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Monolithic Power Systems（MPWR）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Monolithic Power Systems的1.6倍（$1.2B vs $804.2M），Monolithic Power Systems净利率更高（24.0% vs -2.2%，领先26.2%），Monolithic Power Systems同比增速更快（26.1% vs -18.3%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% vs 13.6%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
MPWR vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.6倍
$804.2M
营收增速更快
MPWR
高出44.4%
-18.3%
净利率更高
MPWR
高出26.2%
-2.2%
两年增速更快
MPWR
近两年复合增速
13.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $804.2M | $1.2B |
| 净利润 | $193.2M | $-27.4M |
| 毛利率 | 55.3% | 35.6% |
| 营业利润率 | 30.0% | 59.7% |
| 净利率 | 24.0% | -2.2% |
| 营收同比 | 26.1% | -18.3% |
| 净利润同比 | 43.1% | -361.0% |
| 每股收益（稀释后） | $3.92 | $0.57 |
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MPWRROKU
| Q1 26 | $804.2M | $1.2B | ||
| Q4 25 | $751.2M | $1.4B | ||
| Q3 25 | $737.2M | $1.2B | ||
| Q2 25 | $664.6M | $1.1B | ||
| Q1 25 | $637.6M | $1.0B | ||
| Q4 24 | $621.7M | $1.2B | ||
| Q3 24 | $620.1M | $1.1B | ||
| Q2 24 | $507.4M | $968.2M |
净利润MPWRROKU
| Q1 26 | $193.2M | $-27.4M | ||
| Q4 25 | $171.7M | $80.5M | ||
| Q3 25 | $179.8M | $24.8M | ||
| Q2 25 | $135.0M | $10.5M | ||
| Q1 25 | $135.1M | $-27.4M | ||
| Q4 24 | $1.3B | $-35.5M | ||
| Q3 24 | $144.4M | $-9.0M | ||
| Q2 24 | $100.4M | $-34.0M |
毛利率MPWRROKU
| Q1 26 | 55.3% | 35.6% | ||
| Q4 25 | 55.2% | 43.5% | ||
| Q3 25 | 55.1% | 43.4% | ||
| Q2 25 | 55.1% | 44.8% | ||
| Q1 25 | 55.4% | 43.6% | ||
| Q4 24 | 55.4% | 42.7% | ||
| Q3 24 | 55.4% | 45.2% | ||
| Q2 24 | 55.3% | 43.9% |
营业利润率MPWRROKU
| Q1 26 | 30.0% | 59.7% | ||
| Q4 25 | 26.6% | 4.7% | ||
| Q3 25 | 26.5% | 0.8% | ||
| Q2 25 | 24.8% | -2.1% | ||
| Q1 25 | 26.5% | -5.7% | ||
| Q4 24 | 26.3% | -3.3% | ||
| Q3 24 | 26.5% | -3.4% | ||
| Q2 24 | 23.0% | -7.4% |
净利率MPWRROKU
| Q1 26 | 24.0% | -2.2% | ||
| Q4 25 | 22.9% | 5.8% | ||
| Q3 25 | 24.4% | 2.0% | ||
| Q2 25 | 20.3% | 0.9% | ||
| Q1 25 | 21.2% | -2.7% | ||
| Q4 24 | 201.8% | -3.0% | ||
| Q3 24 | 23.3% | -0.9% | ||
| Q2 24 | 19.8% | -3.5% |
每股收益（稀释后）MPWRROKU
| Q1 26 | $3.92 | $0.57 | ||
| Q4 25 | $3.50 | $0.55 | ||
| Q3 25 | $3.74 | $0.16 | ||
| Q2 25 | $2.81 | $0.07 | ||
| Q1 25 | $2.81 | $-0.19 | ||
| Q4 24 | $25.71 | $-0.24 | ||
| Q3 24 | $2.95 | $-0.06 | ||
| Q2 24 | $2.05 | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $2.7B |
| 总资产 | $4.4B | $4.4B |
| 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MPWRROKU
| Q1 26 | $1.4B | $2.4B | ||
| Q4 25 | $1.3B | $2.3B | ||
| Q3 25 | $1.3B | $2.3B | ||
| Q2 25 | $1.1B | $2.3B | ||
| Q1 25 | $1.0B | $2.3B | ||
| Q4 24 | $862.9M | $2.2B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.3B | $2.1B |
股东权益MPWRROKU
| Q1 26 | $3.7B | $2.7B | ||
| Q4 25 | $3.5B | $2.7B | ||
| Q3 25 | $3.4B | $2.6B | ||
| Q2 25 | $3.2B | $2.6B | ||
| Q1 25 | $3.1B | $2.5B | ||
| Q4 24 | $3.0B | $2.5B | ||
| Q3 24 | $2.4B | $2.5B | ||
| Q2 24 | $2.2B | $2.4B |
总资产MPWRROKU
| Q1 26 | $4.4B | $4.4B | ||
| Q4 25 | $4.2B | $4.4B | ||
| Q3 25 | $4.1B | $4.4B | ||
| Q2 25 | $3.9B | $4.3B | ||
| Q1 25 | $3.7B | $4.2B | ||
| Q4 24 | $3.5B | $4.3B | ||
| Q3 24 | $2.9B | $4.3B | ||
| Q2 24 | $2.6B | $4.1B |
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 | — | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流MPWRROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $104.9M | $107.7M | ||
| Q3 25 | $239.3M | $127.6M | ||
| Q2 25 | $237.6M | $109.7M | ||
| Q1 25 | $256.4M | $138.7M | ||
| Q4 24 | $167.7M | $79.3M | ||
| Q3 24 | $231.7M | $68.7M | ||
| Q2 24 | $141.0M | $23.4M |
自由现金流MPWRROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $63.9M | $106.6M | ||
| Q3 25 | $196.8M | $126.5M | ||
| Q2 25 | $189.5M | $108.6M | ||
| Q1 25 | $216.0M | $136.8M | ||
| Q4 24 | $102.9M | $76.8M | ||
| Q3 24 | $197.9M | $67.6M | ||
| Q2 24 | $109.5M | $22.5M |
自由现金流率MPWRROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | 8.5% | 7.6% | ||
| Q3 25 | 26.7% | 10.4% | ||
| Q2 25 | 28.5% | 9.8% | ||
| Q1 25 | 33.9% | 13.4% | ||
| Q4 24 | 16.5% | 6.4% | ||
| Q3 24 | 31.9% | 6.4% | ||
| Q2 24 | 21.6% | 2.3% |
资本支出强度MPWRROKU
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 0.1% | ||
| Q3 25 | 5.8% | 0.1% | ||
| Q2 25 | 7.2% | 0.1% | ||
| Q1 25 | 6.3% | 0.2% | ||
| Q4 24 | 10.4% | 0.2% | ||
| Q3 24 | 5.5% | 0.1% | ||
| Q2 24 | 6.2% | 0.1% |
现金转化率MPWRROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.34× | ||
| Q3 25 | 1.33× | 5.14× | ||
| Q2 25 | 1.76× | 10.45× | ||
| 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
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
