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MP Materials Corp.（MP）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
PREFORMED LINE PRODUCTS CO的季度营收约是MP Materials Corp.的1.9倍（$173.1M vs $90.6M），PREFORMED LINE PRODUCTS CO净利率更高（4.9% vs -8.8%，领先13.7%），MP Materials Corp.同比增速更快（49.1% vs 3.6%），过去两年MP Materials Corp.的营收复合增速更高（70.3% vs 10.8%）
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
MP vs PLPC — 直观对比
营收规模更大
PLPC
是对方的1.9倍
$90.6M
营收增速更快
MP
高出45.5%
3.6%
净利率更高
PLPC
高出13.7%
-8.8%
两年增速更快
MP
近两年复合增速
10.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.6M | $173.1M |
| 净利润 | $-8.0M | $8.4M |
| 毛利率 | — | 29.8% |
| 营业利润率 | — | 6.8% |
| 净利率 | -8.8% | 4.9% |
| 营收同比 | 49.1% | 3.6% |
| 净利润同比 | 64.8% | -19.3% |
| 每股收益（稀释后） | $-0.04 | $1.72 |
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MPPLPC
| Q1 26 | $90.6M | — | ||
| Q4 25 | $52.7M | $173.1M | ||
| Q3 25 | $53.6M | $178.1M | ||
| Q2 25 | $57.4M | $169.6M | ||
| Q1 25 | $60.8M | $148.5M | ||
| Q4 24 | $61.0M | $167.1M | ||
| Q3 24 | $62.9M | $147.0M | ||
| Q2 24 | $31.3M | $138.7M |
净利润MPPLPC
| Q1 26 | $-8.0M | — | ||
| Q4 25 | $9.4M | $8.4M | ||
| Q3 25 | $-41.8M | $2.6M | ||
| Q2 25 | $-30.9M | $12.7M | ||
| Q1 25 | $-22.6M | $11.5M | ||
| Q4 24 | $-22.3M | $10.5M | ||
| Q3 24 | $-25.5M | $7.7M | ||
| Q2 24 | $-34.1M | $9.4M |
毛利率MPPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 31.9% |
营业利润率MPPLPC
| Q1 26 | — | — | ||
| Q4 25 | -7.0% | 6.8% | ||
| Q3 25 | -125.2% | 7.4% | ||
| Q2 25 | -76.5% | 10.1% | ||
| Q1 25 | -57.2% | 8.8% | ||
| Q4 24 | -72.1% | 10.5% | ||
| Q3 24 | -62.8% | 7.1% | ||
| Q2 24 | -171.1% | 8.1% |
净利率MPPLPC
| Q1 26 | -8.8% | — | ||
| Q4 25 | 17.9% | 4.9% | ||
| Q3 25 | -78.0% | 1.5% | ||
| Q2 25 | -53.8% | 7.5% | ||
| Q1 25 | -37.2% | 7.8% | ||
| Q4 24 | -36.6% | 6.3% | ||
| Q3 24 | -40.5% | 5.2% | ||
| Q2 24 | -108.9% | 6.8% |
每股收益（稀释后）MPPLPC
| Q1 26 | $-0.04 | — | ||
| Q4 25 | $0.07 | $1.72 | ||
| Q3 25 | $-0.24 | $0.53 | ||
| Q2 25 | $-0.19 | $2.56 | ||
| Q1 25 | $-0.14 | $2.33 | ||
| Q4 24 | $-0.12 | $2.13 | ||
| Q3 24 | $-0.16 | $1.54 | ||
| Q2 24 | $-0.21 | $1.89 |
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 | $1.7B | — |
| 总债务越低越好 | $1.0B | $38.3M |
| 股东权益账面价值 | $2.0B | $475.5M |
| 总资产 | $3.8B | $653.6M |
| 负债/权益比越低杠杆越低 | 0.51× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资MPPLPC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $261.5M | — | ||
| Q1 25 | $198.3M | — | ||
| Q4 24 | $282.4M | — | ||
| Q3 24 | $284.4M | — | ||
