vs
美泰（MAT）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
恩智浦的季度营收约是美泰的1.8倍（$3.2B vs $1.8B），恩智浦净利率更高（35.3% vs 6.0%，领先29.3%），美泰同比增速更快（7.3% vs -5.0%），过去两年美泰的营收复合增速更高（47.7% vs 0.9%）
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
MAT vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.8倍
$1.8B
营收增速更快
MAT
高出12.3%
-5.0%
净利率更高
NXPI
高出29.3%
6.0%
两年增速更快
MAT
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $3.2B |
| 净利润 | $106.2M | $1.1B |
| 毛利率 | 45.9% | 59.5% |
| 营业利润率 | 8.0% | — |
| 净利率 | 6.0% | 35.3% |
| 营收同比 | 7.3% | -5.0% |
| 净利润同比 | -24.6% | 147.0% |
| 每股收益（稀释后） | $0.32 | $4.43 |
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MATNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $1.8B | $3.3B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.0B | $2.9B | ||
| Q1 25 | $826.6M | $2.8B | ||
| Q4 24 | $1.6B | $3.1B | ||
| Q3 24 | $1.8B | $3.3B | ||
| Q2 24 | $1.1B | $3.1B |
净利润MATNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $106.2M | $455.0M | ||
| Q3 25 | $278.4M | $631.0M | ||
| Q2 25 | $53.4M | $445.0M | ||
| Q1 25 | $-40.3M | $490.0M | ||
| Q4 24 | $140.9M | $495.0M | ||
| Q3 24 | $372.4M | $718.0M | ||
| Q2 24 | $56.9M | $658.0M |
毛利率MATNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 45.9% | 54.2% | ||
| Q3 25 | 50.0% | 56.3% | ||
| Q2 25 | 50.9% | 53.4% | ||
| Q1 25 | 49.4% | 55.0% | ||
| Q4 24 | 50.7% | 53.9% | ||
| Q3 24 | 53.1% | 57.4% | ||
| Q2 24 | 49.2% | 57.3% |
营业利润率MATNXPI
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 22.3% | ||
| Q3 25 | 21.9% | 28.1% | ||
| Q2 25 | 7.7% | 23.5% | ||
| Q1 25 | -6.4% | 25.5% | ||
| Q4 24 | 9.6% | 21.7% | ||
| Q3 24 | 26.5% | 30.5% | ||
| Q2 24 | 7.7% | 28.7% |
净利率MATNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 6.0% | 13.6% | ||
| Q3 25 | 16.0% | 19.9% | ||
| Q2 25 | 5.2% | 15.2% | ||
| Q1 25 | -4.9% | 17.3% | ||
| Q4 24 | 8.6% | 15.9% | ||
| Q3 24 | 20.2% | 22.1% | ||
| Q2 24 | 5.3% | 21.0% |
每股收益（稀释后）MATNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $0.32 | $1.80 | ||
| Q3 25 | $0.88 | $2.48 | ||
| Q2 25 | $0.16 | $1.75 | ||
| Q1 25 | $-0.12 | $1.92 | ||
| Q4 24 | $0.40 | $1.93 | ||
| Q3 24 | $1.09 | $2.79 | ||
| Q2 24 | $0.17 | $2.54 |
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 | $1.2B | $3.7B |
| 总债务越低越好 | $2.3B | $11.7B |
| 股东权益账面价值 | $2.2B | $10.9B |
| 总资产 | $6.6B | $27.1B |
| 负债/权益比越低杠杆越低 | 1.04× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资MATNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.2B | $3.3B | ||
| Q3 25 | $691.9M | $3.5B | ||
| Q2 25 | $870.5M | $3.2B | ||
| Q1 25 | $1.2B | $4.0B | ||
| Q4 24 | $1.4B | $3.3B | ||
| Q3 24 | $723.5M | $2.7B | ||
| Q2 24 | $722.4M | $2.9B |
总债务MATNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $2.3B | $11.0B | ||
| Q3 25 | $2.3B | $11.0B | ||
| Q2 25 | $2.3B | $9.5B | ||
| Q1 25 | $2.3B | $10.2B | ||
| Q4 24 | $2.3B | $10.4B | ||
| Q3 24 | $2.3B | $9.7B | ||
| Q2 24 | $2.3B | $9.7B |
股东权益MATNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $2.2B | $10.1B | ||
| Q3 25 | $2.3B | $10.0B | ||
| Q2 25 | $2.2B | $9.6B | ||
| Q1 25 | $2.1B | $9.3B | ||
| Q4 24 | $2.3B | $9.2B | ||
| Q3 24 | $2.3B | $9.4B | ||
| Q2 24 | $2.0B | $9.0B |
总资产MATNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $6.6B | $26.6B | ||
| Q3 25 | $6.6B | $26.4B | ||
| Q2 25 | $6.2B | $25.3B | ||
| Q1 25 | $6.2B | $25.2B | ||
| Q4 24 | $6.5B | $24.4B | ||
| Q3 24 | $6.5B | $23.7B | ||
| Q2 24 | $5.9B | $23.2B |
负债/权益比MATNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 1.04× | 1.09× | ||
| Q3 25 | 1.03× | 1.09× | ||
| Q2 25 | 1.08× | 0.99× | ||
| Q1 25 | 1.10× | 1.10× | ||
| Q4 24 | 1.03× | 1.13× | ||
| Q3 24 | 1.01× | 1.03× | ||
| Q2 24 | 1.18× | 1.07× |
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 | $796.6M | — |
| 自由现金流经营现金流 - 资本支出 | — | $714.0M |
| 自由现金流率自由现金流/营收 | — | 22.4% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | 7.50× | — |
| 过去12个月自由现金流最近4个季度 | — | $2.7B |
8季度趋势，按日历期对齐
经营现金流MATNXPI
| Q1 26 | — | — | ||
| Q4 25 | $796.6M | $891.0M | ||
| Q3 25 | $72.0M | $585.0M | ||
| Q2 25 | $-300.1M | $779.0M | ||
| Q1 25 | $24.8M | $565.0M | ||
| Q4 24 | $862.1M | $391.0M | ||
| Q3 24 | $155.8M | $779.0M | ||
| Q2 24 | $-252.9M | $761.0M |
自由现金流MATNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | — | $793.0M | ||
| Q3 25 | — | $508.0M | ||
| Q2 25 | — | $696.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | — | $261.0M | ||
| Q3 24 | — | $593.0M | ||
| Q2 24 | — | $576.0M |
自由现金流率MATNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | — | 23.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 23.8% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | — | 18.4% |
资本支出强度MATNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 5.9% |
现金转化率MATNXPI
| Q1 26 | — | — | ||
| Q4 25 | 7.50× | 1.96× | ||
| Q3 25 | 0.26× | 0.93× | ||
| Q2 25 | -5.62× | 1.75× | ||
| Q1 25 | — | 1.15× | ||
| Q4 24 | 6.12× | 0.79× | ||
| Q3 24 | 0.42× | 1.08× | ||
| Q2 24 | -4.45× | 1.16× |
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
MAT
| North America Segment | $1.0B | 58% |
| International Segment | $745.6M | 42% |
NXPI
暂无分部数据
