vs
MACOM Technology Solutions Holdings, Inc.（MTSI）与EXPRO GROUP HOLDINGS N.V.（XPRO）财务数据对比。点击上方公司名可切换其他公司
EXPRO GROUP HOLDINGS N.V.的季度营收约是MACOM Technology Solutions Holdings, Inc.的1.3倍（$367.6M vs $289.0M），MACOM Technology Solutions Holdings, Inc.同比增速更快（22.5% vs -6.0%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（23.2% vs -11.5%）
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。
Expro是一家能源服务提供商，总部位于美国得克萨斯州休斯敦，主要为油气等能源领域的客户提供相关技术服务与解决方案，业务覆盖全球多个主要能源产区，助力行业实现高效、安全的开发运营。
MTSI vs XPRO — 直观对比
营收规模更大
XPRO
是对方的1.3倍
$289.0M
营收增速更快
MTSI
高出28.5%
-6.0%
两年增速更快
MTSI
近两年复合增速
-11.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.0M | $367.6M |
| 净利润 | $46.3M | — |
| 毛利率 | 56.9% | 6.7% |
| 营业利润率 | 17.6% | 0.0% |
| 净利率 | 16.0% | — |
| 营收同比 | 22.5% | -6.0% |
| 净利润同比 | 46.3% | — |
| 每股收益（稀释后） | $0.60 | $0.05 |
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
营收MTSIXPRO
| Q2 26 | $289.0M | — | ||
| Q1 26 | $271.6M | $367.6M | ||
| Q4 25 | $261.2M | $382.1M | ||
| Q3 25 | $252.1M | $411.4M | ||
| Q2 25 | $235.9M | $422.7M | ||
| Q1 25 | $218.1M | $390.9M | ||
| Q4 24 | — | $436.8M | ||
| Q3 24 | $200.7M | $422.8M |
净利润MTSIXPRO
| Q2 26 | $46.3M | — | ||
| Q1 26 | $48.8M | — | ||
| Q4 25 | $45.1M | $5.8M | ||
| Q3 25 | $36.5M | $14.0M | ||
| Q2 25 | $31.7M | $18.0M | ||
| Q1 25 | $-167.5M | $13.9M | ||
| Q4 24 | — | $23.0M | ||
| Q3 24 | $29.4M | $16.3M |
毛利率MTSIXPRO
| Q2 26 | 56.9% | — | ||
| Q1 26 | 55.9% | 6.7% | ||
| Q4 25 | 54.5% | — | ||
| Q3 25 | 55.3% | — | ||
| Q2 25 | 55.2% | — | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 54.7% | — |
营业利润率MTSIXPRO
| Q2 26 | 17.6% | — | ||
| Q1 26 | 15.9% | 0.0% | ||
| Q4 25 | 15.2% | 3.1% | ||
| Q3 25 | 14.9% | 6.4% | ||
| Q2 25 | 14.8% | 7.7% | ||
| Q1 25 | 8.0% | 2.6% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | 13.7% | 6.2% |
净利率MTSIXPRO
| Q2 26 | 16.0% | — | ||
| Q1 26 | 18.0% | — | ||
| Q4 25 | 17.3% | 1.5% | ||
| Q3 25 | 14.5% | 3.4% | ||
| Q2 25 | 13.4% | 4.3% | ||
| Q1 25 | -76.8% | 3.6% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | 14.7% | 3.8% |
每股收益（稀释后）MTSIXPRO
| Q2 26 | $0.60 | — | ||
| Q1 26 | $0.64 | $0.05 | ||
| Q4 25 | $0.67 | $0.05 | ||
| Q3 25 | $0.48 | $0.12 | ||
| Q2 25 | $0.42 | $0.16 | ||
| Q1 25 | $-2.30 | $0.12 | ||
| Q4 24 | — | $0.20 | ||
| Q3 24 | $0.40 | $0.14 |
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 | $170.7M |
| 总债务越低越好 | $0 | $79.1M |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | $2.0B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资MTSIXPRO
