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微芯科技（MCHP）与Revvity（RVTY）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Revvity的1.5倍（$1.2B vs $772.1M），Revvity净利率更高（12.7% vs 5.3%，领先7.5%），微芯科技同比增速更快（15.6% vs 5.9%），微芯科技自由现金流更多（$318.9M vs $161.8M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
MCHP vs RVTY — 直观对比
营收规模更大
MCHP
是对方的1.5倍
$772.1M
营收增速更快
MCHP
高出9.7%
5.9%
净利率更高
RVTY
高出7.5%
5.3%
自由现金流更多
MCHP
多$157.1M
$161.8M
两年增速更快
RVTY
近两年复合增速
-5.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $772.1M |
| 净利润 | $62.7M | $98.4M |
| 毛利率 | 59.6% | — |
| 营业利润率 | 12.8% | 14.5% |
| 净利率 | 5.3% | 12.7% |
| 营收同比 | 15.6% | 5.9% |
| 净利润同比 | 217.0% | 3.9% |
| 每股收益（稀释后） | $0.06 | $0.86 |
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MCHPRVTY
| Q4 25 | $1.2B | $772.1M | ||
| Q3 25 | $1.1B | $698.9M | ||
| Q2 25 | $1.1B | $720.3M | ||
| Q1 25 | $970.5M | $664.8M | ||
| Q4 24 | $1.0B | $729.4M | ||
| Q3 24 | $1.2B | $684.0M | ||
| Q2 24 | $1.2B | $691.7M | ||
| Q1 24 | $1.3B | $649.9M |
净利润MCHPRVTY
| Q4 25 | $62.7M | $98.4M | ||
| Q3 25 | $41.7M | $46.7M | ||
| Q2 25 | $-18.6M | $53.9M | ||
| Q1 25 | $-154.6M | $42.2M | ||
| Q4 24 | $-53.6M | $94.6M | ||
| Q3 24 | $78.4M | $94.4M | ||
| Q2 24 | $129.3M | $55.4M | ||
| Q1 24 | $154.7M | $26.0M |
毛利率MCHPRVTY
| Q4 25 | 59.6% | — | ||
| Q3 25 | 55.9% | 53.6% | ||
| Q2 25 | 53.6% | 54.5% | ||
| Q1 25 | 51.6% | 56.5% | ||
| Q4 24 | 54.7% | — | ||
| Q3 24 | 57.4% | 56.3% | ||
| Q2 24 | 59.4% | 55.7% | ||
| Q1 24 | 59.6% | 54.6% |
营业利润率MCHPRVTY
| Q4 25 | 12.8% | 14.5% | ||
| Q3 25 | 7.8% | 11.7% | ||
| Q2 25 | 3.0% | 12.6% | ||
| Q1 25 | -10.3% | 10.9% | ||
| Q4 24 | 3.0% | 16.3% | ||
| Q3 24 | 12.6% | 14.3% | ||
| Q2 24 | 17.7% | 12.4% | ||
| Q1 24 | 19.1% | 6.8% |
净利率MCHPRVTY
| Q4 25 | 5.3% | 12.7% | ||
| Q3 25 | 3.7% | 6.7% | ||
| Q2 25 | -1.7% | 7.5% | ||
| Q1 25 | -15.9% | 6.4% | ||
| Q4 24 | -5.2% | 13.0% | ||
| Q3 24 | 6.7% | 13.8% | ||
| Q2 24 | 10.4% | 8.0% | ||
| Q1 24 | 11.7% | 4.0% |
每股收益（稀释后）MCHPRVTY
| Q4 25 | $0.06 | $0.86 | ||
| Q3 25 | $0.03 | $0.40 | ||
| Q2 25 | $-0.09 | $0.46 | ||
| Q1 25 | $-0.29 | $0.35 | ||
| Q4 24 | $-0.10 | $0.77 | ||
| Q3 24 | $0.14 | $0.77 | ||
| Q2 24 | $0.24 | $0.45 | ||
| Q1 24 | $0.29 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $6.6B | $7.3B |
| 总资产 | $14.3B | $12.2B |
| 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MCHPRVTY
