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MACOM Technology Solutions Holdings, Inc.（MTSI）与SHOE CARNIVAL INC（SCVL）财务数据对比。点击上方公司名可切换其他公司
SHOE CARNIVAL INC的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.1倍（$297.2M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 4.9%，领先13.0%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -3.2%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $19.7M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 3.0%）
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。
Shoe Carnival Inc是一家美国家庭鞋类零售商，目前在美国中西部、南部、东南部地区以及波多黎各共开设了429家门店。该公司由大卫·拉塞尔于1978年创立，截至2025年，其总部位于南卡罗来纳州福特米尔。
MTSI vs SCVL — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $297.2M |
| 净利润 | $48.8M | $14.6M |
| 毛利率 | 55.9% | 37.6% |
| 营业利润率 | 15.9% | 6.3% |
| 净利率 | 18.0% | 4.9% |
| 营收同比 | 24.5% | -3.2% |
| 净利润同比 | 129.1% | -23.9% |
| 每股收益（稀释后） | $0.64 | $0.53 |
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 | $297.2M | ||
| Q3 25 | $252.1M | $306.4M | ||
| Q2 25 | $235.9M | $277.7M | ||
| Q1 25 | $218.1M | $262.9M | ||
| Q4 24 | — | $306.9M | ||
| Q3 24 | $200.7M | $332.7M | ||
| Q2 24 | $190.5M | $300.4M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $14.6M | ||
| Q3 25 | $36.5M | $19.2M | ||
| Q2 25 | $31.7M | $9.3M | ||
| Q1 25 | $-167.5M | $14.7M | ||
| Q4 24 | — | $19.2M | ||
| Q3 24 | $29.4M | $22.6M | ||
| Q2 24 | $19.9M | $17.3M |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 37.6% | ||
| Q3 25 | 55.3% | 38.8% | ||
| Q2 25 | 55.2% | 34.5% | ||
| Q1 25 | 53.7% | 34.9% | ||
| Q4 24 | — | 36.0% | ||
| Q3 24 | 54.7% | 36.1% | ||
| Q2 24 | 53.2% | 35.6% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 6.3% | ||
| Q3 25 | 14.9% | 8.2% | ||
| Q2 25 | 14.8% | 4.3% | ||
| Q1 25 | 8.0% | 5.3% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | 13.7% | 9.0% | ||
| Q2 24 | 10.4% | 7.5% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 4.9% | ||
| Q3 25 | 14.5% | 6.3% | ||
| Q2 25 | 13.4% | 3.4% | ||
| Q1 25 | -76.8% | 5.6% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | 14.7% | 6.8% | ||
| Q2 24 | 10.5% | 5.8% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.53 | ||
| Q3 25 | $0.48 | $0.70 | ||
| Q2 25 | $0.42 | $0.34 | ||
| Q1 25 | $-2.30 | $0.53 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | $0.40 | $0.82 | ||
| Q2 24 | $0.27 | $0.63 |
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 | $107.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $683.2M |
| 总资产 | $2.1B | $1.2B |
| 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 | $107.7M | ||
| Q3 25 | $735.2M | $91.9M | ||
| Q2 25 | $681.5M | $93.0M | ||
| Q1 25 | $656.5M | $123.1M | ||
| Q4 24 | — | $91.1M | ||
| Q3 24 | $581.9M | $84.5M | ||
| Q2 24 | $521.5M | $69.5M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $683.2M | ||
| Q3 25 | $1.3B | $670.7M | ||
| Q2 25 | $1.2B | $653.6M | ||
| Q1 25 | $1.2B | $649.0M | ||
| Q4 24 | — | $635.7M | ||
| Q3 24 | $1.1B | $618.5M | ||
| Q2 24 | $1.1B | $597.8M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B |
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 | $33.6M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $19.7M |
| 自由现金流率自由现金流/营收 | 11.0% | 6.6% |
| 资本支出强度资本支出/营收 | 4.8% | 4.7% |
| 现金转化率经营现金流/净利润 | 0.88× | 2.30× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $35.1M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $33.6M | ||
| Q3 25 | $60.4M | $13.3M | ||
| Q2 25 | $38.7M | $-9.6M | ||
| Q1 25 | $66.7M | $44.5M | ||
| Q4 24 | — | $17.3M | ||
| Q3 24 | $62.3M | $23.7M | ||
| Q2 24 | $49.0M | $17.1M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $19.7M | ||
| Q3 25 | $51.6M | $2.2M | ||
| Q2 25 | $30.5M | $-23.0M | ||
| Q1 25 | $61.3M | $36.2M | ||
| Q4 24 | — | $8.3M | ||
| Q3 24 | $57.1M | $18.2M | ||
| Q2 24 | $41.5M | $6.9M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 6.6% | ||
| Q3 25 | 20.5% | 0.7% | ||
| Q2 25 | 12.9% | -8.3% | ||
| Q1 25 | 28.1% | 13.8% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 28.5% | 5.5% | ||
| Q2 24 | 21.8% | 2.3% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 4.7% | ||
| Q3 25 | 3.5% | 3.6% | ||
| Q2 25 | 3.5% | 4.8% | ||
| Q1 25 | 2.4% | 3.2% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | 2.6% | 1.7% | ||
| Q2 24 | 3.9% | 3.4% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 2.30× | ||
| Q3 25 | 1.65× | 0.69× | ||
| Q2 25 | 1.22× | -1.03× | ||
| Q1 25 | — | 3.04× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 2.12× | 1.05× | ||
| Q2 24 | 2.46× | 0.99× |
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% |
SCVL
暂无分部数据
