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MACOM Technology Solutions Holdings, Inc.（MTSI）与Purple Innovation, Inc.（PRPL）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Purple Innovation, Inc.的1.9倍（$271.6M vs $140.7M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs -2.3%，领先20.2%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 9.1%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $-7.8M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 8.3%）
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。
Purple Carrot是一家总部位于马萨诸塞州尼达姆市的全植物性餐包品牌，由安迪·莱维特创立，每周为订阅用户提供预制餐品和自制餐包。据《大都会》2022年报道，对比美式标准餐食，该品牌每份餐包的碳排放量可降低72%，主打低碳环保的纯植物饮食方案。
MTSI vs PRPL — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $140.7M |
| 净利润 | $48.8M | $-3.2M |
| 毛利率 | 55.9% | 41.9% |
| 营业利润率 | 15.9% | -1.6% |
| 净利率 | 18.0% | -2.3% |
| 营收同比 | 24.5% | 9.1% |
| 净利润同比 | 129.1% | 62.1% |
| 每股收益（稀释后） | $0.64 | $0.03 |
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 | $140.7M | ||
| Q3 25 | $252.1M | $118.8M | ||
| Q2 25 | $235.9M | $105.1M | ||
| Q1 25 | $218.1M | $104.2M | ||
| Q4 24 | — | $129.0M | ||
| Q3 24 | $200.7M | $118.6M | ||
| Q2 24 | $190.5M | $120.3M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $-3.2M | ||
| Q3 25 | $36.5M | $-11.7M | ||
| Q2 25 | $31.7M | $-17.3M | ||
| Q1 25 | $-167.5M | $-19.1M | ||
| Q4 24 | — | $-8.5M | ||
| Q3 24 | $29.4M | $-39.2M | ||
| Q2 24 | $19.9M | $27.0K |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 41.9% | ||
| Q3 25 | 55.3% | 42.8% | ||
| Q2 25 | 55.2% | 35.9% | ||
| Q1 25 | 53.7% | 39.4% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | 54.7% | 29.7% | ||
| Q2 24 | 53.2% | 40.7% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | -1.6% | ||
| Q3 25 | 14.9% | -10.2% | ||
| Q2 25 | 14.8% | -13.5% | ||
| Q1 25 | 8.0% | -13.9% | ||
| Q4 24 | — | -6.0% | ||
| Q3 24 | 13.7% | -39.5% | ||
| Q2 24 | 10.4% | -12.1% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | -2.3% | ||
| Q3 25 | 14.5% | -9.9% | ||
| Q2 25 | 13.4% | -16.5% | ||
| Q1 25 | -76.8% | -18.4% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | 14.7% | -33.1% | ||
| Q2 24 | 10.5% | 0.0% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.03 | ||
| Q3 25 | $0.48 | $0.11 | ||
| Q2 25 | $0.42 | $0.16 | ||
| Q1 25 | $-2.30 | $0.18 | ||
| Q4 24 | — | $0.08 | ||
| Q3 24 | $0.40 | $0.36 | ||
| Q2 24 | $0.27 | $0.00 |
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 | $24.3M |
| 总债务越低越好 | — | $126.7M |
| 股东权益账面价值 | $1.4B | $-29.7M |
| 总资产 | $2.1B | $296.3M |
| 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 | $24.3M | ||
| Q3 25 | $735.2M | $32.4M | ||
| Q2 25 | $681.5M | $34.2M | ||
| Q1 25 | $656.5M | $21.6M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | $581.9M | $23.4M | ||
| Q2 24 | $521.5M | $23.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $70.7M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | — | — |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $-29.7M | ||
| Q3 25 | $1.3B | $-26.9M | ||
| Q2 25 | $1.2B | $-15.6M | ||
| Q1 25 | $1.2B | $1.3M | ||
| Q4 24 | — | $20.2M | ||
| Q3 24 | $1.1B | $28.0M | ||
| Q2 24 | $1.1B | $66.4M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $296.3M | ||
| Q3 25 | $2.0B | $302.1M | ||
| Q2 25 | $1.9B | $303.8M | ||
| Q1 25 | $1.8B | $293.8M | ||
| Q4 24 | — | $307.8M | ||
| Q3 24 | $1.8B | $309.3M | ||
| Q2 24 | $1.7B | $362.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.50× | ||
| Q3 24 | — | 1.82× | ||
| Q2 24 | — | — |
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 | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $-7.8M |
| 自由现金流率自由现金流/营收 | 11.0% | -5.5% |
| 资本支出强度资本支出/营收 | 4.8% | 1.4% |
| 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 | $-41.9M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $-5.8M | ||
| Q3 25 | $60.4M | $-968.0K | ||
| Q2 25 | $38.7M | $-4.0M | ||
| Q1 25 | $66.7M | $-23.1M | ||
| Q4 24 | — | $6.8M | ||
| Q3 24 | $62.3M | $1.1M | ||
| Q2 24 | $49.0M | $-8.9M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $-7.8M | ||
| Q3 25 | $51.6M | $-1.8M | ||
| Q2 25 | $30.5M | $-7.0M | ||
| Q1 25 | $61.3M | $-25.3M | ||
| Q4 24 | — | $5.7M | ||
| Q3 24 | $57.1M | $101.0K | ||
| Q2 24 | $41.5M | $-11.0M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | -5.5% | ||
| Q3 25 | 20.5% | -1.5% | ||
| Q2 25 | 12.9% | -6.6% | ||
| Q1 25 | 28.1% | -24.3% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | 28.5% | 0.1% | ||
| Q2 24 | 21.8% | -9.2% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 1.4% | ||
| Q3 25 | 3.5% | 0.7% | ||
| Q2 25 | 3.5% | 2.8% | ||
| Q1 25 | 2.4% | 2.2% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | 2.6% | 0.9% | ||
| Q2 24 | 3.9% | 1.7% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.65× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | — | ||
| Q2 24 | 2.46× | -330.22× |
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% |
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |
