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Monolithic Power Systems（MPWR）与MYR GROUP INC.（MYRG）财务数据对比。点击上方公司名可切换其他公司
MYR GROUP INC.的季度营收约是Monolithic Power Systems的1.3倍（$973.5M vs $751.2M），Monolithic Power Systems净利率更高（22.9% vs 3.8%，领先19.1%），Monolithic Power Systems同比增速更快（20.8% vs 17.3%），MYR GROUP INC.自由现金流更多（$84.9M vs $63.9M），过去两年Monolithic Power Systems的营收复合增速更高（28.1% vs 9.3%）
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
MYR集团是美国知名电气建设服务提供商，业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工，旗下拥有12家电气建设子公司，在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
MPWR vs MYRG — 直观对比
营收规模更大
MYRG
是对方的1.3倍
$751.2M
营收增速更快
MPWR
高出3.5%
17.3%
净利率更高
MPWR
高出19.1%
3.8%
自由现金流更多
MYRG
多$21.0M
$63.9M
两年增速更快
MPWR
近两年复合增速
9.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.2M | $973.5M |
| 净利润 | $171.7M | $36.5M |
| 毛利率 | 55.2% | 11.4% |
| 营业利润率 | 26.6% | 4.8% |
| 净利率 | 22.9% | 3.8% |
| 营收同比 | 20.8% | 17.3% |
| 净利润同比 | -86.3% | 129.1% |
| 每股收益（稀释后） | $3.50 | $2.33 |
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MPWRMYRG
| Q4 25 | $751.2M | $973.5M | ||
| Q3 25 | $737.2M | $950.4M | ||
| Q2 25 | $664.6M | $900.3M | ||
| Q1 25 | $637.6M | $833.6M | ||
| Q4 24 | $621.7M | $829.8M | ||
| Q3 24 | $620.1M | $888.0M | ||
| Q2 24 | $507.4M | $828.9M | ||
| Q1 24 | $457.9M | $815.6M |
净利润MPWRMYRG
| Q4 25 | $171.7M | $36.5M | ||
| Q3 25 | $179.8M | $32.1M | ||
| Q2 25 | $135.0M | $26.5M | ||
| Q1 25 | $135.1M | $23.3M | ||
| Q4 24 | $1.3B | $16.0M | ||
| Q3 24 | $144.4M | $10.6M | ||
| Q2 24 | $100.4M | $-15.3M | ||
| Q1 24 | $92.5M | $18.9M |
毛利率MPWRMYRG
| Q4 25 | 55.2% | 11.4% | ||
| Q3 25 | 55.1% | 11.8% | ||
| Q2 25 | 55.1% | 11.5% | ||
| Q1 25 | 55.4% | 11.6% | ||
| Q4 24 | 55.4% | 10.4% | ||
| Q3 24 | 55.4% | 8.7% | ||
| Q2 24 | 55.3% | 4.9% | ||
| Q1 24 | 55.1% | 10.6% |
营业利润率MPWRMYRG
| Q4 25 | 26.6% | 4.8% | ||
| Q3 25 | 26.5% | 4.9% | ||
| Q2 25 | 24.8% | 4.4% | ||
| Q1 25 | 26.5% | 4.1% | ||
| Q4 24 | 26.3% | 3.6% | ||
| Q3 24 | 26.5% | 2.3% | ||
| Q2 24 | 23.0% | -2.5% | ||
| Q1 24 | 20.9% | 3.0% |
净利率MPWRMYRG
| Q4 25 | 22.9% | 3.8% | ||
| Q3 25 | 24.4% | 3.4% | ||
| Q2 25 | 20.3% | 2.9% | ||
| Q1 25 | 21.2% | 2.8% | ||
| Q4 24 | 201.8% | 1.9% | ||
| Q3 24 | 23.3% | 1.2% | ||
| Q2 24 | 19.8% | -1.8% | ||
| Q1 24 | 20.2% | 2.3% |
每股收益（稀释后）MPWRMYRG
| Q4 25 | $3.50 | $2.33 | ||
| Q3 25 | $3.74 | $2.05 | ||
| Q2 25 | $2.81 | $1.70 | ||
| Q1 25 | $2.81 | $1.45 | ||
| Q4 24 | $25.71 | $0.97 | ||
| Q3 24 | $2.95 | $0.65 | ||
| Q2 24 | $2.05 | $-0.91 | ||
| Q1 24 | $1.89 | $1.12 |
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 | $1.3B | $150.2M |
| 总债务越低越好 | — | $59.0M |
| 股东权益账面价值 | $3.5B | $660.4M |
