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微芯科技（MCHP）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是微芯科技的1.9倍（$2.2B vs $1.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.3%，领先18.2%），微芯科技同比增速更快（15.6% vs -36.8%），过去两年微芯科技的营收复合增速更高（-5.4% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
MCHP vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.2B
营收增速更快
MCHP
高出52.3%
-36.8%
净利率更高
RNR
高出18.2%
5.3%
两年增速更快
MCHP
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $62.7M | $515.8M |
| 毛利率 | 59.6% | — |
| 营业利润率 | 12.8% | — |
| 净利率 | 5.3% | 23.5% |
| 营收同比 | 15.6% | -36.8% |
| 净利润同比 | 217.0% | 72.6% |
| 每股收益（稀释后） | $0.06 | $6.57 |
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MCHPRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $970.5M | $3.5B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
净利润MCHPRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $62.7M | $760.5M | ||
| Q3 25 | $41.7M | $916.5M | ||
| Q2 25 | $-18.6M | $835.4M | ||
| Q1 25 | $-154.6M | $170.0M | ||
| Q4 24 | $-53.6M | $-189.7M | ||
| Q3 24 | $78.4M | $1.2B | ||
| Q2 24 | $129.3M | $503.9M |
毛利率MCHPRNR
| 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MCHPRNR
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 42.5% | ||
| Q3 25 | 7.8% | 46.3% | ||
| Q2 25 | 3.0% | 41.8% | ||
| Q1 25 | -10.3% | -2.0% | ||
| Q4 24 | 3.0% | -3.6% | ||
| Q3 24 | 12.6% | 43.7% | ||
| Q2 24 | 17.7% | 25.0% |
净利率MCHPRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.3% | 25.6% | ||
| Q3 25 | 3.7% | 28.7% | ||
| Q2 25 | -1.7% | 26.1% | ||
| Q1 25 | -15.9% | 4.9% | ||
| Q4 24 | -5.2% | -8.3% | ||
| Q3 24 | 6.7% | 29.8% | ||
| Q2 24 | 10.4% | 17.8% |
每股收益（稀释后）MCHPRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.06 | $16.16 | ||
| Q3 25 | $0.03 | $19.40 | ||
| Q2 25 | $-0.09 | $17.20 | ||
| Q1 25 | $-0.29 | $3.27 | ||
| Q4 24 | $-0.10 | $-3.76 | ||
| Q3 24 | $0.14 | $22.62 | ||
| Q2 24 | $0.24 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $6.6B | $4.3B |
| 总资产 | $14.3B | $53.7B |
| 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MCHPRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $250.7M | $1.7B | ||
| Q3 25 | $236.8M | $1.7B | ||
| Q2 25 | $566.5M | $1.4B | ||
| Q1 25 | $771.7M | $1.6B | ||
| Q4 24 | $586.0M | $1.7B | ||
| Q3 24 | $286.1M | $1.6B | ||
| Q2 24 | $315.1M | $1.6B |
总债务MCHPRNR
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $2.3B | ||
| Q3 25 | $5.4B | $2.2B | ||
| Q2 25 | $5.5B | $2.3B | ||
| Q1 25 | $5.6B | $2.8B | ||
| Q4 24 | $6.7B | $1.9B | ||
| Q3 24 | $6.4B | $1.9B | ||
| Q2 24 | $6.2B | $2.0B |
股东权益MCHPRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.6B | $11.6B | ||
| Q3 25 | $6.7B | $11.5B | ||
| Q2 25 | $6.9B | $10.8B | ||
| Q1 25 | $7.1B | $10.3B | ||
| Q4 24 | $6.0B | $10.6B | ||
| Q3 24 | $6.3B | $11.2B | ||
| Q2 24 | $6.4B | $10.2B |
总资产MCHPRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $14.3B | $53.8B | ||
| Q3 25 | $14.5B | $54.5B | ||
| Q2 25 | $15.0B | $54.7B | ||
| Q1 25 | $15.4B | $53.6B | ||
| Q4 24 | $15.6B | $50.7B | ||
| Q3 24 | $15.6B | $52.8B | ||
| Q2 24 | $15.8B | $51.6B |
负债/权益比MCHPRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | 0.20× | ||
| Q3 25 | 0.80× | 0.19× | ||
| Q2 25 | 0.80× | 0.21× | ||
| Q1 25 | 0.80× | 0.27× | ||
| Q4 24 | 1.12× | 0.18× | ||
| Q3 24 | 1.02× | 0.17× | ||
| Q2 24 | 0.96× | 0.19× |
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MCHPRNR
| Q1 26 | — | — | ||
| Q4 25 | $341.4M | $483.0M | ||
| Q3 25 | $88.1M | $1.6B | ||
| Q2 25 | $275.6M | $1.5B | ||
| Q1 25 | $205.9M | $157.8M | ||
| Q4 24 | $271.5M | $778.9M | ||
| Q3 24 | $43.6M | $1.5B | ||
| Q2 24 | $377.1M | $1.2B |
自由现金流MCHPRNR
| 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MCHPRNR
| 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MCHPRNR
| 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MCHPRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.44× | 0.64× | ||
| Q3 25 | 2.11× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.56× | 1.26× | ||
| Q2 24 | 2.92× | 2.41× |
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% |
RNR
暂无分部数据
