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AeroVironment Inc（AVAV）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
Monolithic Power Systems的季度营收约是AeroVironment Inc的1.7倍（$804.2M vs $472.5M），Monolithic Power Systems净利率更高（24.0% vs -3.6%，领先27.6%），AeroVironment Inc同比增速更快（181.9% vs 26.1%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 25.9%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs MPWR — 直观对比
营收规模更大
MPWR
是对方的1.7倍
$472.5M
营收增速更快
AVAV
高出155.7%
26.1%
净利率更高
MPWR
高出27.6%
-3.6%
两年增速更快
AVAV
近两年复合增速
25.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $804.2M |
| 净利润 | $-17.1M | $193.2M |
| 毛利率 | 22.0% | 55.3% |
| 营业利润率 | -6.4% | 30.0% |
| 净利率 | -3.6% | 24.0% |
| 营收同比 | 181.9% | 26.1% |
| 净利润同比 | -875.1% | 43.1% |
| 每股收益（稀释后） | $-0.34 | $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AVAVMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $472.5M | $751.2M | ||
| Q3 25 | $454.7M | $737.2M | ||
| Q2 25 | $275.1M | $664.6M | ||
| Q1 25 | $167.6M | $637.6M | ||
| Q4 24 | $188.5M | $621.7M | ||
| Q3 24 | $189.5M | $620.1M | ||
| Q2 24 | $197.0M | $507.4M |
净利润AVAVMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $-17.1M | $171.7M | ||
| Q3 25 | $-67.4M | $179.8M | ||
| Q2 25 | $16.7M | $135.0M | ||
| Q1 25 | $-1.8M | $135.1M | ||
| Q4 24 | $7.5M | $1.3B | ||
| Q3 24 | $21.2M | $144.4M | ||
| Q2 24 | $6.0M | $100.4M |
毛利率AVAVMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | 22.0% | 55.2% | ||
| Q3 25 | 20.9% | 55.1% | ||
| Q2 25 | 36.5% | 55.1% | ||
| Q1 25 | 37.7% | 55.4% | ||
| Q4 24 | 39.1% | 55.4% | ||
| Q3 24 | 43.0% | 55.4% | ||
| Q2 24 | 38.4% | 55.3% |
营业利润率AVAVMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | -6.4% | 26.6% | ||
| Q3 25 | -15.2% | 26.5% | ||
| Q2 25 | 5.0% | 24.8% | ||
| Q1 25 | -1.8% | 26.5% | ||
| Q4 24 | 3.7% | 26.3% | ||
| Q3 24 | 12.2% | 26.5% | ||
| Q2 24 | 3.0% | 23.0% |
净利率AVAVMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | -3.6% | 22.9% | ||
| Q3 25 | -14.8% | 24.4% | ||
| Q2 25 | 6.1% | 20.3% | ||
| Q1 25 | -1.0% | 21.2% | ||
| Q4 24 | 4.0% | 201.8% | ||
| Q3 24 | 11.2% | 23.3% | ||
| Q2 24 | 3.1% | 19.8% |
每股收益（稀释后）AVAVMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $-0.34 | $3.50 | ||
| Q3 25 | $-1.44 | $3.74 | ||
| Q2 25 | $0.59 | $2.81 | ||
| Q1 25 | $-0.06 | $2.81 | ||
| Q4 24 | $0.27 | $25.71 | ||
| Q3 24 | $0.75 | $2.95 | ||
| Q2 24 | $0.18 | $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 | $588.5M | $1.4B |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $3.7B |
| 总资产 | $5.6B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $588.5M | $1.3B | ||
| Q3 25 | $685.8M | $1.3B | ||
| Q2 25 | $40.9M | $1.1B | ||
| Q1 25 | $47.0M | $1.0B | ||
| Q4 24 | $69.0M | $862.9M | ||
| Q3 24 | $81.2M | $1.5B | ||
| Q2 24 | $73.3M | $1.3B |
总债务AVAVMPWR
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — |
股东权益AVAVMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $4.4B | $3.5B | ||
| Q3 25 | $4.4B | $3.4B | ||
| Q2 25 | $886.5M | $3.2B | ||
| Q1 25 | $861.1M | $3.1B | ||
| Q4 24 | $858.4M | $3.0B | ||
| Q3 24 | $845.5M | $2.4B | ||
| Q2 24 | $822.7M | $2.2B |
总资产AVAVMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $5.6B | $4.2B | ||
| Q3 25 | $5.6B | $4.1B | ||
| Q2 25 | $1.1B | $3.9B | ||
| Q1 25 | $1.0B | $3.7B | ||
| Q4 24 | $1.0B | $3.5B | ||
| Q3 24 | $999.2M | $2.9B | ||
| Q2 24 | $1.0B | $2.6B |
负债/权益比AVAVMPWR
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — |
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 | $-45.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 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 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVMPWR
| Q1 26 | — | — | ||
| Q4 25 | $-45.1M | $104.9M | ||
| Q3 25 | $-123.7M | $239.3M | ||
| Q2 25 | $-264.0K | $237.6M | ||
| Q1 25 | $-25.8M | $256.4M | ||
| Q4 24 | $-3.6M | $167.7M | ||
| Q3 24 | $28.4M | $231.7M | ||
| Q2 24 | $-11.7M | $141.0M |
自由现金流AVAVMPWR
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | $63.9M | ||
| Q3 25 | $-146.5M | $196.8M | ||
| Q2 25 | $-8.8M | $189.5M | ||
| Q1 25 | $-29.6M | $216.0M | ||
| Q4 24 | $-8.7M | $102.9M | ||
| Q3 24 | $22.9M | $197.9M | ||
| Q2 24 | $-20.8M | $109.5M |
自由现金流率AVAVMPWR
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | 8.5% | ||
| Q3 25 | -32.2% | 26.7% | ||
| Q2 25 | -3.2% | 28.5% | ||
| Q1 25 | -17.7% | 33.9% | ||
| Q4 24 | -4.6% | 16.5% | ||
| Q3 24 | 12.1% | 31.9% | ||
| Q2 24 | -10.5% | 21.6% |
资本支出强度AVAVMPWR
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 5.5% | ||
| Q3 25 | 5.0% | 5.8% | ||
| Q2 25 | 3.1% | 7.2% | ||
| Q1 25 | 2.3% | 6.3% | ||
| Q4 24 | 2.7% | 10.4% | ||
| Q3 24 | 2.9% | 5.5% | ||
| Q2 24 | 4.6% | 6.2% |
现金转化率AVAVMPWR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | -0.02× | 1.76× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | -0.48× | 0.13× | ||
| Q3 24 | 1.34× | 1.60× | ||
| Q2 24 | -1.93× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
MPWR
暂无分部数据
