vs
ADVANCED ENERGY INDUSTRIES INC（AEIS）とMonolithic Power Systems（MPWR）の財務データ比較。上の社名をクリックして会社を切り替えられます
Monolithic Power Systemsの直近四半期売上が大きい（$751.2M vs $489.4M、ADVANCED ENERGY INDUSTRIES INCの約1.5倍）。Monolithic Power Systemsの純利益率が高く（22.9% vs 10.7%、差は12.2%）。Monolithic Power Systemsの前年同期比売上増加率が高い（20.8% vs 17.8%）。Monolithic Power Systemsの直近四半期フリーキャッシュフローが多い（$63.9M vs $43.0M）。過去8四半期でMonolithic Power Systemsの売上複合成長率が高い（28.1% vs 22.2%）
Advanced Energy Industries, Inc.は米国コロラド州デンバーに本社を置く多国籍テクノロジー企業です。半導体、フラットパネルディスプレイ、データストレージ、通信ネットワーク機器、工業コーティング、医療機器、太陽電池、建築用ガラスなどの製造向けに高精度な電力変換、計測、制御技術を開発しています。
モノリシックパワーシステムズ（略称MPS）は米国の上場企業で、本社をワシントン州カークランドに置き、高性能電源管理向け半導体の開発・製造・販売を主力事業としています。現在世界15カ所以上に拠点を設け、世界各地の顧客にサービスを提供しています。
AEIS vs MPWR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $489.4M | $751.2M |
| 純利益 | $52.3M | $171.7M |
| 粗利率 | 38.6% | 55.2% |
| 営業利益率 | 11.6% | 26.6% |
| 純利益率 | 10.7% | 22.9% |
| 売上前年比 | 17.8% | 20.8% |
| 純利益前年比 | 7.4% | -86.3% |
| EPS（希薄化後） | $1.32 | $3.50 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $489.4M | $751.2M | ||
| Q3 25 | $463.3M | $737.2M | ||
| Q2 25 | $441.5M | $664.6M | ||
| Q1 25 | $404.6M | $637.6M | ||
| Q4 24 | $415.4M | $621.7M | ||
| Q3 24 | $374.2M | $620.1M | ||
| Q2 24 | $364.9M | $507.4M | ||
| Q1 24 | $327.5M | $457.9M |
| Q4 25 | $52.3M | $171.7M | ||
| Q3 25 | $46.2M | $179.8M | ||
| Q2 25 | $25.2M | $135.0M | ||
| Q1 25 | $24.7M | $135.1M | ||
| Q4 24 | $48.7M | $1.3B | ||
| Q3 24 | $-14.9M | $144.4M | ||
| Q2 24 | $15.0M | $100.4M | ||
| Q1 24 | $5.4M | $92.5M |
| Q4 25 | 38.6% | 55.2% | ||
| Q3 25 | 37.6% | 55.1% | ||
| Q2 25 | 37.0% | 55.1% | ||
| Q1 25 | 37.2% | 55.4% | ||
| Q4 24 | 37.2% | 55.4% | ||
| Q3 24 | 35.8% | 55.4% | ||
| Q2 24 | 35.0% | 55.3% | ||
| Q1 24 | 34.5% | 55.1% |
| Q4 25 | 11.6% | 26.6% | ||
| Q3 25 | 10.6% | 26.5% | ||
| Q2 25 | 7.2% | 24.8% | ||
| Q1 25 | 7.6% | 26.5% | ||
| Q4 24 | 8.2% | 26.3% | ||
| Q3 24 | -3.0% | 26.5% | ||
| Q2 24 | 3.6% | 23.0% | ||
| Q1 24 | 0.2% | 20.9% |
| Q4 25 | 10.7% | 22.9% | ||
| Q3 25 | 10.0% | 24.4% | ||
| Q2 25 | 5.7% | 20.3% | ||
| Q1 25 | 6.1% | 21.2% | ||
| Q4 24 | 11.7% | 201.8% | ||
| Q3 24 | -4.0% | 23.3% | ||
| Q2 24 | 4.1% | 19.8% | ||
| Q1 24 | 1.6% | 20.2% |
| Q4 25 | $1.32 | $3.50 | ||
| Q3 25 | $1.20 | $3.74 | ||
| Q2 25 | $0.67 | $2.81 | ||
| Q1 25 | $0.65 | $2.81 | ||
| Q4 24 | $1.29 | $25.71 | ||
| Q3 24 | $-0.40 | $2.95 | ||
| Q2 24 | $0.40 | $2.05 | ||
| Q1 24 | $0.14 | $1.89 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $791.2M | $1.3B |
| 総負債低いほど良い | $567.5M | — |
| 株主資本純資産 | $1.4B | $3.5B |
