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MACOM Technology Solutions Holdings, Inc.（MTSI）与RAYONIER INC（RYN）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RAYONIER INC的1.0倍（$289.0M vs $276.8M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs -4.5%，领先20.5%），RAYONIER INC同比增速更快（233.9% vs 22.5%），过去两年RAYONIER INC的营收复合增速更高（66.7% 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。
Rayonier Inc.是总部位于佛罗里达州怀尔德莱特的林地房地产投资信托（REIT），资产分布在美国和新西兰的软木种植区域，核心业务板块为木材业务与房地产业务。
MTSI vs RYN — 直观对比
营收规模更大
MTSI
是对方的1.0倍
$276.8M
营收增速更快
RYN
高出211.4%
22.5%
净利率更高
MTSI
高出20.5%
-4.5%
两年增速更快
RYN
近两年复合增速
23.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $276.8M |
| 净利润 | $46.3M | $-12.4M |
| 毛利率 | 56.9% | 100.0% |
| 营业利润率 | 17.6% | — |
| 净利率 | 16.0% | -4.5% |
| 营收同比 | 22.5% | 233.9% |
| 净利润同比 | 46.3% | -264.7% |
| 每股收益（稀释后） | $0.60 | — |
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MTSIRYN
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | $276.8M | ||
| Q4 25 | $261.2M | $117.5M | ||
| Q3 25 | $252.1M | $177.5M | ||
| Q2 25 | $235.9M | $106.5M | ||
| Q1 25 | $218.1M | $82.9M | ||
| Q4 24 | — | $650.5M | ||
| Q3 24 | $200.7M | $124.1M |
净利润MTSIRYN
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | $-12.4M | ||
| Q4 25 | $45.1M | $25.9M | ||
| Q3 25 | $36.5M | $43.2M | ||
| Q2 25 | $31.7M | $408.7M | ||
| Q1 25 | $-167.5M | $-3.4M | ||
| Q4 24 | — | $327.1M | ||
| Q3 24 | $29.4M | $28.8M |
毛利率MTSIRYN
| Q2 26 | 56.9% | — | ||
| Q1 26 | 55.9% | 100.0% | ||
| Q4 25 | 54.5% | 41.9% | ||
| Q3 25 | 55.3% | 32.9% | ||
| Q2 25 | 55.2% | 29.7% | ||
| Q1 25 | 53.7% | 21.7% | ||
| Q4 24 | — | 53.8% | ||
| Q3 24 | 54.7% | 30.4% |
营业利润率MTSIRYN
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 23.0% | ||
| Q3 25 | 14.9% | 23.5% | ||
| Q2 25 | 14.8% | 13.7% | ||
| Q1 25 | 8.0% | 0.1% | ||
| Q4 24 | — | 47.7% | ||
| Q3 24 | 13.7% | 15.2% |
净利率MTSIRYN
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | -4.5% | ||
| Q4 25 | 17.3% | 22.1% | ||
| Q3 25 | 14.5% | 24.3% | ||
| Q2 25 | 13.4% | 383.6% | ||
| Q1 25 | -76.8% | -4.1% | ||
| Q4 24 | — | 45.1% | ||
| Q3 24 | 14.7% | 23.2% |
每股收益（稀释后）MTSIRYN
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.14 | ||
| Q3 25 | $0.48 | $0.28 | ||
| Q2 25 | $0.42 | $2.63 | ||
| Q1 25 | $-2.30 | $-0.02 | ||
| Q4 24 | — | $2.18 | ||
| Q3 24 | $0.40 | $0.19 |
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 | $681.7M |
| 总债务越低越好 | $0 | $2.1B |
| 股东权益账面价值 | — | $5.3B |
| 总资产 | $2.0B | $7.7B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资MTSIRYN
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | $681.7M | ||
| Q4 25 | $786.0M | $842.9M | ||
| Q3 25 | $735.2M | $919.6M | ||
| Q2 25 | $681.5M | $892.3M | ||
| Q1 25 | $656.5M | $216.2M | ||
| Q4 24 | — | $303.1M | ||
| Q3 24 | $581.9M | $51.9M |
总债务MTSIRYN
| Q2 26 | $0 | — | ||
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $845.3M | ||
| Q3 25 | — | $845.1M | ||
| Q2 25 | — | $844.9M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.3B |
股东权益MTSIRYN
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | $5.3B | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.3B | $2.3B | ||
| Q2 25 | $1.2B | $2.3B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $1.1B | $1.8B |
总资产MTSIRYN
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | $7.7B | ||
| Q4 25 | $2.1B | $3.4B | ||
| Q3 25 | $2.0B | $3.5B | ||
| Q2 25 | $1.9B | $3.5B | ||
| Q1 25 | $1.8B | $3.4B | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | $1.8B | $3.5B |
负债/权益比MTSIRYN
| Q2 26 | — | — | ||
| Q1 26 | — | 0.39× | ||
| Q4 25 | — | 0.38× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.72× |
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 | — | 7.4% |
| 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MTSIRYN
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $256.7M | ||
| Q3 25 | $60.4M | $116.2M | ||
| Q2 25 | $38.7M | $61.0M | ||
| Q1 25 | $66.7M | $27.7M | ||
| Q4 24 | — | $261.6M | ||
| Q3 24 | $62.3M | $66.2M |
自由现金流MTSIRYN
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | — | ||
| Q3 25 | $51.6M | $99.9M | ||
| Q2 25 | $30.5M | — | ||
| Q1 25 | $61.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $57.1M | $42.2M |
自由现金流率MTSIRYN
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | — | ||
| Q3 25 | 20.5% | 56.3% | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 28.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 28.5% | 34.0% |
资本支出强度MTSIRYN
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | 7.4% | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 3.5% | 9.2% | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.6% | 19.3% |
现金转化率MTSIRYN
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 9.91× | ||
| Q3 25 | 1.65× | 2.69× | ||
| Q2 25 | 1.22× | 0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.80× | ||
| Q3 24 | 2.12× | 2.30× |
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
RYN
| Wood Products | $108.5M | 39% |
| Southern Timber | $88.7M | 32% |
| Real Estate | $59.8M | 22% |
| Northwest Timber | $32.1M | 12% |