| Q2 26 | $664.9M | — | ||
| Q1 26 | $768.5M | $170.7M | ||
| Q4 25 | $786.0M | $196.1M | ||
| Q3 25 | $735.2M | $197.9M | ||
| Q2 25 | $681.5M | $206.8M | ||
| Q1 25 | $656.5M | $179.3M | ||
| Q4 24 | — | $183.0M | ||
| Q3 24 | $581.9M | $165.7M |
总债务MTSIXPRO
| Q2 26 | $0 | — | ||
| Q1 26 | — | $79.1M | ||
| Q4 25 | — | $79.1M | ||
| Q3 25 | — | $99.1M | ||
| Q2 25 | — | $121.1M | ||
| Q1 25 | — | $121.1M | ||
| Q4 24 | — | $121.1M | ||
| Q3 24 | — | $121.1M |
股东权益MTSIXPRO
| Q2 26 | — | — | ||
| Q1 26 | $1.4B | $1.5B | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $1.1B | $1.5B |
总资产MTSIXPRO
| Q2 26 | $2.0B | — | ||
| Q1 26 | $2.1B | $2.2B | ||
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $2.0B | $2.3B | ||
| Q2 25 | $1.9B | $2.3B | ||
| Q1 25 | $1.8B | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $1.8B | $2.3B |
负债/权益比MTSIXPRO
| Q2 26 | — | — | ||
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.08× |
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 | $25.3M |
| 自由现金流经营现金流 - 资本支出 | — | $23.2M |
| 自由现金流率自由现金流/营收 | — | 6.3% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | 2.62× | — |
| 过去12个月自由现金流最近4个季度 | — | $112.6M |
8季度趋势，按日历期对齐
经营现金流MTSIXPRO
| Q2 26 | $121.6M | — | ||
| Q1 26 | $42.9M | $25.3M | ||
| Q4 25 | $69.6M | $57.1M | ||
| Q3 25 | $60.4M | $63.2M | ||
| Q2 25 | $38.7M | $48.4M | ||
| Q1 25 | $66.7M | $41.5M | ||
| Q4 24 | — | $97.4M | ||
| Q3 24 | $62.3M | $55.3M |
自由现金流MTSIXPRO
| Q2 26 | — | — | ||
| Q1 26 | $30.0M | $23.2M | ||
| Q4 25 | $49.4M | $23.2M | ||
| Q3 25 | $51.6M | $39.0M | ||
| Q2 25 | $30.5M | $27.2M | ||
| Q1 25 | $61.3M | $8.4M | ||
| Q4 24 | — | $53.0M | ||
| Q3 24 | $57.1M | $23.3M |
自由现金流率MTSIXPRO
| Q2 26 | — | — | ||
| Q1 26 | 11.0% | 6.3% | ||
| Q4 25 | 18.9% | 6.1% | ||
| Q3 25 | 20.5% | 9.5% | ||
| Q2 25 | 12.9% | 6.4% | ||
| Q1 25 | 28.1% | 2.1% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | 28.5% | 5.5% |
资本支出强度MTSIXPRO
| Q2 26 | — | — | ||
| Q1 26 | 4.8% | 1.2% | ||
| Q4 25 | 7.7% | 8.9% | ||
| Q3 25 | 3.5% | 5.9% | ||
| Q2 25 | 3.5% | 5.0% | ||
| Q1 25 | 2.4% | 8.5% | ||
| Q4 24 | — | 10.2% | ||
| Q3 24 | 2.6% | 7.6% |
现金转化率MTSIXPRO
| Q2 26 | 2.62× | — | ||
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.54× | 9.89× | ||
| Q3 25 | 1.65× | 4.52× | ||
| Q2 25 | 1.22× | 2.69× | ||
| Q1 25 | — | 2.98× | ||
| Q4 24 | — | 4.23× | ||
| Q3 24 | 2.12× | 3.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
