1.1B | $7.4B |
总资产MTSIPB
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | $43.6B | ||
| Q4 25 | $2.1B | $38.5B | ||
| Q3 25 | $2.0B | $38.3B | ||
| Q2 25 | $1.9B | $38.4B | ||
| Q1 25 | $1.8B | $38.8B | ||
| Q4 24 | — | $39.6B | ||
| Q3 24 | $1.8B | $40.1B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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MTSIPB
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $78.3M | ||
| Q3 25 | $60.4M | $194.8M | ||
| Q2 25 | $38.7M | $98.2M | ||
| Q1 25 | $66.7M | $178.2M | ||
| Q4 24 | — | $-205.8M | ||
| Q3 24 | $62.3M | $274.6M |
自由现金流MTSIPB
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $68.5M | ||
| Q3 25 | $51.6M | $185.7M | ||
| Q2 25 | $30.5M | $91.8M | ||
| Q1 25 | $61.3M | $171.1M | ||
| Q4 24 | — | $-210.7M | ||
| Q3 24 | $57.1M | $270.2M |
自由现金流率MTSIPB
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 24.9% | ||
| Q3 25 | 20.5% | 67.9% | ||
| Q2 25 | 12.9% | 34.3% | ||
| Q1 25 | 28.1% | 64.5% | ||
| Q4 24 | — | -78.7% | ||
| Q3 24 | 28.5% | 103.3% |
资本支出强度MTSIPB
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 3.6% | ||
| Q3 25 | 3.5% | 3.3% | ||
| Q2 25 | 3.5% | 2.4% | ||
| Q1 25 | 2.4% | 2.7% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | 2.6% | 1.7% |
现金转化率MTSIPB
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 0.56× | ||
| Q3 25 | 1.65× | 1.42× | ||
| Q2 25 | 1.22× | 0.73× | ||
| Q1 25 | — | 1.37× | ||
| Q4 24 | — | -1.58× | ||
| Q3 24 | 2.12× | 2.16× |
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
PB
| Net Interest Income | $321.1M | 87% |
| Noninterest Income | $46.5M | 13% |
