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微芯科技（MCHP）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.4倍（$1.2B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 5.3%，领先7.9%），Rithm Capital Corp.同比增速更快（508.5% vs 15.6%），过去两年微芯科技的营收复合增速更高（-5.4% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
MCHP vs RITM — 直观对比
营收规模更大
MCHP
是对方的1.4倍
$828.2M
营收增速更快
RITM
高出492.9%
15.6%
净利率更高
RITM
高出7.9%
5.3%
两年增速更快
MCHP
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $828.2M |
| 净利润 | $62.7M | $109.5M |
| 毛利率 | 59.6% | — |
| 营业利润率 | 12.8% | 29.9% |
| 净利率 | 5.3% | 13.2% |
| 营收同比 | 15.6% | 508.5% |
| 净利润同比 | 217.0% | 27.7% |
| 每股收益（稀释后） | $0.06 | $0.12 |
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MCHPRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $970.5M | $768.4M | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $1.2B | $619.5M | ||
| Q2 24 | $1.2B | $1.2B |
净利润MCHPRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $62.7M | $85.0M | ||
| Q3 25 | $41.7M | $221.5M | ||
| Q2 25 | $-18.6M | $311.7M | ||
| Q1 25 | $-154.6M | $78.8M | ||
| Q4 24 | $-53.6M | $290.2M | ||
| Q3 24 | $78.4M | $121.7M | ||
| Q2 24 | $129.3M | $235.6M |
毛利率MCHPRITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率MCHPRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 12.8% | 13.8% | ||
| Q3 25 | 7.8% | 21.4% | ||
| Q2 25 | 3.0% | 25.2% | ||
| Q1 25 | -10.3% | 7.4% | ||
| Q4 24 | 3.0% | 23.8% | ||
| Q3 24 | 12.6% | 7.3% | ||
| Q2 24 | 17.7% | 23.6% |
净利率MCHPRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 5.3% | 5.7% | ||
| Q3 25 | 3.7% | 20.0% | ||
| Q2 25 | -1.7% | 25.6% | ||
| Q1 25 | -15.9% | 10.3% | ||
| Q4 24 | -5.2% | 14.0% | ||
| Q3 24 | 6.7% | 19.7% | ||
| Q2 24 | 10.4% | 19.2% |
每股收益（稀释后）MCHPRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.06 | $0.09 | ||
| Q3 25 | $0.03 | $0.35 | ||
| Q2 25 | $-0.09 | $0.53 | ||
| Q1 25 | $-0.29 | $0.07 | ||
| Q4 24 | $-0.10 | $0.50 | ||
| Q3 24 | $0.14 | $0.20 | ||
| Q2 24 | $0.24 | $0.43 |
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 | — |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $6.6B | $9.1B |
| 总资产 | $14.3B | $53.4B |
| 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MCHPRITM
| Q1 26 | — | — | ||
| Q4 25 | $250.7M | $1.8B | ||
| Q3 25 | $236.8M | $1.6B | ||
| Q2 25 | $566.5M | $1.6B | ||
| Q1 25 | $771.7M | $1.5B | ||
| Q4 24 | $586.0M | $1.5B | ||
| Q3 24 | $286.1M | $1.6B | ||
| Q2 24 | $315.1M | $1.2B |
总债务MCHPRITM
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $35.4B | ||
| Q3 25 | $5.4B | $32.2B | ||
| Q2 25 | $5.5B | $31.2B | ||
| Q1 25 | $5.6B | $32.2B | ||
| Q4 24 | $6.7B | $32.6B | ||
| Q3 24 | $6.4B | $29.6B | ||
| Q2 24 | $6.2B | $30.1B |
股东权益MCHPRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $6.6B | $8.4B | ||
| Q3 25 | $6.7B | $8.5B | ||
| Q2 25 | $6.9B | $7.9B | ||
| Q1 25 | $7.1B | $7.8B | ||
| Q4 24 | $6.0B | $7.8B | ||
| Q3 24 | $6.3B | $7.7B | ||
| Q2 24 | $6.4B | $7.3B |
总资产MCHPRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $14.3B | $53.1B | ||
| Q3 25 | $14.5B | $47.2B | ||
| Q2 25 | $15.0B | $44.3B | ||
| Q1 25 | $15.4B | $45.3B | ||
| Q4 24 | $15.6B | $46.0B | ||
| Q3 24 | $15.6B | $42.3B | ||
| Q2 24 | $15.8B | $42.0B |
负债/权益比MCHPRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | 4.20× | ||
| Q3 25 | 0.80× | 3.79× | ||
| Q2 25 | 0.80× | 3.92× | ||
| Q1 25 | 0.80× | 4.14× | ||
| Q4 24 | 1.12× | 4.18× | ||
| Q3 24 | 1.02× | 3.87× | ||
| Q2 24 | 0.96× | 4.10× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $318.9M | — |
| 自由现金流率自由现金流/营收 | 26.9% | — |
| 资本支出强度资本支出/营收 | 1.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流MCHPRITM
| Q1 26 | — | — | ||
| Q4 25 | $341.4M | $-114.6M | ||
| Q3 25 | $88.1M | $-2.0B | ||
| Q2 25 | $275.6M | $-557.1M | ||
| Q1 25 | $205.9M | $1.4B | ||
| Q4 24 | $271.5M | $-1.8B | ||
| Q3 24 | $43.6M | $768.1M | ||
| Q2 24 | $377.1M | $-55.7M |
自由现金流MCHPRITM
| Q1 26 | — | — | ||
| Q4 25 | $318.9M | — | ||
| Q3 25 | $51.6M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $191.7M | — | ||
| Q4 24 | $253.4M | — | ||
| Q3 24 | $22.8M | — | ||
| Q2 24 | $304.2M | — |
自由现金流率MCHPRITM
| Q1 26 | — | — | ||
| Q4 25 | 26.9% | — | ||
| Q3 25 | 4.5% | — | ||
| Q2 25 | 24.0% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 24.5% | — |
资本支出强度MCHPRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 5.9% | — |
现金转化率MCHPRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.44× | -1.35× | ||
| Q3 25 | 2.11× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 0.56× | 6.31× | ||
| Q2 24 | 2.92× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
