vs
MACOM Technology Solutions Holdings, Inc.（MTSI）与WD 40 CO（WDFC）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WD 40 CO的1.8倍（$271.6M vs $154.4M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 11.3%，领先6.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 0.6%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $9.1M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
WD-40公司是全球知名的消费及工业维护用品生产商，核心产品为同名多功能防锈润滑剂，同时布局清洁剂、除油剂、特殊润滑产品等品类，业务覆盖全球170余个国家和地区，服务零售、工业、汽车后市场等多个领域。
MTSI vs WDFC — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $154.4M |
| 净利润 | $48.8M | $17.5M |
| 毛利率 | 55.9% | 56.2% |
| 营业利润率 | 15.9% | 15.1% |
| 净利率 | 18.0% | 11.3% |
| 营收同比 | 24.5% | 0.6% |
| 净利润同比 | 129.1% | -7.8% |
| 每股收益（稀释后） | $0.64 | $1.28 |
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 | $154.4M | ||
| Q3 25 | $252.1M | $163.5M | ||
| Q2 25 | $235.9M | $156.9M | ||
| Q1 25 | $218.1M | $146.1M | ||
| Q4 24 | — | $153.5M | ||
| Q3 24 | $200.7M | $156.0M | ||
| Q2 24 | $190.5M | $155.0M |
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $17.5M | ||
| Q3 25 | $36.5M | $21.2M | ||
| Q2 25 | $31.7M | $21.0M | ||
| Q1 25 | $-167.5M | $29.9M | ||
| Q4 24 | — | $18.9M | ||
| Q3 24 | $29.4M | $16.8M | ||
| Q2 24 | $19.9M | $19.8M |
| Q1 26 | 55.9% | — | ||
| Q4 25 | 54.5% | 56.2% | ||
| Q3 25 | 55.3% | 54.7% | ||
| Q2 25 | 55.2% | 56.2% | ||
| Q1 25 | 53.7% | 54.6% | ||
| Q4 24 | — | 54.8% | ||
| Q3 24 | 54.7% | 54.1% | ||
| Q2 24 | 53.2% | 53.1% |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 15.1% | ||
| Q3 25 | 14.9% | 17.1% | ||
| Q2 25 | 14.8% | 17.4% | ||
| Q1 25 | 8.0% | 15.9% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | 13.7% | 15.4% | ||
| Q2 24 | 10.4% | 17.5% |
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 11.3% | ||
| Q3 25 | 14.5% | 13.0% | ||
| Q2 25 | 13.4% | 13.4% | ||
| Q1 25 | -76.8% | 20.4% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | 14.7% | 10.8% | ||
| Q2 24 | 10.5% | 12.8% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.67 | $1.28 | ||
| Q3 25 | $0.48 | $1.57 | ||
| Q2 25 | $0.42 | $1.54 | ||
| Q1 25 | $-2.30 | $2.19 | ||
| Q4 24 | — | $1.39 | ||
| Q3 24 | $0.40 | $1.23 | ||
| Q2 24 | $0.27 | $1.46 |
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 | $48.6M |
| 总债务越低越好 | — | $85.7M |
| 股东权益账面价值 | $1.4B | $264.1M |
| 总资产 | $2.1B | $459.7M |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | $48.6M | ||
| Q3 25 | $735.2M | $58.1M | ||
| Q2 25 | $681.5M | $51.7M | ||
| Q1 25 | $656.5M | $53.0M | ||
| Q4 24 | — | $54.9M | ||
| Q3 24 | $581.9M | $46.7M | ||
| Q2 24 | $521.5M | $45.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $264.1M | ||
| Q3 25 | $1.3B | $268.2M | ||
| Q2 25 | $1.2B | $257.1M | ||
| Q1 25 | $1.2B | $242.1M | ||
| Q4 24 | — | $226.3M | ||
| Q3 24 | $1.1B | $230.5M | ||
| Q2 24 | $1.1B | $222.2M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $459.7M | ||
| Q3 25 | $2.0B | $475.8M | ||
| Q2 25 | $1.9B | $456.0M | ||
| Q1 25 | $1.8B | $458.3M | ||
| Q4 24 | — | $447.3M | ||
| Q3 24 | $1.8B | $449.0M | ||
| Q2 24 | $1.7B | $443.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× |
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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $30.0M | $9.1M |
| 自由现金流率自由现金流/营收 | 11.0% | 5.9% |
| 资本支出强度资本支出/营收 | 4.8% | 0.6% |
| 现金转化率经营现金流/净利润 | 0.88× | 0.57× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $78.2M |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $10.0M | ||
| Q3 25 | $60.4M | $29.9M | ||
| Q2 25 | $38.7M | $35.1M | ||
| Q1 25 | $66.7M | $8.0M | ||
| Q4 24 | — | $14.9M | ||
| Q3 24 | $62.3M | $27.2M | ||
| Q2 24 | $49.0M | $19.9M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $9.1M | ||
| Q3 25 | $51.6M | $28.6M | ||
| Q2 25 | $30.5M | $34.0M | ||
| Q1 25 | $61.3M | $6.6M | ||
| Q4 24 | — | $14.2M | ||
| Q3 24 | $57.1M | $26.4M | ||
| Q2 24 | $41.5M | $18.7M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 5.9% | ||
| Q3 25 | 20.5% | 17.5% | ||
| Q2 25 | 12.9% | 21.6% | ||
| Q1 25 | 28.1% | 4.5% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | 28.5% | 16.9% | ||
| Q2 24 | 21.8% | 12.0% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 0.6% | ||
| Q3 25 | 3.5% | 0.8% | ||
| Q2 25 | 3.5% | 0.7% | ||
| Q1 25 | 2.4% | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | 2.6% | 0.5% | ||
| Q2 24 | 3.9% | 0.8% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 0.57× | ||
| Q3 25 | 1.65× | 1.41× | ||
| Q2 25 | 1.22× | 1.67× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | 2.12× | 1.62× | ||
| Q2 24 | 2.46× | 1.00× |
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% |
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
