vs
微芯科技（MCHP）与Williams-Sonoma, Inc.（WSM）财务数据对比。点击上方公司名可切换其他公司
Williams-Sonoma, Inc.的季度营收约是微芯科技的1.6倍（$1.9B vs $1.2B），Williams-Sonoma, Inc.净利率更高（12.8% vs 5.3%，领先7.5%），微芯科技同比增速更快（15.6% vs 4.6%），微芯科技自由现金流更多（$318.9M vs $248.1M），过去两年微芯科技的营收复合增速更高（-5.4% vs -9.1%）
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。
Williams-Sonoma, Inc.是美国知名家居零售企业，1956年由查尔斯·E·威廉姆斯创立，主营高品质炊具、家居家电、家居软装等多元品类产品，在家居消费领域拥有广泛的用户基础与较高的市场认可度。
MCHP vs WSM — 直观对比
营收规模更大
WSM
是对方的1.6倍
$1.2B
营收增速更快
MCHP
高出11.0%
4.6%
净利率更高
WSM
高出7.5%
5.3%
自由现金流更多
MCHP
多$70.8M
$248.1M
两年增速更快
MCHP
近两年复合增速
-9.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $62.7M | $241.6M |
| 毛利率 | 59.6% | 46.1% |
| 营业利润率 | 12.8% | 17.0% |
| 净利率 | 5.3% | 12.8% |
| 营收同比 | 15.6% | 4.6% |
| 净利润同比 | 217.0% | -3.0% |
| 每股收益（稀释后） | $0.06 | $1.96 |
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MCHPWSM
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $970.5M | $2.5B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B | ||
| Q1 24 | $1.3B | $2.3B |
净利润MCHPWSM
| Q4 25 | $62.7M | $241.6M | ||
| Q3 25 | $41.7M | $247.6M | ||
| Q2 25 | $-18.6M | $231.3M | ||
| Q1 25 | $-154.6M | $384.9M | ||
| Q4 24 | $-53.6M | $249.0M | ||
| Q3 24 | $78.4M | $225.7M | ||
| Q2 24 | $129.3M | $265.7M | ||
| Q1 24 | $154.7M | $354.4M |
毛利率MCHPWSM
| Q4 25 | 59.6% | 46.1% | ||
| Q3 25 | 55.9% | 47.1% | ||
| Q2 25 | 53.6% | 44.3% | ||
| Q1 25 | 51.6% | 45.2% | ||
| Q4 24 | 54.7% | 46.7% | ||
| Q3 24 | 57.4% | 46.2% | ||
| Q2 24 | 59.4% | 48.3% | ||
| Q1 24 | 59.6% | 46.0% |
营业利润率MCHPWSM
| Q4 25 | 12.8% | 17.0% | ||
| Q3 25 | 7.8% | 17.9% | ||
| Q2 25 | 3.0% | 16.8% | ||
| Q1 25 | -10.3% | 20.1% | ||
| Q4 24 | 3.0% | 17.8% | ||
| Q3 24 | 12.6% | 16.2% | ||
| Q2 24 | 17.7% | 19.5% | ||
| Q1 24 | 19.1% | 20.1% |
净利率MCHPWSM
| Q4 25 | 5.3% | 12.8% | ||
| Q3 25 | 3.7% | 13.5% | ||
| Q2 25 | -1.7% | 13.4% | ||
| Q1 25 | -15.9% | 15.6% | ||
| Q4 24 | -5.2% | 13.8% | ||
| Q3 24 | 6.7% | 12.6% | ||
| Q2 24 | 10.4% | 16.0% | ||
| Q1 24 | 11.7% | 15.6% |
每股收益（稀释后）MCHPWSM
| Q4 25 | $0.06 | $1.96 | ||
| Q3 25 | $0.03 | $2.00 | ||
| Q2 25 | $-0.09 | $1.85 | ||
| Q1 25 | $-0.29 | $1.02 | ||
| Q4 24 | $-0.10 | $1.96 | ||
| Q3 24 | $0.14 | $1.74 | ||
| Q2 24 | $0.24 | $4.07 | ||
| Q1 24 | $0.29 | $5.42 |
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 | $884.7M |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $6.6B | $2.1B |
| 总资产 | $14.3B | $5.3B |
| 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MCHPWSM
