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Monolithic Power Systems(MPWR)与SERVICE CORP INTERNATIONAL(SCI)财务数据对比。点击上方公司名可切换其他公司
SERVICE CORP INTERNATIONAL的季度营收约是Monolithic Power Systems的1.4倍($1.1B vs $804.2M),Monolithic Power Systems净利率更高(24.0% vs 14.3%,领先9.7%),Monolithic Power Systems同比增速更快(26.1% vs 1.7%),过去两年Monolithic Power Systems的营收复合增速更高(25.9% vs 3.1%)
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。
国际配送服务有限公司(IDS)是英国邮政及快递服务提供商,2013年由英国政府设立,作为皇家邮政的控股母公司,多数股权随后在伦敦证券交易所公开发售,当时政府保留30%股份。截至2025年4月,该公司由丹尼尔·克雷廷斯基旗下捷克EP集团持有运营。
MPWR vs SCI — 直观对比
营收规模更大
SCI
是对方的1.4倍
$804.2M
营收增速更快
MPWR
高出24.4%
1.7%
净利率更高
MPWR
高出9.7%
14.3%
两年增速更快
MPWR
近两年复合增速
3.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $804.2M | $1.1B |
| 净利润 | $193.2M | $159.4M |
| 毛利率 | 55.3% | 28.0% |
| 营业利润率 | 30.0% | 24.8% |
| 净利率 | 24.0% | 14.3% |
| 营收同比 | 26.1% | 1.7% |
| 净利润同比 | 43.1% | 5.3% |
| 每股收益(稀释后) | $3.92 | $1.13 |
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
SCI
| Q1 26 | $804.2M | — | ||
| Q4 25 | $751.2M | $1.1B | ||
| Q3 25 | $737.2M | $1.1B | ||
| Q2 25 | $664.6M | $1.1B | ||
| Q1 25 | $637.6M | $1.1B | ||
| Q4 24 | $621.7M | $1.1B | ||
| Q3 24 | $620.1M | $1.0B | ||
| Q2 24 | $507.4M | $1.0B |
净利润
MPWR
SCI
| Q1 26 | $193.2M | — | ||
| Q4 25 | $171.7M | $159.4M | ||
| Q3 25 | $179.8M | $117.5M | ||
| Q2 25 | $135.0M | $122.9M | ||
| Q1 25 | $135.1M | $142.9M | ||
| Q4 24 | $1.3B | $151.4M | ||
| Q3 24 | $144.4M | $117.8M | ||
| Q2 24 | $100.4M | $118.2M |
毛利率
MPWR
SCI
| Q1 26 | 55.3% | — | ||
| Q4 25 | 55.2% | 28.0% | ||
| Q3 25 | 55.1% | 25.1% | ||
| Q2 25 | 55.1% | 25.5% | ||
| Q1 25 | 55.4% | 27.1% | ||
| Q4 24 | 55.4% | 28.0% | ||
| Q3 24 | 55.4% | 24.9% | ||
| Q2 24 | 55.3% | 24.9% |
营业利润率
MPWR
SCI
| Q1 26 | 30.0% | — | ||
| Q4 25 | 26.6% | 24.8% | ||
| Q3 25 | 26.5% | 21.4% | ||
| Q2 25 | 24.8% | 21.1% | ||
| Q1 25 | 26.5% | 23.4% | ||
| Q4 24 | 26.3% | 24.0% | ||
| Q3 24 | 26.5% | 20.9% | ||
| Q2 24 | 23.0% | 21.4% |
净利率
MPWR
SCI
| Q1 26 | 24.0% | — | ||
| Q4 25 | 22.9% | 14.3% | ||
| Q3 25 | 24.4% | 11.1% | ||
| Q2 25 | 20.3% | 11.5% | ||
| Q1 25 | 21.2% | 13.3% | ||
| Q4 24 | 201.8% | 13.8% | ||
| Q3 24 | 23.3% | 11.6% | ||
| Q2 24 | 19.8% | 11.4% |
每股收益(稀释后)
MPWR
SCI
| Q1 26 | $3.92 | — | ||
| Q4 25 | $3.50 | $1.13 | ||
| Q3 25 | $3.74 | $0.83 | ||
| Q2 25 | $2.81 | $0.86 | ||
| Q1 25 | $2.81 | $0.98 | ||
| Q4 24 | $25.71 | $1.02 | ||
| Q3 24 | $2.95 | $0.81 | ||
| Q2 24 | $2.05 | $0.81 |
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 | $243.6M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $3.7B | $1.6B |
| 总资产 | $4.4B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 3.10× |
8季度趋势,按日历期对齐
现金及短期投资
MPWR
SCI
