vs
Monolithic Power Systems（MPWR）とNGL Energy Partners LP（NGL）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
NGL Energy Partners LPの直近四半期売上が大きい（$909.8M 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 5.2%、差は17.7%）。Monolithic Power Systemsの前年同期比売上増加率が高い（20.8% vs -41.3%）。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 $45.7M）。過去8四半期でMonolithic Power Systemsの売上複合成長率が高い（28.1% vs -6.4%）
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。
NGLエナジーパートナーズLPは米国を本拠とする中流エネルギーサービス企業で、原油・天然ガス液・再生可能燃料の輸送・保管・ロジスティクスサービスのほか、上流エネルギー生産者向け水管理ソリューションを提供し、主に北米市場で事業を展開している。
MPWR vs NGL — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $751.2M | $909.8M |
| 純利益 | $171.7M | $47.2M |
| 粗利率 | 55.2% | 29.0% |
| 営業利益率 | 26.6% | 12.1% |
| 純利益率 | 22.9% | 5.2% |
| 売上前年比 | 20.8% | -41.3% |
| 純利益前年比 | -86.3% | 249.3% |
| EPS（希薄化後） | $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 | $751.2M | $909.8M | ||
| Q3 25 | $737.2M | $674.7M | ||
| Q2 25 | $664.6M | $622.2M | ||
| Q1 25 | $637.6M | $971.1M | ||
| Q4 24 | $621.7M | $982.4M | ||
| Q3 24 | $620.1M | $756.5M | ||
| Q2 24 | $507.4M | $759.2M | ||
| Q1 24 | $457.9M | $1.0B |
| Q4 25 | $171.7M | $47.2M | ||
| Q3 25 | $179.8M | $29.3M | ||
| Q2 25 | $135.0M | $68.9M | ||
| Q1 25 | $135.1M | $13.7M | ||
| Q4 24 | $1.3B | $13.5M | ||
| Q3 24 | $144.4M | $2.5M | ||
| Q2 24 | $100.4M | $9.7M | ||
| Q1 24 | $92.5M | $-236.8M |
| Q4 25 | 55.2% | 29.0% | ||
| Q3 25 | 55.1% | 37.6% | ||
| Q2 25 | 55.1% | 38.5% | ||
| Q1 25 | 55.4% | 26.9% | ||
| Q4 24 | 55.4% | 25.1% | ||
| Q3 24 | 55.4% | 30.9% | ||
| Q2 24 | 55.3% | 29.0% | ||
| Q1 24 | 55.1% | 21.8% |
| Q4 25 | 26.6% | 12.1% | ||
| Q3 25 | 26.5% | 14.0% | ||
| Q2 25 | 24.8% | 15.7% | ||
| Q1 25 | 26.5% | 8.4% | ||
| Q4 24 | 26.3% | 8.6% | ||
| Q3 24 | 26.5% | 10.8% | ||
| Q2 24 | 23.0% | 10.8% | ||
| Q1 24 | 20.9% | -9.4% |
| Q4 25 | 22.9% | 5.2% | ||
| Q3 25 | 24.4% | 4.3% | ||
| Q2 25 | 20.3% | 11.1% | ||
| Q1 25 | 21.2% | 1.4% | ||
| Q4 24 | 201.8% | 1.4% | ||
| Q3 24 | 23.3% | 0.3% | ||
| Q2 24 | 19.8% | 1.3% | ||
| Q1 24 | 20.2% | -22.8% |
| Q4 25 | $3.50 | — | ||
| Q3 25 | $3.74 | — | ||
| Q2 25 | $2.81 | — | ||
| Q1 25 | $2.81 | — | ||
| Q4 24 | $25.71 | — | ||
| Q3 24 | $2.95 | — | ||
| Q2 24 | $2.05 | — | ||
| Q1 24 | $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 | $1.3B | $6.5M |
| 総負債低いほど良い | — | $2.9B |
| 株主資本純資産 | $3.5B | — |
| 総資産 | $4.2B | $4.4B |
| 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 | $1.3B | $6.5M | ||
