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COMMERCE BANCSHARES INC（CBSH）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COMMERCE BANCSHARES INC的1.6倍（$751.2M vs $475.7M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 22.9%，领先6.9%），Monolithic Power Systems同比增速更快（20.8% vs 11.1%），过去两年Monolithic Power Systems的营收复合增速更高（28.1% vs 7.1%）
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
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。
CBSH vs MPWR — 直观对比
营收规模更大
MPWR
是对方的1.6倍
$475.7M
营收增速更快
MPWR
高出9.7%
11.1%
净利率更高
CBSH
高出6.9%
22.9%
两年增速更快
MPWR
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $475.7M | $751.2M |
| 净利润 | $141.6M | $171.7M |
| 毛利率 | — | 55.2% |
| 营业利润率 | — | 26.6% |
| 净利率 | 29.8% | 22.9% |
| 营收同比 | 11.1% | 20.8% |
| 净利润同比 | 0.7% | -86.3% |
| 每股收益（稀释后） | $0.96 | $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CBSHMPWR
| Q1 26 | $475.7M | — | ||
| Q4 25 | $449.4M | $751.2M | ||
| Q3 25 | $441.0M | $737.2M | ||
| Q2 25 | $445.8M | $664.6M | ||
| Q1 25 | $428.1M | $637.6M | ||
| Q4 24 | $422.1M | $621.7M | ||
| Q3 24 | $421.4M | $620.1M | ||
| Q2 24 | $414.5M | $507.4M |
净利润CBSHMPWR
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $171.7M | ||
| Q3 25 | $141.5M | $179.8M | ||
| Q2 25 | $152.5M | $135.0M | ||
| Q1 25 | $131.6M | $135.1M | ||
| Q4 24 | $136.1M | $1.3B | ||
| Q3 24 | $138.0M | $144.4M | ||
| Q2 24 | $139.6M | $100.4M |
毛利率CBSHMPWR
| Q1 26 | — | — | ||
| 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CBSHMPWR
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 26.6% | ||
| Q3 25 | 41.9% | 26.5% | ||
| Q2 25 | 44.0% | 24.8% | ||
| Q1 25 | 39.2% | 26.5% | ||
| Q4 24 | 41.2% | 26.3% | ||
| Q3 24 | 42.4% | 26.5% | ||
| Q2 24 | 43.4% | 23.0% |
净利率CBSHMPWR
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 22.9% | ||
| Q3 25 | 32.1% | 24.4% | ||
| Q2 25 | 34.2% | 20.3% | ||
| Q1 25 | 30.7% | 21.2% | ||
| Q4 24 | 32.2% | 201.8% | ||
| Q3 24 | 32.8% | 23.3% | ||
| Q2 24 | 33.7% | 19.8% |
每股收益（稀释后）CBSHMPWR
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $3.50 | ||
| Q3 25 | $1.06 | $3.74 | ||
| Q2 25 | $1.14 | $2.81 | ||
| Q1 25 | $0.98 | $2.81 | ||
| Q4 24 | $0.83 | $25.71 | ||
| Q3 24 | $1.01 | $2.95 | ||
| Q2 24 | $1.03 | $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 | — | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $3.5B |
| 总资产 | $35.7B | $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CBSHMPWR
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $862.9M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.3B |
股东权益CBSHMPWR
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $3.5B | ||
| Q3 25 | $3.8B | $3.4B | ||
| Q2 25 | $3.6B | $3.2B | ||
| Q1 25 | $3.5B | $3.1B | ||
| Q4 24 | $3.3B | $3.0B | ||
| Q3 24 | $3.4B | $2.4B | ||
| Q2 24 | $3.1B | $2.2B |
总资产CBSHMPWR
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $4.2B | ||
| Q3 25 | $32.3B | $4.1B | ||
| Q2 25 | $32.3B | $3.9B | ||
| Q1 25 | $32.4B | $3.7B | ||
| Q4 24 | $32.0B | $3.5B | ||
| Q3 24 | $31.5B | $2.9B | ||
| Q2 24 | $30.6B | $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 | — | $104.9M |
| 自由现金流经营现金流 - 资本支出 | — | $63.9M |
| 自由现金流率自由现金流/营收 | — | 8.5% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.61× |
| 过去12个月自由现金流最近4个季度 | — | $666.2M |
8季度趋势，按日历期对齐
经营现金流CBSHMPWR
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $104.9M | ||
| Q3 25 | $129.0M | $239.3M | ||
| Q2 25 | $111.2M | $237.6M | ||
| Q1 25 | $138.6M | $256.4M | ||
| Q4 24 | $577.9M | $167.7M | ||
| Q3 24 | $431.7M | $231.7M | ||
| Q2 24 | $147.4M | $141.0M |
自由现金流CBSHMPWR
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $63.9M | ||
| Q3 25 | $113.3M | $196.8M | ||
| Q2 25 | $100.5M | $189.5M | ||
| Q1 25 | $126.0M | $216.0M | ||
| Q4 24 | $531.7M | $102.9M | ||
| Q3 24 | $419.1M | $197.9M | ||
| Q2 24 | $138.9M | $109.5M |
自由现金流率CBSHMPWR
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | 8.5% | ||
| Q3 25 | 25.7% | 26.7% | ||
| Q2 25 | 22.5% | 28.5% | ||
| Q1 25 | 29.4% | 33.9% | ||
| Q4 24 | 126.0% | 16.5% | ||
| Q3 24 | 99.5% | 31.9% | ||
| Q2 24 | 33.5% | 21.6% |
资本支出强度CBSHMPWR
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 5.5% | ||
| Q3 25 | 3.6% | 5.8% | ||
| Q2 25 | 2.4% | 7.2% | ||
| Q1 25 | 2.9% | 6.3% | ||
| Q4 24 | 10.9% | 10.4% | ||
| Q3 24 | 3.0% | 5.5% | ||
| Q2 24 | 2.1% | 6.2% |
现金转化率CBSHMPWR
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | 0.61× | ||
| Q3 25 | 0.91× | 1.33× | ||
| Q2 25 | 0.73× | 1.76× | ||
| Q1 25 | 1.05× | 1.90× | ||
| Q4 24 | 4.25× | 0.13× | ||
| Q3 24 | 3.13× | 1.60× | ||
| Q2 24 | 1.06× | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