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $243.6M | ||
| Q3 25 | $1.3B | $241.3M | ||
| Q2 25 | $1.1B | $255.4M | ||
| Q1 25 | $1.0B | $227.2M | ||
| Q4 24 | $862.9M | $218.8M | ||
| Q3 24 | $1.5B | $185.4M | ||
| Q2 24 | $1.3B | $184.4M |
总债务
MPWR
SCI
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.7B |
股东权益
MPWR
SCI
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $1.6B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.2B | $1.6B | ||
| Q1 25 | $3.1B | $1.7B | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $2.4B | $1.6B | ||
| Q2 24 | $2.2B | $1.5B |
总资产
MPWR
SCI
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $18.7B | ||
| Q3 25 | $4.1B | $18.4B | ||
| Q2 25 | $3.9B | $18.0B | ||
| Q1 25 | $3.7B | $17.3B | ||
| Q4 24 | $3.5B | $17.4B | ||
| Q3 24 | $2.9B | $17.4B | ||
| Q2 24 | $2.6B | $16.8B |
负债/权益比
MPWR
SCI
| Q1 26 | — | — | ||
| Q4 25 | — | 3.10× | ||
| Q3 25 | — | 3.17× | ||
| Q2 25 | — | 3.19× | ||
| Q1 25 | — | 2.87× | ||
| Q4 24 | — | 2.83× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | 3.05× |
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 | — | $212.9M |
| 自由现金流经营现金流 - 资本支出 | — | $87.2M |
| 自由现金流率自由现金流/营收 | — | 7.8% |
| 资本支出强度资本支出/营收 | — | 11.3% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $554.2M |
8季度趋势,按日历期对齐
经营现金流
MPWR
SCI
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $212.9M | ||
| Q3 25 | $239.3M | $252.3M | ||
| Q2 25 | $237.6M | $166.4M | ||
| Q1 25 | $256.4M | $311.1M | ||
| Q4 24 | $167.7M | $264.1M | ||
| Q3 24 | $231.7M | $263.8M | ||
| Q2 24 | $141.0M | $196.9M |
自由现金流
MPWR
SCI
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $87.2M | ||
| Q3 25 | $196.8M | $150.7M | ||
| Q2 25 | $189.5M | $83.4M | ||
| Q1 25 | $216.0M | $233.0M | ||
| Q4 24 | $102.9M | $151.8M | ||
| Q3 24 | $197.9M | $162.8M | ||
| Q2 24 | $109.5M | $100.8M |
自由现金流率
MPWR
SCI
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | 7.8% | ||
| Q3 25 | 26.7% | 14.2% | ||
| Q2 25 | 28.5% | 7.8% | ||
| Q1 25 | 33.9% | 21.7% | ||
| Q4 24 | 16.5% | 13.9% | ||
| Q3 24 | 31.9% | 16.1% | ||
| Q2 24 | 21.6% | 9.7% |
资本支出强度
MPWR
SCI
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 11.3% | ||
| Q3 25 | 5.8% | 9.6% | ||
| Q2 25 | 7.2% | 7.8% | ||
| Q1 25 | 6.3% | 7.3% | ||
| Q4 24 | 10.4% | 10.3% | ||
| Q3 24 | 5.5% | 10.0% | ||
| Q2 24 | 6.2% | 9.3% |
现金转化率
MPWR
SCI
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.34× | ||
| Q3 25 | 1.33× | 2.15× | ||
| Q2 25 | 1.76× | 1.35× | ||
| Q1 25 | 1.90× | 2.18× | ||
| Q4 24 | 0.13× | 1.75× | ||
| Q3 24 | 1.60× | 2.24× | ||
| Q2 24 | 1.40× | 1.67× |
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
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |