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MACOM Technology Solutions Holdings, Inc.（MTSI）与RENASANT CORP（RNST）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RENASANT CORP的1.1倍（$289.0M vs $273.8M），RENASANT CORP净利率更高（32.2% vs 16.0%，领先16.2%），过去两年RENASANT CORP的营收复合增速更高（29.3% 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。
瑞耐桑特银行是美国密西西比州图珀洛的区域商业金融机构，母公司为瑞耐桑特公司，在阿拉巴马、佛罗里达、佐治亚、密西西比、路易斯安那、田纳西、北卡罗来纳、南卡罗来纳八州拥有280多家分支机构，旗下还运营内容平台“瑞耐桑特国度”，发布博客及节目内容。
MTSI vs RNST — 直观对比
营收规模更大
MTSI
是对方的1.1倍
$273.8M
净利率更高
RNST
高出16.2%
16.0%
两年增速更快
RNST
近两年复合增速
23.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $273.8M |
| 净利润 | $46.3M | $88.2M |
| 毛利率 | 56.9% | — |
| 营业利润率 | 17.6% | — |
| 净利率 | 16.0% | 32.2% |
| 营收同比 | 22.5% | — |
| 净利润同比 | 46.3% | 112.5% |
| 每股收益（稀释后） | $0.60 | $0.94 |
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MTSIRNST
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | $273.8M | ||
| Q4 25 | $261.2M | $278.4M | ||
| Q3 25 | $252.1M | $269.5M | ||
| Q2 25 | $235.9M | $267.2M | ||
| Q1 25 | $218.1M | $170.7M | ||
| Q4 24 | — | $167.1M | ||
| Q3 24 | $200.7M | $220.3M |
净利润MTSIRNST
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | $88.2M | ||
| Q4 25 | $45.1M | $78.9M | ||
| Q3 25 | $36.5M | $59.8M | ||
| Q2 25 | $31.7M | $1.0M | ||
| Q1 25 | $-167.5M | $41.5M | ||
| Q4 24 | — | $44.7M | ||
| Q3 24 | $29.4M | $72.5M |
毛利率MTSIRNST
| 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MTSIRNST
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 34.8% | ||
| Q3 25 | 14.9% | 27.9% | ||
| Q2 25 | 14.8% | 1.0% | ||
| Q1 25 | 8.0% | 30.4% | ||
| Q4 24 | — | 29.8% | ||
| Q3 24 | 13.7% | 44.2% |
净利率MTSIRNST
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | 32.2% | ||
| Q4 25 | 17.3% | 28.4% | ||
| Q3 25 | 14.5% | 22.2% | ||
| Q2 25 | 13.4% | 0.4% | ||
| Q1 25 | -76.8% | 24.3% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | 14.7% | 32.9% |
每股收益（稀释后）MTSIRNST
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | $0.94 | ||
| Q4 25 | $0.67 | $0.78 | ||
| Q3 25 | $0.48 | $0.63 | ||
| Q2 25 | $0.42 | $0.01 | ||
| Q1 25 | $-2.30 | $0.65 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | $0.40 | $1.18 |
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 | $1.2B |
| 总债务越低越好 | $0 | $806.2M |
| 股东权益账面价值 | — | $3.9B |
| 总资产 | $2.0B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资MTSIRNST
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | $1.2B | ||
| Q4 25 | $786.0M | $1.1B | ||
| Q3 25 | $735.2M | $1.1B | ||
| Q2 25 | $681.5M | $1.4B | ||
| Q1 25 | $656.5M | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $581.9M | $1.3B |
总债务MTSIRNST
| Q2 26 | $0 | — | ||
| Q1 26 | — | $806.2M | ||
| Q4 25 | — | $499.8M | ||
| Q3 25 | — | $558.9M | ||
| Q2 25 | — | $557.0M | ||
| Q1 25 | — | $433.3M | ||
| Q4 24 | — | $430.6M | ||
| Q3 24 | — | $433.2M |
股东权益MTSIRNST
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | $3.9B | ||
| Q4 25 | $1.3B | $3.9B | ||
| Q3 25 | $1.3B | $3.8B | ||
| Q2 25 | $1.2B | $3.8B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | $1.1B | $2.7B |
总资产MTSIRNST
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | $27.1B | ||
| Q4 25 | $2.1B | $26.8B | ||
| Q3 25 | $2.0B | $26.7B | ||
| Q2 25 | $1.9B | $26.6B | ||
| Q1 25 | $1.8B | $18.3B | ||
| Q4 24 | — | $18.0B | ||
| Q3 24 | $1.8B | $18.0B |
负债/权益比MTSIRNST
| Q2 26 | — | — | ||
| Q1 26 | — | 0.21× | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流MTSIRNST
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $271.5M | ||
| Q3 25 | $60.4M | $135.5M | ||
| Q2 25 | $38.7M | $-77.3M | ||
| Q1 25 | $66.7M | $106.2M | ||
| Q4 24 | — | $106.4M | ||
| Q3 24 | $62.3M | $-1.7M |
自由现金流MTSIRNST
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $237.8M | ||
| Q3 25 | $51.6M | $120.1M | ||
| Q2 25 | $30.5M | $-87.5M | ||
| Q1 25 | $61.3M | $101.3M | ||
| Q4 24 | — | $92.8M | ||
| Q3 24 | $57.1M | $-5.3M |
自由现金流率MTSIRNST
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 85.4% | ||
| Q3 25 | 20.5% | 44.6% | ||
| Q2 25 | 12.9% | -32.7% | ||
| Q1 25 | 28.1% | 59.4% | ||
| Q4 24 | — | 55.5% | ||
| Q3 24 | 28.5% | -2.4% |
资本支出强度MTSIRNST
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 12.1% | ||
| Q3 25 | 3.5% | 5.7% | ||
| Q2 25 | 3.5% | 3.8% | ||
| Q1 25 | 2.4% | 2.8% | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | 2.6% | 1.6% |
现金转化率MTSIRNST
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 3.44× | ||
| Q3 25 | 1.65× | 2.27× | ||
| Q2 25 | 1.22× | -75.92× | ||
| Q1 25 | — | 2.56× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | 2.12× | -0.02× |
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
暂无分部数据
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |
