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Astrana Health, Inc.（ASTH）与Monolithic Power Systems（MPWR）财务数据对比。点击上方公司名可切换其他公司
Astrana Health, Inc.的季度营收约是Monolithic Power Systems的1.2倍（$950.5M vs $804.2M），Monolithic Power Systems净利率更高（24.0% vs 0.7%，领先23.3%），Astrana Health, Inc.同比增速更快（42.9% vs 26.1%），过去两年Astrana Health, Inc.的营收复合增速更高（53.3% vs 25.9%）
Astrana Health是一家总部位于美国的价值导向型医疗服务提供商，主要服务全美符合联邦医保资格的老年群体，提供上门初级护理、慢性病管理及护理协调服务，致力于提升患者健康水平、降低不必要的医疗支出。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
ASTH vs MPWR — 直观对比
营收规模更大
ASTH
是对方的1.2倍
$804.2M
营收增速更快
ASTH
高出16.8%
26.1%
净利率更高
MPWR
高出23.3%
0.7%
两年增速更快
ASTH
近两年复合增速
25.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $950.5M | $804.2M |
| 净利润 | $6.6M | $193.2M |
| 毛利率 | — | 55.3% |
| 营业利润率 | 1.9% | 30.0% |
| 净利率 | 0.7% | 24.0% |
| 营收同比 | 42.9% | 26.1% |
| 净利润同比 | 184.4% | 43.1% |
| 每股收益（稀释后） | $0.12 | $3.92 |
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ASTHMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $950.5M | $751.2M | ||
| Q3 25 | $956.0M | $737.2M | ||
| Q2 25 | $654.8M | $664.6M | ||
| Q1 25 | $620.4M | $637.6M | ||
| Q4 24 | $665.2M | $621.7M | ||
| Q3 24 | $478.7M | $620.1M | ||
| Q2 24 | $486.3M | $507.4M |
净利润ASTHMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $6.6M | $171.7M | ||
| Q3 25 | $373.0K | $179.8M | ||
| Q2 25 | $9.4M | $135.0M | ||
| Q1 25 | $6.7M | $135.1M | ||
| Q4 24 | $-7.8M | $1.3B | ||
| Q3 24 | $16.1M | $144.4M | ||
| Q2 24 | $19.2M | $100.4M |
毛利率ASTHMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 55.1% | ||
| Q2 25 | — | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.3% |
营业利润率ASTHMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 1.9% | 26.6% | ||
| Q3 25 | 2.0% | 26.5% | ||
| Q2 25 | 3.1% | 24.8% | ||
| Q1 25 | 3.3% | 26.5% | ||
| Q4 24 | 0.1% | 26.3% | ||
| Q3 24 | 5.9% | 26.5% | ||
| Q2 24 | 6.2% | 23.0% |
净利率ASTHMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 0.7% | 22.9% | ||
| Q3 25 | 0.0% | 24.4% | ||
| Q2 25 | 1.4% | 20.3% | ||
| Q1 25 | 1.1% | 21.2% | ||
| Q4 24 | -1.2% | 201.8% | ||
| Q3 24 | 3.4% | 23.3% | ||
| Q2 24 | 3.9% | 19.8% |
每股收益（稀释后）ASTHMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $0.12 | $3.50 | ||
| Q3 25 | $0.01 | $3.74 | ||
| Q2 25 | $0.19 | $2.81 | ||
| Q1 25 | $0.14 | $2.81 | ||
| Q4 24 | $-0.14 | $25.71 | ||
| Q3 24 | $0.33 | $2.95 | ||
| Q2 24 | $0.40 | $2.05 |
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 | $429.5M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $779.3M | $3.7B |
| 总资产 | $2.2B | $4.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASTHMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $429.5M | $1.3B | ||
| Q3 25 | $463.4M | $1.3B | ||
| Q2 25 | $342.1M | $1.1B | ||
| Q1 25 | $260.9M | $1.0B | ||
| Q4 24 | $290.8M | $862.9M | ||
| Q3 24 | $350.3M | $1.5B | ||
| Q2 24 | $327.7M | $1.3B |
股东权益ASTHMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $779.3M | $3.5B | ||
| Q3 25 | $775.5M | $3.4B | ||
| Q2 25 | $765.5M | $3.2B | ||
| Q1 25 | $745.4M | $3.1B | ||
| Q4 24 | $712.7M | $3.0B | ||
| Q3 24 | $704.6M | $2.4B | ||
| Q2 24 | $678.9M | $2.2B |
总资产ASTHMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.2B | $4.2B | ||
| Q3 25 | $2.2B | $4.1B | ||
| Q2 25 | $1.4B | $3.9B | ||
| Q1 25 | $1.3B | $3.7B | ||
| Q4 24 | $1.4B | $3.5B | ||
| Q3 24 | $1.3B | $2.9B | ||
| Q2 24 | $1.3B | $2.6B |
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 | $-2.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-6.0M | — |
| 自由现金流率自由现金流/营收 | -0.6% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | -0.44× | — |
| 过去12个月自由现金流最近4个季度 | $104.5M | — |
8季度趋势，按日历期对齐
经营现金流ASTHMPWR
| Q1 26 | — | — | ||
| Q4 25 | $-2.9M | $104.9M | ||
| Q3 25 | $10.0M | $239.3M | ||
| Q2 25 | $90.9M | $237.6M | ||
| Q1 25 | $16.6M | $256.4M | ||
| Q4 24 | $-10.9M | $167.7M | ||
| Q3 24 | $34.0M | $231.7M | ||
| Q2 24 | $23.2M | $141.0M |
自由现金流ASTHMPWR
| Q1 26 | — | — | ||
| Q4 25 | $-6.0M | $63.9M | ||
| Q3 25 | $7.4M | $196.8M | ||
| Q2 25 | $89.5M | $189.5M | ||
| Q1 25 | $13.6M | $216.0M | ||
| Q4 24 | $-13.5M | $102.9M | ||
| Q3 24 | $31.7M | $197.9M | ||
| Q2 24 | $20.4M | $109.5M |
自由现金流率ASTHMPWR
| Q1 26 | — | — | ||
| Q4 25 | -0.6% | 8.5% | ||
| Q3 25 | 0.8% | 26.7% | ||
| Q2 25 | 13.7% | 28.5% | ||
| Q1 25 | 2.2% | 33.9% | ||
| Q4 24 | -2.0% | 16.5% | ||
| Q3 24 | 6.6% | 31.9% | ||
| Q2 24 | 4.2% | 21.6% |
资本支出强度ASTHMPWR
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 5.5% | ||
| Q3 25 | 0.3% | 5.8% | ||
| Q2 25 | 0.2% | 7.2% | ||
| Q1 25 | 0.5% | 6.3% | ||
| Q4 24 | 0.4% | 10.4% | ||
| Q3 24 | 0.5% | 5.5% | ||
| Q2 24 | 0.6% | 6.2% |
现金转化率ASTHMPWR
| Q1 26 | — | — | ||
| Q4 25 | -0.44× | 0.61× | ||
| Q3 25 | 26.69× | 1.33× | ||
| Q2 25 | 9.65× | 1.76× | ||
| Q1 25 | 2.48× | 1.90× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | 2.11× | 1.60× | ||
| Q2 24 | 1.21× | 1.40× |
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
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
MPWR
暂无分部数据
