vs
Frontier Communications Parent, Inc.（FYBR）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
Frontier Communications Parent, Inc.的季度营收约是微芯科技的1.3倍（$1.5B vs $1.2B），微芯科技净利率更高（5.3% vs -5.0%，领先10.2%），微芯科技同比增速更快（15.6% vs 4.2%），微芯科技自由现金流更多（$318.9M vs $-315.0M），过去两年Frontier Communications Parent, Inc.的营收复合增速更高（4.3% vs -5.4%）
前沿通信母公司是一家美国电信企业，隶属于威瑞森，拥有光纤通信网络，并提供云相关服务，该公司曾先后更名为公民公用事业公司、公民通信公司和前沿通信公司，是美国本土知名电信运营商之一。
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。
FYBR vs MCHP — 直观对比
营收规模更大
FYBR
是对方的1.3倍
$1.2B
营收增速更快
MCHP
高出11.4%
4.2%
净利率更高
MCHP
高出10.2%
-5.0%
自由现金流更多
MCHP
多$633.9M
$-315.0M
两年增速更快
FYBR
近两年复合增速
-5.4%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.2B |
| 净利润 | $-76.0M | $62.7M |
| 毛利率 | 64.3% | 59.6% |
| 营业利润率 | 7.6% | 12.8% |
| 净利率 | -5.0% | 5.3% |
| 营收同比 | 4.2% | 15.6% |
| 净利润同比 | 7.3% | 217.0% |
| 每股收益（稀释后） | $-0.30 | $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FYBRMCHP
| Q4 25 | — | $1.2B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $970.5M | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.4B | $1.3B |
净利润FYBRMCHP
| Q4 25 | — | $62.7M | ||
| Q3 25 | $-76.0M | $41.7M | ||
| Q2 25 | $-123.0M | $-18.6M | ||
| Q1 25 | $-64.0M | $-154.6M | ||
| Q4 24 | $-118.0M | $-53.6M | ||
| Q3 24 | $-82.0M | $78.4M | ||
| Q2 24 | $-123.0M | $129.3M | ||
| Q1 24 | $1.0M | $154.7M |
毛利率FYBRMCHP
| Q4 25 | — | 59.6% | ||
| Q3 25 | 64.3% | 55.9% | ||
| Q2 25 | 65.0% | 53.6% | ||
| Q1 25 | 65.2% | 51.6% | ||
| Q4 24 | 64.2% | 54.7% | ||
| Q3 24 | 63.4% | 57.4% | ||
| Q2 24 | 64.8% | 59.4% | ||
| Q1 24 | 63.9% | 59.6% |
营业利润率FYBRMCHP
| Q4 25 | — | 12.8% | ||
| Q3 25 | 7.6% | 7.8% | ||
| Q2 25 | 2.9% | 3.0% | ||
| Q1 25 | 5.1% | -10.3% | ||
| Q4 24 | 5.8% | 3.0% | ||
| Q3 24 | 5.8% | 12.6% | ||
| Q2 24 | 6.2% | 17.7% | ||
| Q1 24 | 6.2% | 19.1% |
净利率FYBRMCHP
| Q4 25 | — | 5.3% | ||
| Q3 25 | -5.0% | 3.7% | ||
| Q2 25 | -8.1% | -1.7% | ||
| Q1 25 | -4.3% | -15.9% | ||
| Q4 24 | -7.9% | -5.2% | ||
| Q3 24 | -5.6% | 6.7% | ||
| Q2 24 | -8.4% | 10.4% | ||
| Q1 24 | 0.1% | 11.7% |
每股收益（稀释后）FYBRMCHP
| Q4 25 | — | $0.06 | ||
| Q3 25 | $-0.30 | $0.03 | ||
| Q2 25 | $-0.49 | $-0.09 | ||
| Q1 25 | $-0.26 | $-0.29 | ||
| Q4 24 | $-0.48 | $-0.10 | ||
| Q3 24 | $-0.33 | $0.14 | ||
| Q2 24 | $-0.49 | $0.24 | ||
| Q1 24 | $0.00 | $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 | $336.0M | $250.7M |
| 总债务越低越好 | — | $5.4B |
| 股东权益账面价值 | $4.7B | $6.6B |
| 总资产 | $21.6B | $14.3B |
| 负债/权益比越低杠杆越低 | — | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资FYBRMCHP
| Q4 25 | — | $250.7M | ||
| Q3 25 | $336.0M | $236.8M | ||
