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微芯科技(MCHP)与罗致恒富(RHI)财务数据对比。点击上方公司名可切换其他公司
罗致恒富的季度营收约是微芯科技的1.1倍($1.3B vs $1.2B),微芯科技同比增速更快(15.6% vs -5.8%),微芯科技自由现金流更多($318.9M vs $170.8M),过去两年微芯科技的营收复合增速更高(-5.4% vs -6.1%)
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。
罗致恒富是1948年成立的国际人力资源咨询机构,总部位于加利福尼亚州门洛帕克和圣拉蒙,是全球规模领先的会计与金融领域人才派遣服务商之一,在全球范围内设有超过345个办公点。
MCHP vs RHI — 直观对比
营收规模更大
RHI
是对方的1.1倍
$1.2B
营收增速更快
MCHP
高出21.4%
-5.8%
自由现金流更多
MCHP
多$148.1M
$170.8M
两年增速更快
MCHP
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $1.3B |
| 净利润 | $62.7M | — |
| 毛利率 | 59.6% | 37.6% |
| 营业利润率 | 12.8% | 1.7% |
| 净利率 | 5.3% | — |
| 营收同比 | 15.6% | -5.8% |
| 净利润同比 | 217.0% | — |
| 每股收益(稀释后) | $0.06 | $0.32 |
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
MCHP
RHI
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $970.5M | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.3B | $1.5B |
净利润
MCHP
RHI
| Q4 25 | $62.7M | — | ||
| Q3 25 | $41.7M | $42.9M | ||
| Q2 25 | $-18.6M | $41.0M | ||
| Q1 25 | $-154.6M | $17.4M | ||
| Q4 24 | $-53.6M | — | ||
| Q3 24 | $78.4M | $65.5M | ||
| Q2 24 | $129.3M | $68.2M | ||
| Q1 24 | $154.7M | $63.7M |
毛利率
MCHP
RHI
| Q4 25 | 59.6% | 37.6% | ||
| Q3 25 | 55.9% | 37.2% | ||
| Q2 25 | 53.6% | 37.2% | ||
| Q1 25 | 51.6% | 36.9% | ||
| Q4 24 | 54.7% | 38.8% | ||
| Q3 24 | 57.4% | 39.0% | ||
| Q2 24 | 59.4% | 39.2% | ||
| Q1 24 | 59.6% | 38.1% |
营业利润率
MCHP
RHI
| Q4 25 | 12.8% | 1.7% | ||
| Q3 25 | 7.8% | 1.0% | ||
| Q2 25 | 3.0% | 0.1% | ||
| Q1 25 | -10.3% | 2.9% | ||
| Q4 24 | 3.0% | 4.7% | ||
| Q3 24 | 12.6% | 4.1% | ||
| Q2 24 | 17.7% | 5.1% | ||
| Q1 24 | 19.1% | 2.8% |
净利率
MCHP
RHI
| Q4 25 | 5.3% | — | ||
| Q3 25 | 3.7% | 3.2% | ||
| Q2 25 | -1.7% | 3.0% | ||
| Q1 25 | -15.9% | 1.3% | ||
| Q4 24 | -5.2% | — | ||
| Q3 24 | 6.7% | 4.5% | ||
| Q2 24 | 10.4% | 4.6% | ||
| Q1 24 | 11.7% | 4.3% |
每股收益(稀释后)
MCHP
RHI
| Q4 25 | $0.06 | $0.32 | ||
| Q3 25 | $0.03 | $0.43 | ||
| Q2 25 | $-0.09 | $0.41 | ||
| Q1 25 | $-0.29 | $0.17 | ||
| Q4 24 | $-0.10 | $0.53 | ||
| Q3 24 | $0.14 | $0.64 | ||
| Q2 24 | $0.24 | $0.66 | ||
| Q1 24 | $0.29 | $0.61 |
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 | $464.4M |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $6.6B | $1.3B |
| 总资产 | $14.3B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.82× | — |
8季度趋势,按日历期对齐
现金及短期投资
MCHP
RHI
| Q4 25 | $250.7M | $464.4M | ||
| Q3 25 | $236.8M | $365.3M | ||
| Q2 25 | $566.5M | $380.5M | ||
| Q1 25 | $771.7M | $342.5M | ||
