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微芯科技(MCHP)与Rollins, Inc.(ROL)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Rollins, Inc.的1.3倍($1.2B vs $906.4M),Rollins, Inc.净利率更高(11.9% vs 5.3%,领先6.6%),微芯科技同比增速更快(15.6% vs 10.2%),微芯科技自由现金流更多($318.9M vs $111.2M),过去两年Rollins, Inc.的营收复合增速更高(0.8% 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。
Rollins, Inc.是北美知名虫害防治服务商,面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务,覆盖北美、英国等市场,在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
MCHP vs ROL — 直观对比
营收规模更大
MCHP
是对方的1.3倍
$906.4M
营收增速更快
MCHP
高出5.4%
10.2%
净利率更高
ROL
高出6.6%
5.3%
自由现金流更多
MCHP
多$207.7M
$111.2M
两年增速更快
ROL
近两年复合增速
-5.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $906.4M |
| 净利润 | $62.7M | $107.8M |
| 毛利率 | 59.6% | — |
| 营业利润率 | 12.8% | 16.1% |
| 净利率 | 5.3% | 11.9% |
| 营收同比 | 15.6% | 10.2% |
| 净利润同比 | 217.0% | 2.5% |
| 每股收益(稀释后) | $0.06 | $0.22 |
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
ROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $1.2B | $912.9M | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.1B | $999.5M | ||
| Q1 25 | $970.5M | $822.5M | ||
| Q4 24 | $1.0B | $832.2M | ||
| Q3 24 | $1.2B | $916.3M | ||
| Q2 24 | $1.2B | $891.9M |
净利润
MCHP
ROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $62.7M | $116.4M | ||
| Q3 25 | $41.7M | $163.5M | ||
| Q2 25 | $-18.6M | $141.5M | ||
| Q1 25 | $-154.6M | $105.2M | ||
| Q4 24 | $-53.6M | $105.7M | ||
| Q3 24 | $78.4M | $136.9M | ||
| Q2 24 | $129.3M | $129.4M |
毛利率
MCHP
ROL
| 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
MCHP
ROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 12.8% | 17.5% | ||
| Q3 25 | 7.8% | 21.9% | ||
| Q2 25 | 3.0% | 19.8% | ||
| Q1 25 | -10.3% | 17.3% | ||
| Q4 24 | 3.0% | 18.1% | ||
| Q3 24 | 12.6% | 20.9% | ||
| Q2 24 | 17.7% | 20.4% |
净利率
MCHP
ROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 5.3% | 12.8% | ||
| Q3 25 | 3.7% | 15.9% | ||
| Q2 25 | -1.7% | 14.2% | ||
| Q1 25 | -15.9% | 12.8% | ||
| Q4 24 | -5.2% | 12.7% | ||
| Q3 24 | 6.7% | 14.9% | ||
| Q2 24 | 10.4% | 14.5% |
每股收益(稀释后)
MCHP
ROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.06 | $0.24 | ||
| Q3 25 | $0.03 | $0.34 | ||
| Q2 25 | $-0.09 | $0.29 | ||
| Q1 25 | $-0.29 | $0.22 | ||
| Q4 24 | $-0.10 | $0.22 | ||
| Q3 24 | $0.14 | $0.28 | ||
| Q2 24 | $0.24 | $0.27 |
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 | $116.5M |
| 总债务越低越好 | $5.4B | $650.6M |
| 股东权益账面价值 | $6.6B | $1.4B |
| 总资产 | $14.3B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.82× | 0.47× |
8季度趋势,按日历期对齐
现金及短期投资
MCHP
ROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $250.7M | $100.0M | ||
| Q3 25 | $236.8M | $127.4M | ||
| Q2 25 | $566.5M | $123.0M | ||
| Q1 25 | $771.7M | $201.2M | ||
| Q4 24 | $586.0M | $89.6M | ||
| Q3 24 | $286.1M | $95.3M | ||
| Q2 24 | $315.1M | $106.7M |
总债务
MCHP
ROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $5.4B | $486.1M | ||
| Q3 25 | $5.4B | $485.7M | ||
| Q2 25 | $5.5B | $485.3M | ||
| Q1 25 | $5.6B | $485.5M | ||
| Q4 24 | $6.7B | $395.3M | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益
MCHP
ROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $6.6B | $1.4B | ||
| Q3 25 | $6.7B | $1.5B | ||
| Q2 25 | $6.9B | $1.4B | ||
| Q1 25 | $7.1B | $1.4B | ||
| Q4 24 | $6.0B | $1.3B | ||
| Q3 24 | $6.3B | $1.3B | ||
| Q2 24 | $6.4B | $1.2B |
总资产
MCHP
ROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $14.3B | $3.1B | ||
| Q3 25 | $14.5B | $3.2B | ||
| Q2 25 | $15.0B | $3.2B | ||
| Q1 25 | $15.4B | $2.9B | ||
| Q4 24 | $15.6B | $2.8B | ||
| Q3 24 | $15.6B | $2.8B | ||
| Q2 24 | $15.8B | $2.8B |
负债/权益比
MCHP
ROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | 0.82× | 0.35× | ||
| Q3 25 | 0.80× | 0.32× | ||
| Q2 25 | 0.80× | 0.34× | ||
| Q1 25 | 0.80× | 0.36× | ||
| Q4 24 | 1.12× | 0.30× | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | 0.96× | — |
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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $318.9M | $111.2M |
| 自由现金流率自由现金流/营收 | 26.9% | 12.3% |
| 资本支出强度资本支出/营收 | 1.9% | 0.8% |
| 现金转化率经营现金流/净利润 | 5.44× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $819.9M | $621.1M |
8季度趋势,按日历期对齐
经营现金流
MCHP
ROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $341.4M | $164.7M | ||
| Q3 25 | $88.1M | $191.3M | ||
| Q2 25 | $275.6M | $175.1M | ||
| Q1 25 | $205.9M | $146.9M | ||
| Q4 24 | $271.5M | $188.2M | ||
| Q3 24 | $43.6M | $146.9M | ||
| Q2 24 | $377.1M | $145.1M |
自由现金流
MCHP
ROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $318.9M | $159.0M | ||
| Q3 25 | $51.6M | $182.8M | ||
| Q2 25 | $257.7M | $168.0M | ||
| Q1 25 | $191.7M | $140.1M | ||
| Q4 24 | $253.4M | $184.0M | ||
| Q3 24 | $22.8M | $139.4M | ||
| Q2 24 | $304.2M | $136.4M |
自由现金流率
MCHP
ROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 26.9% | 17.4% | ||
| Q3 25 | 4.5% | 17.8% | ||
| Q2 25 | 24.0% | 16.8% | ||
| Q1 25 | 19.8% | 17.0% | ||
| Q4 24 | 24.7% | 22.1% | ||
| Q3 24 | 2.0% | 15.2% | ||
| Q2 24 | 24.5% | 15.3% |
资本支出强度
MCHP
ROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 1.9% | 0.6% | ||
| Q3 25 | 3.2% | 0.8% | ||
| Q2 25 | 1.7% | 0.7% | ||
| Q1 25 | 1.5% | 0.8% | ||
| Q4 24 | 1.8% | 0.5% | ||
| Q3 24 | 1.8% | 0.8% | ||
| Q2 24 | 5.9% | 1.0% |
现金转化率
MCHP
ROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 5.44× | 1.41× | ||
| Q3 25 | 2.11× | 1.17× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | 0.56× | 1.07× | ||
| Q2 24 | 2.92× | 1.12× |
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% |
ROL
暂无分部数据