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MACOM Technology Solutions Holdings, Inc.（MTSI）与WisdomTree, Inc.（WT）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WisdomTree, Inc.的1.8倍（$289.0M vs $159.5M），WisdomTree, Inc.净利率更高（25.5% vs 16.0%，领先9.4%），WisdomTree, Inc.同比增速更快（47.5% vs 22.5%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs 22.1%）
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。
WisdomTree, Inc.是总部位于纽约的全球ETF（交易型开放式指数基金）及交易所交易产品发行方与资产管理机构，2006年6月推出首批ETF产品，目前是美国主流ETF供应商之一。其发行的ETF覆盖全球不同资产类别与地区市场，产品线涵盖美国及国际股票、货币、固定收益及另类投资等品类。
MTSI vs WT — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $159.5M |
| 净利润 | $46.3M | $40.6M |
| 毛利率 | 56.9% | — |
| 营业利润率 | 17.6% | 37.2% |
| 净利率 | 16.0% | 25.5% |
| 营收同比 | 22.5% | 47.5% |
| 净利润同比 | 46.3% | 76.4% |
| 每股收益（稀释后） | $0.60 | $0.28 |
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
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | $159.5M | ||
| Q4 25 | $261.2M | $147.4M | ||
| Q3 25 | $252.1M | $125.6M | ||
| Q2 25 | $235.9M | $112.6M | ||
| Q1 25 | $218.1M | $108.1M | ||
| Q4 24 | — | $110.7M | ||
| Q3 24 | $200.7M | $113.2M |
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | $40.6M | ||
| Q4 25 | $45.1M | $40.0M | ||
| Q3 25 | $36.5M | $19.7M | ||
| Q2 25 | $31.7M | $24.8M | ||
| Q1 25 | $-167.5M | $24.6M | ||
| Q4 24 | — | $27.3M | ||
| Q3 24 | $29.4M | $-4.5M |
| 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% | 37.2% | ||
| Q4 25 | 15.2% | 40.5% | ||
| Q3 25 | 14.9% | 36.3% | ||
| Q2 25 | 14.8% | 30.8% | ||
| Q1 25 | 8.0% | 31.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | 13.7% | 36.0% |
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | 25.5% | ||
| Q4 25 | 17.3% | 27.1% | ||
| Q3 25 | 14.5% | 15.7% | ||
| Q2 25 | 13.4% | 22.0% | ||
| Q1 25 | -76.8% | 22.8% | ||
| Q4 24 | — | 24.7% | ||
| Q3 24 | 14.7% | -4.0% |
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | $0.28 | ||
| Q4 25 | $0.67 | $0.28 | ||
| Q3 25 | $0.48 | $0.13 | ||
| Q2 25 | $0.42 | $0.17 | ||
| Q1 25 | $-2.30 | $0.17 | ||
| Q4 24 | — | $0.20 | ||
| Q3 24 | $0.40 | $-0.13 |
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 | — |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | — | — |
| 总资产 | $2.0B | $1.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | — | ||
| Q4 25 | $786.0M | — | ||
| Q3 25 | $735.2M | — | ||
| Q2 25 | $681.5M | — | ||
| Q1 25 | $656.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $581.9M | — |
| Q2 26 | $0 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $413.7M | ||
| Q3 25 | $1.3B | $373.4M | ||
| Q2 25 | $1.2B | $445.1M | ||
| Q1 25 | $1.2B | $415.6M | ||
| Q4 24 | — | $400.0M | ||
| Q3 24 | $1.1B | $374.9M |
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | $1.8B | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $1.8B | $1.0B |
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 | $18.0M |
| 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× | 0.44× |
| 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 | $18.0M | ||
| Q4 25 | $69.6M | $147.9M | ||
| Q3 25 | $60.4M | $48.1M | ||
| Q2 25 | $38.7M | $38.8M | ||
| Q1 25 | $66.7M | $6.4M | ||
| Q4 24 | — | $113.5M | ||
| Q3 24 | $62.3M | $47.7M |
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | — | ||
| Q4 25 | $49.4M | $147.7M | ||
| Q3 25 | $51.6M | $48.0M | ||
| Q2 25 | $30.5M | $38.7M | ||
| Q1 25 | $61.3M | $6.3M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | $57.1M | $47.7M |
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 18.9% | 100.2% | ||
| Q3 25 | 20.5% | 38.2% | ||
| Q2 25 | 12.9% | 34.4% | ||
| Q1 25 | 28.1% | 5.9% | ||
| Q4 24 | — | 102.4% | ||
| Q3 24 | 28.5% | 42.1% |
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | — | ||
| Q4 25 | 7.7% | 0.1% | ||
| Q3 25 | 3.5% | 0.0% | ||
| Q2 25 | 3.5% | 0.1% | ||
| Q1 25 | 2.4% | 0.0% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | 2.6% | 0.0% |
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | 0.44× | ||
| Q4 25 | 1.54× | 3.70× | ||
| Q3 25 | 1.65× | 2.44× | ||
| Q2 25 | 1.22× | 1.57× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 4.15× | ||
| Q3 24 | 2.12× | — |
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
WT
| Advisory fees | $134.9M | 85% |
| Other | $6.1M | 4% |
| Third-party distribution fees | $5.8M | 4% |
| Management fees | $5.2M | 3% |
| Sales and business development | $4.2M | 3% |
| Professional fees | $3.3M | 2% |