| Q2 25 | $412.0M | $566.5M | ||
| Q1 25 | $506.0M | $771.7M | ||
| Q4 24 | $750.0M | $586.0M | ||
| Q3 24 | $1.3B | $286.1M | ||
| Q2 24 | $1.2B | $315.1M | ||
| Q1 24 | $1.5B | $319.7M |
总债务FYBRMCHP
| Q4 25 | — | $5.4B | ||
| Q3 25 | — | $5.4B | ||
| Q2 25 | — | $5.5B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.0B |
股东权益FYBRMCHP
| Q4 25 | — | $6.6B | ||
| Q3 25 | $4.7B | $6.7B | ||
| Q2 25 | $4.8B | $6.9B | ||
| Q1 25 | $4.9B | $7.1B | ||
| Q4 24 | $4.9B | $6.0B | ||
| Q3 24 | $5.1B | $6.3B | ||
| Q2 24 | $5.1B | $6.4B | ||
| Q1 24 | $5.3B | $6.7B |
总资产FYBRMCHP
| Q4 25 | — | $14.3B | ||
| Q3 25 | $21.6B | $14.5B | ||
| Q2 25 | $21.3B | $15.0B | ||
| Q1 25 | $20.9B | $15.4B | ||
| Q4 24 | $20.6B | $15.6B | ||
| Q3 24 | $20.9B | $15.6B | ||
| Q2 24 | $20.2B | $15.8B | ||
| Q1 24 | $20.2B | $15.9B |
负债/权益比FYBRMCHP
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 0.96× | ||
| Q1 24 | — | 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 | $504.0M | $341.4M |
| 自由现金流经营现金流 - 资本支出 | $-315.0M | $318.9M |
| 自由现金流率自由现金流/营收 | -20.5% | 26.9% |
| 资本支出强度资本支出/营收 | 53.4% | 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 | $-1.4B | $819.9M |
8季度趋势，按日历期对齐
经营现金流FYBRMCHP
| Q4 25 | — | $341.4M | ||
| Q3 25 | $504.0M | $88.1M | ||
| Q2 25 | $477.0M | $275.6M | ||
| Q1 25 | $519.0M | $205.9M | ||
| Q4 24 | $294.0M | $271.5M | ||
| Q3 24 | $618.0M | $43.6M | ||
| Q2 24 | $374.0M | $377.1M | ||
| Q1 24 | $335.0M | $430.0M |
自由现金流FYBRMCHP
| Q4 25 | — | $318.9M | ||
| Q3 25 | $-315.0M | $51.6M | ||
| Q2 25 | $-368.0M | $257.7M | ||
| Q1 25 | $-238.0M | $191.7M | ||
| Q4 24 | $-498.0M | $253.4M | ||
| Q3 24 | $-81.0M | $22.8M | ||
| Q2 24 | $-252.0M | $304.2M | ||
| Q1 24 | $-331.0M | $389.9M |
自由现金流率FYBRMCHP
| Q4 25 | — | 26.9% | ||
| Q3 25 | -20.5% | 4.5% | ||
| Q2 25 | -24.2% | 24.0% | ||
| Q1 25 | -15.9% | 19.8% | ||
| Q4 24 | -33.4% | 24.7% | ||
| Q3 24 | -5.5% | 2.0% | ||
| Q2 24 | -17.2% | 24.5% | ||
| Q1 24 | -22.9% | 29.4% |
资本支出强度FYBRMCHP
| Q4 25 | — | 1.9% | ||
| Q3 25 | 53.4% | 3.2% | ||
| Q2 25 | 55.5% | 1.7% | ||
| Q1 25 | 50.6% | 1.5% | ||
| Q4 24 | 53.2% | 1.8% | ||
| Q3 24 | 47.5% | 1.8% | ||
| Q2 24 | 42.7% | 5.9% | ||
| Q1 24 | 46.1% | 3.0% |
现金转化率FYBRMCHP
| Q4 25 | — | 5.44× | ||
| Q3 25 | — | 2.11× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.56× | ||
| Q2 24 | — | 2.92× | ||
| Q1 24 | 335.00× | 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
FYBR
| Consumer | $826.0M | 54% |
| Business And Wholesale | $707.0M | 46% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
