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MACOM Technology Solutions Holdings, Inc.（MTSI）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.9倍（$271.6M vs $142.2M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 2.3%，领先15.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -0.6%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $17.1M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
MTSI vs RNGR — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $142.2M |
| 净利润 | $48.8M | $3.2M |
| 毛利率 | 55.9% | — |
| 营业利润率 | 15.9% | 2.3% |
| 净利率 | 18.0% | 2.3% |
| 营收同比 | 24.5% | -0.6% |
| 净利润同比 | 129.1% | -44.8% |
| 每股收益（稀释后） | $0.64 | $0.14 |
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 | $142.2M | ||
| Q3 25 | $252.1M | $128.9M | ||
| Q2 25 | $235.9M | $140.6M | ||
| Q1 25 | $218.1M | $135.2M | ||
| Q4 24 | — | $143.1M | ||
| Q3 24 | $200.7M | $153.0M | ||
| Q2 24 | $190.5M | $138.1M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $3.2M | ||
| Q3 25 | $36.5M | $1.2M | ||
| Q2 25 | $31.7M | $7.3M | ||
| Q1 25 | $-167.5M | $600.0K | ||
| Q4 24 | — | $5.8M | ||
| Q3 24 | $29.4M | $8.7M | ||
| Q2 24 | $19.9M | $4.7M |
| 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% | 2.3% | ||
| Q3 25 | 14.9% | 2.0% | ||
| Q2 25 | 14.8% | 6.1% | ||
| Q1 25 | 8.0% | 0.7% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | 13.7% | 8.4% | ||
| Q2 24 | 10.4% | 5.3% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 2.3% | ||
| Q3 25 | 14.5% | 0.9% | ||
| Q2 25 | 13.4% | 5.2% | ||
| Q1 25 | -76.8% | 0.4% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | 14.7% | 5.7% | ||
| Q2 24 | 10.5% | 3.4% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.14 | ||
| Q3 25 | $0.48 | $0.05 | ||
| Q2 25 | $0.42 | $0.32 | ||
| Q1 25 | $-2.30 | $0.03 | ||
| Q4 24 | — | $0.24 | ||
| Q3 24 | $0.40 | $0.39 | ||
| Q2 24 | $0.27 | $0.21 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $300.1M |
| 总资产 | $2.1B | $419.3M |
| 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 | $10.3M | ||
| Q3 25 | $735.2M | $45.2M | ||
| Q2 25 | $681.5M | $48.9M | ||
| Q1 25 | $656.5M | $40.3M | ||
| Q4 24 | — | $40.9M | ||
| Q3 24 | $581.9M | $14.8M | ||
| Q2 24 | $521.5M | $8.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $300.1M | ||
| Q3 25 | $1.3B | $270.0M | ||
| Q2 25 | $1.2B | $276.9M | ||
| Q1 25 | $1.2B | $272.6M | ||
| Q4 24 | — | $273.8M | ||
| Q3 24 | $1.1B | $267.6M | ||
| Q2 24 | $1.1B | $260.5M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $419.3M | ||
| Q3 25 | $2.0B | $372.8M | ||
| Q2 25 | $1.9B | $381.7M | ||
| Q1 25 | $1.8B | $376.5M | ||
| Q4 24 | — | $381.6M | ||
| Q3 24 | $1.8B | $373.9M | ||
| Q2 24 | $1.7B | $359.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $17.1M |
| 自由现金流率自由现金流/营收 | 11.0% | 12.0% |
| 资本支出强度资本支出/营收 | 4.8% | 4.9% |
| 现金转化率经营现金流/净利润 | 0.88× | 7.53× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $42.9M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $24.1M | ||
| Q3 25 | $60.4M | $13.6M | ||
| Q2 25 | $38.7M | $20.7M | ||
| Q1 25 | $66.7M | $10.6M | ||
| Q4 24 | — | $32.7M | ||
| Q3 24 | $62.3M | $17.7M | ||
| Q2 24 | $49.0M | $22.1M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $17.1M | ||
| Q3 25 | $51.6M | $8.0M | ||
| Q2 25 | $30.5M | $14.4M | ||
| Q1 25 | $61.3M | $3.4M | ||
| Q4 24 | — | $27.3M | ||
| Q3 24 | $57.1M | $10.8M | ||
| Q2 24 | $41.5M | $6.8M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 12.0% | ||
| Q3 25 | 20.5% | 6.2% | ||
| Q2 25 | 12.9% | 10.2% | ||
| Q1 25 | 28.1% | 2.5% | ||
| Q4 24 | — | 19.1% | ||
| Q3 24 | 28.5% | 7.1% | ||
| Q2 24 | 21.8% | 4.9% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 4.9% | ||
| Q3 25 | 3.5% | 4.3% | ||
| Q2 25 | 3.5% | 4.5% | ||
| Q1 25 | 2.4% | 5.3% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | 2.6% | 4.5% | ||
| Q2 24 | 3.9% | 11.1% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 7.53× | ||
| Q3 25 | 1.65× | 11.33× | ||
| Q2 25 | 1.22× | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | 2.12× | 2.03× | ||
| Q2 24 | 2.46× | 4.70× |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
