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Monolithic Power Systems（MPWR）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是Monolithic Power Systems的2.0倍（$1.5B vs $751.2M），Monolithic Power Systems净利率更高（22.9% vs -3.1%，领先26.0%），Monolithic Power Systems同比增速更快（20.8% vs -11.9%），Monolithic Power Systems自由现金流更多（$63.9M vs $-9.0M），过去两年Monolithic Power Systems的营收复合增速更高（28.1% vs 26.8%）
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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
MPWR vs RXO — 直观对比
营收规模更大
RXO
是对方的2.0倍
$751.2M
营收增速更快
MPWR
高出32.7%
-11.9%
净利率更高
MPWR
高出26.0%
-3.1%
自由现金流更多
MPWR
多$72.9M
$-9.0M
两年增速更快
MPWR
近两年复合增速
26.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.2M | $1.5B |
| 净利润 | $171.7M | $-46.0M |
| 毛利率 | 55.2% | — |
| 营业利润率 | 26.6% | -2.9% |
| 净利率 | 22.9% | -3.1% |
| 营收同比 | 20.8% | -11.9% |
| 净利润同比 | -86.3% | -84.0% |
| 每股收益（稀释后） | $3.50 | $-0.28 |
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MPWRRXO
| Q4 25 | $751.2M | $1.5B | ||
| Q3 25 | $737.2M | $1.4B | ||
| Q2 25 | $664.6M | $1.4B | ||
| Q1 25 | $637.6M | $1.4B | ||
| Q4 24 | $621.7M | $1.7B | ||
| Q3 24 | $620.1M | $1.0B | ||
| Q2 24 | $507.4M | $930.0M | ||
| Q1 24 | $457.9M | $913.0M |
净利润MPWRRXO
| Q4 25 | $171.7M | $-46.0M | ||
| Q3 25 | $179.8M | $-14.0M | ||
| Q2 25 | $135.0M | $-9.0M | ||
| Q1 25 | $135.1M | $-31.0M | ||
| Q4 24 | $1.3B | $-25.0M | ||
| Q3 24 | $144.4M | $-243.0M | ||
| Q2 24 | $100.4M | $-7.0M | ||
| Q1 24 | $92.5M | $-15.0M |
毛利率MPWRRXO
| 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% | — | ||
| Q1 24 | 55.1% | — |
营业利润率MPWRRXO
| Q4 25 | 26.6% | -2.9% | ||
| Q3 25 | 26.5% | -0.5% | ||
| Q2 25 | 24.8% | — | ||
| Q1 25 | 26.5% | -2.1% | ||
| Q4 24 | 26.3% | -1.4% | ||
| Q3 24 | 26.5% | -1.9% | ||
| Q2 24 | 23.0% | — | ||
| Q1 24 | 20.9% | -1.3% |
净利率MPWRRXO
| Q4 25 | 22.9% | -3.1% | ||
| Q3 25 | 24.4% | -1.0% | ||
| Q2 25 | 20.3% | -0.6% | ||
| Q1 25 | 21.2% | -2.2% | ||
| Q4 24 | 201.8% | -1.5% | ||
| Q3 24 | 23.3% | -23.4% | ||
| Q2 24 | 19.8% | -0.8% | ||
| Q1 24 | 20.2% | -1.6% |
每股收益（稀释后）MPWRRXO
| Q4 25 | $3.50 | $-0.28 | ||
| Q3 25 | $3.74 | $-0.08 | ||
| Q2 25 | $2.81 | $-0.05 | ||
| Q1 25 | $2.81 | $-0.18 | ||
| Q4 24 | $25.71 | $-0.17 | ||
| Q3 24 | $2.95 | $-1.81 | ||
| Q2 24 | $2.05 | $-0.06 | ||
| Q1 24 | $1.89 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $3.5B | $1.5B |
| 总资产 | $4.2B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资MPWRRXO
| Q4 25 | $1.3B | $17.0M | ||
| Q3 25 | $1.3B | $25.0M | ||
| Q2 25 | $1.1B | $18.0M | ||
| Q1 25 | $1.0B | $16.0M | ||
| Q4 24 | $862.9M | $35.0M | ||
| Q3 24 | $1.5B | $55.0M | ||
| Q2 24 | $1.3B | $7.0M | ||
| Q1 24 | $1.3B | $7.0M |
总债务MPWRRXO
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
股东权益MPWRRXO
| Q4 25 | $3.5B | $1.5B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.2B | $1.6B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.0B | $1.6B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.2B | $579.0M | ||
| Q1 24 | $2.1B | $582.0M |
总资产MPWRRXO
| Q4 25 | $4.2B | $3.3B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.9B | $3.2B | ||
| Q1 25 | $3.7B | $3.3B | ||
| Q4 24 | $3.5B | $3.4B | ||
| Q3 24 | $2.9B | $3.4B | ||
| Q2 24 | $2.6B | $1.8B | ||
| Q1 24 | $2.6B | $1.8B |
负债/权益比MPWRRXO
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $63.9M | $-9.0M |
| 自由现金流率自由现金流/营收 | 8.5% | -0.6% |
| 资本支出强度资本支出/营收 | 5.5% | 1.1% |
| 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 | $-8.0M |
8季度趋势，按日历期对齐
经营现金流MPWRRXO
| Q4 25 | $104.9M | $7.0M | ||
| Q3 25 | $239.3M | $23.0M | ||
| Q2 25 | $237.6M | $23.0M | ||
| Q1 25 | $256.4M | $-2.0M | ||
| Q4 24 | $167.7M | $-7.0M | ||
| Q3 24 | $231.7M | $-7.0M | ||
| Q2 24 | $141.0M | $-5.0M | ||
| Q1 24 | $248.1M | $7.0M |
自由现金流MPWRRXO
| Q4 25 | $63.9M | $-9.0M | ||
| Q3 25 | $196.8M | $9.0M | ||
| Q2 25 | $189.5M | $9.0M | ||
| Q1 25 | $216.0M | $-17.0M | ||
| Q4 24 | $102.9M | $-19.0M | ||
| Q3 24 | $197.9M | $-18.0M | ||
| Q2 24 | $109.5M | $-16.0M | ||
| Q1 24 | $232.1M | $-4.0M |
自由现金流率MPWRRXO
| Q4 25 | 8.5% | -0.6% | ||
| Q3 25 | 26.7% | 0.6% | ||
| Q2 25 | 28.5% | 0.6% | ||
| Q1 25 | 33.9% | -1.2% | ||
| Q4 24 | 16.5% | -1.1% | ||
| Q3 24 | 31.9% | -1.7% | ||
| Q2 24 | 21.6% | -1.7% | ||
| Q1 24 | 50.7% | -0.4% |
资本支出强度MPWRRXO
| Q4 25 | 5.5% | 1.1% | ||
| Q3 25 | 5.8% | 1.0% | ||
| Q2 25 | 7.2% | 1.0% | ||
| Q1 25 | 6.3% | 1.0% | ||
| Q4 24 | 10.4% | 0.7% | ||
| Q3 24 | 5.5% | 1.1% | ||
| Q2 24 | 6.2% | 1.2% | ||
| Q1 24 | 3.5% | 1.2% |
现金转化率MPWRRXO
| 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× | — | ||
| Q1 24 | 2.68× | — |
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
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