| Q4 24 | $586.0M | $537.6M | ||
| Q3 24 | $286.1M | $570.5M | ||
| Q2 24 | $315.1M | $547.4M | ||
| Q1 24 | $319.7M | $540.9M |
总债务
MCHP
RHI
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.5B | — | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.0B | — |
股东权益
MCHP
RHI
| Q4 25 | $6.6B | $1.3B | ||
| Q3 25 | $6.7B | $1.3B | ||
| Q2 25 | $6.9B | $1.3B | ||
| Q1 25 | $7.1B | $1.3B | ||
| Q4 24 | $6.0B | $1.4B | ||
| Q3 24 | $6.3B | $1.5B | ||
| Q2 24 | $6.4B | $1.5B | ||
| Q1 24 | $6.7B | $1.5B |
总资产
MCHP
RHI
| Q4 25 | $14.3B | $2.9B | ||
| Q3 25 | $14.5B | $2.8B | ||
| Q2 25 | $15.0B | $2.8B | ||
| Q1 25 | $15.4B | $2.7B | ||
| Q4 24 | $15.6B | $2.9B | ||
| Q3 24 | $15.6B | $3.0B | ||
| Q2 24 | $15.8B | $2.9B | ||
| Q1 24 | $15.9B | $2.9B |
负债/权益比
MCHP
RHI
| Q4 25 | 0.82× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | 0.96× | — | ||
| Q1 24 | 0.90× | — |
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 | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $318.9M | $170.8M |
| 自由现金流率自由现金流/营收 | 26.9% | 13.1% |
| 资本支出强度资本支出/营收 | 1.9% | 0.9% |
| 现金转化率经营现金流/净利润 | 5.44× | — |
| 过去12个月自由现金流最近4个季度 | $819.9M | $266.8M |
8季度趋势,按日历期对齐
经营现金流
MCHP
RHI
| Q4 25 | $341.4M | $182.5M | ||
| Q3 25 | $88.1M | $77.4M | ||
| Q2 25 | $275.6M | $119.4M | ||
| Q1 25 | $205.9M | $-59.3M | ||
| Q4 24 | $271.5M | $154.8M | ||
| Q3 24 | $43.6M | $129.6M | ||
| Q2 24 | $377.1M | $142.0M | ||
| Q1 24 | $430.0M | $-15.9M |
自由现金流
MCHP
RHI
| Q4 25 | $318.9M | $170.8M | ||
| Q3 25 | $51.6M | $63.6M | ||
| Q2 25 | $257.7M | $104.2M | ||
| Q1 25 | $191.7M | $-71.7M | ||
| Q4 24 | $253.4M | $140.5M | ||
| Q3 24 | $22.8M | $111.8M | ||
| Q2 24 | $304.2M | $129.6M | ||
| Q1 24 | $389.9M | $-27.7M |
自由现金流率
MCHP
RHI
| Q4 25 | 26.9% | 13.1% | ||
| Q3 25 | 4.5% | 4.7% | ||
| Q2 25 | 24.0% | 7.6% | ||
| Q1 25 | 19.8% | -5.3% | ||
| Q4 24 | 24.7% | 10.2% | ||
| Q3 24 | 2.0% | 7.6% | ||
| Q2 24 | 24.5% | 8.8% | ||
| Q1 24 | 29.4% | -1.9% |
资本支出强度
MCHP
RHI
| Q4 25 | 1.9% | 0.9% | ||
| Q3 25 | 3.2% | 1.0% | ||
| Q2 25 | 1.7% | 1.1% | ||
| Q1 25 | 1.5% | 0.9% | ||
| Q4 24 | 1.8% | 1.0% | ||
| Q3 24 | 1.8% | 1.2% | ||
| Q2 24 | 5.9% | 0.8% | ||
| Q1 24 | 3.0% | 0.8% |
现金转化率
MCHP
RHI
| Q4 25 | 5.44× | — | ||
| Q3 25 | 2.11× | 1.80× | ||
| Q2 25 | — | 2.91× | ||
| Q1 25 | — | -3.42× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.56× | 1.98× | ||
| Q2 24 | 2.92× | 2.08× | ||
| Q1 24 | 2.78× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |