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MACOM Technology Solutions Holdings, Inc.（MTSI）与PREFORMED LINE PRODUCTS CO（PLPC）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PREFORMED LINE PRODUCTS CO的1.6倍（$271.6M vs $173.1M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 4.9%，领先13.1%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 3.6%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $11.8M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 10.8%）
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。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
MTSI vs PLPC — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $173.1M |
| 净利润 | $48.8M | $8.4M |
| 毛利率 | 55.9% | 29.8% |
| 营业利润率 | 15.9% | 6.8% |
| 净利率 | 18.0% | 4.9% |
| 营收同比 | 24.5% | 3.6% |
| 净利润同比 | 129.1% | -19.3% |
| 每股收益（稀释后） | $0.64 | $1.72 |
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 | $173.1M | ||
| Q3 25 | $252.1M | $178.1M | ||
| Q2 25 | $235.9M | $169.6M | ||
| Q1 25 | $218.1M | $148.5M | ||
| Q4 24 | — | $167.1M | ||
| Q3 24 | $200.7M | $147.0M | ||
| Q2 24 | $190.5M | $138.7M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $8.4M | ||
| Q3 25 | $36.5M | $2.6M | ||
| Q2 25 | $31.7M | $12.7M | ||
| Q1 25 | $-167.5M | $11.5M | ||
| Q4 24 | — | $10.5M | ||
| Q3 24 | $29.4M | $7.7M | ||
| Q2 24 | $19.9M | $9.4M |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 29.8% | ||
| Q3 25 | 55.3% | 29.7% | ||
| Q2 25 | 55.2% | 32.7% | ||
| Q1 25 | 53.7% | 32.8% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | 54.7% | 31.1% | ||
| Q2 24 | 53.2% | 31.9% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 6.8% | ||
| Q3 25 | 14.9% | 7.4% | ||
| Q2 25 | 14.8% | 10.1% | ||
| Q1 25 | 8.0% | 8.8% | ||
| Q4 24 | — | 10.5% | ||
| Q3 24 | 13.7% | 7.1% | ||
| Q2 24 | 10.4% | 8.1% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 4.9% | ||
| Q3 25 | 14.5% | 1.5% | ||
| Q2 25 | 13.4% | 7.5% | ||
| Q1 25 | -76.8% | 7.8% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | 14.7% | 5.2% | ||
| Q2 24 | 10.5% | 6.8% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $1.72 | ||
| Q3 25 | $0.48 | $0.53 | ||
| Q2 25 | $0.42 | $2.56 | ||
| Q1 25 | $-2.30 | $2.33 | ||
| Q4 24 | — | $2.13 | ||
| Q3 24 | $0.40 | $1.54 | ||
| Q2 24 | $0.27 | $1.89 |
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 | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $1.4B | $475.5M |
| 总资产 | $2.1B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
| 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 | — | ||
| Q2 24 | $521.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $475.5M | ||
| Q3 25 | $1.3B | $466.3M | ||
| Q2 25 | $1.2B | $460.7M | ||
| Q1 25 | $1.2B | $435.8M | ||
| Q4 24 | — | $422.3M | ||
| Q3 24 | $1.1B | $429.0M | ||
| Q2 24 | $1.1B | $416.2M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $653.6M | ||
| Q3 25 | $2.0B | $644.6M | ||
| Q2 25 | $1.9B | $631.5M | ||
| Q1 25 | $1.8B | $592.5M | ||
| Q4 24 | — | $573.9M | ||
| Q3 24 | $1.8B | $592.0M | ||
| Q2 24 | $1.7B | $572.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $11.8M |
| 自由现金流率自由现金流/营收 | 11.0% | 6.8% |
| 资本支出强度资本支出/营收 | 4.8% | 5.9% |
| 现金转化率经营现金流/净利润 | 0.88× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $33.3M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $21.9M | ||
| Q3 25 | $60.4M | $18.9M | ||
| Q2 25 | $38.7M | $26.9M | ||
| Q1 25 | $66.7M | $5.7M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | $62.3M | $9.4M | ||
| Q2 24 | $49.0M | $28.3M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $11.8M | ||
| Q3 25 | $51.6M | $8.3M | ||
| Q2 25 | $30.5M | $18.6M | ||
| Q1 25 | $61.3M | $-5.3M | ||
| Q4 24 | — | $20.6M | ||
| Q3 24 | $57.1M | $5.8M | ||
| Q2 24 | $41.5M | $24.6M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 6.8% | ||
| Q3 25 | 20.5% | 4.7% | ||
| Q2 25 | 12.9% | 10.9% | ||
| Q1 25 | 28.1% | -3.6% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | 28.5% | 3.9% | ||
| Q2 24 | 21.8% | 17.7% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 5.9% | ||
| Q3 25 | 3.5% | 6.0% | ||
| Q2 25 | 3.5% | 4.9% | ||
| Q1 25 | 2.4% | 7.4% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | 2.6% | 2.4% | ||
| Q2 24 | 3.9% | 2.7% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 2.60× | ||
| Q3 25 | 1.65× | 7.21× | ||
| Q2 25 | 1.22× | 2.12× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 2.12× | 1.22× | ||
| Q2 24 | 2.46× | 3.02× |
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% |
PLPC
暂无分部数据