| 総資産 | $2.5B | $4.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.42× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $791.2M | $1.3B | ||
| Q3 25 | $758.6M | $1.3B | ||
| Q2 25 | $713.5M | $1.1B | ||
| Q1 25 | $723.0M | $1.0B | ||
| Q4 24 | $722.1M | $862.9M | ||
| Q3 24 | $657.3M | $1.5B | ||
| Q2 24 | $986.1M | $1.3B | ||
| Q1 24 | $1.0B | $1.3B |
| Q4 25 | $567.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $564.7M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $907.3M | — | ||
| Q1 24 | $911.5M | — |
| Q4 25 | $1.4B | $3.5B | ||
| Q3 25 | $1.3B | $3.4B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.2B | $3.1B | ||
| Q4 24 | $1.2B | $3.0B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.2B | ||
| Q1 24 | $1.1B | $2.1B |
| Q4 25 | $2.5B | $4.2B | ||
| Q3 25 | $2.4B | $4.1B | ||
| Q2 25 | $2.4B | $3.9B | ||
| Q1 25 | $2.3B | $3.7B | ||
| Q4 24 | $2.3B | $3.5B | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $2.5B | $2.6B | ||
| Q1 24 | $2.5B | $2.6B |
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.80× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $80.5M | $104.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $43.0M | $63.9M |
| FCFマージンFCF / 売上 | 8.8% | 8.5% |
| 設備投資強度設備投資 / 売上 | 7.7% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 1.54× | 0.61× |
| 直近12ヶ月FCF直近4四半期 | $125.9M | $666.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $80.5M | $104.9M | ||
| Q3 25 | $78.7M | $239.3M | ||
| Q2 25 | $45.2M | $237.6M | ||
| Q1 25 | $28.9M | $256.4M | ||
| Q4 24 | $82.7M | $167.7M | ||
| Q3 24 | $34.1M | $231.7M | ||
| Q2 24 | $6.7M | $141.0M | ||
| Q1 24 | $7.3M | $248.1M |
| Q4 25 | $43.0M | $63.9M | ||
| Q3 25 | $50.8M | $196.8M | ||
| Q2 25 | $17.1M | $189.5M | ||
| Q1 25 | $15.0M | $216.0M | ||
| Q4 24 | $69.9M | $102.9M | ||
| Q3 24 | $21.4M | $197.9M | ||
| Q2 24 | $-8.1M | $109.5M | ||
| Q1 24 | $-9.3M | $232.1M |
| Q4 25 | 8.8% | 8.5% | ||
| Q3 25 | 11.0% | 26.7% | ||
| Q2 25 | 3.9% | 28.5% | ||
| Q1 25 | 3.7% | 33.9% | ||
| Q4 24 | 16.8% | 16.5% | ||
| Q3 24 | 5.7% | 31.9% | ||
| Q2 24 | -2.2% | 21.6% | ||
| Q1 24 | -2.9% | 50.7% |
| Q4 25 | 7.7% | 5.5% | ||
| Q3 25 | 6.0% | 5.8% | ||
| Q2 25 | 6.4% | 7.2% | ||
| Q1 25 | 3.4% | 6.3% | ||
| Q4 24 | 3.1% | 10.4% | ||
| Q3 24 | 3.4% | 5.5% | ||
| Q2 24 | 4.0% | 6.2% | ||
| Q1 24 | 5.1% | 3.5% |
| Q4 25 | 1.54× | 0.61× | ||
| Q3 25 | 1.70× | 1.33× | ||
| Q2 25 | 1.79× | 1.76× | ||
| Q1 25 | 1.17× | 1.90× | ||
| Q4 24 | 1.70× | 0.13× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | 0.45× | 1.40× | ||
| Q1 24 | 1.35× | 2.68× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
MPWR
セグメントデータなし