| Q3 25 | $1.3B | $8.7M | ||
| Q2 25 | $1.1B | $5.4M | ||
| Q1 25 | $1.0B | $13.5M | ||
| Q4 24 | $862.9M | $5.7M | ||
| Q3 24 | $1.5B | $4.5M | ||
| Q2 24 | $1.3B | $5.3M | ||
| Q1 24 | $1.3B | $38.9M |
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.1B | — |
| Q4 25 | $4.2B | $4.4B | ||
| Q3 25 | $4.1B | $4.3B | ||
| Q2 25 | $3.9B | $4.2B | ||
| Q1 25 | $3.7B | $4.6B | ||
| Q4 24 | $3.5B | $4.8B | ||
| Q3 24 | $2.9B | $4.9B | ||
| Q2 24 | $2.6B | $4.8B | ||
| Q1 24 | $2.6B | $5.0B |
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 | $182.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $63.9M | $45.7M |
| FCFマージンFCF / 売上 | 8.5% | 5.0% |
| 設備投資強度設備投資 / 売上 | 5.5% | 15.0% |
| キャッシュ転換率営業CF / 純利益 | 0.61× | 3.86× |
| 直近12ヶ月FCF直近4四半期 | $666.2M | $126.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $104.9M | $182.3M | ||
| Q3 25 | $239.3M | $40.5M | ||
| Q2 25 | $237.6M | $33.2M | ||
| Q1 25 | $256.4M | $155.0M | ||
| Q4 24 | $167.7M | $153.8M | ||
| Q3 24 | $231.7M | $6.7M | ||
| Q2 24 | $141.0M | $-18.1M | ||
| Q1 24 | $248.1M | $152.2M |
| Q4 25 | $63.9M | $45.7M | ||
| Q3 25 | $196.8M | $9.5M | ||
| Q2 25 | $189.5M | $11.1M | ||
| Q1 25 | $216.0M | $60.4M | ||
| Q4 24 | $102.9M | $152.1M | ||
| Q3 24 | $197.9M | $-82.9M | ||
| Q2 24 | $109.5M | $-78.0M | ||
| Q1 24 | $232.1M | $119.8M |
| Q4 25 | 8.5% | 5.0% | ||
| Q3 25 | 26.7% | 1.4% | ||
| Q2 25 | 28.5% | 1.8% | ||
| Q1 25 | 33.9% | 6.2% | ||
| Q4 24 | 16.5% | 15.5% | ||
| Q3 24 | 31.9% | -11.0% | ||
| Q2 24 | 21.6% | -10.3% | ||
| Q1 24 | 50.7% | 11.5% |
| Q4 25 | 5.5% | 15.0% | ||
| Q3 25 | 5.8% | 4.6% | ||
| Q2 25 | 7.2% | 3.6% | ||
| Q1 25 | 6.3% | 9.7% | ||
| Q4 24 | 10.4% | 0.2% | ||
| Q3 24 | 5.5% | 11.8% | ||
| Q2 24 | 6.2% | 7.9% | ||
| Q1 24 | 3.5% | 3.1% |
| Q4 25 | 0.61× | 3.86× | ||
| Q3 25 | 1.33× | 1.38× | ||
| Q2 25 | 1.76× | 0.48× | ||
| Q1 25 | 1.90× | 11.29× | ||
| Q4 24 | 0.13× | 11.39× | ||
| Q3 24 | 1.60× | 2.74× | ||
| Q2 24 | 1.40× | -1.87× | ||
| Q1 24 | 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
MPWR
セグメントデータなし
NGL
| Water Solutions Segment | $208.6M | 23% |
| Services | $193.3M | 21% |
| Butane | $192.5M | 21% |
| Service Fees | $182.8M | 20% |
| Public Utilities Inventory Propane | $93.9M | 10% |
| Crude Oil | $23.3M | 3% |
| Crude Oil Transportation And Other | $6.5M | 1% |
| Liquids Logistics Segment | $2.5M | 0% |
| Crude Oil Logistics Segment | $1.2M | 0% |
