vs
Monolithic Power Systems(MPWR)与Revvity(RVTY)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Revvity的1.0倍($804.2M vs $772.1M),Monolithic Power Systems净利率更高(24.0% vs 12.7%,领先11.3%),Monolithic Power Systems同比增速更快(26.1% vs 5.9%),过去两年Monolithic Power Systems的营收复合增速更高(25.9% vs 9.0%)
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。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
MPWR vs RVTY — 直观对比
营收规模更大
MPWR
是对方的1.0倍
$772.1M
营收增速更快
MPWR
高出20.3%
5.9%
净利率更高
MPWR
高出11.3%
12.7%
两年增速更快
MPWR
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $804.2M | $772.1M |
| 净利润 | $193.2M | $98.4M |
| 毛利率 | 55.3% | — |
| 营业利润率 | 30.0% | 14.5% |
| 净利率 | 24.0% | 12.7% |
| 营收同比 | 26.1% | 5.9% |
| 净利润同比 | 43.1% | 3.9% |
| 每股收益(稀释后) | $3.92 | $0.86 |
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
RVTY
| Q1 26 | $804.2M | — | ||
| Q4 25 | $751.2M | $772.1M | ||
| Q3 25 | $737.2M | $698.9M | ||
| Q2 25 | $664.6M | $720.3M | ||
| Q1 25 | $637.6M | $664.8M | ||
| Q4 24 | $621.7M | $729.4M | ||
| Q3 24 | $620.1M | $684.0M | ||
| Q2 24 | $507.4M | $691.7M |
净利润
MPWR
RVTY
| Q1 26 | $193.2M | — | ||
| Q4 25 | $171.7M | $98.4M | ||
| Q3 25 | $179.8M | $46.7M | ||
| Q2 25 | $135.0M | $53.9M | ||
| Q1 25 | $135.1M | $42.2M | ||
| Q4 24 | $1.3B | $94.6M | ||
| Q3 24 | $144.4M | $94.4M | ||
| Q2 24 | $100.4M | $55.4M |
毛利率
MPWR
RVTY
| Q1 26 | 55.3% | — | ||
| Q4 25 | 55.2% | — | ||
| Q3 25 | 55.1% | 53.6% | ||
| Q2 25 | 55.1% | 54.5% | ||
| Q1 25 | 55.4% | 56.5% | ||
| Q4 24 | 55.4% | — | ||
| Q3 24 | 55.4% | 56.3% | ||
| Q2 24 | 55.3% | 55.7% |
营业利润率
MPWR
RVTY
| Q1 26 | 30.0% | — | ||
| Q4 25 | 26.6% | 14.5% | ||
| Q3 25 | 26.5% | 11.7% | ||
| Q2 25 | 24.8% | 12.6% | ||
| Q1 25 | 26.5% | 10.9% | ||
| Q4 24 | 26.3% | 16.3% | ||
| Q3 24 | 26.5% | 14.3% | ||
| Q2 24 | 23.0% | 12.4% |
净利率
MPWR
RVTY
| Q1 26 | 24.0% | — | ||
| Q4 25 | 22.9% | 12.7% | ||
| Q3 25 | 24.4% | 6.7% | ||
| Q2 25 | 20.3% | 7.5% | ||
| Q1 25 | 21.2% | 6.4% | ||
| Q4 24 | 201.8% | 13.0% | ||
| Q3 24 | 23.3% | 13.8% | ||
| Q2 24 | 19.8% | 8.0% |
每股收益(稀释后)
MPWR
RVTY
| Q1 26 | $3.92 | — | ||
| Q4 25 | $3.50 | $0.86 | ||
| Q3 25 | $3.74 | $0.40 | ||
| Q2 25 | $2.81 | $0.46 | ||
| Q1 25 | $2.81 | $0.35 | ||
| Q4 24 | $25.71 | $0.77 | ||
| Q3 24 | $2.95 | $0.77 | ||
| Q2 24 | $2.05 | $0.45 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $7.3B |
| 总资产 | $4.4B | $12.2B |
| 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
MPWR
RVTY
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $919.9M | ||
| Q3 25 | $1.3B | $931.4M | ||
| Q2 25 | $1.1B | $991.8M | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $862.9M | $1.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.3B | $2.0B |
股东权益
MPWR
RVTY
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $7.3B | ||
| Q3 25 | $3.4B | $7.4B | ||
| Q2 25 | $3.2B | $7.6B | ||
| Q1 25 | $3.1B | $7.6B | ||
| Q4 24 | $3.0B | $7.7B | ||
| Q3 24 | $2.4B | $7.9B | ||
| Q2 24 | $2.2B | $7.9B |
总资产
MPWR
RVTY
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $12.2B | ||
| Q3 25 | $4.1B | $12.1B | ||
| Q2 25 | $3.9B | $12.4B | ||
| Q1 25 | $3.7B | $12.4B | ||
| Q4 24 | $3.5B | $12.4B | ||
| Q3 24 | $2.9B | $12.8B | ||
| Q2 24 | $2.6B | $13.4B |
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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势,按日历期对齐
经营现金流
MPWR
RVTY
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $182.0M | ||
| Q3 25 | $239.3M | $138.5M | ||
| Q2 25 | $237.6M | $134.3M | ||
| Q1 25 | $256.4M | $128.2M | ||
| Q4 24 | $167.7M | $174.2M | ||
| Q3 24 | $231.7M | $147.9M | ||
| Q2 24 | $141.0M | $158.6M |
自由现金流
MPWR
RVTY
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $161.8M | ||
| Q3 25 | $196.8M | $120.0M | ||
| Q2 25 | $189.5M | $115.5M | ||
| Q1 25 | $216.0M | $112.2M | ||
| Q4 24 | $102.9M | $149.8M | ||
| Q3 24 | $197.9M | $125.6M | ||
| Q2 24 | $109.5M | $136.6M |
自由现金流率
MPWR
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | 21.0% | ||
| Q3 25 | 26.7% | 17.2% | ||
| Q2 25 | 28.5% | 16.0% | ||
| Q1 25 | 33.9% | 16.9% | ||
| Q4 24 | 16.5% | 20.5% | ||
| Q3 24 | 31.9% | 18.4% | ||
| Q2 24 | 21.6% | 19.7% |
资本支出强度
MPWR
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 2.6% | ||
| Q3 25 | 5.8% | 2.6% | ||
| Q2 25 | 7.2% | 2.6% | ||
| Q1 25 | 6.3% | 2.4% | ||
| Q4 24 | 10.4% | 3.4% | ||
| Q3 24 | 5.5% | 3.3% | ||
| Q2 24 | 6.2% | 3.2% |
现金转化率
MPWR
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.85× | ||
| Q3 25 | 1.33× | 2.97× | ||
| Q2 25 | 1.76× | 2.49× | ||
| Q1 25 | 1.90× | 3.03× | ||
| Q4 24 | 0.13× | 1.84× | ||
| Q3 24 | 1.60× | 1.57× | ||
| Q2 24 | 1.40× | 2.87× |
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
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |