vs
英特格（ENTG）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
微芯科技的季度营收约是英特格的1.4倍（$1.2B vs $823.9M），英特格净利率更高（6.0% vs 5.3%，领先0.7%），微芯科技同比增速更快（15.6% vs -3.1%），微芯科技自由现金流更多（$318.9M vs $134.0M），过去两年英特格的营收复合增速更高（3.4% vs -5.4%）
英特格是面向半导体及其他高科技行业的材料供应商，全球员工约8000人，总部位于美国马萨诸塞州比勒里卡。公司在全球多国及地区布局生产、客户服务与研发设施，覆盖美国、加拿大、中国、德国、以色列、日本、马来西亚、新加坡、韩国、中国台湾等地。
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。
ENTG vs MCHP — 直观对比
营收规模更大
MCHP
是对方的1.4倍
$823.9M
营收增速更快
MCHP
高出18.6%
-3.1%
净利率更高
ENTG
高出0.7%
5.3%
自由现金流更多
MCHP
多$184.9M
$134.0M
两年增速更快
ENTG
近两年复合增速
-5.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $823.9M | $1.2B |
| 净利润 | $49.4M | $62.7M |
| 毛利率 | 43.8% | 59.6% |
| 营业利润率 | 12.7% | 12.8% |
| 净利率 | 6.0% | 5.3% |
| 营收同比 | -3.1% | 15.6% |
| 净利润同比 | -51.7% | 217.0% |
| 每股收益（稀释后） | $0.33 | $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ENTGMCHP
| Q4 25 | $823.9M | $1.2B | ||
| Q3 25 | $807.1M | $1.1B | ||
| Q2 25 | $792.4M | $1.1B | ||
| Q1 25 | $773.2M | $970.5M | ||
| Q4 24 | $849.8M | $1.0B | ||
| Q3 24 | $807.7M | $1.2B | ||
| Q2 24 | $812.7M | $1.2B | ||
| Q1 24 | $771.0M | $1.3B |
净利润ENTGMCHP
| Q4 25 | $49.4M | $62.7M | ||
| Q3 25 | $70.5M | $41.7M | ||
| Q2 25 | $52.8M | $-18.6M | ||
| Q1 25 | $62.9M | $-154.6M | ||
| Q4 24 | $102.2M | $-53.6M | ||
| Q3 24 | $77.6M | $78.4M | ||
| Q2 24 | $67.7M | $129.3M | ||
| Q1 24 | $45.3M | $154.7M |
毛利率ENTGMCHP
| Q4 25 | 43.8% | 59.6% | ||
| Q3 25 | 43.5% | 55.9% | ||
| Q2 25 | 44.4% | 53.6% | ||
| Q1 25 | 46.1% | 51.6% | ||
| Q4 24 | 45.6% | 54.7% | ||
| Q3 24 | 46.0% | 57.4% | ||
| Q2 24 | 46.2% | 59.4% | ||
| Q1 24 | 45.6% | 59.6% |
营业利润率ENTGMCHP
| Q4 25 | 12.7% | 12.8% | ||
| Q3 25 | 15.2% | 7.8% | ||
| Q2 25 | 13.4% | 3.0% | ||
| Q1 25 | 15.8% | -10.3% | ||
| Q4 24 | 17.6% | 3.0% | ||
| Q3 24 | 16.9% | 12.6% | ||
| Q2 24 | 16.0% | 17.7% | ||
| Q1 24 | 15.3% | 19.1% |
净利率ENTGMCHP
| Q4 25 | 6.0% | 5.3% | ||
| Q3 25 | 8.7% | 3.7% | ||
| Q2 25 | 6.7% | -1.7% | ||
| Q1 25 | 8.1% | -15.9% | ||
| Q4 24 | 12.0% | -5.2% | ||
| Q3 24 | 9.6% | 6.7% | ||
| Q2 24 | 8.3% | 10.4% | ||
| Q1 24 | 5.9% | 11.7% |
每股收益（稀释后）ENTGMCHP
| Q4 25 | $0.33 | $0.06 | ||
| Q3 25 | $0.46 | $0.03 | ||
| Q2 25 | $0.35 | $-0.09 | ||
| Q1 25 | $0.41 | $-0.29 | ||
| Q4 24 | $0.67 | $-0.10 | ||
| Q3 24 | $0.51 | $0.14 | ||
| Q2 24 | $0.45 | $0.24 | ||
| Q1 24 | $0.30 | $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 | $360.4M | $250.7M |
| 总债务越低越好 | $3.7B | $5.4B |
| 股东权益账面价值 | $4.0B | $6.6B |
| 总资产 | $8.4B | $14.3B |
| 负债/权益比越低杠杆越低 | 0.94× | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资ENTGMCHP
| Q4 25 | $360.4M | $250.7M | ||
| Q3 25 | $399.8M | $236.8M | ||
| Q2 25 | $376.8M | $566.5M | ||
| Q1 25 | $340.9M | $771.7M | ||
| Q4 24 | $329.2M | $586.0M | ||
| Q3 24 | $432.1M | $286.1M | ||
| Q2 24 | $320.0M | $315.1M | ||
