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MACOM Technology Solutions Holdings, Inc.（MTSI）与Shimmick Corp（SHIM）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Shimmick Corp的2.0倍（$289.0M vs $141.9M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs -3.1%，领先19.1%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs -10.1%）
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。
Shimmick Corp是一家总部位于美国的重型民用建筑企业，专注于水处理设施、交通系统、大坝工程、环境修复等关键公共基础设施的建造与升级，主要服务北美各级政府客户，承接各类复杂大型建筑项目。
MTSI vs SHIM — 直观对比
营收规模更大
MTSI
是对方的2.0倍
$141.9M
净利率更高
MTSI
高出19.1%
-3.1%
两年增速更快
MTSI
近两年复合增速
-10.1%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $141.9M |
| 净利润 | $46.3M | $-4.4M |
| 毛利率 | 56.9% | 7.6% |
| 营业利润率 | 17.6% | -2.2% |
| 净利率 | 16.0% | -3.1% |
| 营收同比 | 22.5% | — |
| 净利润同比 | 46.3% | — |
| 每股收益（稀释后） | $0.60 | $-0.12 |
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MTSISHIM
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | — | ||
| Q4 25 | $261.2M | $141.9M | ||
| Q3 25 | $252.1M | $128.4M | ||
| Q2 25 | $235.9M | $122.1M | ||
| Q1 25 | $218.1M | $103.6M | ||
| Q3 24 | $200.7M | $166.0M | ||
| Q2 24 | $190.5M | $90.6M |
净利润MTSISHIM
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $-4.4M | ||
| Q3 25 | $36.5M | $-8.5M | ||
| Q2 25 | $31.7M | $-9.8M | ||
| Q1 25 | $-167.5M | $-38.5M | ||
| Q3 24 | $29.4M | $-1.6M | ||
| Q2 24 | $19.9M | $-51.4M |
毛利率MTSISHIM
| Q2 26 | 56.9% | — | ||
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 7.6% | ||
| Q3 25 | 55.3% | 6.3% | ||
| Q2 25 | 55.2% | 3.8% | ||
| Q1 25 | 53.7% | -20.1% | ||
| Q3 24 | 54.7% | 7.3% | ||
| Q2 24 | 53.2% | -34.4% |
营业利润率MTSISHIM
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | -2.2% | ||
| Q3 25 | 14.9% | -5.5% | ||
| Q2 25 | 14.8% | -7.3% | ||
| Q1 25 | 8.0% | -39.3% | ||
| Q3 24 | 13.7% | 0.7% | ||
| Q2 24 | 10.4% | -53.0% |
净利率MTSISHIM
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | -3.1% | ||
| Q3 25 | 14.5% | -6.6% | ||
| Q2 25 | 13.4% | -8.0% | ||
| Q1 25 | -76.8% | -37.1% | ||
| Q3 24 | 14.7% | -0.9% | ||
| Q2 24 | 10.5% | -56.7% |
每股收益（稀释后）MTSISHIM
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $-0.12 | ||
| Q3 25 | $0.48 | $-0.25 | ||
| Q2 25 | $0.42 | $-0.28 | ||
| Q1 25 | $-2.30 | $-0.92 | ||
| Q3 24 | $0.40 | $-0.05 | ||
| Q2 24 | $0.27 | $-1.83 |
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 | $17.6M |
| 总债务越低越好 | $0 | $57.5M |
| 股东权益账面价值 | — | $-52.7M |
| 总资产 | $2.0B | $218.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MTSISHIM
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $17.6M | ||
| Q3 25 | $735.2M | $21.4M | ||
| Q2 25 | $681.5M | $16.3M | ||
| Q1 25 | $656.5M | $33.7M | ||
| Q3 24 | $581.9M | $26.0M | ||
| Q2 24 | $521.5M | $22.4M |
总债务MTSISHIM
| Q2 26 | $0 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $57.5M | ||
| Q3 25 | — | $36.4M | ||
| Q2 25 | — | $31.4M | ||
| Q1 25 | — | $9.5M | ||
| Q3 24 | — | $39.9M | ||
| Q2 24 | — | — |
股东权益MTSISHIM
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $-52.7M | ||
| Q3 25 | $1.3B | $-49.5M | ||
| Q2 25 | $1.2B | $-42.6M | ||
| Q1 25 | $1.2B | $-34.7M | ||
| Q3 24 | $1.1B | $973.0K | ||
| Q2 24 | $1.1B | $436.0K |
总资产MTSISHIM
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $218.5M | ||
| Q3 25 | $2.0B | $203.0M | ||
| Q2 25 | $1.9B | $227.7M | ||
| Q1 25 | $1.8B | $233.9M | ||
| Q3 24 | $1.8B | $346.7M | ||
| Q2 24 | $1.7B | $344.5M |
负债/权益比MTSISHIM
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | 41.01× | ||
| Q2 24 | — | — |
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 | $-23.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-28.7M |
| 自由现金流率自由现金流/营收 | — | -20.2% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 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 | — | $-27.2M |
8季度趋势，按日历期对齐
经营现金流MTSISHIM
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $-23.7M | ||
| Q3 25 | $60.4M | $-3.8M | ||
| Q2 25 | $38.7M | $-38.2M | ||
| Q1 25 | $66.7M | $44.9M | ||
| Q3 24 | $62.3M | $12.7M | ||
| Q2 24 | $49.0M | $-43.9M |
自由现金流MTSISHIM
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $-28.7M | ||
| Q3 25 | $51.6M | $-4.2M | ||
| Q2 25 | $30.5M | $-38.7M | ||
| Q1 25 | $61.3M | $44.4M | ||
| Q3 24 | $57.1M | $10.3M | ||
| Q2 24 | $41.5M | $-46.8M |
自由现金流率MTSISHIM
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | -20.2% | ||
| Q3 25 | 20.5% | -3.2% | ||
| Q2 25 | 12.9% | -31.7% | ||
| Q1 25 | 28.1% | 42.9% | ||
| Q3 24 | 28.5% | 6.2% | ||
| Q2 24 | 21.8% | -51.7% |
资本支出强度MTSISHIM
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 3.5% | ||
| Q3 25 | 3.5% | 0.3% | ||
| Q2 25 | 3.5% | 0.4% | ||
| Q1 25 | 2.4% | 0.5% | ||
| Q3 24 | 2.6% | 1.4% | ||
| Q2 24 | 3.9% | 3.3% |
现金转化率MTSISHIM
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.65× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | 2.12× | — | ||
| Q2 24 | 2.46× | — |
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
SHIM
| Shimmick Projects | $106.8M | 75% |
| Non Core Projects | $35.1M | 25% |
