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微芯科技（MCHP）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
微芯科技的季度营收约是越洋钻探的1.1倍（$1.2B vs $1.0B），微芯科技净利率更高（5.3% vs 2.4%，领先2.9%），微芯科技同比增速更快（15.6% vs 9.6%），越洋钻探自由现金流更多（$321.0M vs $318.9M），过去两年越洋钻探的营收复合增速更高（16.9% vs -5.4%）
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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
MCHP vs RIG — 直观对比
营收规模更大
MCHP
是对方的1.1倍
$1.0B
营收增速更快
MCHP
高出6.0%
9.6%
净利率更高
MCHP
高出2.9%
2.4%
自由现金流更多
RIG
多$2.1M
$318.9M
两年增速更快
RIG
近两年复合增速
-5.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.0B |
| 净利润 | $62.7M | $25.0M |
| 毛利率 | 59.6% | 42.0% |
| 营业利润率 | 12.8% | 23.0% |
| 净利率 | 5.3% | 2.4% |
| 营收同比 | 15.6% | 9.6% |
| 净利润同比 | 217.0% | 257.1% |
| 每股收益（稀释后） | $0.06 | $0.13 |
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MCHPRIG
| Q4 25 | $1.2B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.1B | $988.0M | ||
| Q1 25 | $970.5M | $906.0M | ||
| Q4 24 | $1.0B | $952.0M | ||
| Q3 24 | $1.2B | $948.0M | ||
| Q2 24 | $1.2B | $861.0M | ||
| Q1 24 | $1.3B | $763.0M |
净利润MCHPRIG
| Q4 25 | $62.7M | $25.0M | ||
| Q3 25 | $41.7M | $-1.9B | ||
| Q2 25 | $-18.6M | $-938.0M | ||
| Q1 25 | $-154.6M | $-79.0M | ||
| Q4 24 | $-53.6M | $7.0M | ||
| Q3 24 | $78.4M | $-494.0M | ||
| Q2 24 | $129.3M | $-123.0M | ||
| Q1 24 | $154.7M | $98.0M |
毛利率MCHPRIG
| Q4 25 | 59.6% | 42.0% | ||
| Q3 25 | 55.9% | 43.2% | ||
| Q2 25 | 53.6% | 39.4% | ||
| Q1 25 | 51.6% | 31.8% | ||
| Q4 24 | 54.7% | 39.2% | ||
| Q3 24 | 57.4% | 40.6% | ||
| Q2 24 | 59.4% | 38.0% | ||
| Q1 24 | 59.6% | 31.5% |
营业利润率MCHPRIG
| Q4 25 | 12.8% | 23.0% | ||
| Q3 25 | 7.8% | -163.1% | ||
| Q2 25 | 3.0% | -97.6% | ||
| Q1 25 | -10.3% | 7.1% | ||
| Q4 24 | 3.0% | 13.7% | ||
| Q3 24 | 12.6% | -51.2% | ||
| Q2 24 | 17.7% | -6.9% | ||
| Q1 24 | 19.1% | -0.4% |
净利率MCHPRIG
| Q4 25 | 5.3% | 2.4% | ||
| Q3 25 | 3.7% | -187.1% | ||
| Q2 25 | -1.7% | -94.9% | ||
| Q1 25 | -15.9% | -8.7% | ||
| Q4 24 | -5.2% | 0.7% | ||
| Q3 24 | 6.7% | -52.1% | ||
| Q2 24 | 10.4% | -14.3% | ||
| Q1 24 | 11.7% | 12.8% |
每股收益（稀释后）MCHPRIG
| Q4 25 | $0.06 | $0.13 | ||
| Q3 25 | $0.03 | $-2.00 | ||
| Q2 25 | $-0.09 | $-1.06 | ||
| Q1 25 | $-0.29 | $-0.11 | ||
| Q4 24 | $-0.10 | $-0.14 | ||
| Q3 24 | $0.14 | $-0.58 | ||
| Q2 24 | $0.24 | $-0.15 | ||
| Q1 24 | $0.29 | $0.11 |
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 | $620.0M |
| 总债务越低越好 | $5.4B | $5.2B |
| 股东权益账面价值 | $6.6B | $8.1B |
| 总资产 | $14.3B | $15.6B |
| 负债/权益比越低杠杆越低 | 0.82× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资MCHPRIG
| Q4 25 | $250.7M | $620.0M | ||
| Q3 25 | $236.8M | $833.0M | ||
| Q2 25 | $566.5M | $377.0M | ||
| Q1 25 | $771.7M | $263.0M | ||
| Q4 24 | $586.0M | $560.0M | ||
