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MACOM Technology Solutions Holdings, Inc.（MTSI）与PERDOCEO EDUCATION Corp（PRDO）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PERDOCEO EDUCATION Corp的1.3倍（$271.6M vs $211.6M），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 20.0%），PERDOCEO EDUCATION Corp自由现金流更多（$37.9M vs $30.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 12.2%）
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。
Perdoceo Education是美国上市营利性教育集团，前身为职业教育公司（Career Education Corporation），旗下运营五所美国营利性大学，包括美国洲际大学、科罗拉多理工大学、南加利福尼亚大学、三叉戟国际大学及圣奥古斯丁健康科学大学，业务覆盖高等教育、职业教育及健康科学相关教育领域。
MTSI vs PRDO — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $211.6M |
| 净利润 | $48.8M | — |
| 毛利率 | 55.9% | — |
| 营业利润率 | 15.9% | 19.8% |
| 净利率 | 18.0% | — |
| 营收同比 | 24.5% | 20.0% |
| 净利润同比 | 129.1% | — |
| 每股收益（稀释后） | $0.64 | $0.55 |
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 | $211.6M | ||
| Q3 25 | $252.1M | $211.9M | ||
| Q2 25 | $235.9M | $209.6M | ||
| Q1 25 | $218.1M | $213.0M | ||
| Q4 24 | — | $176.4M | ||
| Q3 24 | $200.7M | $169.8M | ||
| Q2 24 | $190.5M | $166.7M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | — | ||
| Q3 25 | $36.5M | $39.9M | ||
| Q2 25 | $31.7M | $41.0M | ||
| Q1 25 | $-167.5M | $43.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | $29.4M | $38.3M | ||
| Q2 24 | $19.9M | $38.4M |
| 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% | — | ||
| Q2 24 | 53.2% | — |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 19.8% | ||
| Q3 25 | 14.9% | 24.1% | ||
| Q2 25 | 14.8% | 24.5% | ||
| Q1 25 | 8.0% | 24.3% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | 13.7% | 26.4% | ||
| Q2 24 | 10.4% | 27.6% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | — | ||
| Q3 25 | 14.5% | 18.8% | ||
| Q2 25 | 13.4% | 19.6% | ||
| Q1 25 | -76.8% | 20.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.7% | 22.5% | ||
| Q2 24 | 10.5% | 23.0% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.55 | ||
| Q3 25 | $0.48 | $0.60 | ||
| Q2 25 | $0.42 | $0.62 | ||
| Q1 25 | $-2.30 | $0.65 | ||
| Q4 24 | — | $0.46 | ||
| Q3 24 | $0.40 | $0.57 | ||
| Q2 24 | $0.27 | $0.57 |
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 | $111.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $972.4M |
| 总资产 | $2.1B | $1.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $111.0M | ||
| Q3 25 | $735.2M | $159.5M | ||
| Q2 25 | $681.5M | $172.1M | ||
| Q1 25 | $656.5M | $132.1M | ||
| Q4 24 | — | $109.1M | ||
| Q3 24 | $581.9M | $238.0M | ||
| Q2 24 | $521.5M | $127.9M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $972.4M | ||
| Q3 25 | $1.3B | $997.9M | ||
| Q2 25 | $1.2B | $984.6M | ||
| Q1 25 | $1.2B | $970.3M | ||
| Q4 24 | — | $959.5M | ||
| Q3 24 | $1.1B | $935.4M | ||
| Q2 24 | $1.1B | $899.5M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B |
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 | $42.9M | $40.1M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $37.9M |
| 自由现金流率自由现金流/营收 | 11.0% | 17.9% |
| 资本支出强度资本支出/营收 | 4.8% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.88× | — |
| 过去12个月自由现金流最近4个季度 | $161.5M | $216.7M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $40.1M | ||
| Q3 25 | $60.4M | $41.2M | ||
| Q2 25 | $38.7M | $78.8M | ||
| Q1 25 | $66.7M | $65.1M | ||
| Q4 24 | — | $17.6M | ||
| Q3 24 | $62.3M | $51.0M | ||
| Q2 24 | $49.0M | $38.5M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $37.9M | ||
| Q3 25 | $51.6M | $39.4M | ||
| Q2 25 | $30.5M | $76.0M | ||
| Q1 25 | $61.3M | $63.4M | ||
| Q4 24 | — | $16.0M | ||
| Q3 24 | $57.1M | $50.0M | ||
| Q2 24 | $41.5M | $37.7M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 17.9% | ||
| Q3 25 | 20.5% | 18.6% | ||
| Q2 25 | 12.9% | 36.3% | ||
| Q1 25 | 28.1% | 29.8% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | 28.5% | 29.4% | ||
| Q2 24 | 21.8% | 22.6% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 1.1% | ||
| Q3 25 | 3.5% | 0.9% | ||
| Q2 25 | 3.5% | 1.3% | ||
| Q1 25 | 2.4% | 0.8% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | 2.6% | 0.6% | ||
| Q2 24 | 3.9% | 0.5% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.65× | 1.03× | ||
| Q2 25 | 1.22× | 1.92× | ||
| Q1 25 | — | 1.49× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | 1.33× | ||
| Q2 24 | 2.46× | 1.00× |
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% |
PRDO
| CTU | $107.0M | 51% |
| AIUS | $60.8M | 29% |
| University Of St Augustine For Health Sciences Llc | $43.7M | 21% |
| Other | $1.1M | 1% |
