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ALLEGRO MICROSYSTEMS, INC.（ALGM）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ALLEGRO MICROSYSTEMS, INC.的9.1倍（$2.1B vs $229.2M）。美满电子科技净利率更高（91.7% vs 3.6%，领先88.0%）。美满电子科技同比增速更快（36.8% vs 28.9%）。美满电子科技自由现金流更多（$508.8M vs $41.3M）。过去两年美满电子科技的营收复合增速更高（20.6% vs -2.4%）
Allegro微系统是一家全球性半导体设计制造企业，专注于研发生产高性能功率与传感类集成电路，核心产品覆盖磁传感器、功率IC、运动控制解决方案，广泛服务于汽车、工业、消费电子、通信等下游领域。
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。
ALGM vs MRVL — 直观对比
营收规模更大
MRVL
是对方的9.1倍
$229.2M
营收增速更快
MRVL
高出8.0%
28.9%
净利率更高
MRVL
高出88.0%
3.6%
自由现金流更多
MRVL
多$467.5M
$41.3M
两年增速更快
MRVL
近两年复合增速
-2.4%
损益表 — Q3 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $229.2M | $2.1B |
| 净利润 | $8.3M | $1.9B |
| 毛利率 | 46.7% | 51.6% |
| 营业利润率 | 4.2% | 17.2% |
| 净利率 | 3.6% | 91.7% |
| 营收同比 | 28.9% | 36.8% |
| 净利润同比 | 221.0% | 381.1% |
| 每股收益（稀释后） | $0.04 | $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ALGMMRVL
| Q4 25 | $229.2M | $2.1B | ||
| Q3 25 | $214.3M | $2.0B | ||
| Q2 25 | $203.4M | $1.9B | ||
| Q1 25 | $192.8M | $1.8B | ||
| Q4 24 | $177.9M | $1.5B | ||
| Q3 24 | $187.4M | $1.3B | ||
| Q2 24 | $166.9M | $1.2B | ||
| Q1 24 | $240.6M | $1.4B |
净利润ALGMMRVL
| Q4 25 | $8.3M | $1.9B | ||
| Q3 25 | $6.5M | $194.8M | ||
| Q2 25 | $-13.2M | $177.9M | ||
| Q1 25 | $-14.8M | $200.2M | ||
| Q4 24 | $-6.9M | $-676.3M | ||
| Q3 24 | $-33.7M | $-193.3M | ||
| Q2 24 | $-17.7M | $-215.6M | ||
| Q1 24 | $-7.1M | $-392.7M |
毛利率ALGMMRVL
| Q4 25 | 46.7% | 51.6% | ||
| Q3 25 | 46.3% | 50.4% | ||
| Q2 25 | 44.9% | 50.3% | ||
| Q1 25 | 41.4% | 50.5% | ||
| Q4 24 | 45.7% | 23.0% | ||
| Q3 24 | 45.7% | 46.2% | ||
| Q2 24 | 44.8% | 45.5% | ||
| Q1 24 | 51.2% | 46.6% |
营业利润率ALGMMRVL
| Q4 25 | 4.2% | 17.2% | ||
| Q3 25 | 2.9% | 14.5% | ||
| Q2 25 | -1.3% | 14.3% | ||
| Q1 25 | -6.8% | 12.9% | ||
| Q4 24 | -0.0% | -46.4% | ||
| Q3 24 | 2.2% | -7.9% | ||
| Q2 24 | -6.4% | -13.1% | ||
| Q1 24 | 6.6% | -2.3% |
净利率ALGMMRVL
| Q4 25 | 3.6% | 91.7% | ||
| Q3 25 | 3.0% | 9.7% | ||
| Q2 25 | -6.5% | 9.4% | ||
| Q1 25 | -7.7% | 11.0% | ||
| Q4 24 | -3.9% | -44.6% | ||
| Q3 24 | -18.0% | -15.2% | ||
| Q2 24 | -10.6% | -18.6% | ||
| Q1 24 | -3.0% | -27.5% |
每股收益（稀释后）ALGMMRVL
| Q4 25 | $0.04 | $2.20 | ||
| Q3 25 | $0.03 | $0.22 | ||
| Q2 25 | $-0.07 | $0.20 | ||
| Q1 25 | $-0.08 | $0.23 | ||
| Q4 24 | $-0.04 | $-0.78 | ||
| Q3 24 | $-0.18 | $-0.22 | ||
| Q2 24 | $-0.09 | $-0.25 | ||
| Q1 24 | $-0.04 | $-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 | $155.2M | $2.7B |
| 总债务越低越好 | $280.7M | $4.5B |
| 股东权益账面价值 | $962.7M | $14.1B |
| 总资产 | $1.4B | $21.6B |
| 负债/权益比越低杠杆越低 | 0.29× | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资ALGMMRVL
| Q4 25 | $155.2M | $2.7B | ||
