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Monolithic Power Systems(MPWR)とMYR GROUP INC.(MYRG)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
MYR GROUP INC.の直近四半期売上が大きい($973.5M vs $751.2M、Monolithic Power Systemsの約1.3倍)。Monolithic Power Systemsの純利益率が高く(22.9% vs 3.8%、差は19.1%)。Monolithic Power Systemsの前年同期比売上増加率が高い(20.8% vs 17.3%)。MYR GROUP INC.の直近四半期フリーキャッシュフローが多い($84.9M vs $63.9M)。過去8四半期でMonolithic Power Systemsの売上複合成長率が高い(28.1% vs 9.3%)
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。
MYRグループは米国の電気建設サービス企業で、送配電線路、変電所、商業・産業用建物、再生可能エネルギー分野の電気工事を提供しており、12の電気建設子会社を傘下に持ち、電力インフラ分野で豊富な実績を有しています。
MPWR vs MYRG — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $751.2M | $973.5M |
| 純利益 | $171.7M | $36.5M |
| 粗利率 | 55.2% | 11.4% |
| 営業利益率 | 26.6% | 4.8% |
| 純利益率 | 22.9% | 3.8% |
| 売上前年比 | 20.8% | 17.3% |
| 純利益前年比 | -86.3% | 129.1% |
| EPS(希薄化後) | $3.50 | $2.33 |
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 | $751.2M | $973.5M | ||
| Q3 25 | $737.2M | $950.4M | ||
| Q2 25 | $664.6M | $900.3M | ||
| Q1 25 | $637.6M | $833.6M | ||
| Q4 24 | $621.7M | $829.8M | ||
| Q3 24 | $620.1M | $888.0M | ||
| Q2 24 | $507.4M | $828.9M | ||
| Q1 24 | $457.9M | $815.6M |
| Q4 25 | $171.7M | $36.5M | ||
| Q3 25 | $179.8M | $32.1M | ||
| Q2 25 | $135.0M | $26.5M | ||
| Q1 25 | $135.1M | $23.3M | ||
| Q4 24 | $1.3B | $16.0M | ||
| Q3 24 | $144.4M | $10.6M | ||
| Q2 24 | $100.4M | $-15.3M | ||
| Q1 24 | $92.5M | $18.9M |
| Q4 25 | 55.2% | 11.4% | ||
| Q3 25 | 55.1% | 11.8% | ||
| Q2 25 | 55.1% | 11.5% | ||
| Q1 25 | 55.4% | 11.6% | ||
| Q4 24 | 55.4% | 10.4% | ||
| Q3 24 | 55.4% | 8.7% | ||
| Q2 24 | 55.3% | 4.9% | ||
| Q1 24 | 55.1% | 10.6% |
| Q4 25 | 26.6% | 4.8% | ||
| Q3 25 | 26.5% | 4.9% | ||
| Q2 25 | 24.8% | 4.4% | ||
| Q1 25 | 26.5% | 4.1% | ||
| Q4 24 | 26.3% | 3.6% | ||
| Q3 24 | 26.5% | 2.3% | ||
| Q2 24 | 23.0% | -2.5% | ||
| Q1 24 | 20.9% | 3.0% |
| Q4 25 | 22.9% | 3.8% | ||
| Q3 25 | 24.4% | 3.4% | ||
| Q2 25 | 20.3% | 2.9% | ||
| Q1 25 | 21.2% | 2.8% | ||
| Q4 24 | 201.8% | 1.9% | ||
| Q3 24 | 23.3% | 1.2% | ||
| Q2 24 | 19.8% | -1.8% | ||
| Q1 24 | 20.2% | 2.3% |
| Q4 25 | $3.50 | $2.33 | ||
| Q3 25 | $3.74 | $2.05 | ||
| Q2 25 | $2.81 | $1.70 | ||
| Q1 25 | $2.81 | $1.45 | ||
| Q4 24 | $25.71 | $0.97 | ||
| Q3 24 | $2.95 | $0.65 | ||
| Q2 24 | $2.05 | $-0.91 | ||
| Q1 24 | $1.89 | $1.12 |
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 | $1.3B | $150.2M |
| 総負債低いほど良い | — | $59.0M |
| 株主資本純資産 | $3.5B | $660.4M |
| 総資産 | $4.2B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.09× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.3B | $150.2M | ||
