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阿普塔集团(ATR)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
阿普塔集团的季度营收约是Monolithic Power Systems的1.2倍($982.9M vs $804.2M),Monolithic Power Systems净利率更高(24.0% vs 7.4%,领先16.6%),Monolithic Power Systems同比增速更快(26.1% vs 10.8%),过去两年Monolithic Power Systems的营收复合增速更高(25.9% vs 3.9%)
阿普塔集团(AptarGroup, Inc.)是总部位于美国的全球性制造企业,主营消费品分配包装产品及药物给药装置的研发与生产,目前在全球18个国家设有生产运营基地,服务医药、快消等多领域客户。
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。
ATR vs MPWR — 直观对比
营收规模更大
ATR
是对方的1.2倍
$804.2M
营收增速更快
MPWR
高出15.4%
10.8%
净利率更高
MPWR
高出16.6%
7.4%
两年增速更快
MPWR
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $982.9M | $804.2M |
| 净利润 | $72.8M | $193.2M |
| 毛利率 | — | 55.3% |
| 营业利润率 | 10.9% | 30.0% |
| 净利率 | 7.4% | 24.0% |
| 营收同比 | 10.8% | 26.1% |
| 净利润同比 | -7.5% | 43.1% |
| 每股收益(稀释后) | $1.12 | $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
ATR
MPWR
| Q1 26 | $982.9M | $804.2M | ||
| Q4 25 | $962.7M | $751.2M | ||
| Q3 25 | $961.1M | $737.2M | ||
| Q2 25 | $966.0M | $664.6M | ||
| Q1 25 | $887.3M | $637.6M | ||
| Q4 24 | $848.1M | $621.7M | ||
| Q3 24 | $909.3M | $620.1M | ||
| Q2 24 | $910.1M | $507.4M |
净利润
ATR
MPWR
| Q1 26 | $72.8M | $193.2M | ||
| Q4 25 | $74.3M | $171.7M | ||
| Q3 25 | $127.9M | $179.8M | ||
| Q2 25 | $111.7M | $135.0M | ||
| Q1 25 | $78.8M | $135.1M | ||
| Q4 24 | $100.9M | $1.3B | ||
| Q3 24 | $100.0M | $144.4M | ||
| Q2 24 | $90.5M | $100.4M |
毛利率
ATR
MPWR
| 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
ATR
MPWR
| Q1 26 | 10.9% | 30.0% | ||
| Q4 25 | 11.0% | 26.6% | ||
| Q3 25 | 14.2% | 26.5% | ||
| Q2 25 | 14.9% | 24.8% | ||
| Q1 25 | 12.8% | 26.5% | ||
| Q4 24 | 14.2% | 26.3% | ||
| Q3 24 | 15.2% | 26.5% | ||
| Q2 24 | 13.8% | 23.0% |
净利率
ATR
MPWR
| Q1 26 | 7.4% | 24.0% | ||
| Q4 25 | 7.7% | 22.9% | ||
| Q3 25 | 13.3% | 24.4% | ||
| Q2 25 | 11.6% | 20.3% | ||
| Q1 25 | 8.9% | 21.2% | ||
| Q4 24 | 11.9% | 201.8% | ||
| Q3 24 | 11.0% | 23.3% | ||
| Q2 24 | 9.9% | 19.8% |
每股收益(稀释后)
ATR
MPWR
| Q1 26 | $1.12 | $3.92 | ||
| Q4 25 | $1.13 | $3.50 | ||
| Q3 25 | $1.92 | $3.74 | ||
| Q2 25 | $1.67 | $2.81 | ||
| Q1 25 | $1.17 | $2.81 | ||
| Q4 24 | $1.48 | $25.71 | ||
| Q3 24 | $1.48 | $2.95 | ||
| Q2 24 | $1.34 | $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 | $229.5M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.6B | $3.7B |
| 总资产 | $5.1B | $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
ATR
MPWR
| Q1 26 | $229.5M | $1.4B | ||
