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美森（MATX）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
美森的季度营收约是Monolithic Power Systems的1.1倍（$851.9M vs $804.2M），Monolithic Power Systems净利率更高（24.0% vs 16.8%，领先7.2%），Monolithic Power Systems同比增速更快（26.1% vs -4.3%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% vs 8.6%）
美森公司（Matson, Inc.）是美国知名航运服务企业，总部位于夏威夷州火奴鲁鲁，成立于1882年。旗下子公司美森航运主营跨太平洋海运业务，服务覆盖夏威夷、阿拉斯加、关岛、密克罗尼西亚、太平洋诸岛、中国及日本等地区。
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。
MATX vs MPWR — 直观对比
营收规模更大
MATX
是对方的1.1倍
$804.2M
营收增速更快
MPWR
高出30.4%
-4.3%
净利率更高
MPWR
高出7.2%
16.8%
两年增速更快
MPWR
近两年复合增速
8.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $851.9M | $804.2M |
| 净利润 | $143.1M | $193.2M |
| 毛利率 | — | 55.3% |
| 营业利润率 | 16.9% | 30.0% |
| 净利率 | 16.8% | 24.0% |
| 营收同比 | -4.3% | 26.1% |
| 净利润同比 | 11.8% | 43.1% |
| 每股收益（稀释后） | $4.47 | $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MATXMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $851.9M | $751.2M | ||
| Q3 25 | $880.1M | $737.2M | ||
| Q2 25 | $830.5M | $664.6M | ||
| Q1 25 | $782.0M | $637.6M | ||
| Q4 24 | $890.3M | $621.7M | ||
| Q3 24 | $962.0M | $620.1M | ||
| Q2 24 | $847.4M | $507.4M |
净利润MATXMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $143.1M | $171.7M | ||
| Q3 25 | $134.7M | $179.8M | ||
| Q2 25 | $94.7M | $135.0M | ||
| Q1 25 | $72.3M | $135.1M | ||
| Q4 24 | $128.0M | $1.3B | ||
| Q3 24 | $199.1M | $144.4M | ||
| Q2 24 | $113.2M | $100.4M |
毛利率MATXMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 55.1% | ||
| Q2 25 | — | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.3% |
营业利润率MATXMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 16.9% | 26.6% | ||
| Q3 25 | 18.3% | 26.5% | ||
| Q2 25 | 13.6% | 24.8% | ||
| Q1 25 | 10.5% | 26.5% | ||
| Q4 24 | 16.6% | 26.3% | ||
| Q3 24 | 25.2% | 26.5% | ||
| Q2 24 | 14.7% | 23.0% |
净利率MATXMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 16.8% | 22.9% | ||
| Q3 25 | 15.3% | 24.4% | ||
| Q2 25 | 11.4% | 20.3% | ||
| Q1 25 | 9.2% | 21.2% | ||
| Q4 24 | 14.4% | 201.8% | ||
| Q3 24 | 20.7% | 23.3% | ||
| Q2 24 | 13.4% | 19.8% |
每股收益（稀释后）MATXMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $4.47 | $3.50 | ||
| Q3 25 | $4.24 | $3.74 | ||
| Q2 25 | $2.92 | $2.81 | ||
| Q1 25 | $2.18 | $2.81 | ||
| Q4 24 | $3.69 | $25.71 | ||
| Q3 24 | $5.89 | $2.95 | ||
| Q2 24 | $3.31 | $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 | $141.9M | $1.4B |
| 总债务越低越好 | $361.2M | — |
| 股东权益账面价值 | $2.8B | $3.7B |
| 总资产 | $4.6B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.13× | — |
8季度趋势，按日历期对齐
现金及短期投资MATXMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $141.9M | $1.3B | ||
| Q3 25 | $92.7M | $1.3B | ||
| Q2 25 | $59.1M | $1.1B | ||
| Q1 25 | $122.0M | $1.0B | ||
| Q4 24 | $266.8M | $862.9M | ||
| Q3 24 | $270.3M | $1.5B | ||
| Q2 24 | $168.2M | $1.3B |
总债务MATXMPWR
| Q1 26 | — | — | ||
| Q4 25 | $361.2M | — | ||
| Q3 25 | $370.9M | — | ||
| Q2 25 | $341.3M | — | ||
| Q1 25 | $351.1M | — | ||
| Q4 24 | $361.2M | — | ||
| Q3 24 | $370.9M | — | ||
| Q2 24 | $381.0M | — |
股东权益MATXMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.8B | $3.5B | ||
| Q3 25 | $2.7B | $3.4B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.6B | $3.1B | ||
| Q4 24 | $2.7B | $3.0B | ||
| Q3 24 | $2.6B | $2.4B | ||
| Q2 24 | $2.4B | $2.2B |
总资产MATXMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $4.6B | $4.2B | ||
| Q3 25 | $4.6B | $4.1B | ||
| Q2 25 | $4.5B | $3.9B | ||
| Q1 25 | $4.5B | $3.7B | ||
| Q4 24 | $4.6B | $3.5B | ||
| Q3 24 | $4.4B | $2.9B | ||
| Q2 24 | $4.3B | $2.6B |
负债/权益比MATXMPWR
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.13× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.16× | — |
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 | $176.9M | — |
| 自由现金流经营现金流 - 资本支出 | $42.2M | — |
| 自由现金流率自由现金流/营收 | 5.0% | — |
| 资本支出强度资本支出/营收 | 15.8% | — |
| 现金转化率经营现金流/净利润 | 1.24× | — |
| 过去12个月自由现金流最近4个季度 | $153.7M | — |
8季度趋势，按日历期对齐
经营现金流MATXMPWR
| Q1 26 | — | — | ||
| Q4 25 | $176.9M | $104.9M | ||
| Q3 25 | $175.6M | $239.3M | ||
| Q2 25 | $105.6M | $237.6M | ||
| Q1 25 | $89.0M | $256.4M | ||
| Q4 24 | $174.7M | $167.7M | ||
| Q3 24 | $248.6M | $231.7M | ||
| Q2 24 | $307.9M | $141.0M |
自由现金流MATXMPWR
| Q1 26 | — | — | ||
| Q4 25 | $42.2M | $63.9M | ||
| Q3 25 | $92.4M | $196.8M | ||
| Q2 25 | $19.3M | $189.5M | ||
| Q1 25 | $-200.0K | $216.0M | ||
| Q4 24 | $49.3M | $102.9M | ||
| Q3 24 | $189.0M | $197.9M | ||
| Q2 24 | $238.1M | $109.5M |
自由现金流率MATXMPWR
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 8.5% | ||
| Q3 25 | 10.5% | 26.7% | ||
| Q2 25 | 2.3% | 28.5% | ||
| Q1 25 | -0.0% | 33.9% | ||
| Q4 24 | 5.5% | 16.5% | ||
| Q3 24 | 19.6% | 31.9% | ||
| Q2 24 | 28.1% | 21.6% |
资本支出强度MATXMPWR
| Q1 26 | — | — | ||
| Q4 25 | 15.8% | 5.5% | ||
| Q3 25 | 9.5% | 5.8% | ||
| Q2 25 | 10.4% | 7.2% | ||
| Q1 25 | 11.4% | 6.3% | ||
| Q4 24 | 14.1% | 10.4% | ||
| Q3 24 | 6.2% | 5.5% | ||
| Q2 24 | 8.2% | 6.2% |
现金转化率MATXMPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.24× | 0.61× | ||
| Q3 25 | 1.30× | 1.33× | ||
| Q2 25 | 1.12× | 1.76× | ||
| Q1 25 | 1.23× | 1.90× | ||
| Q4 24 | 1.36× | 0.13× | ||
| Q3 24 | 1.25× | 1.60× | ||
| Q2 24 | 2.72× | 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
MATX
| Ocean Transportation Segment | $704.2M | 83% |
| Logistics Services Segment | $147.7M | 17% |
MPWR
暂无分部数据
