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Monolithic Power Systems(MPWR)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是Monolithic Power Systems的1.8倍($1.4B vs $804.2M),瑞思迈净利率更高(27.6% vs 24.0%,领先3.6%),Monolithic Power Systems同比增速更快(26.1% vs 11.0%),过去两年Monolithic Power Systems的营收复合增速更高(25.9% vs 7.8%)
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
MPWR vs RMD — 直观对比
营收规模更大
RMD
是对方的1.8倍
$804.2M
营收增速更快
MPWR
高出15.2%
11.0%
净利率更高
RMD
高出3.6%
24.0%
两年增速更快
MPWR
近两年复合增速
7.8%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $804.2M | $1.4B |
| 净利润 | $193.2M | $392.6M |
| 毛利率 | 55.3% | 61.8% |
| 营业利润率 | 30.0% | 34.6% |
| 净利率 | 24.0% | 27.6% |
| 营收同比 | 26.1% | 11.0% |
| 净利润同比 | 43.1% | 13.9% |
| 每股收益(稀释后) | $3.92 | $2.68 |
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
MPWR
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $804.2M | $1.4B | ||
| Q4 25 | $751.2M | $1.4B | ||
| Q3 25 | $737.2M | $1.3B | ||
| Q2 25 | $664.6M | $1.3B | ||
| Q1 25 | $637.6M | $1.3B | ||
| Q4 24 | $621.7M | $1.3B | ||
| Q3 24 | $620.1M | $1.2B |
净利润
MPWR
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $193.2M | $398.7M | ||
| Q4 25 | $171.7M | $392.6M | ||
| Q3 25 | $179.8M | $348.5M | ||
| Q2 25 | $135.0M | $379.7M | ||
| Q1 25 | $135.1M | $365.0M | ||
| Q4 24 | $1.3B | $344.6M | ||
| Q3 24 | $144.4M | $311.4M |
毛利率
MPWR
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 55.3% | 62.2% | ||
| Q4 25 | 55.2% | 61.8% | ||
| Q3 25 | 55.1% | 61.5% | ||
| Q2 25 | 55.1% | 60.8% | ||
| Q1 25 | 55.4% | 59.3% | ||
| Q4 24 | 55.4% | 58.6% | ||
| Q3 24 | 55.4% | 58.6% |
营业利润率
MPWR
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 30.0% | 34.9% | ||
| Q4 25 | 26.6% | 34.6% | ||
| Q3 25 | 26.5% | 33.4% | ||
| Q2 25 | 24.8% | 33.7% | ||
| Q1 25 | 26.5% | 33.0% | ||
| Q4 24 | 26.3% | 32.5% | ||
| Q3 24 | 26.5% | 31.6% |
净利率
MPWR
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 24.0% | 27.9% | ||
| Q4 25 | 22.9% | 27.6% | ||
| Q3 25 | 24.4% | 26.1% | ||
| Q2 25 | 20.3% | 28.2% | ||
| Q1 25 | 21.2% | 28.3% | ||
| Q4 24 | 201.8% | 26.9% | ||
| Q3 24 | 23.3% | 25.4% |
每股收益(稀释后)
MPWR
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $3.92 | $2.74 | ||
| Q4 25 | $3.50 | $2.68 | ||
| Q3 25 | $3.74 | $2.37 | ||
| Q2 25 | $2.81 | $2.58 | ||
| Q1 25 | $2.81 | $2.48 | ||
| Q4 24 | $25.71 | $2.34 | ||
| Q3 24 | $2.95 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $3.7B | $6.3B |
| 总资产 | $4.4B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
MPWR
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.4B | $1.7B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $932.7M | ||
| Q4 24 | $862.9M | $521.9M | ||
| Q3 24 | $1.5B | $426.4M |
总债务
MPWR
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益
MPWR
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $3.7B | $6.5B | ||
| Q4 25 | $3.5B | $6.3B | ||
| Q3 25 | $3.4B | $6.1B | ||
| Q2 25 | $3.2B | $6.0B | ||
| Q1 25 | $3.1B | $5.5B | ||
| Q4 24 | $3.0B | $5.3B | ||
| Q3 24 | $2.4B | $5.2B |
总资产
MPWR
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $4.4B | $8.8B | ||
| Q4 25 | $4.2B | $8.5B | ||
| Q3 25 | $4.1B | $8.3B | ||
| Q2 25 | $3.9B | $8.2B | ||
| Q1 25 | $3.7B | $7.6B | ||
| Q4 24 | $3.5B | $7.1B | ||
| Q3 24 | $2.9B | $7.2B |
负债/权益比
MPWR
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图