| Q4 25 | $409.5M | $1.3B | ||
| Q3 25 | $264.8M | $1.3B | ||
| Q2 25 | $169.8M | $1.1B | ||
| Q1 25 | $136.8M | $1.0B | ||
| Q4 24 | $226.2M | $862.9M | ||
| Q3 24 | $327.9M | $1.5B | ||
| Q2 24 | $223.9M | $1.3B |
总债务
ATR
MPWR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $546.0M | — | ||
| Q2 25 | $535.1M | — | ||
| Q1 25 | $561.2M | — | ||
| Q4 24 | $688.1M | — | ||
| Q3 24 | $822.7M | — | ||
| Q2 24 | $681.5M | — |
股东权益
ATR
MPWR
| Q1 26 | $2.6B | $3.7B | ||
| Q4 25 | $2.7B | $3.5B | ||
| Q3 25 | $2.8B | $3.4B | ||
| Q2 25 | $2.7B | $3.2B | ||
| Q1 25 | $2.5B | $3.1B | ||
| Q4 24 | $2.5B | $3.0B | ||
| Q3 24 | $2.5B | $2.4B | ||
| Q2 24 | $2.4B | $2.2B |
总资产
ATR
MPWR
| Q1 26 | $5.1B | $4.4B | ||
| Q4 25 | $5.3B | $4.2B | ||
| Q3 25 | $5.1B | $4.1B | ||
| Q2 25 | $4.9B | $3.9B | ||
| Q1 25 | $4.5B | $3.7B | ||
| Q4 24 | $4.4B | $3.5B | ||
| Q3 24 | $4.6B | $2.9B | ||
| Q2 24 | $4.5B | $2.6B |
负债/权益比
ATR
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.28× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $53.3M | — |
| 自由现金流率自由现金流/营收 | 5.4% | — |
| 资本支出强度资本支出/营收 | 6.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $327.0M | — |
8季度趋势,按日历期对齐
经营现金流
ATR
MPWR
| Q1 26 | — | — | ||
| Q4 25 | $183.7M | $104.9M | ||
| Q3 25 | $177.6M | $239.3M | ||
| Q2 25 | $126.0M | $237.6M | ||
| Q1 25 | $82.7M | $256.4M | ||
| Q4 24 | $178.2M | $167.7M | ||
| Q3 24 | $229.3M | $231.7M | ||
| Q2 24 | $143.6M | $141.0M |
自由现金流
ATR
MPWR
| Q1 26 | $53.3M | — | ||
| Q4 25 | $96.9M | $63.9M | ||
| Q3 25 | $114.3M | $196.8M | ||
| Q2 25 | $62.5M | $189.5M | ||
| Q1 25 | $25.9M | $216.0M | ||
| Q4 24 | $112.2M | $102.9M | ||
| Q3 24 | $162.7M | $197.9M | ||
| Q2 24 | $75.4M | $109.5M |
自由现金流率
ATR
MPWR
| Q1 26 | 5.4% | — | ||
| Q4 25 | 10.1% | 8.5% | ||
| Q3 25 | 11.9% | 26.7% | ||
| Q2 25 | 6.5% | 28.5% | ||
| Q1 25 | 2.9% | 33.9% | ||
| Q4 24 | 13.2% | 16.5% | ||
| Q3 24 | 17.9% | 31.9% | ||
| Q2 24 | 8.3% | 21.6% |
资本支出强度
ATR
MPWR
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.0% | 5.5% | ||
| Q3 25 | 6.6% | 5.8% | ||
| Q2 25 | 6.6% | 7.2% | ||
| Q1 25 | 6.4% | 6.3% | ||
| Q4 24 | 7.8% | 10.4% | ||
| Q3 24 | 7.3% | 5.5% | ||
| Q2 24 | 7.5% | 6.2% |
现金转化率
ATR
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 2.47× | 0.61× | ||
| Q3 25 | 1.39× | 1.33× | ||
| Q2 25 | 1.13× | 1.76× | ||
| Q1 25 | 1.05× | 1.90× | ||
| Q4 24 | 1.77× | 0.13× | ||
| Q3 24 | 2.29× | 1.60× | ||
| Q2 24 | 1.59× | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图