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MACOM Technology Solutions Holdings, Inc.（MTSI）与Palomar Holdings, Inc.（PLMR）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Palomar Holdings, Inc.的1.1倍（$289.0M vs $253.4M），Palomar Holdings, Inc.同比增速更快（62.7% vs 22.5%），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs 23.2%）
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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
MTSI vs PLMR — 直观对比
营收规模更大
MTSI
是对方的1.1倍
$253.4M
营收增速更快
PLMR
高出40.2%
22.5%
两年增速更快
PLMR
近两年复合增速
23.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $253.4M |
| 净利润 | $46.3M | — |
| 毛利率 | 56.9% | — |
| 营业利润率 | 17.6% | 28.7% |
| 净利率 | 16.0% | — |
| 营收同比 | 22.5% | 62.7% |
| 净利润同比 | 46.3% | — |
| 每股收益（稀释后） | $0.60 | $2.05 |
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MTSIPLMR
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | — | ||
| Q4 25 | $261.2M | $253.4M | ||
| Q3 25 | $252.1M | $244.7M | ||
| Q2 25 | $235.9M | $203.3M | ||
| Q1 25 | $218.1M | $174.6M | ||
| Q4 24 | — | $155.8M | ||
| Q3 24 | $200.7M | $148.5M |
净利润MTSIPLMR
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | — | ||
| Q3 25 | $36.5M | $51.5M | ||
| Q2 25 | $31.7M | $46.5M | ||
| Q1 25 | $-167.5M | $42.9M | ||
| Q4 24 | — | — | ||
| Q3 24 | $29.4M | $30.5M |
毛利率MTSIPLMR
| 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MTSIPLMR
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 28.7% | ||
| Q3 25 | 14.9% | 27.4% | ||
| Q2 25 | 14.8% | 29.5% | ||
| Q1 25 | 8.0% | 30.8% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | 13.7% | 25.9% |
净利率MTSIPLMR
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | — | ||
| Q3 25 | 14.5% | 21.0% | ||
| Q2 25 | 13.4% | 22.9% | ||
| Q1 25 | -76.8% | 24.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.7% | 20.5% |
每股收益（稀释后）MTSIPLMR
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $2.05 | ||
| Q3 25 | $0.48 | $1.87 | ||
| Q2 25 | $0.42 | $1.68 | ||
| Q1 25 | $-2.30 | $1.57 | ||
| Q4 24 | — | $1.29 | ||
| Q3 24 | $0.40 | $1.15 |
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 | $106.9M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | — | $942.7M |
| 总资产 | $2.0B | $3.1B |
| 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MTSIPLMR
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $106.9M | ||
| Q3 25 | $735.2M | $111.7M | ||
| Q2 25 | $681.5M | $81.3M | ||
| Q1 25 | $656.5M | $119.3M | ||
| Q4 24 | — | $80.4M | ||
| Q3 24 | $581.9M | $86.5M |
总债务MTSIPLMR
| Q2 26 | $0 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
股东权益MTSIPLMR
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $942.7M | ||
| Q3 25 | $1.3B | $878.1M | ||
| Q2 25 | $1.2B | $847.2M | ||
| Q1 25 | $1.2B | $790.4M | ||
| Q4 24 | — | $729.0M | ||
| Q3 24 | $1.1B | $703.3M |
总资产MTSIPLMR
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $3.1B | ||
| Q3 25 | $2.0B | $2.9B | ||
| Q2 25 | $1.9B | $2.8B | ||
| Q1 25 | $1.8B | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $1.8B | $2.3B |
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 | $121.6M | $409.1M |
| 自由现金流经营现金流 - 资本支出 | — | $409.0M |
| 自由现金流率自由现金流/营收 | — | 161.4% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $700.6M |
8季度趋势，按日历期对齐
经营现金流MTSIPLMR
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $409.1M | ||
| Q3 25 | $60.4M | $83.6M | ||
| Q2 25 | $38.7M | $120.9M | ||
| Q1 25 | $66.7M | $87.2M | ||
| Q4 24 | — | $261.2M | ||
| Q3 24 | $62.3M | $100.3M |
自由现金流MTSIPLMR
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $409.0M | ||
| Q3 25 | $51.6M | $83.6M | ||
| Q2 25 | $30.5M | $120.8M | ||
| Q1 25 | $61.3M | $87.1M | ||
| Q4 24 | — | $260.9M | ||
| Q3 24 | $57.1M | $100.1M |
自由现金流率MTSIPLMR
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 161.4% | ||
| Q3 25 | 20.5% | 34.2% | ||
| Q2 25 | 12.9% | 59.4% | ||
| Q1 25 | 28.1% | 49.9% | ||
| Q4 24 | — | 167.5% | ||
| Q3 24 | 28.5% | 67.4% |
资本支出强度MTSIPLMR
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 0.1% | ||
| Q3 25 | 3.5% | 0.0% | ||
| Q2 25 | 3.5% | 0.0% | ||
| Q1 25 | 2.4% | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | 2.6% | 0.1% |
现金转化率MTSIPLMR
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.65× | 1.63× | ||
| Q2 25 | 1.22× | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | 3.29× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
