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MACOM Technology Solutions Holdings, Inc.(MTSI)与UNIVERSAL TECHNICAL INSTITUTE INC(UTI)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UNIVERSAL TECHNICAL INSTITUTE INC的1.3倍($289.0M vs $221.4M),MACOM Technology Solutions Holdings, Inc.净利率更高(16.0% vs 0.2%,领先15.8%),MACOM Technology Solutions Holdings, Inc.同比增速更快(22.5% vs 6.7%),过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高(23.2% vs 11.7%)
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。
环球技术学院(UTI)是美国的营利性私立技术院校集团,1965年由罗伯特·斯威特创立,专注于提供职业技术类教育课程,培养符合产业需求的技能型人才,在美职业教育领域拥有较长的运营历史与行业经验。
MTSI vs UTI — 直观对比
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $289.0M | $221.4M |
| 净利润 | $46.3M | $433.0K |
| 毛利率 | 56.9% | — |
| 营业利润率 | 17.6% | 0.2% |
| 净利率 | 16.0% | 0.2% |
| 营收同比 | 22.5% | 6.7% |
| 净利润同比 | 46.3% | -60.5% |
| 每股收益(稀释后) | $0.60 | $0.01 |
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 | $221.4M | ||
| Q4 25 | $261.2M | $220.8M | ||
| Q3 25 | $252.1M | $222.4M | ||
| Q2 25 | $235.9M | $204.3M | ||
| Q1 25 | $218.1M | $207.4M | ||
| Q4 24 | — | $201.4M | ||
| Q3 24 | $200.7M | $196.4M |
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | $433.0K | ||
| Q4 25 | $45.1M | $12.8M | ||
| Q3 25 | $36.5M | $18.8M | ||
| Q2 25 | $31.7M | $10.7M | ||
| Q1 25 | $-167.5M | $11.4M | ||
| Q4 24 | — | $22.2M | ||
| Q3 24 | $29.4M | $18.8M |
| Q2 26 | 56.9% | — | ||
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | — | ||
| Q3 25 | 55.3% | — | ||
| Q2 25 | 55.2% | — | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 54.7% | — |
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | 0.2% | ||
| Q4 25 | 15.2% | 7.1% | ||
| Q3 25 | 14.9% | 11.2% | ||
| Q2 25 | 14.8% | 6.9% | ||
| Q1 25 | 8.0% | 8.1% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | 13.7% | 13.3% |
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | 0.2% | ||
| Q4 25 | 17.3% | 5.8% | ||
| Q3 25 | 14.5% | 8.4% | ||
| Q2 25 | 13.4% | 5.2% | ||
| Q1 25 | -76.8% | 5.5% | ||
| Q4 24 | — | 11.0% | ||
| Q3 24 | 14.7% | 9.6% |
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | $0.01 | ||
| Q4 25 | $0.67 | $0.23 | ||
| Q3 25 | $0.48 | $0.33 | ||
| Q2 25 | $0.42 | $0.19 | ||
| Q1 25 | $-2.30 | $0.21 | ||
| Q4 24 | — | $0.40 | ||
| Q3 24 | $0.40 | $0.35 |
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 | $162.0M |
| 总债务越低越好 | $0 | $127.8M |
| 股东权益账面价值 | — | $339.9M |
| 总资产 | $2.0B | $852.2M |
| 负债/权益比越低杠杆越低 | — | 0.38× |
8季度趋势,按日历期对齐
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | $162.0M | ||
| Q4 25 | $786.0M | $162.8M | ||
| Q3 25 | $735.2M | $169.1M | ||
| Q2 25 | $681.5M | $70.7M | ||
| Q1 25 | $656.5M | $96.0M | ||
| Q4 24 | — | $172.0M | ||
| Q3 24 | $581.9M | $161.9M |
| Q2 26 | $0 | — | ||
| Q1 26 | — | $127.8M | ||
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M |
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | $339.9M | ||
| Q4 25 | $1.3B | $335.9M | ||
| Q3 25 | $1.3B | $328.1M | ||
| Q2 25 | $1.2B | $306.8M | ||
| Q1 25 | $1.2B | $293.9M | ||
| Q4 24 | — | $280.0M | ||
| Q3 24 | $1.1B | $260.2M |
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | $852.2M | ||
| Q4 25 | $2.1B | $834.0M | ||
| Q3 25 | $2.0B | $826.1M | ||
| Q2 25 | $1.9B | $740.8M | ||
| Q1 25 | $1.8B | $720.4M | ||
| Q4 24 | — | $753.8M | ||
| Q3 24 | $1.8B | $744.6M |
| Q2 26 | — | — | ||
| Q1 26 | — | 0.38× | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× |
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 | $7.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.62× | 16.33× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | $7.1M | ||
| Q4 25 | $69.6M | $3.1M | ||
| Q3 25 | $60.4M | $57.1M | ||
| Q2 25 | $38.7M | $18.1M | ||
| Q1 25 | $66.7M | $-789.0K | ||
| Q4 24 | — | $23.0M | ||
| Q3 24 | $62.3M | $67.5M |
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $-19.2M | ||
| Q3 25 | $51.6M | $40.6M | ||
| Q2 25 | $30.5M | $6.8M | ||
| Q1 25 | $61.3M | $-11.7M | ||
| Q4 24 | — | $19.6M | ||
| Q3 24 | $57.1M | $60.0M |
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | -8.7% | ||
| Q3 25 | 20.5% | 18.3% | ||
| Q2 25 | 12.9% | 3.4% | ||
| Q1 25 | 28.1% | -5.7% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | 28.5% | 30.6% |
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 10.1% | ||
| Q3 25 | 3.5% | 7.4% | ||
| Q2 25 | 3.5% | 5.5% | ||
| Q1 25 | 2.4% | 5.3% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | 2.6% | 3.8% |
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | 16.33× | ||
| Q4 25 | 1.54× | 0.24× | ||
| Q3 25 | 1.65× | 3.04× | ||
| Q2 25 | 1.22× | 1.69× | ||
| Q1 25 | — | -0.07× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | 2.12× | 3.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图