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ACUITY INC. (DE)（AYI）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
ACUITY INC. (DE)的季度营收约是Monolithic Power Systems的1.5倍（$1.1B vs $751.2M），Monolithic Power Systems净利率更高（22.9% vs 10.5%，领先12.3%），Monolithic Power Systems同比增速更快（20.8% vs 20.2%），ACUITY INC. (DE)自由现金流更多（$114.8M vs $63.9M），过去两年Monolithic Power Systems的营收复合增速更高（28.1% vs 12.4%）
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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。
AYI vs MPWR — 直观对比
营收规模更大
AYI
是对方的1.5倍
$751.2M
营收增速更快
MPWR
高出0.6%
20.2%
净利率更高
MPWR
高出12.3%
10.5%
自由现金流更多
AYI
多$50.9M
$63.9M
两年增速更快
MPWR
近两年复合增速
12.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $751.2M |
| 净利润 | $120.5M | $171.7M |
| 毛利率 | 48.4% | 55.2% |
| 营业利润率 | 14.0% | 26.6% |
| 净利率 | 10.5% | 22.9% |
| 营收同比 | 20.2% | 20.8% |
| 净利润同比 | 12.9% | -86.3% |
| 每股收益（稀释后） | $3.82 | $3.50 |
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AYIMPWR
| Q4 25 | $1.1B | $751.2M | ||
| Q3 25 | $1.2B | $737.2M | ||
| Q2 25 | $1.2B | $664.6M | ||
| Q1 25 | $1.0B | $637.6M | ||
| Q4 24 | $951.6M | $621.7M | ||
| Q3 24 | $1.0B | $620.1M | ||
| Q2 24 | $968.1M | $507.4M | ||
| Q1 24 | $905.9M | $457.9M |
净利润AYIMPWR
| Q4 25 | $120.5M | $171.7M | ||
| Q3 25 | $114.0M | $179.8M | ||
| Q2 25 | $98.4M | $135.0M | ||
| Q1 25 | $77.5M | $135.1M | ||
| Q4 24 | $106.7M | $1.3B | ||
| Q3 24 | $118.9M | $144.4M | ||
| Q2 24 | $113.9M | $100.4M | ||
| Q1 24 | $89.2M | $92.5M |
毛利率AYIMPWR
| Q4 25 | 48.4% | 55.2% | ||
| Q3 25 | 48.9% | 55.1% | ||
| Q2 25 | 48.4% | 55.1% | ||
| Q1 25 | 46.5% | 55.4% | ||
| Q4 24 | 47.2% | 55.4% | ||
| Q3 24 | 47.3% | 55.4% | ||
| Q2 24 | 46.7% | 55.3% | ||
| Q1 24 | 45.5% | 55.1% |
营业利润率AYIMPWR
| Q4 25 | 14.0% | 26.6% | ||
| Q3 25 | 14.9% | 26.5% | ||
| Q2 25 | 11.9% | 24.8% | ||
| Q1 25 | 11.0% | 26.5% | ||
| Q4 24 | 14.0% | 26.3% | ||
| Q3 24 | 15.2% | 26.5% | ||
| Q2 24 | 15.0% | 23.0% | ||
| Q1 24 | 13.0% | 20.9% |
净利率AYIMPWR
| Q4 25 | 10.5% | 22.9% | ||
| Q3 25 | 9.4% | 24.4% | ||
| Q2 25 | 8.3% | 20.3% | ||
| Q1 25 | 7.7% | 21.2% | ||
| Q4 24 | 11.2% | 201.8% | ||
| Q3 24 | 11.5% | 23.3% | ||
| Q2 24 | 11.8% | 19.8% | ||
| Q1 24 | 9.8% | 20.2% |
每股收益（稀释后）AYIMPWR
| Q4 25 | $3.82 | $3.50 | ||
| Q3 25 | $3.61 | $3.74 | ||
| Q2 25 | $3.12 | $2.81 | ||
| Q1 25 | $2.45 | $2.81 | ||
| Q4 24 | $3.35 | $25.71 | ||
| Q3 24 | $3.77 | $2.95 | ||
| Q2 24 | $3.62 | $2.05 | ||
| Q1 24 | $2.84 | $1.89 |
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 | $376.1M | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $3.5B |