| Q4 25 | $250.7M | $919.9M | ||
| Q3 25 | $236.8M | $931.4M | ||
| Q2 25 | $566.5M | $991.8M | ||
| Q1 25 | $771.7M | $1.1B | ||
| Q4 24 | $586.0M | $1.2B | ||
| Q3 24 | $286.1M | $1.2B | ||
| Q2 24 | $315.1M | $2.0B | ||
| Q1 24 | $319.7M | $1.7B |
总债务MCHPRVTY
| 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MCHPRVTY
| Q4 25 | $6.6B | $7.3B | ||
| Q3 25 | $6.7B | $7.4B | ||
| Q2 25 | $6.9B | $7.6B | ||
| Q1 25 | $7.1B | $7.6B | ||
| Q4 24 | $6.0B | $7.7B | ||
| Q3 24 | $6.3B | $7.9B | ||
| Q2 24 | $6.4B | $7.9B | ||
| Q1 24 | $6.7B | $7.8B |
总资产MCHPRVTY
| Q4 25 | $14.3B | $12.2B | ||
| Q3 25 | $14.5B | $12.1B | ||
| Q2 25 | $15.0B | $12.4B | ||
| Q1 25 | $15.4B | $12.4B | ||
| Q4 24 | $15.6B | $12.4B | ||
| Q3 24 | $15.6B | $12.8B | ||
| Q2 24 | $15.8B | $13.4B | ||
| Q1 24 | $15.9B | $13.4B |
负债/权益比MCHPRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $318.9M | $161.8M |
| 自由现金流率自由现金流/营收 | 26.9% | 21.0% |
| 资本支出强度资本支出/营收 | 1.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 5.44× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $819.9M | $509.4M |
8季度趋势，按日历期对齐
经营现金流MCHPRVTY
| Q4 25 | $341.4M | $182.0M | ||
| Q3 25 | $88.1M | $138.5M | ||
| Q2 25 | $275.6M | $134.3M | ||
| Q1 25 | $205.9M | $128.2M | ||
| Q4 24 | $271.5M | $174.2M | ||
| Q3 24 | $43.6M | $147.9M | ||
| Q2 24 | $377.1M | $158.6M | ||
| Q1 24 | $430.0M | $147.6M |
自由现金流MCHPRVTY
| Q4 25 | $318.9M | $161.8M | ||
| Q3 25 | $51.6M | $120.0M | ||
| Q2 25 | $257.7M | $115.5M | ||
| Q1 25 | $191.7M | $112.2M | ||
| Q4 24 | $253.4M | $149.8M | ||
| Q3 24 | $22.8M | $125.6M | ||
| Q2 24 | $304.2M | $136.6M | ||
| Q1 24 | $389.9M | $129.7M |
自由现金流率MCHPRVTY
| Q4 25 | 26.9% | 21.0% | ||
| Q3 25 | 4.5% | 17.2% | ||
| Q2 25 | 24.0% | 16.0% | ||
| Q1 25 | 19.8% | 16.9% | ||
| Q4 24 | 24.7% | 20.5% | ||
| Q3 24 | 2.0% | 18.4% | ||
| Q2 24 | 24.5% | 19.7% | ||
| Q1 24 | 29.4% | 20.0% |
资本支出强度MCHPRVTY
| Q4 25 | 1.9% | 2.6% | ||
| Q3 25 | 3.2% | 2.6% | ||
| Q2 25 | 1.7% | 2.6% | ||
| Q1 25 | 1.5% | 2.4% | ||
| Q4 24 | 1.8% | 3.4% | ||
| Q3 24 | 1.8% | 3.3% | ||
| Q2 24 | 5.9% | 3.2% | ||
| Q1 24 | 3.0% | 2.7% |
现金转化率MCHPRVTY
| Q4 25 | 5.44× | 1.85× | ||
| Q3 25 | 2.11× | 2.97× | ||
| Q2 25 | — | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 0.56× | 1.57× | ||
| Q2 24 | 2.92× | 2.87× | ||
| Q1 24 | 2.78× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