| Q1 24 | $340.7M | $319.7M |
总债务ENTGMCHP
| Q4 25 | $3.7B | $5.4B | ||
| Q3 25 | $3.8B | $5.4B | ||
| Q2 25 | $4.0B | $5.5B | ||
| Q1 25 | $4.0B | $5.6B | ||
| Q4 24 | $4.0B | $6.7B | ||
| Q3 24 | $4.1B | $6.4B | ||
| Q2 24 | $4.1B | $6.2B | ||
| Q1 24 | $4.2B | $6.0B |
股东权益ENTGMCHP
| Q4 25 | $4.0B | $6.6B | ||
| Q3 25 | $3.9B | $6.7B | ||
| Q2 25 | $3.8B | $6.9B | ||
| Q1 25 | $3.7B | $7.1B | ||
| Q4 24 | $3.7B | $6.0B | ||
| Q3 24 | $3.6B | $6.3B | ||
| Q2 24 | $3.5B | $6.4B | ||
| Q1 24 | $3.4B | $6.7B |
总资产ENTGMCHP
| Q4 25 | $8.4B | $14.3B | ||
| Q3 25 | $8.4B | $14.5B | ||
| Q2 25 | $8.4B | $15.0B | ||
| Q1 25 | $8.4B | $15.4B | ||
| Q4 24 | $8.4B | $15.6B | ||
| Q3 24 | $8.5B | $15.6B | ||
| Q2 24 | $8.3B | $15.8B | ||
| Q1 24 | $8.4B | $15.9B |
负债/权益比ENTGMCHP
| Q4 25 | 0.94× | 0.82× | ||
| Q3 25 | 0.99× | 0.80× | ||
| Q2 25 | 1.05× | 0.80× | ||
| Q1 25 | 1.06× | 0.80× | ||
| Q4 24 | 1.08× | 1.12× | ||
| Q3 24 | 1.15× | 1.02× | ||
| Q2 24 | 1.18× | 0.96× | ||
| Q1 24 | 1.22× | 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 | $192.0M | $341.4M |
| 自由现金流经营现金流 - 资本支出 | $134.0M | $318.9M |
| 自由现金流率自由现金流/营收 | 16.3% | 26.9% |
| 资本支出强度资本支出/营收 | 7.0% | 1.9% |
| 现金转化率经营现金流/净利润 | 3.89× | 5.44× |
| 过去12个月自由现金流最近4个季度 | $396.2M | $819.9M |
8季度趋势，按日历期对齐
经营现金流ENTGMCHP
| Q4 25 | $192.0M | $341.4M | ||
| Q3 25 | $249.5M | $88.1M | ||
| Q2 25 | $113.5M | $275.6M | ||
| Q1 25 | $140.4M | $205.9M | ||
| Q4 24 | $176.1M | $271.5M | ||
| Q3 24 | $197.2M | $43.6M | ||
| Q2 24 | $111.2M | $377.1M | ||
| Q1 24 | $147.2M | $430.0M |
自由现金流ENTGMCHP
| Q4 25 | $134.0M | $318.9M | ||
| Q3 25 | $182.8M | $51.6M | ||
| Q2 25 | $47.0M | $257.7M | ||
| Q1 25 | $32.4M | $191.7M | ||
| Q4 24 | $68.6M | $253.4M | ||
| Q3 24 | $115.0M | $22.8M | ||
| Q2 24 | $51.9M | $304.2M | ||
| Q1 24 | $80.6M | $389.9M |
自由现金流率ENTGMCHP
| Q4 25 | 16.3% | 26.9% | ||
| Q3 25 | 22.6% | 4.5% | ||
| Q2 25 | 5.9% | 24.0% | ||
| Q1 25 | 4.2% | 19.8% | ||
| Q4 24 | 8.1% | 24.7% | ||
| Q3 24 | 14.2% | 2.0% | ||
| Q2 24 | 6.4% | 24.5% | ||
| Q1 24 | 10.4% | 29.4% |
资本支出强度ENTGMCHP
| Q4 25 | 7.0% | 1.9% | ||
| Q3 25 | 8.3% | 3.2% | ||
| Q2 25 | 8.4% | 1.7% | ||
| Q1 25 | 14.0% | 1.5% | ||
| Q4 24 | 12.7% | 1.8% | ||
| Q3 24 | 10.2% | 1.8% | ||
| Q2 24 | 7.3% | 5.9% | ||
| Q1 24 | 8.6% | 3.0% |
现金转化率ENTGMCHP
| Q4 25 | 3.89× | 5.44× | ||
| Q3 25 | 3.54× | 2.11× | ||
| Q2 25 | 2.15× | — | ||
| Q1 25 | 2.23× | — | ||
| Q4 24 | 1.72× | — | ||
| Q3 24 | 2.54× | 0.56× | ||
| Q2 24 | 1.64× | 2.92× | ||
| Q1 24 | 3.25× | 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
ENTG
| Fabs | $516.3M | 63% |
| Equipment And Engineering | $121.8M | 15% |
| Chemical And Materials | $83.8M | 10% |
| Other | $61.7M | 7% |
| Non Semi | $40.3M | 5% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