| Q3 25 | $1.3B | $76.2M | ||
| Q2 25 | $1.1B | $23.0M | ||
| Q1 25 | $1.0B | $10.9M | ||
| Q4 24 | $862.9M | $3.5M | ||
| Q3 24 | $1.5B | $7.6M | ||
| Q2 24 | $1.3B | $1.9M | ||
| Q1 24 | $1.3B | $3.9M |
| Q4 25 | — | $59.0M | ||
| Q3 25 | — | $72.0M | ||
| Q2 25 | — | $86.1M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $93.2M | ||
| Q2 24 | — | $45.1M | ||
| Q1 24 | — | $37.9M |
| Q4 25 | $3.5B | $660.4M | ||
| Q3 25 | $3.4B | $617.6M | ||
| Q2 25 | $3.2B | $583.2M | ||
| Q1 25 | $3.1B | $548.7M | ||
| Q4 24 | $3.0B | $600.4M | ||
| Q3 24 | $2.4B | $588.5M | ||
| Q2 24 | $2.2B | $633.3M | ||
| Q1 24 | $2.1B | $663.7M |
| Q4 25 | $4.2B | $1.6B | ||
| Q3 25 | $4.1B | $1.6B | ||
| Q2 25 | $3.9B | $1.6B | ||
| Q1 25 | $3.7B | $1.5B | ||
| Q4 24 | $3.5B | $1.6B | ||
| Q3 24 | $2.9B | $1.6B | ||
| Q2 24 | $2.6B | $1.6B | ||
| Q1 24 | $2.6B | $1.6B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.06× |
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 | $104.9M | $114.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $63.9M | $84.9M |
| FCFマージンFCF / 売上 | 8.5% | 8.7% |
| 設備投資強度設備投資 / 売上 | 5.5% | 3.1% |
| キャッシュ転換率営業CF / 純利益 | 0.61× | 3.14× |
| 直近12ヶ月FCF直近4四半期 | $666.2M | $232.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $104.9M | $114.8M | ||
| Q3 25 | $239.3M | $95.6M | ||
| Q2 25 | $237.6M | $32.9M | ||
| Q1 25 | $256.4M | $83.3M | ||
| Q4 24 | $167.7M | $21.1M | ||
| Q3 24 | $231.7M | $35.6M | ||
| Q2 24 | $141.0M | $22.7M | ||
| Q1 24 | $248.1M | $7.7M |
| Q4 25 | $63.9M | $84.9M | ||
| Q3 25 | $196.8M | $65.4M | ||
| Q2 25 | $189.5M | $11.6M | ||
| Q1 25 | $216.0M | $70.2M | ||
| Q4 24 | $102.9M | $8.8M | ||
| Q3 24 | $197.9M | $18.0M | ||
| Q2 24 | $109.5M | $2.5M | ||
| Q1 24 | $232.1M | $-18.1M |
| Q4 25 | 8.5% | 8.7% | ||
| Q3 25 | 26.7% | 6.9% | ||
| Q2 25 | 28.5% | 1.3% | ||
| Q1 25 | 33.9% | 8.4% | ||
| Q4 24 | 16.5% | 1.1% | ||
| Q3 24 | 31.9% | 2.0% | ||
| Q2 24 | 21.6% | 0.3% | ||
| Q1 24 | 50.7% | -2.2% |
| Q4 25 | 5.5% | 3.1% | ||
| Q3 25 | 5.8% | 3.2% | ||
| Q2 25 | 7.2% | 2.4% | ||
| Q1 25 | 6.3% | 1.6% | ||
| Q4 24 | 10.4% | 1.5% | ||
| Q3 24 | 5.5% | 2.0% | ||
| Q2 24 | 6.2% | 2.4% | ||
| Q1 24 | 3.5% | 3.2% |
| Q4 25 | 0.61× | 3.14× | ||
| Q3 25 | 1.33× | 2.98× | ||
| Q2 25 | 1.76× | 1.24× | ||
| Q1 25 | 1.90× | 3.57× | ||
| Q4 24 | 0.13× | 1.32× | ||
| Q3 24 | 1.60× | 3.35× | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | 2.68× | 0.41× |
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
MPWR
セグメントデータなし
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |