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布林克公司（BCO）与微芯科技（MCHP）财务数据对比。点击上方公司名可切换其他公司
布林克公司的季度营收约是微芯科技的1.2倍（$1.4B vs $1.2B），微芯科技净利率更高（5.3% vs 4.9%，领先0.3%），微芯科技同比增速更快（15.6% vs 9.1%），过去两年布林克公司的营收复合增速更高（5.6% vs -5.4%）
布林克公司是总部位于美国弗吉尼亚州里士满的现金处理服务企业，业务范围涵盖武装押运、ATM机加钞与维护，还提供金库外包、货币处理、智能保险柜服务、贵重物品国际运输等现金管理与支付相关解决方案。
微芯科技（Microchip Technology）是美国知名上市半导体企业，主营微控制器、混合信号芯片、模拟芯片及闪存知识产权（Flash-IP）相关集成电路的研发、生产与销售，产品覆盖工业控制、汽车电子、消费电子、物联网等众多领域，在全球半导体细分市场拥有领先地位。
BCO vs MCHP — 直观对比
营收规模更大
BCO
是对方的1.2倍
$1.2B
营收增速更快
MCHP
高出6.5%
9.1%
净利率更高
MCHP
高出0.3%
4.9%
两年增速更快
BCO
近两年复合增速
-5.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.2B |
| 净利润 | $68.1M | $62.7M |
| 毛利率 | 27.7% | 59.6% |
| 营业利润率 | 13.1% | 12.8% |
| 净利率 | 4.9% | 5.3% |
| 营收同比 | 9.1% | 15.6% |
| 净利润同比 | 76.9% | 217.0% |
| 每股收益（稀释后） | $1.62 | $0.06 |
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BCOMCHP
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.2B | $970.5M | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $1.2B | $1.3B |
净利润BCOMCHP
| Q4 25 | $68.1M | $62.7M | ||
| Q3 25 | $36.3M | $41.7M | ||
| Q2 25 | $43.7M | $-18.6M | ||
| Q1 25 | $51.6M | $-154.6M | ||
| Q4 24 | $38.5M | $-53.6M | ||
| Q3 24 | $28.9M | $78.4M | ||
| Q2 24 | $46.2M | $129.3M | ||
| Q1 24 | $49.3M | $154.7M |
毛利率BCOMCHP
| Q4 25 | 27.7% | 59.6% | ||
| Q3 25 | 25.8% | 55.9% | ||
| Q2 25 | 24.9% | 53.6% | ||
| Q1 25 | 24.6% | 51.6% | ||
| Q4 24 | 26.1% | 54.7% | ||
| Q3 24 | 25.0% | 57.4% | ||
| Q2 24 | 25.2% | 59.4% | ||
| Q1 24 | 25.0% | 59.6% |
营业利润率BCOMCHP
| Q4 25 | 13.1% | 12.8% | ||
| Q3 25 | 11.4% | 7.8% | ||
| Q2 25 | 10.3% | 3.0% | ||
| Q1 25 | 9.6% | -10.3% | ||
| Q4 24 | 8.3% | 3.0% | ||
| Q3 24 | 8.9% | 12.6% | ||
| Q2 24 | 9.3% | 17.7% | ||
| Q1 24 | 9.8% | 19.1% |
净利率BCOMCHP
| Q4 25 | 4.9% | 5.3% | ||
| Q3 25 | 2.7% | 3.7% | ||
| Q2 25 | 3.4% | -1.7% | ||
| Q1 25 | 4.1% | -15.9% | ||
| Q4 24 | 3.0% | -5.2% | ||
| Q3 24 | 2.3% | 6.7% | ||
| Q2 24 | 3.7% | 10.4% | ||
| Q1 24 | 4.0% | 11.7% |
每股收益（稀释后）BCOMCHP
| Q4 25 | $1.62 | $0.06 | ||
| Q3 25 | $0.86 | $0.03 | ||
| Q2 25 | $1.03 | $-0.09 | ||
| Q1 25 | $1.18 | $-0.29 | ||
| Q4 24 | $0.87 | $-0.10 | ||
| Q3 24 | $0.65 | $0.14 | ||
| Q2 24 | $1.02 | $0.24 | ||
| Q1 24 | $1.09 | $0.29 |
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 | $1.7B | $250.7M |
| 总债务越低越好 | $4.0B | $5.4B |
| 股东权益账面价值 | $277.7M | $6.6B |
| 总资产 | $7.3B | $14.3B |
| 负债/权益比越低杠杆越低 | 14.31× | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资BCOMCHP
| Q4 25 | $1.7B | $250.7M | ||
| Q3 25 | $1.3B | $236.8M | ||
| Q2 25 | $1.4B | $566.5M | ||
| Q1 25 | $1.2B | $771.7M | ||
| Q4 24 | $1.4B | $586.0M | ||
| Q3 24 | $1.2B | $286.1M | ||
