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BWX Technologies, Inc.（BWXT）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
BWX Technologies, Inc.の直近四半期売上が大きい（$885.8M vs $751.2M、Monolithic Power Systemsの約1.2倍）。Monolithic Power Systemsの純利益率が高く（22.9% vs 10.5%、差は12.4%）。Monolithic Power Systemsの前年同期比売上増加率が高い（20.8% vs 18.7%）。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 $56.8M）。過去8四半期でMonolithic Power Systemsの売上複合成長率が高い（28.1% vs 21.1%）
BWXテクノロジーズ社（略称BWXT）は米国バージニア州リンチバーグに本社を置き、原子力関連部品及び燃料を世界各国に供給する企業です。原子力発電や関連産業分野の顧客ニーズに応え、高品質な製品を提供しています。
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。
BWXT vs MPWR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $885.8M | $751.2M |
| 純利益 | $93.0M | $171.7M |
| 粗利率 | — | 55.2% |
| 営業利益率 | 10.4% | 26.6% |
| 純利益率 | 10.5% | 22.9% |
| 売上前年比 | 18.7% | 20.8% |
| 純利益前年比 | 30.9% | -86.3% |
| EPS（希薄化後） | $1.02 | $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 | $885.8M | $751.2M | ||
| Q3 25 | $866.3M | $737.2M | ||
| Q2 25 | $764.0M | $664.6M | ||
| Q1 25 | $682.3M | $637.6M | ||
| Q4 24 | $746.3M | $621.7M | ||
| Q3 24 | $672.0M | $620.1M | ||
| Q2 24 | $681.5M | $507.4M | ||
| Q1 24 | $604.0M | $457.9M |
| Q4 25 | $93.0M | $171.7M | ||
| Q3 25 | $82.1M | $179.8M | ||
| Q2 25 | $78.4M | $135.0M | ||
| Q1 25 | $75.5M | $135.1M | ||
| Q4 24 | $71.0M | $1.3B | ||
| Q3 24 | $69.5M | $144.4M | ||
| Q2 24 | $73.0M | $100.4M | ||
| Q1 24 | $68.5M | $92.5M |
| Q4 25 | — | 55.2% | ||
| Q3 25 | 21.8% | 55.1% | ||
| Q2 25 | 25.1% | 55.1% | ||
| Q1 25 | 24.2% | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | 24.4% | 55.4% | ||
| Q2 24 | 24.7% | 55.3% | ||
| Q1 24 | 24.6% | 55.1% |
| Q4 25 | 10.4% | 26.6% | ||
| Q3 25 | 13.1% | 26.5% | ||
| Q2 25 | 13.4% | 24.8% | ||
| Q1 25 | 14.2% | 26.5% | ||
| Q4 24 | 12.4% | 26.3% | ||
| Q3 24 | 14.4% | 26.5% | ||
| Q2 24 | 14.5% | 23.0% | ||
| Q1 24 | 15.4% | 20.9% |
| Q4 25 | 10.5% | 22.9% | ||
| Q3 25 | 9.5% | 24.4% | ||
| Q2 25 | 10.3% | 20.3% | ||
| Q1 25 | 11.1% | 21.2% | ||
| Q4 24 | 9.5% | 201.8% | ||
| Q3 24 | 10.3% | 23.3% | ||
| Q2 24 | 10.7% | 19.8% | ||
| Q1 24 | 11.3% | 20.2% |
| Q4 25 | $1.02 | $3.50 | ||
| Q3 25 | $0.89 | $3.74 | ||
| Q2 25 | $0.85 | $2.81 | ||
| Q1 25 | $0.82 | $2.81 | ||
| Q4 24 | $0.77 | $25.71 | ||
| Q3 24 | $0.76 | $2.95 | ||
| Q2 24 | $0.79 | $2.05 | ||
| Q1 24 | $0.75 | $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 | $499.8M | $1.3B |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.2B | $3.5B |
