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MACOM Technology Solutions Holdings, Inc.（MTSI）与VERRA MOBILITY Corp（VRRM）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VERRA MOBILITY Corp的1.3倍（$289.0M vs $223.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（16.0% vs 12.0%，领先4.1%），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs 0.1%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 0.3%）
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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
MTSI vs VRRM — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $223.6M |
| 净利润 | $46.3M | $26.7M |
| 毛利率 | 56.9% | — |
| 营业利润率 | 17.6% | 23.2% |
| 净利率 | 16.0% | 12.0% |
| 营收同比 | 22.5% | 0.1% |
| 净利润同比 | 46.3% | -17.3% |
| 每股收益（稀释后） | $0.60 | $0.17 |
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 | $223.6M | ||
| Q4 25 | $261.2M | $257.9M | ||
| Q3 25 | $252.1M | $261.9M | ||
| Q2 25 | $235.9M | $236.0M | ||
| Q1 25 | $218.1M | $223.3M | ||
| Q4 24 | — | $221.5M | ||
| Q3 24 | $200.7M | $225.6M |
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | $26.7M | ||
| Q4 25 | $45.1M | $18.9M | ||
| Q3 25 | $36.5M | $46.8M | ||
| Q2 25 | $31.7M | $38.6M | ||
| Q1 25 | $-167.5M | $32.3M | ||
| Q4 24 | — | $-66.7M | ||
| Q3 24 | $29.4M | $34.7M |
| 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% | 23.2% | ||
| Q4 25 | 15.2% | 16.7% | ||
| Q3 25 | 14.9% | 28.6% | ||
| Q2 25 | 14.8% | 26.8% | ||
| Q1 25 | 8.0% | 25.7% | ||
| Q4 24 | — | -19.6% | ||
| Q3 24 | 13.7% | 28.3% |
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | 12.0% | ||
| Q4 25 | 17.3% | 7.3% | ||
| Q3 25 | 14.5% | 17.9% | ||
| Q2 25 | 13.4% | 16.3% | ||
| Q1 25 | -76.8% | 14.5% | ||
| Q4 24 | — | -30.1% | ||
| Q3 24 | 14.7% | 15.4% |
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | $0.17 | ||
| Q4 25 | $0.67 | $0.12 | ||
| Q3 25 | $0.48 | $0.29 | ||
| Q2 25 | $0.42 | $0.24 | ||
| Q1 25 | $-2.30 | $0.20 | ||
| Q4 24 | — | $-0.39 | ||
| Q3 24 | $0.40 | $0.21 |
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 | $46.9M |
| 总债务越低越好 | $0 | $34.1M |
| 股东权益账面价值 | — | $272.0M |
| 总资产 | $2.0B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | $46.9M | ||
| Q4 25 | $786.0M | $65.3M | ||
| Q3 25 | $735.2M | $196.1M | ||
| Q2 25 | $681.5M | $147.7M | ||
| Q1 25 | $656.5M | $108.5M | ||
| Q4 24 | — | $77.6M | ||
| Q3 24 | $581.9M | $206.1M |
| Q2 26 | $0 | — | ||
| Q1 26 | — | $34.1M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B |
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | $272.0M | ||
| Q4 25 | $1.3B | $293.0M | ||
| Q3 25 | $1.3B | $403.1M | ||
| Q2 25 | $1.2B | $352.1M | ||
| Q1 25 | $1.2B | $299.6M | ||
| Q4 24 | — | $265.1M | ||
| Q3 24 | $1.1B | $486.5M |
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | $1.7B | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $1.8B | $1.9B |
| Q2 26 | — | — | ||
| Q1 26 | — | 0.13× | ||
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× |
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 | $40.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.6M |
| 自由现金流率自由现金流/营收 | — | 4.3% |
| 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× | 1.53× |
| 过去12个月自由现金流最近4个季度 | — | $104.6M |
8季度趋势，按日历期对齐
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | $40.8M | ||
| Q4 25 | $69.6M | $40.0M | ||
| Q3 25 | $60.4M | $77.7M | ||
| Q2 25 | $38.7M | $75.1M | ||
| Q1 25 | $66.7M | $63.0M | ||
| Q4 24 | — | $40.5M | ||
| Q3 24 | $62.3M | $108.8M |
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | $9.6M | ||
| Q4 25 | $49.4M | $5.7M | ||
| Q3 25 | $51.6M | $49.0M | ||
| Q2 25 | $30.5M | $40.3M | ||
| Q1 25 | $61.3M | $41.7M | ||
| Q4 24 | — | $21.6M | ||
| Q3 24 | $57.1M | $85.1M |
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | 4.3% | ||
| Q4 25 | 18.9% | 2.2% | ||
| Q3 25 | 20.5% | 18.7% | ||
| Q2 25 | 12.9% | 17.1% | ||
| Q1 25 | 28.1% | 18.7% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | 28.5% | 37.7% |
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 13.3% | ||
| Q3 25 | 3.5% | 11.0% | ||
| Q2 25 | 3.5% | 14.8% | ||
| Q1 25 | 2.4% | 9.5% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | 2.6% | 10.5% |
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | 1.53× | ||
| Q4 25 | 1.54× | 2.12× | ||
| Q3 25 | 1.65× | 1.66× | ||
| Q2 25 | 1.22× | 1.95× | ||
| Q1 25 | — | 1.95× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.12× | 3.13× |
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
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