| Q2 24 | $295.6M | — |
总债务MPPLPC
| Q1 26 | $1.0B | — | ||
| Q4 25 | $998.7M | $38.3M | ||
| Q3 25 | $997.3M | $36.0M | ||
| Q2 25 | $910.8M | $31.8M | ||
| Q1 25 | $909.8M | $29.1M | ||
| Q4 24 | $908.7M | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
股东权益MPPLPC
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $475.5M | ||
| Q3 25 | $2.0B | $466.3M | ||
| Q2 25 | $1.0B | $460.7M | ||
| Q1 25 | $1.0B | $435.8M | ||
| Q4 24 | $1.1B | $422.3M | ||
| Q3 24 | $1.1B | $429.0M | ||
| Q2 24 | $1.1B | $416.2M |
总资产MPPLPC
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.9B | $653.6M | ||
| Q3 25 | $3.8B | $644.6M | ||
| Q2 25 | $2.3B | $631.5M | ||
| Q1 25 | $2.4B | $592.5M | ||
| Q4 24 | $2.3B | $573.9M | ||
| Q3 24 | $2.3B | $592.0M | ||
| Q2 24 | $2.4B | $572.6M |
负债/权益比MPPLPC
| Q1 26 | 0.51× | — | ||
| Q4 25 | 0.50× | 0.08× | ||
| Q3 25 | 0.51× | 0.08× | ||
| Q2 25 | 0.90× | 0.07× | ||
| Q1 25 | 0.88× | 0.07× | ||
| Q4 24 | 0.86× | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $-1.9M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.8M |
| 自由现金流率自由现金流/营收 | — | 6.8% |
| 资本支出强度资本支出/营收 | — | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.60× |
| 过去12个月自由现金流最近4个季度 | — | $33.3M |
8季度趋势，按日历期对齐
经营现金流MPPLPC
| Q1 26 | $-1.9M | — | ||
| Q4 25 | $-46.9M | $21.9M | ||
| Q3 25 | $-42.0M | $18.9M | ||
| Q2 25 | $-3.7M | $26.9M | ||
| Q1 25 | $-63.2M | $5.7M | ||
| Q4 24 | $30.5M | $24.1M | ||
| Q3 24 | $-6.8M | $9.4M | ||
| Q2 24 | $30.8M | $28.3M |
自由现金流MPPLPC
| Q1 26 | — | — | ||
| Q4 25 | $-109.3M | $11.8M | ||
| Q3 25 | $-92.5M | $8.3M | ||
| Q2 25 | $-32.7M | $18.6M | ||
| Q1 25 | $-93.7M | $-5.3M | ||
| Q4 24 | $-11.2M | $20.6M | ||
| Q3 24 | $-53.3M | $5.8M | ||
| Q2 24 | $-15.6M | $24.6M |
自由现金流率MPPLPC
| Q1 26 | — | — | ||
| Q4 25 | -207.4% | 6.8% | ||
| Q3 25 | -172.8% | 4.7% | ||
| Q2 25 | -56.9% | 10.9% | ||
| Q1 25 | -154.0% | -3.6% | ||
| Q4 24 | -18.3% | 12.3% | ||
| Q3 24 | -84.7% | 3.9% | ||
| Q2 24 | -50.1% | 17.7% |
资本支出强度MPPLPC
| Q1 26 | — | — | ||
| Q4 25 | 118.5% | 5.9% | ||
| Q3 25 | 94.3% | 6.0% | ||
| Q2 25 | 50.5% | 4.9% | ||
| Q1 25 | 50.1% | 7.4% | ||
| Q4 24 | 68.3% | 2.1% | ||
| Q3 24 | 73.8% | 2.4% | ||
| Q2 24 | 148.7% | 2.7% |
现金转化率MPPLPC
| Q1 26 | — | — | ||
| Q4 25 | -4.97× | 2.60× | ||
| Q3 25 | — | 7.21× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 3.02× |
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
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
PLPC
暂无分部数据
