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Fortive（FTV）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
Fortive的季度营收约是Monolithic Power Systems的1.4倍（$1.0B vs $751.2M），Monolithic Power Systems净利率更高（22.9% vs 5.4%，领先17.5%），Monolithic Power Systems同比增速更快（20.8% vs -33.1%），Fortive自由现金流更多（$153.1M vs $63.9M），过去两年Monolithic Power Systems的营收复合增速更高（28.1% vs -19.5%）
Fortive是总部位于美国华盛顿州埃弗里特的工业科技集团，专注于提供互联工作流解决方案所需的核心技术，研发、生产及销售专业工程类产品、软件与服务，旗下业务分为智能运营解决方案、精密技术、先进医疗解决方案三大战略板块。
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。
FTV vs MPWR — 直观对比
营收规模更大
FTV
是对方的1.4倍
$751.2M
营收增速更快
MPWR
高出53.9%
-33.1%
净利率更高
MPWR
高出17.5%
5.4%
自由现金流更多
FTV
多$89.2M
$63.9M
两年增速更快
MPWR
近两年复合增速
-19.5%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $751.2M |
| 净利润 | $55.0M | $171.7M |
| 毛利率 | 63.2% | 55.2% |
| 营业利润率 | 15.5% | 26.6% |
| 净利率 | 5.4% | 22.9% |
| 营收同比 | -33.1% | 20.8% |
| 净利润同比 | -75.2% | -86.3% |
| 每股收益（稀释后） | $0.16 | $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FTVMPWR
| Q4 25 | — | $751.2M | ||
| Q3 25 | $1.0B | $737.2M | ||
| Q2 25 | $1.5B | $664.6M | ||
| Q1 25 | $1.5B | $637.6M | ||
| Q4 24 | $1.6B | $621.7M | ||
| Q3 24 | $1.5B | $620.1M | ||
| Q2 24 | $1.6B | $507.4M | ||
| Q1 24 | $1.5B | $457.9M |
净利润FTVMPWR
| Q4 25 | — | $171.7M | ||
| Q3 25 | $55.0M | $179.8M | ||
| Q2 25 | $166.6M | $135.0M | ||
| Q1 25 | $171.9M | $135.1M | ||
| Q4 24 | $208.8M | $1.3B | ||
| Q3 24 | $221.6M | $144.4M | ||
| Q2 24 | $195.1M | $100.4M | ||
| Q1 24 | $207.4M | $92.5M |
毛利率FTVMPWR
| Q4 25 | — | 55.2% | ||
| Q3 25 | 63.2% | 55.1% | ||
| Q2 25 | 59.0% | 55.1% | ||
| Q1 25 | 59.8% | 55.4% | ||
| Q4 24 | 60.3% | 55.4% | ||
| Q3 24 | 60.0% | 55.4% | ||
| Q2 24 | 59.8% | 55.3% | ||
| Q1 24 | 59.3% | 55.1% |
营业利润率FTVMPWR
| Q4 25 | — | 26.6% | ||
| Q3 25 | 15.5% | 26.5% | ||
| Q2 25 | 14.6% | 24.8% | ||
| Q1 25 | 15.8% | 26.5% | ||
| Q4 24 | 19.0% | 26.3% | ||
| Q3 24 | 19.3% | 26.5% | ||
| Q2 24 | 19.4% | 23.0% | ||
| Q1 24 | 19.8% | 20.9% |
净利率FTVMPWR
| Q4 25 | — | 22.9% | ||
| Q3 25 | 5.4% | 24.4% | ||
| Q2 25 | 11.0% | 20.3% | ||
| Q1 25 | 11.7% | 21.2% | ||
| Q4 24 | 12.9% | 201.8% | ||
| Q3 24 | 14.4% | 23.3% | ||
| Q2 24 | 12.6% | 19.8% | ||
| Q1 24 | 13.6% | 20.2% |
每股收益（稀释后）FTVMPWR
| Q4 25 | — | $3.50 | ||
| Q3 25 | $0.16 | $3.74 | ||
| Q2 25 | $0.49 | $2.81 | ||
| Q1 25 | $0.50 | $2.81 | ||
| Q4 24 | $0.60 | $25.71 | ||
| Q3 24 | $0.63 | $2.95 | ||
| Q2 24 | $0.55 | $2.05 | ||
| Q1 24 | $0.58 | $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 | $430.8M | $1.3B |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $6.5B | $3.5B |
| 总资产 | $11.9B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.51× | — |
8季度趋势，按日历期对齐
现金及短期投资FTVMPWR
| Q4 25 | — | $1.3B | ||