| 总资产 | $4.2B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资MPWRMYRG
| Q4 25 | $1.3B | $150.2M | ||
| Q3 25 | $1.3B | $76.2M | ||
| Q2 25 | $1.1B | $23.0M | ||
| Q1 25 | $1.0B | $10.9M | ||
| Q4 24 | $862.9M | $3.5M | ||
| Q3 24 | $1.5B | $7.6M | ||
| Q2 24 | $1.3B | $1.9M | ||
| Q1 24 | $1.3B | $3.9M |
总债务MPWRMYRG
| Q4 25 | — | $59.0M | ||
| Q3 25 | — | $72.0M | ||
| Q2 25 | — | $86.1M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $93.2M | ||
| Q2 24 | — | $45.1M | ||
| Q1 24 | — | $37.9M |
股东权益MPWRMYRG
| Q4 25 | $3.5B | $660.4M | ||
| Q3 25 | $3.4B | $617.6M | ||
| Q2 25 | $3.2B | $583.2M | ||
| Q1 25 | $3.1B | $548.7M | ||
| Q4 24 | $3.0B | $600.4M | ||
| Q3 24 | $2.4B | $588.5M | ||
| Q2 24 | $2.2B | $633.3M | ||
| Q1 24 | $2.1B | $663.7M |
总资产MPWRMYRG
| Q4 25 | $4.2B | $1.6B | ||
| Q3 25 | $4.1B | $1.6B | ||
| Q2 25 | $3.9B | $1.6B | ||
| Q1 25 | $3.7B | $1.5B | ||
| Q4 24 | $3.5B | $1.6B | ||
| Q3 24 | $2.9B | $1.6B | ||
| Q2 24 | $2.6B | $1.6B | ||
| Q1 24 | $2.6B | $1.6B |
负债/权益比MPWRMYRG
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.06× |
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 | $104.9M | $114.8M |
| 自由现金流经营现金流 - 资本支出 | $63.9M | $84.9M |
| 自由现金流率自由现金流/营收 | 8.5% | 8.7% |
| 资本支出强度资本支出/营收 | 5.5% | 3.1% |
| 现金转化率经营现金流/净利润 | 0.61× | 3.14× |
| 过去12个月自由现金流最近4个季度 | $666.2M | $232.2M |
8季度趋势，按日历期对齐
经营现金流MPWRMYRG
| Q4 25 | $104.9M | $114.8M | ||
| Q3 25 | $239.3M | $95.6M | ||
| Q2 25 | $237.6M | $32.9M | ||
| Q1 25 | $256.4M | $83.3M | ||
| Q4 24 | $167.7M | $21.1M | ||
| Q3 24 | $231.7M | $35.6M | ||
| Q2 24 | $141.0M | $22.7M | ||
| Q1 24 | $248.1M | $7.7M |
自由现金流MPWRMYRG
| Q4 25 | $63.9M | $84.9M | ||
| Q3 25 | $196.8M | $65.4M | ||
| Q2 25 | $189.5M | $11.6M | ||
| Q1 25 | $216.0M | $70.2M | ||
| Q4 24 | $102.9M | $8.8M | ||
| Q3 24 | $197.9M | $18.0M | ||
| Q2 24 | $109.5M | $2.5M | ||
| Q1 24 | $232.1M | $-18.1M |
自由现金流率MPWRMYRG
| Q4 25 | 8.5% | 8.7% | ||
| Q3 25 | 26.7% | 6.9% | ||
| Q2 25 | 28.5% | 1.3% | ||
| Q1 25 | 33.9% | 8.4% | ||
| Q4 24 | 16.5% | 1.1% | ||
| Q3 24 | 31.9% | 2.0% | ||
| Q2 24 | 21.6% | 0.3% | ||
| Q1 24 | 50.7% | -2.2% |
资本支出强度MPWRMYRG
| Q4 25 | 5.5% | 3.1% | ||
| Q3 25 | 5.8% | 3.2% | ||
| Q2 25 | 7.2% | 2.4% | ||
| Q1 25 | 6.3% | 1.6% | ||
| Q4 24 | 10.4% | 1.5% | ||
| Q3 24 | 5.5% | 2.0% | ||
| Q2 24 | 6.2% | 2.4% | ||
| Q1 24 | 3.5% | 3.2% |
现金转化率MPWRMYRG
| Q4 25 | 0.61× | 3.14× | ||
| Q3 25 | 1.33× | 2.98× | ||
| Q2 25 | 1.76× | 1.24× | ||
| Q1 25 | 1.90× | 3.57× | ||
| Q4 24 | 0.13× | 1.32× | ||
| Q3 24 | 1.60× | 3.35× | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | 2.68× | 0.41× |
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
MPWR
暂无分部数据
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |
