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微芯科技（MCHP）与SERVICE CORP INTERNATIONAL（SCI）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SERVICE CORP INTERNATIONAL的1.1倍（$1.2B vs $1.1B），SERVICE CORP INTERNATIONAL净利率更高（14.3% vs 5.3%，领先9.1%），微芯科技同比增速更快（15.6% vs 1.7%），微芯科技自由现金流更多（$318.9M vs $87.2M），过去两年SERVICE CORP INTERNATIONAL的营收复合增速更高（3.1% 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。
国际配送服务有限公司（IDS）是英国邮政及快递服务提供商，2013年由英国政府设立，作为皇家邮政的控股母公司，多数股权随后在伦敦证券交易所公开发售，当时政府保留30%股份。截至2025年4月，该公司由丹尼尔·克雷廷斯基旗下捷克EP集团持有运营。
MCHP vs SCI — 直观对比
营收规模更大
MCHP
是对方的1.1倍
$1.1B
营收增速更快
MCHP
高出13.9%
1.7%
净利率更高
SCI
高出9.1%
5.3%
自由现金流更多
MCHP
多$231.7M
$87.2M
两年增速更快
SCI
近两年复合增速
-5.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.1B |
| 净利润 | $62.7M | $159.4M |
| 毛利率 | 59.6% | 28.0% |
| 营业利润率 | 12.8% | 24.8% |
| 净利率 | 5.3% | 14.3% |
| 营收同比 | 15.6% | 1.7% |
| 净利润同比 | 217.0% | 5.3% |
| 每股收益（稀释后） | $0.06 | $1.13 |
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MCHPSCI
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $970.5M | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.2B | $1.0B | ||
| Q1 24 | $1.3B | $1.0B |
净利润MCHPSCI
| Q4 25 | $62.7M | $159.4M | ||
| Q3 25 | $41.7M | $117.5M | ||
| Q2 25 | $-18.6M | $122.9M | ||
| Q1 25 | $-154.6M | $142.9M | ||
| Q4 24 | $-53.6M | $151.4M | ||
| Q3 24 | $78.4M | $117.8M | ||
| Q2 24 | $129.3M | $118.2M | ||
| Q1 24 | $154.7M | $131.3M |
毛利率MCHPSCI
| Q4 25 | 59.6% | 28.0% | ||
| Q3 25 | 55.9% | 25.1% | ||
| Q2 25 | 53.6% | 25.5% | ||
| Q1 25 | 51.6% | 27.1% | ||
| Q4 24 | 54.7% | 28.0% | ||
| Q3 24 | 57.4% | 24.9% | ||
| Q2 24 | 59.4% | 24.9% | ||
| Q1 24 | 59.6% | 26.2% |
营业利润率MCHPSCI
| Q4 25 | 12.8% | 24.8% | ||
| Q3 25 | 7.8% | 21.4% | ||
| Q2 25 | 3.0% | 21.1% | ||
| Q1 25 | -10.3% | 23.4% | ||
| Q4 24 | 3.0% | 24.0% | ||
| Q3 24 | 12.6% | 20.9% | ||
| Q2 24 | 17.7% | 21.4% | ||
| Q1 24 | 19.1% | 22.2% |
净利率MCHPSCI
| Q4 25 | 5.3% | 14.3% | ||
| Q3 25 | 3.7% | 11.1% | ||
| Q2 25 | -1.7% | 11.5% | ||
| Q1 25 | -15.9% | 13.3% | ||
| Q4 24 | -5.2% | 13.8% | ||
| Q3 24 | 6.7% | 11.6% | ||
| Q2 24 | 10.4% | 11.4% | ||
| Q1 24 | 11.7% | 12.6% |
每股收益（稀释后）MCHPSCI
| Q4 25 | $0.06 | $1.13 | ||
| Q3 25 | $0.03 | $0.83 | ||
| Q2 25 | $-0.09 | $0.86 | ||
| Q1 25 | $-0.29 | $0.98 | ||
| Q4 24 | $-0.10 | $1.02 | ||
| Q3 24 | $0.14 | $0.81 | ||
| Q2 24 | $0.24 | $0.81 | ||
| Q1 24 | $0.29 | $0.89 |
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 | $243.6M |
| 总债务越低越好 | $5.4B | $5.1B |
| 股东权益账面价值 | $6.6B | $1.6B |
| 总资产 | $14.3B | $18.7B |
| 负债/权益比越低杠杆越低 | 0.82× | 3.10× |
8季度趋势，按日历期对齐
现金及短期投资MCHPSCI
| Q4 25 | $250.7M | $243.6M | ||
| Q3 25 | $236.8M | $241.3M | ||
| Q2 25 | $566.5M | $255.4M | ||
| Q1 25 | $771.7M | $227.2M | ||
