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MACOM Technology Solutions Holdings, Inc.（MTSI）与Tecnoglass Inc.（TGLS）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Tecnoglass Inc.的1.1倍（$271.6M vs $245.3M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 10.6%，领先7.3%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 2.4%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $11.4M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 12.8%）
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。
Tecnoglass Inc.是一家领先的建筑玻璃、铝制门窗及相关建材生产商，主要服务北美及拉美地区的住宅和商业建筑领域，为新建及翻新项目提供定制化、高能效的建筑解决方案。
MTSI vs TGLS — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $245.3M |
| 净利润 | $48.8M | $26.1M |
| 毛利率 | 55.9% | 40.0% |
| 营业利润率 | 15.9% | 18.3% |
| 净利率 | 18.0% | 10.6% |
| 营收同比 | 24.5% | 2.4% |
| 净利润同比 | 129.1% | -44.5% |
| 每股收益（稀释后） | $0.64 | $0.57 |
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 | $245.3M | ||
| Q3 25 | $252.1M | $260.5M | ||
| Q2 25 | $235.9M | $255.5M | ||
| Q1 25 | $218.1M | $222.3M | ||
| Q4 24 | — | $239.6M | ||
| Q3 24 | $200.7M | $238.3M | ||
| Q2 24 | $190.5M | $219.7M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $26.1M | ||
| Q3 25 | $36.5M | $47.2M | ||
| Q2 25 | $31.7M | $44.1M | ||
| Q1 25 | $-167.5M | $42.2M | ||
| Q4 24 | — | $47.0M | ||
| Q3 24 | $29.4M | $49.5M | ||
| Q2 24 | $19.9M | $35.0M |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 40.0% | ||
| Q3 25 | 55.3% | 42.7% | ||
| Q2 25 | 55.2% | 44.7% | ||
| Q1 25 | 53.7% | 43.9% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | 54.7% | 45.8% | ||
| Q2 24 | 53.2% | 40.8% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 18.3% | ||
| Q3 25 | 14.9% | 25.1% | ||
| Q2 25 | 14.8% | 24.0% | ||
| Q1 25 | 8.0% | 26.7% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | 13.7% | 28.4% | ||
| Q2 24 | 10.4% | 23.3% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 10.6% | ||
| Q3 25 | 14.5% | 18.1% | ||
| Q2 25 | 13.4% | 17.3% | ||
| Q1 25 | -76.8% | 19.0% | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | 14.7% | 20.8% | ||
| Q2 24 | 10.5% | 15.9% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $0.57 | ||
| Q3 25 | $0.48 | $1.01 | ||
| Q2 25 | $0.42 | $0.94 | ||
| Q1 25 | $-2.30 | $0.90 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | $0.40 | $1.05 | ||
| Q2 24 | $0.27 | $0.75 |
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 | $104.1M |
| 总债务越低越好 | — | $174.4M |
| 股东权益账面价值 | $1.4B | $713.1M |
| 总资产 | $2.1B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $104.1M | ||
| Q3 25 | $735.2M | $127.1M | ||
| Q2 25 | $681.5M | $140.9M | ||
| Q1 25 | $656.5M | $160.2M | ||
| Q4 24 | — | $137.5M | ||
| Q3 24 | $581.9M | $124.8M | ||
| Q2 24 | $521.5M | $129.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $174.4M | ||
| Q3 25 | — | $114.7M | ||
| Q2 25 | — | $110.6M | ||
| Q1 25 | — | $110.6M | ||
| Q4 24 | — | $111.1M | ||
| Q3 24 | — | $126.8M | ||
| Q2 24 | — | $144.7M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $713.1M | ||
| Q3 25 | $1.3B | $764.0M | ||
| Q2 25 | $1.2B | $736.0M | ||
| Q1 25 | $1.2B | $685.1M | ||
| Q4 24 | — | $631.2M | ||
| Q3 24 | $1.1B | $613.3M | ||
| Q2 24 | $1.1B | $574.8M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $1.8B | $996.3M | ||
| Q2 24 | $1.7B | $942.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.25× |
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 | $31.0M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $11.4M |
| 自由现金流率自由现金流/营收 | 11.0% | 4.7% |
| 资本支出强度资本支出/营收 | 4.8% | 8.0% |
| 现金转化率经营现金流/净利润 | 0.88× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $34.5M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $31.0M | ||
| Q3 25 | $60.4M | $40.0M | ||
| Q2 25 | $38.7M | $17.9M | ||
| Q1 25 | $66.7M | $46.9M | ||
| Q4 24 | — | $61.1M | ||
| Q3 24 | $62.3M | $41.5M | ||
| Q2 24 | $49.0M | $34.5M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $11.4M | ||
| Q3 25 | $51.6M | $21.2M | ||
| Q2 25 | $30.5M | $-14.7M | ||
| Q1 25 | $61.3M | $16.5M | ||
| Q4 24 | — | $35.4M | ||
| Q3 24 | $57.1M | $17.8M | ||
| Q2 24 | $41.5M | $14.2M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 4.7% | ||
| Q3 25 | 20.5% | 8.2% | ||
| Q2 25 | 12.9% | -5.7% | ||
| Q1 25 | 28.1% | 7.4% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | 28.5% | 7.5% | ||
| Q2 24 | 21.8% | 6.5% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 8.0% | ||
| Q3 25 | 3.5% | 7.2% | ||
| Q2 25 | 3.5% | 12.7% | ||
| Q1 25 | 2.4% | 13.7% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | 2.6% | 9.9% | ||
| Q2 24 | 3.9% | 9.2% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 1.19× | ||
| Q3 25 | 1.65× | 0.85× | ||
| Q2 25 | 1.22× | 0.41× | ||
| Q1 25 | — | 1.11× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | 2.12× | 0.84× | ||
| Q2 24 | 2.46× | 0.98× |
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% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
