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Arteris, Inc.（AIP）与美满电子科技（MRVL）财务数据对比。点击上方公司名可切换其他公司
美满电子科技的季度营收约是Arteris, Inc.的103.0倍（$2.1B vs $20.1M）。美满电子科技净利率更高（91.7% vs -42.2%，领先133.9%）。美满电子科技同比增速更快（36.8% vs 30.0%）。美满电子科技自由现金流更多（$508.8M vs $3.0M）。过去两年Arteris, Inc.的营收复合增速更高（24.7% vs 20.6%）
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业，成立于1995年，专注于半导体及相关技术的研发与生产。截至2024年，公司全球员工超6500人，持有全球专利超1万项，2024财年总营收达55亿美元。
AIP vs MRVL — 直观对比
营收规模更大
MRVL
是对方的103.0倍
$20.1M
营收增速更快
MRVL
高出6.8%
30.0%
净利率更高
MRVL
高出133.9%
-42.2%
自由现金流更多
MRVL
多$505.8M
$3.0M
两年增速更快
AIP
近两年复合增速
20.6%
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $2.1B |
| 净利润 | $-8.5M | $1.9B |
| 毛利率 | 90.8% | 51.6% |
| 营业利润率 | -42.0% | 17.2% |
| 净利率 | -42.2% | 91.7% |
| 营收同比 | 30.0% | 36.8% |
| 净利润同比 | -3.7% | 381.1% |
| 每股收益（稀释后） | $-0.19 | $2.20 |
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AIPMRVL
| Q4 25 | $20.1M | $2.1B | ||
| Q3 25 | $17.4M | $2.0B | ||
| Q2 25 | $16.5M | $1.9B | ||
| Q1 25 | $16.5M | $1.8B | ||
| Q4 24 | $15.5M | $1.5B | ||
| Q3 24 | $14.7M | $1.3B | ||
| Q2 24 | $14.6M | $1.2B | ||
| Q1 24 | $12.9M | $1.4B |
净利润AIPMRVL
| Q4 25 | $-8.5M | $1.9B | ||
| Q3 25 | $-9.0M | $194.8M | ||
| Q2 25 | $-9.1M | $177.9M | ||
| Q1 25 | $-8.1M | $200.2M | ||
| Q4 24 | $-8.2M | $-676.3M | ||
| Q3 24 | $-7.7M | $-193.3M | ||
| Q2 24 | $-8.3M | $-215.6M | ||
| Q1 24 | $-9.4M | $-392.7M |
毛利率AIPMRVL
| Q4 25 | 90.8% | 51.6% | ||
| Q3 25 | 89.9% | 50.4% | ||
| Q2 25 | 89.4% | 50.3% | ||
| Q1 25 | 90.8% | 50.5% | ||
| Q4 24 | 89.8% | 23.0% | ||
| Q3 24 | 90.1% | 46.2% | ||
| Q2 24 | 90.0% | 45.5% | ||
| Q1 24 | 88.7% | 46.6% |
营业利润率AIPMRVL
| Q4 25 | -42.0% | 17.2% | ||
| Q3 25 | -50.1% | 14.5% | ||
| Q2 25 | -50.0% | 14.3% | ||
| Q1 25 | -46.6% | 12.9% | ||
| Q4 24 | -45.9% | -46.4% | ||
| Q3 24 | -53.8% | -7.9% | ||
| Q2 24 | -51.1% | -13.1% | ||
| Q1 24 | -70.5% | -2.3% |
净利率AIPMRVL
| Q4 25 | -42.2% | 91.7% | ||
| Q3 25 | -51.6% | 9.7% | ||
| Q2 25 | -55.3% | 9.4% | ||
| Q1 25 | -49.1% | 11.0% | ||
| Q4 24 | -53.0% | -44.6% | ||
| Q3 24 | -52.2% | -15.2% | ||
| Q2 24 | -57.2% | -18.6% | ||
| Q1 24 | -72.6% | -27.5% |
每股收益（稀释后）AIPMRVL
| Q4 25 | $-0.19 | $2.20 | ||
| Q3 25 | $-0.21 | $0.22 | ||
| Q2 25 | $-0.22 | $0.20 | ||
| Q1 25 | $-0.20 | $0.23 | ||
| Q4 24 | $-0.19 | $-0.78 | ||
| Q3 24 | $-0.20 | $-0.22 | ||
| Q2 24 | $-0.22 | $-0.25 | ||
| Q1 24 | $-0.25 | $-0.45 |
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 | $33.9M | $2.7B |
| 总债务越低越好 | — | $4.5B |
| 股东权益账面价值 | $-14.6M | $14.1B |