| Q3 24 | $286.1M | $435.0M | ||
| Q2 24 | $315.1M | $475.0M | ||
| Q1 24 | $319.7M | $446.0M |
总债务MCHPRIG
| Q4 25 | $5.4B | $5.2B | ||
| Q3 25 | $5.4B | $4.8B | ||
| Q2 25 | $5.5B | $5.9B | ||
| Q1 25 | $5.6B | $5.9B | ||
| Q4 24 | $6.7B | $6.2B | ||
| Q3 24 | $6.4B | $6.5B | ||
| Q2 24 | $6.2B | $6.8B | ||
| Q1 24 | $6.0B | $6.8B |
股东权益MCHPRIG
| Q4 25 | $6.6B | $8.1B | ||
| Q3 25 | $6.7B | $8.1B | ||
| Q2 25 | $6.9B | $9.4B | ||
| Q1 25 | $7.1B | $10.2B | ||
| Q4 24 | $6.0B | $10.3B | ||
| Q3 24 | $6.3B | $10.2B | ||
| Q2 24 | $6.4B | $10.7B | ||
| Q1 24 | $6.7B | $10.5B |
总资产MCHPRIG
| Q4 25 | $14.3B | $15.6B | ||
| Q3 25 | $14.5B | $16.2B | ||
| Q2 25 | $15.0B | $17.8B | ||
| Q1 25 | $15.4B | $19.0B | ||
| Q4 24 | $15.6B | $19.4B | ||
| Q3 24 | $15.6B | $19.5B | ||
| Q2 24 | $15.8B | $20.3B | ||
| Q1 24 | $15.9B | $19.9B |
负债/权益比MCHPRIG
| Q4 25 | 0.82× | 0.64× | ||
| Q3 25 | 0.80× | 0.60× | ||
| Q2 25 | 0.80× | 0.63× | ||
| Q1 25 | 0.80× | 0.58× | ||
| Q4 24 | 1.12× | 0.60× | ||
| Q3 24 | 1.02× | 0.64× | ||
| Q2 24 | 0.96× | 0.63× | ||
| Q1 24 | 0.90× | 0.65× |
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 | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $318.9M | $321.0M |
| 自由现金流率自由现金流/营收 | 26.9% | 30.8% |
| 资本支出强度资本支出/营收 | 1.9% | 2.7% |
| 现金转化率经营现金流/净利润 | 5.44× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $819.9M | $626.0M |
8季度趋势，按日历期对齐
经营现金流MCHPRIG
| Q4 25 | $341.4M | $349.0M | ||
| Q3 25 | $88.1M | $246.0M | ||
| Q2 25 | $275.6M | $128.0M | ||
| Q1 25 | $205.9M | $26.0M | ||
| Q4 24 | $271.5M | $206.0M | ||
| Q3 24 | $43.6M | $194.0M | ||
| Q2 24 | $377.1M | $133.0M | ||
| Q1 24 | $430.0M | $-86.0M |
自由现金流MCHPRIG
| Q4 25 | $318.9M | $321.0M | ||
| Q3 25 | $51.6M | $235.0M | ||
| Q2 25 | $257.7M | $104.0M | ||
| Q1 25 | $191.7M | $-34.0M | ||
| Q4 24 | $253.4M | $177.0M | ||
| Q3 24 | $22.8M | $136.0M | ||
| Q2 24 | $304.2M | $49.0M | ||
| Q1 24 | $389.9M | $-169.0M |
自由现金流率MCHPRIG
| Q4 25 | 26.9% | 30.8% | ||
| Q3 25 | 4.5% | 22.9% | ||
| Q2 25 | 24.0% | 10.5% | ||
| Q1 25 | 19.8% | -3.8% | ||
| Q4 24 | 24.7% | 18.6% | ||
| Q3 24 | 2.0% | 14.3% | ||
| Q2 24 | 24.5% | 5.7% | ||
| Q1 24 | 29.4% | -22.1% |
资本支出强度MCHPRIG
| Q4 25 | 1.9% | 2.7% | ||
| Q3 25 | 3.2% | 1.1% | ||
| Q2 25 | 1.7% | 2.4% | ||
| Q1 25 | 1.5% | 6.6% | ||
| Q4 24 | 1.8% | 3.0% | ||
| Q3 24 | 1.8% | 6.1% | ||
| Q2 24 | 5.9% | 9.8% | ||
| Q1 24 | 3.0% | 10.9% |
现金转化率MCHPRIG
| Q4 25 | 5.44× | 13.96× | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 29.43× | ||
| Q3 24 | 0.56× | — | ||
| Q2 24 | 2.92× | — | ||
| Q1 24 | 2.78× | -0.88× |
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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
