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微芯科技（MCHP）与Ovintiv Inc.（OVV）财务数据对比。点击上方公司名可切换其他公司
Ovintiv Inc.的季度营收约是微芯科技的1.7倍（$2.1B vs $1.2B），Ovintiv Inc.净利率更高（46.1% vs 5.3%，领先40.8%），微芯科技同比增速更快（15.6% vs -6.0%），Ovintiv Inc.自由现金流更多（$489.0M vs $318.9M），过去两年微芯科技的营收复合增速更高（-5.4% vs -7.2%）
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。
Ovintiv Inc.是一家总部位于美国丹佛的石油企业，前身为加拿大能源公司Encana，于2020年通过重组正式成立，主营石油、天然气的勘探、开发与生产业务，在北美能源领域拥有丰富的运营经验及市场积累。
MCHP vs OVV — 直观对比
营收规模更大
OVV
是对方的1.7倍
$1.2B
营收增速更快
MCHP
高出21.6%
-6.0%
净利率更高
OVV
高出40.8%
5.3%
自由现金流更多
OVV
多$170.1M
$318.9M
两年增速更快
MCHP
近两年复合增速
-7.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $62.7M | $946.0M |
| 毛利率 | 59.6% | — |
| 营业利润率 | 12.8% | 21.2% |
| 净利率 | 5.3% | 46.1% |
| 营收同比 | 15.6% | -6.0% |
| 净利润同比 | 217.0% | 1676.7% |
| 每股收益（稀释后） | $0.06 | $3.64 |
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MCHPOVV
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $2.2B | ||
| Q1 25 | $970.5M | $2.4B | ||
| Q4 24 | $1.0B | $2.2B | ||
| Q3 24 | $1.2B | $2.2B | ||
| Q2 24 | $1.2B | $2.2B | ||
| Q1 24 | $1.3B | $2.4B |
净利润MCHPOVV
| Q4 25 | $62.7M | $946.0M | ||
| Q3 25 | $41.7M | $148.0M | ||
| Q2 25 | $-18.6M | $307.0M | ||
| Q1 25 | $-154.6M | $-159.0M | ||
| Q4 24 | $-53.6M | $-60.0M | ||
| Q3 24 | $78.4M | $507.0M | ||
| Q2 24 | $129.3M | $340.0M | ||
| Q1 24 | $154.7M | $338.0M |
毛利率MCHPOVV
| Q4 25 | 59.6% | — | ||
| Q3 25 | 55.9% | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 51.6% | — | ||
| Q4 24 | 54.7% | — | ||
| Q3 24 | 57.4% | — | ||
| Q2 24 | 59.4% | — | ||
| Q1 24 | 59.6% | — |
营业利润率MCHPOVV
| Q4 25 | 12.8% | 21.2% | ||
| Q3 25 | 7.8% | 13.5% | ||
| Q2 25 | 3.0% | 23.1% | ||
| Q1 25 | -10.3% | -3.7% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 12.6% | 24.2% | ||
| Q2 24 | 17.7% | 25.4% | ||
| Q1 24 | 19.1% | 20.7% |
净利率MCHPOVV
| Q4 25 | 5.3% | 46.1% | ||
| Q3 25 | 3.7% | 7.3% | ||
| Q2 25 | -1.7% | 13.9% | ||
| Q1 25 | -15.9% | -6.7% | ||
| Q4 24 | -5.2% | -2.7% | ||
| Q3 24 | 6.7% | 23.3% | ||
| Q2 24 | 10.4% | 15.5% | ||
| Q1 24 | 11.7% | 14.2% |
每股收益（稀释后）MCHPOVV
| Q4 25 | $0.06 | $3.64 | ||
| Q3 25 | $0.03 | $0.57 | ||
| Q2 25 | $-0.09 | $1.18 | ||
| Q1 25 | $-0.29 | $-0.61 | ||
| Q4 24 | $-0.10 | $-0.22 | ||
| Q3 24 | $0.14 | $1.92 | ||
| Q2 24 | $0.24 | $1.27 | ||
| Q1 24 | $0.29 | $1.24 |
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 | $250.7M | $280.0M |
| 总债务越低越好 | $5.4B | $5.2B |
| 股东权益账面价值 | $6.6B | $11.2B |
| 总资产 | $14.3B | $20.4B |
| 负债/权益比越低杠杆越低 | 0.82× | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资MCHPOVV
| Q4 25 | $250.7M | $280.0M | ||
| Q3 25 | $236.8M | $25.0M | ||
| Q2 25 | $566.5M | $20.0M | ||
| Q1 25 | $771.7M | $8.0M | ||
| Q4 24 | $586.0M | $42.0M | ||
| Q3 24 | $286.1M | $9.0M | ||
| Q2 24 | $315.1M | $8.0M | ||
| Q1 24 | $319.7M | $5.0M |
总债务MCHPOVV
| Q4 25 | $5.4B | $5.2B | ||
| Q3 25 | $5.4B | $5.2B | ||
| Q2 25 | $5.5B | $5.3B | ||
| Q1 25 | $5.6B | $5.5B | ||
| Q4 24 | $6.7B | $5.5B | ||
| Q3 24 | $6.4B | $5.9B | ||
| Q2 24 | $6.2B | $6.1B | ||
| Q1 24 | $6.0B | $6.2B |
股东权益MCHPOVV
| Q4 25 | $6.6B | $11.2B | ||
| Q3 25 | $6.7B | $10.2B | ||
| Q2 25 | $6.9B | $10.4B | ||
| Q1 25 | $7.1B | $10.1B | ||
| Q4 24 | $6.0B | $10.3B | ||
| Q3 24 | $6.3B | $10.7B | ||
| Q2 24 | $6.4B | $10.3B | ||
| Q1 24 | $6.7B | $10.3B |
总资产MCHPOVV
| Q4 25 | $14.3B | $20.4B | ||
| Q3 25 | $14.5B | $19.4B | ||
| Q2 25 | $15.0B | $19.7B | ||
| Q1 25 | $15.4B | $19.6B | ||
| Q4 24 | $15.6B | $19.3B | ||
| Q3 24 | $15.6B | $19.9B | ||
| Q2 24 | $15.8B | $19.8B | ||
| Q1 24 | $15.9B | $19.8B |
负债/权益比MCHPOVV
| Q4 25 | 0.82× | 0.46× | ||
| Q3 25 | 0.80× | 0.51× | ||
| Q2 25 | 0.80× | 0.51× | ||
| Q1 25 | 0.80× | 0.55× | ||
| Q4 24 | 1.12× | 0.53× | ||
| Q3 24 | 1.02× | 0.55× | ||
| Q2 24 | 0.96× | 0.59× | ||
| Q1 24 | 0.90× | 0.60× |
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 | $341.4M | $954.0M |
| 自由现金流经营现金流 - 资本支出 | $318.9M | $489.0M |
| 自由现金流率自由现金流/营收 | 26.9% | 23.8% |
| 资本支出强度资本支出/营收 | 1.9% | 22.6% |
| 现金转化率经营现金流/净利润 | 5.44× | 1.01× |
| 过去12个月自由现金流最近4个季度 | $819.9M | $1.5B |
8季度趋势，按日历期对齐
经营现金流MCHPOVV
| Q4 25 | $341.4M | $954.0M | ||
| Q3 25 | $88.1M | $812.0M | ||
| Q2 25 | $275.6M | $1.0B | ||
| Q1 25 | $205.9M | $873.0M | ||
| Q4 24 | $271.5M | $1.0B | ||
| Q3 24 | $43.6M | $1.0B | ||
| Q2 24 | $377.1M | $1.0B | ||
| Q1 24 | $430.0M | $659.0M |
自由现金流MCHPOVV
| Q4 25 | $318.9M | $489.0M | ||
| Q3 25 | $51.6M | $268.0M | ||
| Q2 25 | $257.7M | $492.0M | ||
| Q1 25 | $191.7M | $256.0M | ||
| Q4 24 | $253.4M | $468.0M | ||
| Q3 24 | $22.8M | $484.0M | ||
| Q2 24 | $304.2M | $398.0M | ||
| Q1 24 | $389.9M | $68.0M |
自由现金流率MCHPOVV
| Q4 25 | 26.9% | 23.8% | ||
| Q3 25 | 4.5% | 13.3% | ||
| Q2 25 | 24.0% | 22.2% | ||
| Q1 25 | 19.8% | 10.8% | ||
| Q4 24 | 24.7% | 21.4% | ||
| Q3 24 | 2.0% | 22.2% | ||
| Q2 24 | 24.5% | 18.1% | ||
| Q1 24 | 29.4% | 2.8% |
资本支出强度MCHPOVV
| Q4 25 | 1.9% | 22.6% | ||
| Q3 25 | 3.2% | 26.9% | ||
| Q2 25 | 1.7% | 23.5% | ||
| Q1 25 | 1.5% | 26.0% | ||
| Q4 24 | 1.8% | 25.3% | ||
| Q3 24 | 1.8% | 24.7% | ||
| Q2 24 | 5.9% | 28.4% | ||
| Q1 24 | 3.0% | 24.8% |
现金转化率MCHPOVV
| Q4 25 | 5.44× | 1.01× | ||
| Q3 25 | 2.11× | 5.49× | ||
| Q2 25 | — | 3.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.56× | 2.02× | ||
| Q2 24 | 2.92× | 3.00× | ||
| Q1 24 | 2.78× | 1.95× |
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
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
OVV
| Product And Service Revenue | $1.7B | 84% |
| Sales Of Purchased Product | $338.0M | 16% |