| Q2 24 | $1.2B | $315.1M | ||
| Q1 24 | $1.1B | $319.7M |
总债务BCOMCHP
| Q4 25 | $4.0B | $5.4B | ||
| Q3 25 | $3.8B | $5.4B | ||
| Q2 25 | $3.9B | $5.5B | ||
| Q1 25 | $3.7B | $5.6B | ||
| Q4 24 | $3.7B | $6.7B | ||
| Q3 24 | $3.7B | $6.4B | ||
| Q2 24 | $3.6B | $6.2B | ||
| Q1 24 | $3.4B | $6.0B |
股东权益BCOMCHP
| Q4 25 | $277.7M | $6.6B | ||
| Q3 25 | $268.5M | $6.7B | ||
| Q2 25 | $254.6M | $6.9B | ||
| Q1 25 | $205.8M | $7.1B | ||
| Q4 24 | $184.9M | $6.0B | ||
| Q3 24 | $277.1M | $6.3B | ||
| Q2 24 | $320.5M | $6.4B | ||
| Q1 24 | $396.4M | $6.7B |
总资产BCOMCHP
| Q4 25 | $7.3B | $14.3B | ||
| Q3 25 | $7.0B | $14.5B | ||
| Q2 25 | $7.1B | $15.0B | ||
| Q1 25 | $6.6B | $15.4B | ||
| Q4 24 | $6.6B | $15.6B | ||
| Q3 24 | $6.7B | $15.6B | ||
| Q2 24 | $6.6B | $15.8B | ||
| Q1 24 | $6.7B | $15.9B |
负债/权益比BCOMCHP
| Q4 25 | 14.31× | 0.82× | ||
| Q3 25 | 14.05× | 0.80× | ||
| Q2 25 | 15.48× | 0.80× | ||
| Q1 25 | 18.19× | 0.80× | ||
| Q4 24 | 20.26× | 1.12× | ||
| Q3 24 | 13.39× | 1.02× | ||
| Q2 24 | 11.26× | 0.96× | ||
| Q1 24 | 8.67× | 0.90× |
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 | — | $341.4M |
| 自由现金流经营现金流 - 资本支出 | — | $318.9M |
| 自由现金流率自由现金流/营收 | — | 26.9% |
| 资本支出强度资本支出/营收 | 3.5% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 5.44× |
| 过去12个月自由现金流最近4个季度 | — | $819.9M |
8季度趋势，按日历期对齐
经营现金流BCOMCHP
| Q4 25 | — | $341.4M | ||
| Q3 25 | $122.1M | $88.1M | ||
| Q2 25 | — | $275.6M | ||
| Q1 25 | $-60.2M | $205.9M | ||
| Q4 24 | $369.8M | $271.5M | ||
| Q3 24 | $58.4M | $43.6M | ||
| Q2 24 | $-66.1M | $377.1M | ||
| Q1 24 | $63.9M | $430.0M |
自由现金流BCOMCHP
| Q4 25 | — | $318.9M | ||
| Q3 25 | $77.4M | $51.6M | ||
| Q2 25 | — | $257.7M | ||
| Q1 25 | $-119.1M | $191.7M | ||
| Q4 24 | $307.2M | $253.4M | ||
| Q3 24 | $7.4M | $22.8M | ||
| Q2 24 | $-122.8M | $304.2M | ||
| Q1 24 | $11.7M | $389.9M |
自由现金流率BCOMCHP
| Q4 25 | — | 26.9% | ||
| Q3 25 | 5.8% | 4.5% | ||
| Q2 25 | — | 24.0% | ||
| Q1 25 | -9.6% | 19.8% | ||
| Q4 24 | 24.3% | 24.7% | ||
| Q3 24 | 0.6% | 2.0% | ||
| Q2 24 | -9.8% | 24.5% | ||
| Q1 24 | 0.9% | 29.4% |
资本支出强度BCOMCHP
| Q4 25 | 3.5% | 1.9% | ||
| Q3 25 | 3.3% | 3.2% | ||
| Q2 25 | 4.0% | 1.7% | ||
| Q1 25 | 4.7% | 1.5% | ||
| Q4 24 | 5.0% | 1.8% | ||
| Q3 24 | 4.1% | 1.8% | ||
| Q2 24 | 4.5% | 5.9% | ||
| Q1 24 | 4.2% | 3.0% |
现金转化率BCOMCHP
| Q4 25 | — | 5.44× | ||
| Q3 25 | 3.36× | 2.11× | ||
| Q2 25 | — | — | ||
| Q1 25 | -1.17× | — | ||
| Q4 24 | 9.61× | — | ||
| Q3 24 | 2.02× | 0.56× | ||
| Q2 24 | -1.43× | 2.92× | ||
| Q1 24 | 1.30× | 2.78× |
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
BCO
暂无分部数据
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
