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MACOM Technology Solutions Holdings, Inc.（MTSI）与PicoCELA Inc.（PCLA）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PicoCELA Inc.的1.1倍（$289.0M vs $252.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs -125.2%，领先141.2%）
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。
PicoCELA Inc.是一家专注于低功耗高可靠性无线连接解决方案的科技企业，主营Wi-Fi HaLow模块、边缘网络基础设施等产品，服务工业物联网、智慧城市、零售、智能家居等领域，业务覆盖亚洲、北美及欧洲核心市场。
MTSI vs PCLA — 直观对比
营收规模更大
MTSI
是对方的1.1倍
$252.6M
净利率更高
MTSI
高出141.2%
-125.2%
损益表 — Q3 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $252.6M |
| 净利润 | $46.3M | $-316.2M |
| 毛利率 | 56.9% | — |
| 营业利润率 | 17.6% | -114.8% |
| 净利率 | 16.0% | -125.2% |
| 营收同比 | 22.5% | — |
| 净利润同比 | 46.3% | — |
| 每股收益（稀释后） | $0.60 | — |
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MTSIPCLA
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | — | ||
| Q4 25 | $261.2M | — | ||
| Q3 25 | $252.1M | — | ||
| Q2 25 | $235.9M | — | ||
| Q1 25 | $218.1M | $252.6M | ||
| Q3 24 | $200.7M | — | ||
| Q2 24 | $190.5M | — |
净利润MTSIPCLA
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | — | ||
| Q3 25 | $36.5M | — | ||
| Q2 25 | $31.7M | — | ||
| Q1 25 | $-167.5M | $-316.2M | ||
| Q3 24 | $29.4M | — | ||
| Q2 24 | $19.9M | — |
毛利率MTSIPCLA
| Q2 26 | 56.9% | — | ||
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | — | ||
| Q3 25 | 55.3% | — | ||
| Q2 25 | 55.2% | — | ||
| Q1 25 | 53.7% | — | ||
| Q3 24 | 54.7% | — | ||
| Q2 24 | 53.2% | — |
营业利润率MTSIPCLA
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 14.9% | — | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 8.0% | -114.8% | ||
| Q3 24 | 13.7% | — | ||
| Q2 24 | 10.4% | — |
净利率MTSIPCLA
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | — | ||
| Q3 25 | 14.5% | — | ||
| Q2 25 | 13.4% | — | ||
| Q1 25 | -76.8% | -125.2% | ||
| Q3 24 | 14.7% | — | ||
| Q2 24 | 10.5% | — |
每股收益（稀释后）MTSIPCLA
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | — | ||
| Q3 25 | $0.48 | — | ||
| Q2 25 | $0.42 | — | ||
| Q1 25 | $-2.30 | — | ||
| Q3 24 | $0.40 | — | ||
| Q2 24 | $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 | $664.9M | $456.8M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | — | $354.8M |
| 总资产 | $2.0B | $1.2B |
| 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MTSIPCLA
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | — | ||
| Q3 25 | $735.2M | — | ||
| Q2 25 | $681.5M | — | ||
| Q1 25 | $656.5M | $456.8M | ||
| Q3 24 | $581.9M | — | ||
| Q2 24 | $521.5M | — |
总债务MTSIPCLA
| Q2 26 | $0 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MTSIPCLA
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | $354.8M | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
总资产MTSIPCLA
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — |
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 | $-245.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-256.6M |
| 自由现金流率自由现金流/营收 | — | -101.6% |
| 资本支出强度资本支出/营收 | — | 4.3% |
| 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MTSIPCLA
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | — | ||
| Q3 25 | $60.4M | — | ||
| Q2 25 | $38.7M | — | ||
| Q1 25 | $66.7M | $-245.6M | ||
| Q3 24 | $62.3M | — | ||
| Q2 24 | $49.0M | — |
自由现金流MTSIPCLA
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | — | ||
| Q3 25 | $51.6M | — | ||
| Q2 25 | $30.5M | — | ||
| Q1 25 | $61.3M | $-256.6M | ||
| Q3 24 | $57.1M | — | ||
| Q2 24 | $41.5M | — |
自由现金流率MTSIPCLA
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | — | ||
| Q3 25 | 20.5% | — | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 28.1% | -101.6% | ||
| Q3 24 | 28.5% | — | ||
| Q2 24 | 21.8% | — |
资本支出强度MTSIPCLA
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 2.4% | 4.3% | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 3.9% | — |
现金转化率MTSIPCLA
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.65× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | 2.12× | — | ||
| Q2 24 | 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
MTSI
暂无分部数据
PCLA
| Revenue from product | $179.1M | 71% |
| Revenue from SaaS, Maintenance and others | $42.4M | 17% |
| Revenue from product – related party | $31.0M | 12% |
