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MACOM Technology Solutions Holdings, Inc.（MTSI）与WSFS FINANCIAL CORP（WSFS）财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.0倍（$275.3M vs $271.6M），WSFS FINANCIAL CORP净利率更高（31.5% vs 18.0%，领先13.6%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 7.5%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% vs 1.7%）
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。
WSFS金融集团是一家金融服务企业，核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点，其中88个为银行网点，分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州，提供全面金融服务。
MTSI vs WSFS — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $275.3M |
| 净利润 | $48.8M | $86.8M |
| 毛利率 | 55.9% | — |
| 营业利润率 | 15.9% | — |
| 净利率 | 18.0% | 31.5% |
| 营收同比 | 24.5% | 7.5% |
| 净利润同比 | 129.1% | 31.7% |
| 每股收益（稀释后） | $0.64 | $1.64 |
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 | $275.3M | ||
| Q4 25 | $261.2M | $271.9M | ||
| Q3 25 | $252.1M | $270.5M | ||
| Q2 25 | $235.9M | $267.5M | ||
| Q1 25 | $218.1M | $256.1M | ||
| Q4 24 | — | $261.5M | ||
| Q3 24 | $200.7M | $267.7M | ||
| Q2 24 | $190.5M | $266.0M |
| Q1 26 | $48.8M | $86.8M | ||
| Q4 25 | $45.1M | $72.7M | ||
| Q3 25 | $36.5M | $76.4M | ||
| Q2 25 | $31.7M | $72.3M | ||
| Q1 25 | $-167.5M | $65.9M | ||
| Q4 24 | — | $64.2M | ||
| Q3 24 | $29.4M | $64.4M | ||
| Q2 24 | $19.9M | $69.3M |
| 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 24 | 53.2% | — |
| Q1 26 | 15.9% | — | ||
| Q4 25 | 15.2% | 35.8% | ||
| Q3 25 | 14.9% | 37.3% | ||
| Q2 25 | 14.8% | 35.7% | ||
| Q1 25 | 8.0% | 34.0% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | 13.7% | 31.9% | ||
| Q2 24 | 10.4% | 34.0% |
| Q1 26 | 18.0% | 31.5% | ||
| Q4 25 | 17.3% | 26.7% | ||
| Q3 25 | 14.5% | 28.3% | ||
| Q2 25 | 13.4% | 27.0% | ||
| Q1 25 | -76.8% | 25.7% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | 14.7% | 24.1% | ||
| Q2 24 | 10.5% | 26.0% |
| Q1 26 | $0.64 | $1.64 | ||
| Q4 25 | $0.67 | $1.33 | ||
| Q3 25 | $0.48 | $1.37 | ||
| Q2 25 | $0.42 | $1.27 | ||
| Q1 25 | $-2.30 | $1.12 | ||
| Q4 24 | — | $1.08 | ||
| Q3 24 | $0.40 | $1.08 | ||
| Q2 24 | $0.27 | $1.16 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $2.7B |
| 总资产 | $2.1B | $22.1B |
| 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 | $1.7B | ||
| Q3 25 | $735.2M | — | ||
| Q2 25 | $681.5M | — | ||
| Q1 25 | $656.5M | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $581.9M | — | ||
| Q2 24 | $521.5M | — |
| Q1 26 | $1.4B | $2.7B | ||
| Q4 25 | $1.3B | $2.7B | ||
| Q3 25 | $1.3B | $2.8B | ||
| Q2 25 | $1.2B | $2.7B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.1B | $2.5B |
| Q1 26 | $2.1B | $22.1B | ||
| Q4 25 | $2.1B | $21.3B | ||
| Q3 25 | $2.0B | $20.8B | ||
| Q2 25 | $1.9B | $20.8B | ||
| Q1 25 | $1.8B | $20.5B | ||
| Q4 24 | — | $20.8B | ||
| Q3 24 | $1.8B | $20.9B | ||
| Q2 24 | $1.7B | $20.7B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $30.0M | — |
| 自由现金流率自由现金流/营收 | 11.0% | — |
| 资本支出强度资本支出/营收 | 4.8% | — |
| 现金转化率经营现金流/净利润 | 0.88× | — |
| 过去12个月自由现金流最近4个季度 | $161.5M | — |
8季度趋势，按日历期对齐
| Q1 26 | $42.9M | — | ||
| Q4 25 | $69.6M | $220.0M | ||
| Q3 25 | $60.4M | $121.5M | ||
| Q2 25 | $38.7M | $37.2M | ||
| Q1 25 | $66.7M | $8.7M | ||
| Q4 24 | — | $219.9M | ||
| Q3 24 | $62.3M | $3.1M | ||
| Q2 24 | $49.0M | $44.8M |
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $213.6M | ||
| Q3 25 | $51.6M | $120.3M | ||
| Q2 25 | $30.5M | $35.2M | ||
| Q1 25 | $61.3M | $6.3M | ||
| Q4 24 | — | $205.6M | ||
| Q3 24 | $57.1M | $-489.0K | ||
| Q2 24 | $41.5M | $42.1M |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 78.6% | ||
| Q3 25 | 20.5% | 44.5% | ||
| Q2 25 | 12.9% | 13.2% | ||
| Q1 25 | 28.1% | 2.5% | ||
| Q4 24 | — | 78.6% | ||
| Q3 24 | 28.5% | -0.2% | ||
| Q2 24 | 21.8% | 15.8% |
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 2.3% | ||
| Q3 25 | 3.5% | 0.5% | ||
| Q2 25 | 3.5% | 0.7% | ||
| Q1 25 | 2.4% | 0.9% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | 2.6% | 1.4% | ||
| Q2 24 | 3.9% | 1.0% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 3.03× | ||
| Q3 25 | 1.65× | 1.59× | ||
| Q2 25 | 1.22× | 0.51× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 3.43× | ||
| Q3 24 | 2.12× | 0.05× | ||
| Q2 24 | 2.46× | 0.65× |
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% |
WSFS
暂无分部数据