| 总资产 | $4.7B | $4.2B |
| 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AYIMPWR
| Q4 25 | $376.1M | $1.3B | ||
| Q3 25 | $422.5M | $1.3B | ||
| Q2 25 | $371.8M | $1.1B | ||
| Q1 25 | $397.9M | $1.0B | ||
| Q4 24 | $935.6M | $862.9M | ||
| Q3 24 | $845.8M | $1.5B | ||
| Q2 24 | $699.0M | $1.3B | ||
| Q1 24 | $578.9M | $1.3B |
股东权益AYIMPWR
| Q4 25 | $2.8B | $3.5B | ||
| Q3 25 | $2.7B | $3.4B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.5B | $3.1B | ||
| Q4 24 | $2.5B | $3.0B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.3B | $2.2B | ||
| Q1 24 | $2.1B | $2.1B |
总资产AYIMPWR
| Q4 25 | $4.7B | $4.2B | ||
| Q3 25 | $4.8B | $4.1B | ||
| Q2 25 | $4.6B | $3.9B | ||
| Q1 25 | $4.6B | $3.7B | ||
| Q4 24 | $3.9B | $3.5B | ||
| Q3 24 | $3.8B | $2.9B | ||
| Q2 24 | $3.6B | $2.6B | ||
| Q1 24 | $3.5B | $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 | $140.8M | $104.9M |
| 自由现金流经营现金流 - 资本支出 | $114.8M | $63.9M |
| 自由现金流率自由现金流/营收 | 10.0% | 8.5% |
| 资本支出强度资本支出/营收 | 2.3% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.17× | 0.61× |
| 过去12个月自由现金流最近4个季度 | $534.5M | $666.2M |
8季度趋势，按日历期对齐
经营现金流AYIMPWR
| Q4 25 | $140.8M | $104.9M | ||
| Q3 25 | $202.5M | $239.3M | ||
| Q2 25 | $207.3M | $237.6M | ||
| Q1 25 | $59.4M | $256.4M | ||
| Q4 24 | $132.2M | $167.7M | ||
| Q3 24 | $174.1M | $231.7M | ||
| Q2 24 | $152.5M | $141.0M | ||
| Q1 24 | $102.6M | $248.1M |
自由现金流AYIMPWR
| Q4 25 | $114.8M | $63.9M | ||
| Q3 25 | $177.7M | $196.8M | ||
| Q2 25 | $192.3M | $189.5M | ||
| Q1 25 | $49.7M | $216.0M | ||
| Q4 24 | $113.3M | $102.9M | ||
| Q3 24 | $151.1M | $197.9M | ||
| Q2 24 | $140.5M | $109.5M | ||
| Q1 24 | $88.2M | $232.1M |
自由现金流率AYIMPWR
| Q4 25 | 10.0% | 8.5% | ||
| Q3 25 | 14.7% | 26.7% | ||
| Q2 25 | 16.3% | 28.5% | ||
| Q1 25 | 4.9% | 33.9% | ||
| Q4 24 | 11.9% | 16.5% | ||
| Q3 24 | 14.6% | 31.9% | ||
| Q2 24 | 14.5% | 21.6% | ||
| Q1 24 | 9.7% | 50.7% |
资本支出强度AYIMPWR
| Q4 25 | 2.3% | 5.5% | ||
| Q3 25 | 2.1% | 5.8% | ||
| Q2 25 | 1.3% | 7.2% | ||
| Q1 25 | 1.0% | 6.3% | ||
| Q4 24 | 2.0% | 10.4% | ||
| Q3 24 | 2.2% | 5.5% | ||
| Q2 24 | 1.2% | 6.2% | ||
| Q1 24 | 1.6% | 3.5% |
现金转化率AYIMPWR
| Q4 25 | 1.17× | 0.61× | ||
| Q3 25 | 1.78× | 1.33× | ||
| Q2 25 | 2.11× | 1.76× | ||
| Q1 25 | 0.77× | 1.90× | ||
| Q4 24 | 1.24× | 0.13× | ||
| Q3 24 | 1.46× | 1.60× | ||
| Q2 24 | 1.34× | 1.40× | ||
| Q1 24 | 1.15× | 2.68× |
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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
MPWR
暂无分部数据