| 総資産 | $4.3B | $4.2B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $499.8M | $1.3B | ||
| Q3 25 | $79.6M | $1.3B | ||
| Q2 25 | $37.0M | $1.1B | ||
| Q1 25 | $55.4M | $1.0B | ||
| Q4 24 | $74.1M | $862.9M | ||
| Q3 24 | $35.5M | $1.5B | ||
| Q2 24 | $48.3M | $1.3B | ||
| Q1 24 | $45.9M | $1.3B |
| Q4 25 | $1.2B | $3.5B | ||
| Q3 25 | $1.2B | $3.4B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.1B | $3.1B | ||
| Q4 24 | $1.1B | $3.0B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $998.5M | $2.2B | ||
| Q1 24 | $946.2M | $2.1B |
| Q4 25 | $4.3B | $4.2B | ||
| Q3 25 | $3.8B | $4.1B | ||
| Q2 25 | $3.7B | $3.9B | ||
| Q1 25 | $3.1B | $3.7B | ||
| Q4 24 | $2.9B | $3.5B | ||
| Q3 24 | $2.9B | $2.9B | ||
| Q2 24 | $2.8B | $2.6B | ||
| Q1 24 | $2.8B | $2.6B |
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 | $127.0M | $104.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $56.8M | $63.9M |
| FCFマージンFCF / 売上 | 6.4% | 8.5% |
| 設備投資強度設備投資 / 売上 | 7.9% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 1.37× | 0.61× |
| 直近12ヶ月FCF直近4四半期 | $295.3M | $666.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $127.0M | $104.9M | ||
| Q3 25 | $143.2M | $239.3M | ||
| Q2 25 | $159.0M | $237.6M | ||
| Q1 25 | $50.6M | $256.4M | ||
| Q4 24 | $276.9M | $167.7M | ||
| Q3 24 | $32.6M | $231.7M | ||
| Q2 24 | $65.9M | $141.0M | ||
| Q1 24 | $33.0M | $248.1M |
| Q4 25 | $56.8M | $63.9M | ||
| Q3 25 | $94.9M | $196.8M | ||
| Q2 25 | $126.3M | $189.5M | ||
| Q1 25 | $17.3M | $216.0M | ||
| Q4 24 | $224.4M | $102.9M | ||
| Q3 24 | $-7.7M | $197.9M | ||
| Q2 24 | $35.5M | $109.5M | ||
| Q1 24 | $2.6M | $232.1M |
| Q4 25 | 6.4% | 8.5% | ||
| Q3 25 | 11.0% | 26.7% | ||
| Q2 25 | 16.5% | 28.5% | ||
| Q1 25 | 2.5% | 33.9% | ||
| Q4 24 | 30.1% | 16.5% | ||
| Q3 24 | -1.1% | 31.9% | ||
| Q2 24 | 5.2% | 21.6% | ||
| Q1 24 | 0.4% | 50.7% |
| Q4 25 | 7.9% | 5.5% | ||
| Q3 25 | 5.6% | 5.8% | ||
| Q2 25 | 4.3% | 7.2% | ||
| Q1 25 | 4.9% | 6.3% | ||
| Q4 24 | 7.0% | 10.4% | ||
| Q3 24 | 6.0% | 5.5% | ||
| Q2 24 | 4.5% | 6.2% | ||
| Q1 24 | 5.0% | 3.5% |
| Q4 25 | 1.37× | 0.61× | ||
| Q3 25 | 1.74× | 1.33× | ||
| Q2 25 | 2.03× | 1.76× | ||
| Q1 25 | 0.67× | 1.90× | ||
| Q4 24 | 3.90× | 0.13× | ||
| Q3 24 | 0.47× | 1.60× | ||
| Q2 24 | 0.90× | 1.40× | ||
| Q1 24 | 0.48× | 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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
MPWR
セグメントデータなし