| Q4 24 | $586.0M | $218.8M | ||
| Q3 24 | $286.1M | $185.4M | ||
| Q2 24 | $315.1M | $184.4M | ||
| Q1 24 | $319.7M | $205.6M |
总债务MCHPSCI
| Q4 25 | $5.4B | $5.1B | ||
| Q3 25 | $5.4B | $5.0B | ||
| Q2 25 | $5.5B | $5.0B | ||
| Q1 25 | $5.6B | $4.7B | ||
| Q4 24 | $6.7B | $4.8B | ||
| Q3 24 | $6.4B | $4.7B | ||
| Q2 24 | $6.2B | $4.7B | ||
| Q1 24 | $6.0B | $4.6B |
股东权益MCHPSCI
| Q4 25 | $6.6B | $1.6B | ||
| Q3 25 | $6.7B | $1.6B | ||
| Q2 25 | $6.9B | $1.6B | ||
| Q1 25 | $7.1B | $1.7B | ||
| Q4 24 | $6.0B | $1.7B | ||
| Q3 24 | $6.3B | $1.6B | ||
| Q2 24 | $6.4B | $1.5B | ||
| Q1 24 | $6.7B | $1.6B |
总资产MCHPSCI
| Q4 25 | $14.3B | $18.7B | ||
| Q3 25 | $14.5B | $18.4B | ||
| Q2 25 | $15.0B | $18.0B | ||
| Q1 25 | $15.4B | $17.3B | ||
| Q4 24 | $15.6B | $17.4B | ||
| Q3 24 | $15.6B | $17.4B | ||
| Q2 24 | $15.8B | $16.8B | ||
| Q1 24 | $15.9B | $16.7B |
负债/权益比MCHPSCI
| Q4 25 | 0.82× | 3.10× | ||
| Q3 25 | 0.80× | 3.17× | ||
| Q2 25 | 0.80× | 3.19× | ||
| Q1 25 | 0.80× | 2.87× | ||
| Q4 24 | 1.12× | 2.83× | ||
| Q3 24 | 1.02× | 2.92× | ||
| Q2 24 | 0.96× | 3.05× | ||
| Q1 24 | 0.90× | 2.90× |
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 | $212.9M |
| 自由现金流经营现金流 - 资本支出 | $318.9M | $87.2M |
| 自由现金流率自由现金流/营收 | 26.9% | 7.8% |
| 资本支出强度资本支出/营收 | 1.9% | 11.3% |
| 现金转化率经营现金流/净利润 | 5.44× | 1.34× |
| 过去12个月自由现金流最近4个季度 | $819.9M | $554.2M |
8季度趋势，按日历期对齐
经营现金流MCHPSCI
| Q4 25 | $341.4M | $212.9M | ||
| Q3 25 | $88.1M | $252.3M | ||
| Q2 25 | $275.6M | $166.4M | ||
| Q1 25 | $205.9M | $311.1M | ||
| Q4 24 | $271.5M | $264.1M | ||
| Q3 24 | $43.6M | $263.8M | ||
| Q2 24 | $377.1M | $196.9M | ||
| Q1 24 | $430.0M | $220.1M |
自由现金流MCHPSCI
| Q4 25 | $318.9M | $87.2M | ||
| Q3 25 | $51.6M | $150.7M | ||
| Q2 25 | $257.7M | $83.4M | ||
| Q1 25 | $191.7M | $233.0M | ||
| Q4 24 | $253.4M | $151.8M | ||
| Q3 24 | $22.8M | $162.8M | ||
| Q2 24 | $304.2M | $100.8M | ||
| Q1 24 | $389.9M | $140.3M |
自由现金流率MCHPSCI
| Q4 25 | 26.9% | 7.8% | ||
| Q3 25 | 4.5% | 14.2% | ||
| Q2 25 | 24.0% | 7.8% | ||
| Q1 25 | 19.8% | 21.7% | ||
| Q4 24 | 24.7% | 13.9% | ||
| Q3 24 | 2.0% | 16.1% | ||
| Q2 24 | 24.5% | 9.7% | ||
| Q1 24 | 29.4% | 13.4% |
资本支出强度MCHPSCI
| Q4 25 | 1.9% | 11.3% | ||
| Q3 25 | 3.2% | 9.6% | ||
| Q2 25 | 1.7% | 7.8% | ||
| Q1 25 | 1.5% | 7.3% | ||
| Q4 24 | 1.8% | 10.3% | ||
| Q3 24 | 1.8% | 10.0% | ||
| Q2 24 | 5.9% | 9.3% | ||
| Q1 24 | 3.0% | 7.6% |
现金转化率MCHPSCI
| Q4 25 | 5.44× | 1.34× | ||
| Q3 25 | 2.11× | 2.15× | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | 2.18× | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | 0.56× | 2.24× | ||
| Q2 24 | 2.92× | 1.67× | ||
| Q1 24 | 2.78× | 1.68× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