| Q3 25 | $430.8M | $1.3B | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $892.1M | $1.0B | ||
| Q4 24 | $813.3M | $862.9M | ||
| Q3 24 | $811.3M | $1.5B | ||
| Q2 24 | $644.1M | $1.3B | ||
| Q1 24 | $704.6M | $1.3B |
总债务FTVMPWR
| Q4 25 | — | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $4.8B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.9B | — |
股东权益FTVMPWR
| Q4 25 | — | $3.5B | ||
| Q3 25 | $6.5B | $3.4B | ||
| Q2 25 | $10.4B | $3.2B | ||
| Q1 25 | $10.2B | $3.1B | ||
| Q4 24 | $10.2B | $3.0B | ||
| Q3 24 | $10.6B | $2.4B | ||
| Q2 24 | $10.5B | $2.2B | ||
| Q1 24 | $10.5B | $2.1B |
总资产FTVMPWR
| Q4 25 | — | $4.2B | ||
| Q3 25 | $11.9B | $4.1B | ||
| Q2 25 | $18.2B | $3.9B | ||
| Q1 25 | $17.1B | $3.7B | ||
| Q4 24 | $17.0B | $3.5B | ||
| Q3 24 | $17.5B | $2.9B | ||
| Q2 24 | $17.3B | $2.6B | ||
| Q1 24 | $17.5B | $2.6B |
负债/权益比FTVMPWR
| Q4 25 | — | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.36× | — | ||
| Q1 24 | 0.38× | — |
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 | $164.4M | $104.9M |
| 自由现金流经营现金流 - 资本支出 | $153.1M | $63.9M |
| 自由现金流率自由现金流/营收 | 14.9% | 8.5% |
| 资本支出强度资本支出/营收 | 1.1% | 5.5% |
| 现金转化率经营现金流/净利润 | 2.99× | 0.61× |
| 过去12个月自由现金流最近4个季度 | $1.1B | $666.2M |
8季度趋势，按日历期对齐
经营现金流FTVMPWR
| Q4 25 | — | $104.9M | ||
| Q3 25 | $164.4M | $239.3M | ||
| Q2 25 | $311.2M | $237.6M | ||
| Q1 25 | $241.7M | $256.4M | ||
| Q4 24 | $502.2M | $167.7M | ||
| Q3 24 | $459.0M | $231.7M | ||
| Q2 24 | $308.9M | $141.0M | ||
| Q1 24 | $256.7M | $248.1M |
自由现金流FTVMPWR
| Q4 25 | — | $63.9M | ||
| Q3 25 | $153.1M | $196.8M | ||
| Q2 25 | $274.5M | $189.5M | ||
| Q1 25 | $215.0M | $216.0M | ||
| Q4 24 | $465.2M | $102.9M | ||
| Q3 24 | $431.2M | $197.9M | ||
| Q2 24 | $279.7M | $109.5M | ||
| Q1 24 | $230.3M | $232.1M |
自由现金流率FTVMPWR
| Q4 25 | — | 8.5% | ||
| Q3 25 | 14.9% | 26.7% | ||
| Q2 25 | 18.1% | 28.5% | ||
| Q1 25 | 14.6% | 33.9% | ||
| Q4 24 | 28.7% | 16.5% | ||
| Q3 24 | 28.1% | 31.9% | ||
| Q2 24 | 18.0% | 21.6% | ||
| Q1 24 | 15.1% | 50.7% |
资本支出强度FTVMPWR
| Q4 25 | — | 5.5% | ||
| Q3 25 | 1.1% | 5.8% | ||
| Q2 25 | 2.4% | 7.2% | ||
| Q1 25 | 1.8% | 6.3% | ||
| Q4 24 | 2.3% | 10.4% | ||
| Q3 24 | 1.8% | 5.5% | ||
| Q2 24 | 1.9% | 6.2% | ||
| Q1 24 | 1.7% | 3.5% |
现金转化率FTVMPWR
| Q4 25 | — | 0.61× | ||
| Q3 25 | 2.99× | 1.33× | ||
| Q2 25 | 1.87× | 1.76× | ||
| Q1 25 | 1.41× | 1.90× | ||
| Q4 24 | 2.41× | 0.13× | ||
| Q3 24 | 2.07× | 1.60× | ||
| Q2 24 | 1.58× | 1.40× | ||
| Q1 24 | 1.24× | 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
FTV
| Advanced Healthcare Solutions | $328.3M | 32% |
| Industrial Manufacturing | $287.9M | 28% |
| Energy And Infrastructure | $166.7M | 16% |
| Government | $88.0M | 9% |
| Retail | $82.7M | 8% |
| Other Direct End Markets | $79.6M | 8% |
MPWR
暂无分部数据