| Q3 25 | $117.5M | $1.2B | ||
| Q2 25 | $129.1M | $885.9M | ||
| Q1 25 | $121.3M | $948.3M | ||
| Q4 24 | $138.5M | $868.1M | ||
| Q3 24 | $188.8M | $808.7M | ||
| Q2 24 | $173.1M | $847.7M | ||
| Q1 24 | $212.1M | $950.8M |
总债务ALGMMRVL
| Q4 25 | $280.7M | $4.5B | ||
| Q3 25 | $280.4M | $4.5B | ||
| Q2 25 | $304.8M | $4.2B | ||
| Q1 25 | $338.9M | $4.1B | ||
| Q4 24 | $368.7M | $4.1B | ||
| Q3 24 | $393.0M | $4.1B | ||
| Q2 24 | $195.8M | $4.1B | ||
| Q1 24 | $245.1M | $4.2B |
股东权益ALGMMRVL
| Q4 25 | $962.7M | $14.1B | ||
| Q3 25 | $944.2M | $13.4B | ||
| Q2 25 | $922.7M | $13.3B | ||
| Q1 25 | $929.6M | $13.4B | ||
| Q4 24 | $933.0M | $13.4B | ||
| Q3 24 | $937.3M | $14.2B | ||
| Q2 24 | $1.1B | $14.5B | ||
| Q1 24 | $1.1B | $14.8B |
总资产ALGMMRVL
| Q4 25 | $1.4B | $21.6B | ||
| Q3 25 | $1.4B | $20.6B | ||
| Q2 25 | $1.4B | $20.0B | ||
| Q1 25 | $1.4B | $20.2B | ||
| Q4 24 | $1.4B | $19.7B | ||
| Q3 24 | $1.5B | $20.3B | ||
| Q2 24 | $1.4B | $20.5B | ||
| Q1 24 | $1.5B | $21.2B |
负债/权益比ALGMMRVL
| Q4 25 | 0.29× | 0.32× | ||
| Q3 25 | 0.30× | 0.33× | ||
| Q2 25 | 0.33× | 0.32× | ||
| Q1 25 | 0.36× | 0.30× | ||
| Q4 24 | 0.40× | 0.31× | ||
| Q3 24 | 0.42× | 0.29× | ||
| Q2 24 | 0.18× | 0.29× | ||
| Q1 24 | 0.22× | 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 | $45.4M | $582.3M |
| 自由现金流经营现金流 - 资本支出 | $41.3M | $508.8M |
| 自由现金流率自由现金流/营收 | 18.0% | 24.5% |
| 资本支出强度资本支出/营收 | 1.8% | 3.5% |
| 现金转化率经营现金流/净利润 | 5.47× | 0.31× |
| 过去12个月自由现金流最近4个季度 | $121.2M | $1.6B |
8季度趋势，按日历期对齐
经营现金流ALGMMRVL
| Q4 25 | $45.4M | $582.3M | ||
| Q3 25 | $20.4M | $461.6M | ||
| Q2 25 | $61.6M | $332.9M | ||
| Q1 25 | $20.4M | $514.0M | ||
| Q4 24 | $-8.2M | $536.3M | ||
| Q3 24 | $15.5M | $306.4M | ||
| Q2 24 | $34.2M | $324.5M | ||
| Q1 24 | $12.8M | $546.6M |
自由现金流ALGMMRVL
| Q4 25 | $41.3M | $508.8M | ||
| Q3 25 | $13.9M | $414.1M | ||
| Q2 25 | $51.0M | $214.1M | ||
| Q1 25 | $15.0M | $444.1M | ||
| Q4 24 | $-21.8M | $461.3M | ||
| Q3 24 | $5.6M | $258.2M | ||
| Q2 24 | $23.2M | $233.0M | ||
| Q1 24 | $-1.5M | $475.6M |
自由现金流率ALGMMRVL
| Q4 25 | 18.0% | 24.5% | ||
| Q3 25 | 6.5% | 20.6% | ||
| Q2 25 | 25.1% | 11.3% | ||
| Q1 25 | 7.8% | 24.4% | ||
| Q4 24 | -12.3% | 30.4% | ||
| Q3 24 | 3.0% | 20.3% | ||
| Q2 24 | 13.9% | 20.1% | ||
| Q1 24 | -0.6% | 33.3% |
资本支出强度ALGMMRVL
| Q4 25 | 1.8% | 3.5% | ||
| Q3 25 | 3.0% | 2.4% | ||
| Q2 25 | 5.2% | 6.3% | ||
| Q1 25 | 2.8% | 3.8% | ||
| Q4 24 | 7.7% | 4.9% | ||
| Q3 24 | 5.3% | 3.8% | ||
| Q2 24 | 6.6% | 7.9% | ||
| Q1 24 | 5.9% | 5.0% |
现金转化率ALGMMRVL
| Q4 25 | 5.47× | 0.31× | ||
| Q3 25 | 3.12× | 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
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
MRVL
暂无分部数据
