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罗技(LOGI)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
罗技的季度营收约是Monolithic Power Systems的1.8倍($1.4B vs $804.2M),Monolithic Power Systems净利率更高(24.0% vs 17.7%,领先6.4%),Monolithic Power Systems同比增速更快(26.1% vs 6.1%),过去两年Monolithic Power Systems的营收复合增速更高(25.9% vs 18.5%)
罗技国际是总部位于瑞士洛桑的跨国企业,专注于计算机外设及相关软件的研发与生产,在欧洲、亚洲、大洋洲、美洲均设有分支机构,为瑞士市场指数成分股,同时在纳斯达克交易所挂牌上市。
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。
LOGI vs MPWR — 直观对比
营收规模更大
LOGI
是对方的1.8倍
$804.2M
营收增速更快
MPWR
高出20.1%
6.1%
净利率更高
MPWR
高出6.4%
17.7%
两年增速更快
MPWR
近两年复合增速
18.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $804.2M |
| 净利润 | $251.0M | $193.2M |
| 毛利率 | 43.2% | 55.3% |
| 营业利润率 | 20.1% | 30.0% |
| 净利率 | 17.7% | 24.0% |
| 营收同比 | 6.1% | 26.1% |
| 净利润同比 | 25.4% | 43.1% |
| 每股收益(稀释后) | $1.69 | $3.92 |
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
LOGI
MPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $1.4B | $751.2M | ||
| Q3 25 | $1.2B | $737.2M | ||
| Q2 25 | $1.1B | $664.6M | ||
| Q1 25 | $1.0B | $637.6M | ||
| Q4 24 | $1.3B | $621.7M | ||
| Q3 24 | $1.1B | $620.1M | ||
| Q2 24 | $1.1B | $507.4M |
净利润
LOGI
MPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $251.0M | $171.7M | ||
| Q3 25 | $170.7M | $179.8M | ||
| Q2 25 | $146.0M | $135.0M | ||
| Q1 25 | $144.1M | $135.1M | ||
| Q4 24 | $200.1M | $1.3B | ||
| Q3 24 | $145.5M | $144.4M | ||
| Q2 24 | $141.8M | $100.4M |
毛利率
LOGI
MPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | 43.2% | 55.2% | ||
| Q3 25 | 43.4% | 55.1% | ||
| Q2 25 | 41.7% | 55.1% | ||
| Q1 25 | 43.1% | 55.4% | ||
| Q4 24 | 42.9% | 55.4% | ||
| Q3 24 | 43.6% | 55.4% | ||
| Q2 24 | 42.8% | 55.3% |
营业利润率
LOGI
MPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 20.1% | 26.6% | ||
| Q3 25 | 16.1% | 26.5% | ||
| Q2 25 | 14.1% | 24.8% | ||
| Q1 25 | 10.5% | 26.5% | ||
| Q4 24 | 17.5% | 26.3% | ||
| Q3 24 | 14.4% | 26.5% | ||
| Q2 24 | 14.1% | 23.0% |
净利率
LOGI
MPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 17.7% | 22.9% | ||
| Q3 25 | 14.4% | 24.4% | ||
| Q2 25 | 12.7% | 20.3% | ||
| Q1 25 | 14.3% | 21.2% | ||
| Q4 24 | 14.9% | 201.8% | ||
| Q3 24 | 13.0% | 23.3% | ||
| Q2 24 | 13.0% | 19.8% |
每股收益(稀释后)
LOGI
MPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $1.69 | $3.50 | ||
| Q3 25 | $1.15 | $3.74 | ||
| Q2 25 | $0.98 | $2.81 | ||
| Q1 25 | $0.94 | $2.81 | ||
| Q4 24 | $1.32 | $25.71 | ||
| Q3 24 | $0.95 | $2.95 | ||
| Q2 24 | $0.92 | $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 | $1.8B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $3.7B |
| 总资产 | $4.1B | $4.4B |
| 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
LOGI
MPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.5B | $862.9M | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.5B | $1.3B |
股东权益
LOGI
MPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.3B | $3.5B | ||
| Q3 25 | $2.1B | $3.4B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.1B | $3.1B | ||
| Q4 24 | $2.1B | $3.0B | ||
| Q3 24 | $2.1B | $2.4B | ||
| Q2 24 | $2.2B | $2.2B |
总资产
LOGI
MPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $4.1B | $4.2B | ||
| Q3 25 | $3.7B | $4.1B | ||
| Q2 25 | $3.7B | $3.9B | ||
| Q1 25 | $3.5B | $3.7B | ||
| Q4 24 | $3.7B | $3.5B | ||
| Q3 24 | $3.6B | $2.9B | ||
| Q2 24 | $3.7B | $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 | $480.5M | — |
| 自由现金流经营现金流 - 资本支出 | $465.6M | — |
| 自由现金流率自由现金流/营收 | 32.8% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | $903.6M | — |
8季度趋势,按日历期对齐
经营现金流
LOGI
MPWR
| Q1 26 | — | — | ||
| Q4 25 | $480.5M | $104.9M | ||
| Q3 25 | $228.8M | $239.3M | ||
| Q2 25 | $125.0M | $237.6M | ||
| Q1 25 | $129.7M | $256.4M | ||
| Q4 24 | $370.9M | $167.7M | ||
| Q3 24 | $166.0M | $231.7M | ||
| Q2 24 | $176.0M | $141.0M |
自由现金流
LOGI
MPWR
| Q1 26 | — | — | ||
| Q4 25 | $465.6M | $63.9M | ||
| Q3 25 | $212.3M | $196.8M | ||
| Q2 25 | $108.8M | $189.5M | ||
| Q1 25 | $116.9M | $216.0M | ||
| Q4 24 | $356.6M | $102.9M | ||
| Q3 24 | $151.5M | $197.9M | ||
| Q2 24 | $161.4M | $109.5M |
自由现金流率
LOGI
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 32.8% | 8.5% | ||
| Q3 25 | 17.9% | 26.7% | ||
| Q2 25 | 9.5% | 28.5% | ||
| Q1 25 | 11.6% | 33.9% | ||
| Q4 24 | 26.6% | 16.5% | ||
| Q3 24 | 13.6% | 31.9% | ||
| Q2 24 | 14.8% | 21.6% |
资本支出强度
LOGI
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 5.5% | ||
| Q3 25 | 1.4% | 5.8% | ||
| Q2 25 | 1.4% | 7.2% | ||
| Q1 25 | 1.3% | 6.3% | ||
| Q4 24 | 1.1% | 10.4% | ||
| Q3 24 | 1.3% | 5.5% | ||
| Q2 24 | 1.3% | 6.2% |
现金转化率
LOGI
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | 0.61× | ||
| Q3 25 | 1.34× | 1.33× | ||
| Q2 25 | 0.86× | 1.76× | ||
| Q1 25 | 0.90× | 1.90× | ||
| Q4 24 | 1.85× | 0.13× | ||
| Q3 24 | 1.14× | 1.60× | ||
| Q2 24 | 1.24× | 1.40× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
MPWR
暂无分部数据