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MACOM Technology Solutions Holdings, Inc.（MTSI）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.2倍（$324.4M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 5.7%，领先12.2%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 10.4%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $-13.3M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
MTSI vs RVLV — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $324.4M |
| 净利润 | $48.8M | $18.6M |
| 毛利率 | 55.9% | 53.3% |
| 营业利润率 | 15.9% | 6.3% |
| 净利率 | 18.0% | 5.7% |
| 营收同比 | 24.5% | 10.4% |
| 净利润同比 | 129.1% | 50.4% |
| 每股收益（稀释后） | $0.64 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $252.1M | $295.6M | ||
| Q2 25 | $235.9M | $309.0M | ||
| Q1 25 | $218.1M | $296.7M | ||
| Q4 24 | — | $293.7M | ||
| Q3 24 | $200.7M | $283.1M | ||
| Q2 24 | $190.5M | $282.5M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $18.6M | ||
| Q3 25 | $36.5M | $21.2M | ||
| Q2 25 | $31.7M | $10.2M | ||
| Q1 25 | $-167.5M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $29.4M | $11.0M | ||
| Q2 24 | $19.9M | $15.4M |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 53.3% | ||
| Q3 25 | 55.3% | 54.6% | ||
| Q2 25 | 55.2% | 54.1% | ||
| Q1 25 | 53.7% | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | 54.7% | 51.2% | ||
| Q2 24 | 53.2% | 54.0% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 6.3% | ||
| Q3 25 | 14.9% | 7.1% | ||
| Q2 25 | 14.8% | 5.8% | ||
| Q1 25 | 8.0% | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 13.7% | 5.0% | ||
| Q2 24 | 10.4% | 5.8% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 5.7% | ||
| Q3 25 | 14.5% | 7.2% | ||
| Q2 25 | 13.4% | 3.3% | ||
| Q1 25 | -76.8% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 14.7% | 3.9% | ||
| Q2 24 | 10.5% | 5.4% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.27 | ||
| Q3 25 | $0.48 | $0.29 | ||
| Q2 25 | $0.42 | $0.14 | ||
| Q1 25 | $-2.30 | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | $0.40 | $0.15 | ||
| 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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $512.5M |
| 总资产 | $2.1B | $765.0M |
| 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 | $292.3M | ||
| Q3 25 | $735.2M | $315.4M | ||
| Q2 25 | $681.5M | $310.7M | ||
| Q1 25 | $656.5M | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | $581.9M | $252.8M | ||
| Q2 24 | $521.5M | $244.7M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $512.5M | ||
| Q3 25 | $1.3B | $490.2M | ||
| Q2 25 | $1.2B | $468.6M | ||
| Q1 25 | $1.2B | $453.4M | ||
| Q4 24 | — | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | $1.1B | $405.8M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $765.0M | ||
| Q3 25 | $2.0B | $751.3M | ||
| Q2 25 | $1.9B | $722.9M | ||
| Q1 25 | $1.8B | $713.9M | ||
| Q4 24 | — | $665.5M | ||
| Q3 24 | $1.8B | $670.9M | ||
| Q2 24 | $1.7B | $657.8M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 11.0% | -4.1% |
| 资本支出强度资本支出/营收 | 4.8% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.88× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $48.0M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $-10.2M | ||
| Q3 25 | $60.4M | $11.8M | ||
| Q2 25 | $38.7M | $12.6M | ||
| Q1 25 | $66.7M | $45.1M | ||
| Q4 24 | — | $3.9M | ||
| Q3 24 | $62.3M | $9.1M | ||
| Q2 24 | $49.0M | $-24.7M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $-13.3M | ||
| Q3 25 | $51.6M | $7.5M | ||
| Q2 25 | $30.5M | $10.4M | ||
| Q1 25 | $61.3M | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | $57.1M | $8.0M | ||
| Q2 24 | $41.5M | $-25.7M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | -4.1% | ||
| Q3 25 | 20.5% | 2.5% | ||
| Q2 25 | 12.9% | 3.4% | ||
| Q1 25 | 28.1% | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 28.5% | 2.8% | ||
| Q2 24 | 21.8% | -9.1% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 1.0% | ||
| Q3 25 | 3.5% | 1.5% | ||
| Q2 25 | 3.5% | 0.7% | ||
| Q1 25 | 2.4% | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | 2.6% | 0.4% | ||
| Q2 24 | 3.9% | 0.4% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | -0.55× | ||
| Q3 25 | 1.65× | 0.56× | ||
| Q2 25 | 1.22× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 2.12× | 0.83× | ||
| Q2 24 | 2.46× | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
