vs
Monolithic Power Systems（MPWR）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
Monolithic Power Systems的季度营收约是RBC Bearings INC的1.7倍（$804.2M vs $461.6M），Monolithic Power Systems净利率更高（24.0% vs 14.6%，领先9.4%），Monolithic Power Systems同比增速更快（26.1% vs 17.0%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
MPWR vs RBC — 直观对比
营收规模更大
MPWR
是对方的1.7倍
$461.6M
营收增速更快
MPWR
高出9.1%
17.0%
净利率更高
MPWR
高出9.4%
14.6%
两年增速更快
MPWR
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $804.2M | $461.6M |
| 净利润 | $193.2M | $67.4M |
| 毛利率 | 55.3% | 44.3% |
| 营业利润率 | 30.0% | 22.3% |
| 净利率 | 24.0% | 14.6% |
| 营收同比 | 26.1% | 17.0% |
| 净利润同比 | 43.1% | 16.4% |
| 每股收益（稀释后） | $3.92 | $2.13 |
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MPWRRBC
| Q1 26 | $804.2M | — | ||
| Q4 25 | $751.2M | $461.6M | ||
| Q3 25 | $737.2M | $455.3M | ||
| Q2 25 | $664.6M | $436.0M | ||
| Q1 25 | $637.6M | $437.7M | ||
| Q4 24 | $621.7M | $394.4M | ||
| Q3 24 | $620.1M | $397.9M | ||
| Q2 24 | $507.4M | $406.3M |
净利润MPWRRBC
| Q1 26 | $193.2M | — | ||
| Q4 25 | $171.7M | $67.4M | ||
| Q3 25 | $179.8M | $60.0M | ||
| Q2 25 | $135.0M | $68.5M | ||
| Q1 25 | $135.1M | $72.7M | ||
| Q4 24 | $1.3B | $57.9M | ||
| Q3 24 | $144.4M | $54.2M | ||
| Q2 24 | $100.4M | $61.4M |
毛利率MPWRRBC
| Q1 26 | 55.3% | — | ||
| Q4 25 | 55.2% | 44.3% | ||
| Q3 25 | 55.1% | 44.1% | ||
| Q2 25 | 55.1% | 44.8% | ||
| Q1 25 | 55.4% | 44.2% | ||
| Q4 24 | 55.4% | 44.3% | ||
| Q3 24 | 55.4% | 43.7% | ||
| Q2 24 | 55.3% | 45.3% |
营业利润率MPWRRBC
| Q1 26 | 30.0% | — | ||
| Q4 25 | 26.6% | 22.3% | ||
| Q3 25 | 26.5% | 21.5% | ||
| Q2 25 | 24.8% | 23.2% | ||
| Q1 25 | 26.5% | 23.0% | ||
| Q4 24 | 26.3% | 21.7% | ||
| Q3 24 | 26.5% | 21.6% | ||
| Q2 24 | 23.0% | 24.0% |
净利率MPWRRBC
| Q1 26 | 24.0% | — | ||
| Q4 25 | 22.9% | 14.6% | ||
| Q3 25 | 24.4% | 13.2% | ||
| Q2 25 | 20.3% | 15.7% | ||
| Q1 25 | 21.2% | 16.6% | ||
| Q4 24 | 201.8% | 14.7% | ||
| Q3 24 | 23.3% | 13.6% | ||
| Q2 24 | 19.8% | 15.1% |
每股收益（稀释后）MPWRRBC
| Q1 26 | $3.92 | — | ||
| Q4 25 | $3.50 | $2.13 | ||
| Q3 25 | $3.74 | $1.90 | ||
| Q2 25 | $2.81 | $2.17 | ||
| Q1 25 | $2.81 | $2.33 | ||
| Q4 24 | $25.71 | $1.82 | ||
| Q3 24 | $2.95 | $1.65 | ||
| Q2 24 | $2.05 | $1.90 |
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 | $1.4B | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $3.7B | $3.3B |
| 总资产 | $4.4B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资MPWRRBC
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $107.6M | ||
| Q3 25 | $1.3B | $91.2M | ||
| Q2 25 | $1.1B | $132.9M | ||
| Q1 25 | $1.0B | $36.8M | ||
| Q4 24 | $862.9M | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.3B | $76.8M |
总债务MPWRRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MPWRRBC
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.2B | $3.1B | ||
| Q1 25 | $3.1B | $3.0B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $2.4B | $2.9B | ||
| Q2 24 | $2.2B | $2.8B |
总资产MPWRRBC
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $5.1B | ||
| Q3 25 | $4.1B | $5.1B | ||
| Q2 25 | $3.9B | $4.8B | ||
| Q1 25 | $3.7B | $4.7B | ||
| Q4 24 | $3.5B | $4.7B | ||
| Q3 24 | $2.9B | $4.7B | ||
| Q2 24 | $2.6B | $4.7B |
负债/权益比MPWRRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MPWRRBC
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $122.1M | ||
| Q3 25 | $239.3M | $88.4M | ||
| Q2 25 | $237.6M | $120.0M | ||
| Q1 25 | $256.4M | — | ||
| Q4 24 | $167.7M | $84.0M | ||
| Q3 24 | $231.7M | — | ||
| Q2 24 | $141.0M | $97.4M |
自由现金流MPWRRBC
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $99.1M | ||
| Q3 25 | $196.8M | $71.7M | ||
| Q2 25 | $189.5M | $104.3M | ||
| Q1 25 | $216.0M | — | ||
| Q4 24 | $102.9M | $73.6M | ||
| Q3 24 | $197.9M | — | ||
| Q2 24 | $109.5M | $88.4M |
自由现金流率MPWRRBC
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | 21.5% | ||
| Q3 25 | 26.7% | 15.7% | ||
| Q2 25 | 28.5% | 23.9% | ||
| Q1 25 | 33.9% | — | ||
| Q4 24 | 16.5% | 18.7% | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 21.6% | 21.8% |
资本支出强度MPWRRBC
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 5.0% | ||
| Q3 25 | 5.8% | 3.7% | ||
| Q2 25 | 7.2% | 3.6% | ||
| Q1 25 | 6.3% | 3.2% | ||
| Q4 24 | 10.4% | 2.6% | ||
| Q3 24 | 5.5% | 4.1% | ||
| Q2 24 | 6.2% | 2.2% |
现金转化率MPWRRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.81× | ||
| Q3 25 | 1.33× | 1.47× | ||
| Q2 25 | 1.76× | 1.75× | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 0.13× | 1.45× | ||
| Q3 24 | 1.60× | — | ||
| Q2 24 | 1.40× | 1.59× |
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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
