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精工集团(CRDO)与美满电子科技(MRVL)财务数据对比。点击上方公司名可切换其他公司
美满电子科技的季度营收约是精工集团的7.7倍($2.1B vs $268.0M)。美满电子科技净利率更高(91.7% vs 30.8%,领先60.8%)。精工集团同比增速更快(272.1% vs 36.8%)。美满电子科技自由现金流更多($508.8M vs $38.5M)。过去两年精工集团的营收复合增速更高(110.0% vs 20.6%)
精工集团是由精工集团株式会社及其子公司、关联企业组成的企业集团。该集团原由精工控股株式会社、精工仪器株式会社和精工爱普生株式会社三家核心企业构成,三家企业均以钟表技术为核心联结。目前爱普生仍为精工集团开发生产腕表,但爱普生及其子公司已不属于精工集团旗下成员。
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业,成立于1995年,专注于半导体及相关技术的研发与生产。截至2024年,公司全球员工超6500人,持有全球专利超1万项,2024财年总营收达55亿美元。
CRDO vs MRVL — 直观对比
营收规模更大
MRVL
是对方的7.7倍
$268.0M
营收增速更快
CRDO
高出235.3%
36.8%
净利率更高
MRVL
高出60.8%
30.8%
自由现金流更多
MRVL
多$470.3M
$38.5M
两年增速更快
CRDO
近两年复合增速
20.6%
损益表 — Q3 2026 vs Q4 2026
| 指标 | ||
|---|---|---|
| 营收 | $268.0M | $2.1B |
| 净利润 | $82.6M | $1.9B |
| 毛利率 | 67.5% | 51.6% |
| 营业利润率 | 29.4% | 17.2% |
| 净利率 | 30.8% | 91.7% |
| 营收同比 | 272.1% | 36.8% |
| 净利润同比 | 2055.9% | 381.1% |
| 每股收益(稀释后) | $0.44 | $2.20 |
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
CRDO
MRVL
| Q4 25 | $268.0M | $2.1B | ||
| Q3 25 | $223.1M | $2.0B | ||
| Q2 25 | $170.0M | $1.9B | ||
| Q1 25 | $135.0M | $1.8B | ||
| Q4 24 | $72.0M | $1.5B | ||
| Q3 24 | $59.7M | $1.3B | ||
| Q2 24 | $60.8M | $1.2B | ||
| Q1 24 | — | $1.4B |
净利润
CRDO
MRVL
| Q4 25 | $82.6M | $1.9B | ||
| Q3 25 | $63.4M | $194.8M | ||
| Q2 25 | $36.6M | $177.9M | ||
| Q1 25 | $29.4M | $200.2M | ||
| Q4 24 | $-4.2M | $-676.3M | ||
| Q3 24 | $-9.5M | $-193.3M | ||
| Q2 24 | $-10.5M | $-215.6M | ||
| Q1 24 | — | $-392.7M |
毛利率
CRDO
MRVL
| Q4 25 | 67.5% | 51.6% | ||
| Q3 25 | 67.4% | 50.4% | ||
| Q2 25 | 67.2% | 50.3% | ||
| Q1 25 | 63.6% | 50.5% | ||
| Q4 24 | 63.2% | 23.0% | ||
| Q3 24 | 62.4% | 46.2% | ||
| Q2 24 | 65.8% | 45.5% | ||
| Q1 24 | — | 46.6% |
营业利润率
CRDO
MRVL
| Q4 25 | 29.4% | 17.2% | ||
| Q3 25 | 27.2% | 14.5% | ||
| Q2 25 | 19.9% | 14.3% | ||
| Q1 25 | 19.4% | 12.9% | ||
| Q4 24 | -11.7% | -46.4% | ||
| Q3 24 | -24.2% | -7.9% | ||
| Q2 24 | -13.0% | -13.1% | ||
| Q1 24 | — | -2.3% |
净利率
CRDO
MRVL
| Q4 25 | 30.8% | 91.7% | ||
| Q3 25 | 28.4% | 9.7% | ||
| Q2 25 | 21.5% | 9.4% | ||
| Q1 25 | 21.7% | 11.0% | ||
| Q4 24 | -5.9% | -44.6% | ||
| Q3 24 | -16.0% | -15.2% | ||
| Q2 24 | -17.2% | -18.6% | ||
| Q1 24 | — | -27.5% |
每股收益(稀释后)
CRDO
MRVL
| Q4 25 | $0.44 | $2.20 | ||
| Q3 25 | $0.34 | $0.22 | ||
| Q2 25 | $0.22 | $0.20 | ||
| Q1 25 | $0.16 | $0.23 | ||
| Q4 24 | $-0.03 | $-0.78 | ||
| Q3 24 | $-0.06 | $-0.22 | ||
| Q2 24 | $-0.06 | $-0.25 | ||
| Q1 24 | — | $-0.45 |
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 | $813.6M | $2.7B |
