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MACOM Technology Solutions Holdings, Inc.（MTSI）与GIBRALTAR INDUSTRIES, INC.（ROCK）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GIBRALTAR INDUSTRIES, INC.的1.2倍（$271.6M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 24.5%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $26.2M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
MTSI vs ROCK — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $225.0M |
| 净利润 | $48.8M | — |
| 毛利率 | 55.9% | 25.3% |
| 营业利润率 | 15.9% | 7.9% |
| 净利率 | 18.0% | — |
| 营收同比 | 24.5% | 24.9% |
| 净利润同比 | 129.1% | — |
| 每股收益（稀释后） | $0.64 | — |
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 | $225.0M | ||
| Q3 25 | $252.1M | $310.9M | ||
| Q2 25 | $235.9M | $309.5M | ||
| Q1 25 | $218.1M | $290.0M | ||
| Q4 24 | — | $180.1M | ||
| Q3 24 | $200.7M | $277.1M | ||
| Q2 24 | $190.5M | $273.6M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | — | ||
| Q3 25 | $36.5M | $-89.1M | ||
| Q2 25 | $31.7M | $26.0M | ||
| Q1 25 | $-167.5M | $21.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | $29.4M | $34.0M | ||
| Q2 24 | $19.9M | $32.2M |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 25.3% | ||
| Q3 25 | 55.3% | 26.6% | ||
| Q2 25 | 55.2% | 28.4% | ||
| Q1 25 | 53.7% | 26.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | 54.7% | 29.4% | ||
| Q2 24 | 53.2% | 30.5% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 7.9% | ||
| Q3 25 | 14.9% | 12.8% | ||
| Q2 25 | 14.8% | 12.8% | ||
| Q1 25 | 8.0% | 8.8% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | 13.7% | 15.6% | ||
| Q2 24 | 10.4% | 14.9% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | — | ||
| Q3 25 | 14.5% | -28.6% | ||
| Q2 25 | 13.4% | 8.4% | ||
| Q1 25 | -76.8% | 7.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.7% | 12.3% | ||
| Q2 24 | 10.5% | 11.8% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | — | ||
| Q3 25 | $0.48 | $-2.98 | ||
| Q2 25 | $0.42 | $0.87 | ||
| Q1 25 | $-2.30 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.40 | $1.11 | ||
| Q2 24 | $0.27 | $1.05 |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.4B | $950.4M |
| 总资产 | $2.1B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $115.7M | ||
| Q3 25 | $735.2M | $89.4M | ||
| Q2 25 | $681.5M | $43.3M | ||
| Q1 25 | $656.5M | $25.1M | ||
| Q4 24 | — | $269.5M | ||
| Q3 24 | $581.9M | $228.9M | ||
| Q2 24 | $521.5M | $179.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $950.4M | ||
| Q3 25 | $1.3B | $951.8M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $975.7M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| 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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $26.2M |
| 自由现金流率自由现金流/营收 | 11.0% | 11.7% |
| 资本支出强度资本支出/营收 | 4.8% | 4.1% |
| 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 | $120.6M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $35.5M | ||
| Q3 25 | $60.4M | $73.0M | ||
| Q2 25 | $38.7M | $44.9M | ||
| Q1 25 | $66.7M | $13.7M | ||
| Q4 24 | — | $19.9M | ||
| Q3 24 | $62.3M | $64.7M | ||
| Q2 24 | $49.0M | $36.5M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $26.2M | ||
| Q3 25 | $51.6M | $64.8M | ||
| Q2 25 | $30.5M | $27.3M | ||
| Q1 25 | $61.3M | $2.3M | ||
| Q4 24 | — | $14.1M | ||
| Q3 24 | $57.1M | $60.5M | ||
| Q2 24 | $41.5M | $33.5M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 11.7% | ||
| Q3 25 | 20.5% | 20.8% | ||
| Q2 25 | 12.9% | 8.8% | ||
| Q1 25 | 28.1% | 0.8% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | 28.5% | 21.8% | ||
| Q2 24 | 21.8% | 12.2% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 4.1% | ||
| Q3 25 | 3.5% | 2.6% | ||
| Q2 25 | 3.5% | 5.7% | ||
| Q1 25 | 2.4% | 3.9% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 2.6% | 1.5% | ||
| Q2 24 | 3.9% | 1.1% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.65× | — | ||
| Q2 25 | 1.22× | 1.73× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | 1.90× | ||
| Q2 24 | 2.46× | 1.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