| Q4 25 | $250.7M | $884.7M | ||
| Q3 25 | $236.8M | $985.8M | ||
| Q2 25 | $566.5M | $1.0B | ||
| Q1 25 | $771.7M | $1.2B | ||
| Q4 24 | $586.0M | $826.8M | ||
| Q3 24 | $286.1M | $1.3B | ||
| Q2 24 | $315.1M | $1.3B | ||
| Q1 24 | $319.7M | $1.3B |
总债务MCHPWSM
| 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MCHPWSM
| Q4 25 | $6.6B | $2.1B | ||
| Q3 25 | $6.7B | $2.1B | ||
| Q2 25 | $6.9B | $2.2B | ||
| Q1 25 | $7.1B | $2.1B | ||
| Q4 24 | $6.0B | $1.9B | ||
| Q3 24 | $6.3B | $2.3B | ||
| Q2 24 | $6.4B | $2.2B | ||
| Q1 24 | $6.7B | $2.1B |
总资产MCHPWSM
| Q4 25 | $14.3B | $5.3B | ||
| Q3 25 | $14.5B | $5.2B | ||
| Q2 25 | $15.0B | $5.2B | ||
| Q1 25 | $15.4B | $5.3B | ||
| Q4 24 | $15.6B | $5.0B | ||
| Q3 24 | $15.6B | $5.2B | ||
| Q2 24 | $15.8B | $5.2B | ||
| Q1 24 | $15.9B | $5.3B |
负债/权益比MCHPWSM
| 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 | $316.3M |
| 自由现金流经营现金流 - 资本支出 | $318.9M | $248.1M |
| 自由现金流率自由现金流/营收 | 26.9% | 13.2% |
| 资本支出强度资本支出/营收 | 1.9% | 3.6% |
| 现金转化率经营现金流/净利润 | 5.44× | 1.31× |
| 过去12个月自由现金流最近4个季度 | $819.9M | $1.1B |
8季度趋势，按日历期对齐
经营现金流MCHPWSM
| Q4 25 | $341.4M | $316.3M | ||
| Q3 25 | $88.1M | $282.7M | ||
| Q2 25 | $275.6M | $118.9M | ||
| Q1 25 | $205.9M | $633.5M | ||
| Q4 24 | $271.5M | $253.5M | ||
| Q3 24 | $43.6M | $246.5M | ||
| Q2 24 | $377.1M | $226.8M | ||
| Q1 24 | $430.0M | $674.9M |
自由现金流MCHPWSM
| Q4 25 | $318.9M | $248.1M | ||
| Q3 25 | $51.6M | $230.7M | ||
| Q2 25 | $257.7M | $60.7M | ||
| Q1 25 | $191.7M | $566.3M | ||
| Q4 24 | $253.4M | $170.1M | ||
| Q3 24 | $22.8M | $215.1M | ||
| Q2 24 | $304.2M | $187.3M | ||
| Q1 24 | $389.9M | $621.2M |
自由现金流率MCHPWSM
| Q4 25 | 26.9% | 13.2% | ||
| Q3 25 | 4.5% | 12.6% | ||
| Q2 25 | 24.0% | 3.5% | ||
| Q1 25 | 19.8% | 23.0% | ||
| Q4 24 | 24.7% | 9.4% | ||
| Q3 24 | 2.0% | 12.0% | ||
| Q2 24 | 24.5% | 11.3% | ||
| Q1 24 | 29.4% | 27.3% |
资本支出强度MCHPWSM
| Q4 25 | 1.9% | 3.6% | ||
| Q3 25 | 3.2% | 2.8% | ||
| Q2 25 | 1.7% | 3.4% | ||
| Q1 25 | 1.5% | 2.7% | ||
| Q4 24 | 1.8% | 4.6% | ||
| Q3 24 | 1.8% | 1.8% | ||
| Q2 24 | 5.9% | 2.4% | ||
| Q1 24 | 3.0% | 2.4% |
现金转化率MCHPWSM
| Q4 25 | 5.44× | 1.31× | ||
| Q3 25 | 2.11× | 1.14× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 1.65× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | 0.56× | 1.09× | ||
| Q2 24 | 2.92× | 0.85× | ||
| Q1 24 | 2.78× | 1.90× |
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% |
WSM
暂无分部数据