| 总债务越低越好 | — | $4.5B |
| 股东权益账面价值 | $1.3B | $14.1B |
| 总资产 | $1.4B | $21.6B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势,按日历期对齐
现金及短期投资
CRDO
MRVL
| Q4 25 | $813.6M | $2.7B | ||
| Q3 25 | $479.6M | $1.2B | ||
| Q2 25 | $431.3M | $885.9M | ||
| Q1 25 | $379.2M | $948.3M | ||
| Q4 24 | $383.0M | $868.1M | ||
| Q3 24 | $398.6M | $808.7M | ||
| Q2 24 | $410.0M | $847.7M | ||
| Q1 24 | — | $950.8M |
总债务
CRDO
MRVL
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $4.2B |
股东权益
CRDO
MRVL
| Q4 25 | $1.3B | $14.1B | ||
| Q3 25 | $781.4M | $13.4B | ||
| Q2 25 | $681.6M | $13.3B | ||
| Q1 25 | $618.2M | $13.4B | ||
| Q4 24 | $567.9M | $13.4B | ||
| Q3 24 | $553.1M | $14.2B | ||
| Q2 24 | $540.2M | $14.5B | ||
| Q1 24 | — | $14.8B |
总资产
CRDO
MRVL
| Q4 25 | $1.4B | $21.6B | ||
| Q3 25 | $905.2M | $20.6B | ||
| Q2 25 | $809.3M | $20.0B | ||
| Q1 25 | $719.9M | $20.2B | ||
| Q4 24 | $638.6M | $19.7B | ||
| Q3 24 | $644.9M | $20.3B | ||
| Q2 24 | $601.9M | $20.5B | ||
| Q1 24 | — | $21.2B |
负债/权益比
CRDO
MRVL
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.33× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.29× | ||
| Q1 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 | $61.7M | $582.3M |
| 自由现金流经营现金流 - 资本支出 | $38.5M | $508.8M |
| 自由现金流率自由现金流/营收 | 14.4% | 24.5% |
| 资本支出强度资本支出/营收 | 8.7% | 3.5% |
| 现金转化率经营现金流/净利润 | 0.75× | 0.31× |
| 过去12个月自由现金流最近4个季度 | $143.6M | $1.6B |
8季度趋势,按日历期对齐
经营现金流
CRDO
MRVL
| Q4 25 | $61.7M | $582.3M | ||
| Q3 25 | $54.2M | $461.6M | ||
| Q2 25 | $57.8M | $332.9M | ||
| Q1 25 | — | $514.0M | ||
| Q4 24 | $10.3M | $536.3M | ||
| Q3 24 | $-7.2M | $306.4M | ||
| Q2 24 | $4.2M | $324.5M | ||
| Q1 24 | — | $546.6M |
自由现金流
CRDO
MRVL
| Q4 25 | $38.5M | $508.8M | ||
| Q3 25 | $51.3M | $414.1M | ||
| Q2 25 | $54.2M | $214.1M | ||
| Q1 25 | — | $444.1M | ||
| Q4 24 | $-11.7M | $461.3M | ||
| Q3 24 | $-13.1M | $258.2M | ||
| Q2 24 | $962.0K | $233.0M | ||
| Q1 24 | — | $475.6M |
自由现金流率
CRDO
MRVL
| Q4 25 | 14.4% | 24.5% | ||
| Q3 25 | 23.0% | 20.6% | ||
| Q2 25 | 31.9% | 11.3% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | -16.2% | 30.4% | ||
| Q3 24 | -21.9% | 20.3% | ||
| Q2 24 | 1.6% | 20.1% | ||
| Q1 24 | — | 33.3% |
资本支出强度
CRDO
MRVL
| Q4 25 | 8.7% | 3.5% | ||
| Q3 25 | 1.3% | 2.4% | ||
| Q2 25 | 2.1% | 6.3% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | 30.5% | 4.9% | ||
| Q3 24 | 9.8% | 3.8% | ||
| Q2 24 | 5.3% | 7.9% | ||
| Q1 24 | — | 5.0% |
现金转化率
CRDO
MRVL
| Q4 25 | 0.75× | 0.31× | ||
| Q3 25 | 0.85× | 2.37× | ||
| Q2 25 | 1.58× | 1.87× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图