| 总资产 | $115.0M | $21.6B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资AIPMRVL
| Q4 25 | $33.9M | $2.7B | ||
| Q3 25 | $39.0M | $1.2B | ||
| Q2 25 | $38.0M | $885.9M | ||
| Q1 25 | $42.3M | $948.3M | ||
| Q4 24 | $43.8M | $868.1M | ||
| Q3 24 | $48.7M | $808.7M | ||
| Q2 24 | $45.8M | $847.7M | ||
| Q1 24 | $44.8M | $950.8M |
总债务AIPMRVL
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $4.2B |
股东权益AIPMRVL
| Q4 25 | $-14.6M | $14.1B | ||
| Q3 25 | $-11.4M | $13.4B | ||
| Q2 25 | $-7.5M | $13.3B | ||
| Q1 25 | $-4.8M | $13.4B | ||
| Q4 24 | $-1.2M | $13.4B | ||
| Q3 24 | $2.2M | $14.2B | ||
| Q2 24 | $5.3M | $14.5B | ||
| Q1 24 | $9.5M | $14.8B |
总资产AIPMRVL
| Q4 25 | $115.0M | $21.6B | ||
| Q3 25 | $107.7M | $20.6B | ||
| Q2 25 | $106.9M | $20.0B | ||
| Q1 25 | $98.3M | $20.2B | ||
| Q4 24 | $106.1M | $19.7B | ||
| Q3 24 | $97.7M | $20.3B | ||
| Q2 24 | $96.4M | $20.5B | ||
| Q1 24 | $101.4M | $21.2B |
负债/权益比AIPMRVL
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.33× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.29× | ||
| Q1 24 | — | 0.28× |
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 | $3.2M | $582.3M |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $508.8M |
| 自由现金流率自由现金流/营收 | 15.1% | 24.5% |
| 资本支出强度资本支出/营收 | 0.7% | 3.5% |
| 现金转化率经营现金流/净利润 | — | 0.31× |
| 过去12个月自由现金流最近4个季度 | $5.3M | $1.6B |
8季度趋势，按日历期对齐
经营现金流AIPMRVL
| Q4 25 | $3.2M | $582.3M | ||
| Q3 25 | $3.2M | $461.6M | ||
| Q2 25 | $-2.5M | $332.9M | ||
| Q1 25 | $2.9M | $514.0M | ||
| Q4 24 | $-2.6M | $536.3M | ||
| Q3 24 | $1.1M | $306.4M | ||
| Q2 24 | $311.0K | $324.5M | ||
| Q1 24 | $477.0K | $546.6M |
自由现金流AIPMRVL
| Q4 25 | $3.0M | $508.8M | ||
| Q3 25 | $2.5M | $414.1M | ||
| Q2 25 | $-2.8M | $214.1M | ||
| Q1 25 | $2.7M | $444.1M | ||
| Q4 24 | $-2.7M | $461.3M | ||
| Q3 24 | $1.1M | $258.2M | ||
| Q2 24 | $264.0K | $233.0M | ||
| Q1 24 | $281.0K | $475.6M |
自由现金流率AIPMRVL
| Q4 25 | 15.1% | 24.5% | ||
| Q3 25 | 14.2% | 20.6% | ||
| Q2 25 | -17.2% | 11.3% | ||
| Q1 25 | 16.2% | 24.4% | ||
| Q4 24 | -17.3% | 30.4% | ||
| Q3 24 | 7.4% | 20.3% | ||
| Q2 24 | 1.8% | 20.1% | ||
| Q1 24 | 2.2% | 33.3% |
资本支出强度AIPMRVL
| Q4 25 | 0.7% | 3.5% | ||
| Q3 25 | 4.1% | 2.4% | ||
| Q2 25 | 2.2% | 6.3% | ||
| Q1 25 | 1.1% | 3.8% | ||
| Q4 24 | 0.3% | 4.9% | ||
| Q3 24 | 0.2% | 3.8% | ||
| Q2 24 | 0.3% | 7.9% | ||
| Q1 24 | 1.5% | 5.0% |
现金转化率AIPMRVL
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 2.37× | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
MRVL
暂无分部数据
