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Monolithic Power Systems（MPWR）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是Monolithic Power Systems的1.6倍（$1.3B vs $804.2M），Monolithic Power Systems净利率更高（24.0% vs -63.1%，领先87.1%），Monolithic Power Systems同比增速更快（26.1% vs -25.8%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
MPWR vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.6倍
$804.2M
营收增速更快
MPWR
高出52.0%
-25.8%
净利率更高
MPWR
高出87.1%
-63.1%
两年增速更快
MPWR
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $804.2M | $1.3B |
| 净利润 | $193.2M | $-811.0M |
| 毛利率 | 55.3% | 9.3% |
| 营业利润率 | 30.0% | -64.8% |
| 净利率 | 24.0% | -63.1% |
| 营收同比 | 26.1% | -25.8% |
| 净利润同比 | 43.1% | -9.0% |
| 每股收益（稀释后） | $3.92 | $-0.66 |
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MPWRRIVN
| Q1 26 | $804.2M | — | ||
| Q4 25 | $751.2M | $1.3B | ||
| Q3 25 | $737.2M | $1.6B | ||
| Q2 25 | $664.6M | $1.3B | ||
| Q1 25 | $637.6M | $1.2B | ||
| Q4 24 | $621.7M | $1.7B | ||
| Q3 24 | $620.1M | $874.0M | ||
| Q2 24 | $507.4M | $1.2B |
净利润MPWRRIVN
| Q1 26 | $193.2M | — | ||
| Q4 25 | $171.7M | $-811.0M | ||
| Q3 25 | $179.8M | $-1.2B | ||
| Q2 25 | $135.0M | $-1.1B | ||
| Q1 25 | $135.1M | $-545.0M | ||
| Q4 24 | $1.3B | $-744.0M | ||
| Q3 24 | $144.4M | $-1.1B | ||
| Q2 24 | $100.4M | $-1.5B |
毛利率MPWRRIVN
| Q1 26 | 55.3% | — | ||
| Q4 25 | 55.2% | 9.3% | ||
| Q3 25 | 55.1% | 1.5% | ||
| Q2 25 | 55.1% | -15.8% | ||
| Q1 25 | 55.4% | 16.6% | ||
| Q4 24 | 55.4% | 9.8% | ||
| Q3 24 | 55.4% | -44.9% | ||
| Q2 24 | 55.3% | -38.9% |
营业利润率MPWRRIVN
| Q1 26 | 30.0% | — | ||
| Q4 25 | 26.6% | -64.8% | ||
| Q3 25 | 26.5% | -63.1% | ||
| Q2 25 | 24.8% | -85.5% | ||
| Q1 25 | 26.5% | -52.8% | ||
| Q4 24 | 26.3% | -38.1% | ||
| Q3 24 | 26.5% | -133.8% | ||
| Q2 24 | 23.0% | -118.7% |
净利率MPWRRIVN
| Q1 26 | 24.0% | — | ||
| Q4 25 | 22.9% | -63.1% | ||
| Q3 25 | 24.4% | -75.3% | ||
| Q2 25 | 20.3% | -85.7% | ||
| Q1 25 | 21.2% | -44.0% | ||
| Q4 24 | 201.8% | -42.9% | ||
| Q3 24 | 23.3% | -125.9% | ||
| Q2 24 | 19.8% | -125.8% |
每股收益（稀释后）MPWRRIVN
| Q1 26 | $3.92 | — | ||
| Q4 25 | $3.50 | $-0.66 | ||
| Q3 25 | $3.74 | $-0.96 | ||
| Q2 25 | $2.81 | $-0.97 | ||
| Q1 25 | $2.81 | $-0.48 | ||
| Q4 24 | $25.71 | $-0.67 | ||
| Q3 24 | $2.95 | $-1.08 | ||
| Q2 24 | $2.05 | $-1.46 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $4.6B |
| 总资产 | $4.4B | $14.9B |
| 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MPWRRIVN
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $6.1B | ||
| Q3 25 | $1.3B | $7.1B | ||
| Q2 25 | $1.1B | $7.5B | ||
| Q1 25 | $1.0B | $7.2B | ||
| Q4 24 | $862.9M | $7.7B | ||
| Q3 24 | $1.5B | $6.7B | ||
| Q2 24 | $1.3B | $7.9B |
总债务MPWRRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B |
股东权益MPWRRIVN
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $4.6B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.2B | $6.1B | ||
| Q1 25 | $3.1B | $6.2B | ||
| Q4 24 | $3.0B | $6.6B | ||
| Q3 24 | $2.4B | $5.9B | ||
| Q2 24 | $2.2B | $6.8B |
总资产MPWRRIVN
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $14.9B | ||
| Q3 25 | $4.1B | $15.2B | ||
| Q2 25 | $3.9B | $15.6B | ||
| Q1 25 | $3.7B | $15.5B | ||
| Q4 24 | $3.5B | $15.4B | ||
| Q3 24 | $2.9B | $14.3B | ||
| Q2 24 | $2.6B | $15.4B |
负债/权益比MPWRRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× |
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 | — | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | — | 36.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流MPWRRIVN
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $-681.0M | ||
| Q3 25 | $239.3M | $26.0M | ||
| Q2 25 | $237.6M | $64.0M | ||
| Q1 25 | $256.4M | $-188.0M | ||
| Q4 24 | $167.7M | $1.2B | ||
| Q3 24 | $231.7M | $-876.0M | ||
| Q2 24 | $141.0M | $-754.0M |
自由现金流MPWRRIVN
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $-1.1B | ||
| Q3 25 | $196.8M | $-421.0M | ||
| Q2 25 | $189.5M | $-398.0M | ||
| Q1 25 | $216.0M | $-526.0M | ||
| Q4 24 | $102.9M | $856.0M | ||
| Q3 24 | $197.9M | $-1.2B | ||
| Q2 24 | $109.5M | $-1.0B |
自由现金流率MPWRRIVN
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | -89.0% | ||
| Q3 25 | 26.7% | -27.0% | ||
| Q2 25 | 28.5% | -30.5% | ||
| Q1 25 | 33.9% | -42.4% | ||
| Q4 24 | 16.5% | 49.4% | ||
| Q3 24 | 31.9% | -131.9% | ||
| Q2 24 | 21.6% | -89.6% |
资本支出强度MPWRRIVN
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 36.0% | ||
| Q3 25 | 5.8% | 28.7% | ||
| Q2 25 | 7.2% | 35.5% | ||
| Q1 25 | 6.3% | 27.3% | ||
| Q4 24 | 10.4% | 18.9% | ||
| Q3 24 | 5.5% | 31.7% | ||
| Q2 24 | 6.2% | 24.4% |
现金转化率MPWRRIVN
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 1.76× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 1.60× | — | ||
| Q2 24 | 1.40× | — |
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
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
