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Mativ Holdings, Inc.（MATV）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
Monolithic Power Systems的季度营收约是Mativ Holdings, Inc.的1.7倍（$804.2M vs $463.1M），Monolithic Power Systems净利率更高（24.0% vs 21.8%，领先2.3%），Monolithic Power Systems同比增速更快（26.1% vs 1.0%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% vs -3.8%）
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
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。
MATV vs MPWR — 直观对比
营收规模更大
MPWR
是对方的1.7倍
$463.1M
营收增速更快
MPWR
高出25.2%
1.0%
净利率更高
MPWR
高出2.3%
21.8%
两年增速更快
MPWR
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $463.1M | $804.2M |
| 净利润 | $100.8M | $193.2M |
| 毛利率 | 18.8% | 55.3% |
| 营业利润率 | 2.2% | 30.0% |
| 净利率 | 21.8% | 24.0% |
| 营收同比 | 1.0% | 26.1% |
| 净利润同比 | 6620.0% | 43.1% |
| 每股收益（稀释后） | $1.87 | $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MATVMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $463.1M | $751.2M | ||
| Q3 25 | $513.7M | $737.2M | ||
| Q2 25 | $525.4M | $664.6M | ||
| Q1 25 | $484.8M | $637.6M | ||
| Q4 24 | $458.6M | $621.7M | ||
| Q3 24 | $498.5M | $620.1M | ||
| Q2 24 | $523.8M | $507.4M |
净利润MATVMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $100.8M | $171.7M | ||
| Q3 25 | $-3.2M | $179.8M | ||
| Q2 25 | $-9.5M | $135.0M | ||
| Q1 25 | $-425.5M | $135.1M | ||
| Q4 24 | $1.5M | $1.3B | ||
| Q3 24 | $-20.8M | $144.4M | ||
| Q2 24 | $-1.4M | $100.4M |
毛利率MATVMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | 18.8% | 55.2% | ||
| Q3 25 | 19.3% | 55.1% | ||
| Q2 25 | 19.7% | 55.1% | ||
| Q1 25 | 15.0% | 55.4% | ||
| Q4 24 | 16.9% | 55.4% | ||
| Q3 24 | 18.8% | 55.4% | ||
| Q2 24 | 20.8% | 55.3% |
营业利润率MATVMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 2.2% | 26.6% | ||
| Q3 25 | 3.1% | 26.5% | ||
| Q2 25 | 3.8% | 24.8% | ||
| Q1 25 | -88.8% | 26.5% | ||
| Q4 24 | 0.6% | 26.3% | ||
| Q3 24 | 1.4% | 26.5% | ||
| Q2 24 | 2.0% | 23.0% |
净利率MATVMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 21.8% | 22.9% | ||
| Q3 25 | -0.6% | 24.4% | ||
| Q2 25 | -1.8% | 20.3% | ||
| Q1 25 | -87.8% | 21.2% | ||
| Q4 24 | 0.3% | 201.8% | ||
| Q3 24 | -4.2% | 23.3% | ||
| Q2 24 | -0.3% | 19.8% |
每股收益（稀释后）MATVMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $1.87 | $3.50 | ||
| Q3 25 | $-0.06 | $3.74 | ||
| Q2 25 | $-0.18 | $2.81 | ||
| Q1 25 | $-7.82 | $2.81 | ||
| Q4 24 | $0.03 | $25.71 | ||
| Q3 24 | $-0.38 | $2.95 | ||
| Q2 24 | $-0.03 | $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 | $84.2M | $1.4B |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $498.7M | $3.7B |
| 总资产 | $2.1B | $4.4B |
| 负债/权益比越低杠杆越低 | 2.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MATVMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $84.2M | $1.3B | ||
| Q3 25 | $97.1M | $1.3B | ||
| Q2 25 | $95.6M | $1.1B | ||
| Q1 25 | $84.0M | $1.0B | ||
| Q4 24 | $94.3M | $862.9M | ||
| Q3 24 | $162.2M | $1.5B | ||
| Q2 24 | $133.4M | $1.3B |
总债务MATVMPWR
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — |
股东权益MATVMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $498.7M | $3.5B | ||
| Q3 25 | $397.4M | $3.4B | ||
| Q2 25 | $416.6M | $3.2B | ||
| Q1 25 | $428.2M | $3.1B | ||
| Q4 24 | $858.5M | $3.0B | ||
| Q3 24 | $882.3M | $2.4B | ||
| Q2 24 | $898.0M | $2.2B |
总资产MATVMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.1B | $4.2B | ||
| Q3 25 | $2.0B | $4.1B | ||
| Q2 25 | $2.1B | $3.9B | ||
| Q1 25 | $2.1B | $3.7B | ||
| Q4 24 | $2.4B | $3.5B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $2.6B | $2.6B |
负债/权益比MATVMPWR
| Q1 26 | — | — | ||
| Q4 25 | 2.07× | — | ||
| Q3 25 | 2.63× | — | ||
| Q2 25 | 2.66× | — | ||
| Q1 25 | 2.67× | — | ||
| Q4 24 | 1.30× | — | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.29× | — |
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 | $19.3M | — |
| 自由现金流经营现金流 - 资本支出 | $8.0M | — |
| 自由现金流率自由现金流/营收 | 1.7% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | 0.19× | — |
| 过去12个月自由现金流最近4个季度 | $93.8M | — |
8季度趋势，按日历期对齐
经营现金流MATVMPWR
| Q1 26 | — | — | ||
| Q4 25 | $19.3M | $104.9M | ||
| Q3 25 | $72.8M | $239.3M | ||
| Q2 25 | $57.6M | $237.6M | ||
| Q1 25 | $-15.9M | $256.4M | ||
| Q4 24 | $24.1M | $167.7M | ||
| Q3 24 | $37.6M | $231.7M | ||
| Q2 24 | $46.1M | $141.0M |
自由现金流MATVMPWR
| Q1 26 | — | — | ||
| Q4 25 | $8.0M | $63.9M | ||
| Q3 25 | $66.7M | $196.8M | ||
| Q2 25 | $48.9M | $189.5M | ||
| Q1 25 | $-29.8M | $216.0M | ||
| Q4 24 | $2.0M | $102.9M | ||
| Q3 24 | $25.5M | $197.9M | ||
| Q2 24 | $37.4M | $109.5M |
自由现金流率MATVMPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 8.5% | ||
| Q3 25 | 13.0% | 26.7% | ||
| Q2 25 | 9.3% | 28.5% | ||
| Q1 25 | -6.1% | 33.9% | ||
| Q4 24 | 0.4% | 16.5% | ||
| Q3 24 | 5.1% | 31.9% | ||
| Q2 24 | 7.1% | 21.6% |
资本支出强度MATVMPWR
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 5.5% | ||
| Q3 25 | 1.2% | 5.8% | ||
| Q2 25 | 1.7% | 7.2% | ||
| Q1 25 | 2.9% | 6.3% | ||
| Q4 24 | 4.8% | 10.4% | ||
| Q3 24 | 2.4% | 5.5% | ||
| Q2 24 | 1.7% | 6.2% |
现金转化率MATVMPWR
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.61× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | 16.07× | 0.13× | ||
| Q3 24 | — | 1.60× | ||
| Q2 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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
MPWR
暂无分部数据
