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MACOM Technology Solutions Holdings, Inc.（MTSI）与STRATTEC SECURITY CORP（STRT）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STRATTEC SECURITY CORP的2.0倍（$271.6M vs $137.5M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 3.6%，领先14.4%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 5.9%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $11.3M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 7.7%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
MTSI vs STRT — 直观对比
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $137.5M |
| 净利润 | $48.8M | $4.9M |
| 毛利率 | 55.9% | 16.5% |
| 营业利润率 | 15.9% | 3.5% |
| 净利率 | 18.0% | 3.6% |
| 营收同比 | 24.5% | 5.9% |
| 净利润同比 | 129.1% | 275.1% |
| 每股收益（稀释后） | $0.64 | $1.20 |
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 | $137.5M | ||
| Q3 25 | $252.1M | $152.4M | ||
| Q2 25 | $235.9M | $152.0M | ||
| Q1 25 | $218.1M | $144.1M | ||
| Q4 24 | — | $129.9M | ||
| Q3 24 | $200.7M | $139.1M | ||
| Q2 24 | $190.5M | — |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $4.9M | ||
| Q3 25 | $36.5M | $8.5M | ||
| Q2 25 | $31.7M | $8.3M | ||
| Q1 25 | $-167.5M | $5.4M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | $29.4M | $3.7M | ||
| Q2 24 | $19.9M | — |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 16.5% | ||
| Q3 25 | 55.3% | 17.3% | ||
| Q2 25 | 55.2% | 16.7% | ||
| Q1 25 | 53.7% | 16.0% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | 54.7% | 13.6% | ||
| Q2 24 | 53.2% | — |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 3.5% | ||
| Q3 25 | 14.9% | 6.9% | ||
| Q2 25 | 14.8% | 5.6% | ||
| Q1 25 | 8.0% | 4.9% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | 13.7% | 3.6% | ||
| Q2 24 | 10.4% | — |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 3.6% | ||
| Q3 25 | 14.5% | 5.6% | ||
| Q2 25 | 13.4% | 5.4% | ||
| Q1 25 | -76.8% | 3.7% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | 14.7% | 2.7% | ||
| Q2 24 | 10.5% | — |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $1.20 | ||
| Q3 25 | $0.48 | $2.07 | ||
| Q2 25 | $0.42 | $2.02 | ||
| Q1 25 | $-2.30 | $1.32 | ||
| Q4 24 | — | $0.32 | ||
| Q3 24 | $0.40 | $0.92 | ||
| Q2 24 | $0.27 | — |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $236.8M |
| 总资产 | $2.1B | $392.2M |
| 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 | $99.0M | ||
| Q3 25 | $735.2M | $90.5M | ||
| Q2 25 | $681.5M | $84.6M | ||
| Q1 25 | $656.5M | $62.1M | ||
| Q4 24 | — | $42.6M | ||
| Q3 24 | $581.9M | $34.4M | ||
| Q2 24 | $521.5M | — |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $236.8M | ||
| Q3 25 | $1.3B | $230.5M | ||
| Q2 25 | $1.2B | $221.6M | ||
| Q1 25 | $1.2B | $210.7M | ||
| Q4 24 | — | $204.5M | ||
| Q3 24 | $1.1B | $203.0M | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $392.2M | ||
| Q3 25 | $2.0B | $390.1M | ||
| Q2 25 | $1.9B | $391.5M | ||
| Q1 25 | $1.8B | $387.4M | ||
| Q4 24 | — | $355.9M | ||
| Q3 24 | $1.8B | $366.9M | ||
| Q2 24 | $1.7B | — |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $11.3M |
| 自由现金流率自由现金流/营收 | 11.0% | 8.2% |
| 资本支出强度资本支出/营收 | 4.8% | 1.9% |
| 现金转化率经营现金流/净利润 | 0.88× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $67.8M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $13.9M | ||
| Q3 25 | $60.4M | $11.3M | ||
| Q2 25 | $38.7M | $30.2M | ||
| Q1 25 | $66.7M | $20.7M | ||
| Q4 24 | — | $9.4M | ||
| Q3 24 | $62.3M | $11.3M | ||
| Q2 24 | $49.0M | — |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $11.3M | ||
| Q3 25 | $51.6M | $9.8M | ||
| Q2 25 | $30.5M | $27.2M | ||
| Q1 25 | $61.3M | $19.6M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | $57.1M | $9.3M | ||
| Q2 24 | $41.5M | — |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 8.2% | ||
| Q3 25 | 20.5% | 6.4% | ||
| Q2 25 | 12.9% | 17.9% | ||
| Q1 25 | 28.1% | 13.6% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | 28.5% | 6.7% | ||
| Q2 24 | 21.8% | — |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 1.9% | ||
| Q3 25 | 3.5% | 1.0% | ||
| Q2 25 | 3.5% | 2.0% | ||
| Q1 25 | 2.4% | 0.8% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 2.6% | 1.5% | ||
| Q2 24 | 3.9% | — |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 2.81× | ||
| Q3 25 | 1.65× | 1.33× | ||
| Q2 25 | 1.22× | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | 2.12× | 3.06× | ||
| 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
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
