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MACOM Technology Solutions Holdings, Inc.（MTSI）与ROGERS CORP（ROG）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ROGERS CORP的1.4倍（$271.6M vs $200.5M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 2.2%，领先15.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 5.2%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $1.1M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
MTSI vs ROG — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $200.5M |
| 净利润 | $48.8M | $4.5M |
| 毛利率 | 55.9% | 32.2% |
| 营业利润率 | 15.9% | — |
| 净利率 | 18.0% | 2.2% |
| 营收同比 | 24.5% | 5.2% |
| 净利润同比 | 129.1% | 421.4% |
| 每股收益（稀释后） | $0.64 | $0.25 |
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 | $200.5M | ||
| Q4 25 | $261.2M | $201.5M | ||
| Q3 25 | $252.1M | $216.0M | ||
| Q2 25 | $235.9M | $202.8M | ||
| Q1 25 | $218.1M | $190.5M | ||
| Q4 24 | — | $192.2M | ||
| Q3 24 | $200.7M | $210.3M | ||
| Q2 24 | $190.5M | $214.2M |
| Q1 26 | $48.8M | $4.5M | ||
| Q4 25 | $45.1M | $4.6M | ||
| Q3 25 | $36.5M | $8.6M | ||
| Q2 25 | $31.7M | $-73.6M | ||
| Q1 25 | $-167.5M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $29.4M | $10.7M | ||
| Q2 24 | $19.9M | $8.1M |
| Q1 26 | 55.9% | 32.2% | ||
| Q4 25 | 54.5% | 31.5% | ||
| Q3 25 | 55.3% | 33.5% | ||
| Q2 25 | 55.2% | 31.6% | ||
| Q1 25 | 53.7% | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | 54.7% | 35.2% | ||
| Q2 24 | 53.2% | 34.1% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 3.5% | ||
| Q3 25 | 14.9% | 7.3% | ||
| Q2 25 | 14.8% | -33.3% | ||
| Q1 25 | 8.0% | -0.2% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | 13.7% | 6.9% | ||
| Q2 24 | 10.4% | 5.3% |
| Q1 26 | 18.0% | 2.2% | ||
| Q4 25 | 17.3% | 2.3% | ||
| Q3 25 | 14.5% | 4.0% | ||
| Q2 25 | 13.4% | -36.3% | ||
| Q1 25 | -76.8% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | 14.7% | 5.1% | ||
| Q2 24 | 10.5% | 3.8% |
| Q1 26 | $0.64 | $0.25 | ||
| Q4 25 | $0.67 | $0.20 | ||
| Q3 25 | $0.48 | $0.48 | ||
| Q2 25 | $0.42 | $-4.00 | ||
| Q1 25 | $-2.30 | $-0.08 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | $0.40 | $0.58 | ||
| Q2 24 | $0.27 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $1.2B |
| 总资产 | $2.1B | $1.4B |
| 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 | $195.8M | ||
| Q4 25 | $786.0M | $197.0M | ||
| Q3 25 | $735.2M | $167.8M | ||
| Q2 25 | $681.5M | $157.2M | ||
| Q1 25 | $656.5M | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | $581.9M | $146.4M | ||
| Q2 24 | $521.5M | $119.9M |
| Q1 26 | $1.4B | $1.2B | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
| Q1 26 | $2.1B | $1.4B | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.7B | $1.5B |
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 | $1.1M |
| 自由现金流率自由现金流/营收 | 11.0% | 0.5% |
| 资本支出强度资本支出/营收 | 4.8% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.88× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $70.1M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | $5.8M | ||
| Q4 25 | $69.6M | $46.9M | ||
| Q3 25 | $60.4M | $28.9M | ||
| Q2 25 | $38.7M | $13.7M | ||
| Q1 25 | $66.7M | $11.7M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | $62.3M | $42.4M | ||
| Q2 24 | $49.0M | $22.9M |
| Q1 26 | $30.0M | $1.1M | ||
| Q4 25 | $49.4M | $42.2M | ||
| Q3 25 | $51.6M | $21.2M | ||
| Q2 25 | $30.5M | $5.6M | ||
| Q1 25 | $61.3M | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | $57.1M | $25.2M | ||
| Q2 24 | $41.5M | $8.8M |
| Q1 26 | 11.0% | 0.5% | ||
| Q4 25 | 18.9% | 20.9% | ||
| Q3 25 | 20.5% | 9.8% | ||
| Q2 25 | 12.9% | 2.8% | ||
| Q1 25 | 28.1% | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | 28.5% | 12.0% | ||
| Q2 24 | 21.8% | 4.1% |
| Q1 26 | 4.8% | 2.3% | ||
| Q4 25 | 7.7% | 2.3% | ||
| Q3 25 | 3.5% | 3.6% | ||
| Q2 25 | 3.5% | 4.0% | ||
| Q1 25 | 2.4% | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | 2.6% | 8.2% | ||
| Q2 24 | 3.9% | 6.6% |
| Q1 26 | 0.88× | 1.29× | ||
| Q4 25 | 1.54× | 10.20× | ||
| Q3 25 | 1.65× | 3.36× | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | 3.96× | ||
| Q2 24 | 2.46× | 2.83× |
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% |
ROG
暂无分部数据
