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Monolithic Power Systems（MPWR）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Monolithic Power Systems的1.1倍（$828.2M vs $751.2M），Monolithic Power Systems净利率更高（22.9% vs 13.2%，领先9.6%），Rithm Capital Corp.同比增速更快（508.5% vs 20.8%），过去两年Monolithic Power Systems的营收复合增速更高（28.1% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
MPWR vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$751.2M
营收增速更快
RITM
高出487.6%
20.8%
净利率更高
MPWR
高出9.6%
13.2%
两年增速更快
MPWR
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.2M | $828.2M |
| 净利润 | $171.7M | $109.5M |
| 毛利率 | 55.2% | — |
| 营业利润率 | 26.6% | 29.9% |
| 净利率 | 22.9% | 13.2% |
| 营收同比 | 20.8% | 508.5% |
| 净利润同比 | -86.3% | 27.7% |
| 每股收益（稀释后） | $3.50 | $0.12 |
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MPWRRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $751.2M | $1.5B | ||
| Q3 25 | $737.2M | $1.1B | ||
| Q2 25 | $664.6M | $1.2B | ||
| Q1 25 | $637.6M | $768.4M | ||
| Q4 24 | $621.7M | $2.1B | ||
| Q3 24 | $620.1M | $619.5M | ||
| Q2 24 | $507.4M | $1.2B |
净利润MPWRRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $171.7M | $85.0M | ||
| Q3 25 | $179.8M | $221.5M | ||
| Q2 25 | $135.0M | $311.7M | ||
| Q1 25 | $135.1M | $78.8M | ||
| Q4 24 | $1.3B | $290.2M | ||
| Q3 24 | $144.4M | $121.7M | ||
| Q2 24 | $100.4M | $235.6M |
毛利率MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | 55.2% | — | ||
| Q3 25 | 55.1% | — | ||
| Q2 25 | 55.1% | — | ||
| Q1 25 | 55.4% | — | ||
| Q4 24 | 55.4% | — | ||
| Q3 24 | 55.4% | — | ||
| Q2 24 | 55.3% | — |
营业利润率MPWRRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 26.6% | 13.8% | ||
| Q3 25 | 26.5% | 21.4% | ||
| Q2 25 | 24.8% | 25.2% | ||
| Q1 25 | 26.5% | 7.4% | ||
| Q4 24 | 26.3% | 23.8% | ||
| Q3 24 | 26.5% | 7.3% | ||
| Q2 24 | 23.0% | 23.6% |
净利率MPWRRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 22.9% | 5.7% | ||
| Q3 25 | 24.4% | 20.0% | ||
| Q2 25 | 20.3% | 25.6% | ||
| Q1 25 | 21.2% | 10.3% | ||
| Q4 24 | 201.8% | 14.0% | ||
| Q3 24 | 23.3% | 19.7% | ||
| Q2 24 | 19.8% | 19.2% |
每股收益（稀释后）MPWRRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $3.50 | $0.09 | ||
| Q3 25 | $3.74 | $0.35 | ||
| Q2 25 | $2.81 | $0.53 | ||
| Q1 25 | $2.81 | $0.07 | ||
| Q4 24 | $25.71 | $0.50 | ||
| Q3 24 | $2.95 | $0.20 | ||
| Q2 24 | $2.05 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.5B | $9.1B |
| 总资产 | $4.2B | $53.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $862.9M | $1.5B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.3B | $1.2B |
总债务MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益MPWRRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.5B | $8.4B | ||
| Q3 25 | $3.4B | $8.5B | ||
| Q2 25 | $3.2B | $7.9B | ||
| Q1 25 | $3.1B | $7.8B | ||
| Q4 24 | $3.0B | $7.8B | ||
| Q3 24 | $2.4B | $7.7B | ||
| Q2 24 | $2.2B | $7.3B |
总资产MPWRRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.2B | $53.1B | ||
| Q3 25 | $4.1B | $47.2B | ||
| Q2 25 | $3.9B | $44.3B | ||
| Q1 25 | $3.7B | $45.3B | ||
| Q4 24 | $3.5B | $46.0B | ||
| Q3 24 | $2.9B | $42.3B | ||
| Q2 24 | $2.6B | $42.0B |
负债/权益比MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $63.9M | — |
| 自由现金流率自由现金流/营收 | 8.5% | — |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 0.61× | — |
| 过去12个月自由现金流最近4个季度 | $666.2M | — |
8季度趋势，按日历期对齐
经营现金流MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $-114.6M | ||
| Q3 25 | $239.3M | $-2.0B | ||
| Q2 25 | $237.6M | $-557.1M | ||
| Q1 25 | $256.4M | $1.4B | ||
| Q4 24 | $167.7M | $-1.8B | ||
| Q3 24 | $231.7M | $768.1M | ||
| Q2 24 | $141.0M | $-55.7M |
自由现金流MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | — | ||
| Q3 25 | $196.8M | — | ||
| Q2 25 | $189.5M | — | ||
| Q1 25 | $216.0M | — | ||
| Q4 24 | $102.9M | — | ||
| Q3 24 | $197.9M | — | ||
| Q2 24 | $109.5M | — |
自由现金流率MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | — | ||
| Q3 25 | 26.7% | — | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 33.9% | — | ||
| Q4 24 | 16.5% | — | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 21.6% | — |
资本支出强度MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.2% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 6.2% | — |
现金转化率MPWRRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | -1.35× | ||
| Q3 25 | 1.33× | -9.22× | ||
| Q2 25 | 1.76× | -1.79× | ||
| Q1 25 | 1.90× | 18.03× | ||
| Q4 24 | 0.13× | -6.04× | ||
| Q3 24 | 1.60× | 6.31× | ||
| Q2 24 | 1.40× | -0.24× |
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
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
