vs
MACOM Technology Solutions Holdings, Inc.（MTSI）与SPORTSMAN'S WAREHOUSE HOLDINGS, INC.（SPWH）财务数据对比。点击上方公司名可切换其他公司
SPORTSMAN'S WAREHOUSE HOLDINGS, INC.的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.1倍（$331.3M vs $289.0M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs 0.0%，领先16.0%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 2.2%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs -5.4%）
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。
运动员仓库控股（Sportsman's Warehouse）是美国户外体育用品零售商，门店遍布全美29个州，主要面向狩猎、射击、露营、垂钓等各类户外休闲运动爱好者，销售户外服饰、鞋履及专业运动装备。
MTSI vs SPWH — 直观对比
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $331.3M |
| 净利润 | $46.3M | $8.0K |
| 毛利率 | 56.9% | 32.8% |
| 营业利润率 | 17.6% | 1.3% |
| 净利率 | 16.0% | 0.0% |
| 营收同比 | 22.5% | 2.2% |
| 净利润同比 | 46.3% | -97.8% |
| 每股收益（稀释后） | $0.60 | $0.00 |
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
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | — | ||
| Q4 25 | $261.2M | $331.3M | ||
| Q3 25 | $252.1M | $293.9M | ||
| Q2 25 | $235.9M | $249.1M | ||
| Q1 25 | $218.1M | $340.4M | ||
| Q4 24 | — | $324.3M | ||
| Q3 24 | $200.7M | $288.7M |
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $8.0K | ||
| Q3 25 | $36.5M | $-7.1M | ||
| Q2 25 | $31.7M | $-21.3M | ||
| Q1 25 | $-167.5M | $-8.7M | ||
| Q4 24 | — | $-364.0K | ||
| Q3 24 | $29.4M | $-5.9M |
| Q2 26 | 56.9% | — | ||
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 32.8% | ||
| Q3 25 | 55.3% | 32.0% | ||
| Q2 25 | 55.2% | 30.4% | ||
| Q1 25 | 53.7% | 30.4% | ||
| Q4 24 | — | 31.8% | ||
| Q3 24 | 54.7% | 31.2% |
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 1.3% | ||
| Q3 25 | 14.9% | -1.1% | ||
| Q2 25 | 14.8% | -7.9% | ||
| Q1 25 | 8.0% | 1.1% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | 13.7% | -1.5% |
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 0.0% | ||
| Q3 25 | 14.5% | -2.4% | ||
| Q2 25 | 13.4% | -8.5% | ||
| Q1 25 | -76.8% | -2.6% | ||
| Q4 24 | — | -0.1% | ||
| Q3 24 | 14.7% | -2.0% |
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.00 | ||
| Q3 25 | $0.48 | $-0.18 | ||
| Q2 25 | $0.42 | $-0.56 | ||
| Q1 25 | $-2.30 | $-0.22 | ||
| Q4 24 | — | $-0.01 | ||
| Q3 24 | $0.40 | $-0.16 |
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 | $2.2M |
| 总债务越低越好 | $0 | $44.0M |
| 股东权益账面价值 | — | $209.5M |
| 总资产 | $2.0B | $913.9M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $2.2M | ||
| Q3 25 | $735.2M | $1.8M | ||
| Q2 25 | $681.5M | $3.6M | ||
| Q1 25 | $656.5M | $2.8M | ||
| Q4 24 | — | $2.7M | ||
| Q3 24 | $581.9M | $2.6M |
| Q2 26 | $0 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $44.0M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | $24.1M | ||
| Q1 25 | — | $24.1M | ||
| Q4 24 | — | $24.0M | ||
| Q3 24 | — | $24.0M |
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $209.5M | ||
| Q3 25 | $1.3B | $208.9M | ||
| Q2 25 | $1.2B | $215.1M | ||
| Q1 25 | $1.2B | $235.7M | ||
| Q4 24 | — | $243.6M | ||
| Q3 24 | $1.1B | $243.0M |
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $913.9M | ||
| Q3 25 | $2.0B | $948.9M | ||
| Q2 25 | $1.9B | $929.7M | ||
| Q1 25 | $1.8B | $852.1M | ||
| Q4 24 | — | $967.7M | ||
| Q3 24 | $1.8B | $901.9M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | 0.10× |
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 | $16.3M |
| 自由现金流经营现金流 - 资本支出 | — | $8.7M |
| 自由现金流率自由现金流/营收 | — | 2.6% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 2.62× | 2038.00× |
| 过去12个月自由现金流最近4个季度 | — | $-39.7M |
8季度趋势，按日历期对齐
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $16.3M | ||
| Q3 25 | $60.4M | $-26.6M | ||
| Q2 25 | $38.7M | $-60.2M | ||
| Q1 25 | $66.7M | $52.8M | ||
| Q4 24 | — | $-2.5M | ||
| Q3 24 | $62.3M | $18.5M |
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $8.7M | ||
| Q3 25 | $51.6M | $-33.9M | ||
| Q2 25 | $30.5M | $-64.0M | ||
| Q1 25 | $61.3M | $49.6M | ||
| Q4 24 | — | $-6.2M | ||
| Q3 24 | $57.1M | $14.1M |
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 2.6% | ||
| Q3 25 | 20.5% | -11.5% | ||
| Q2 25 | 12.9% | -25.7% | ||
| Q1 25 | 28.1% | 14.6% | ||
| Q4 24 | — | -1.9% | ||
| Q3 24 | 28.5% | 4.9% |
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 2.3% | ||
| Q3 25 | 3.5% | 2.5% | ||
| Q2 25 | 3.5% | 1.5% | ||
| Q1 25 | 2.4% | 1.0% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | 2.6% | 1.5% |
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 2038.00× | ||
| Q3 25 | 1.65× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
