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Monolithic Power Systems（MPWR）与SCANSOURCE, INC.（SCSC）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SCANSOURCE, INC.的1.0倍（$804.2M vs $766.5M），Monolithic Power Systems净利率更高（24.0% vs 2.2%，领先21.9%），Monolithic Power Systems同比增速更快（26.1% vs 2.5%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
MPWR vs SCSC — 直观对比
营收规模更大
MPWR
是对方的1.0倍
$766.5M
营收增速更快
MPWR
高出23.6%
2.5%
净利率更高
MPWR
高出21.9%
2.2%
两年增速更快
MPWR
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $804.2M | $766.5M |
| 净利润 | $193.2M | $16.5M |
| 毛利率 | 55.3% | 13.4% |
| 营业利润率 | 30.0% | 2.3% |
| 净利率 | 24.0% | 2.2% |
| 营收同比 | 26.1% | 2.5% |
| 净利润同比 | 43.1% | -3.3% |
| 每股收益（稀释后） | $3.92 | $0.75 |
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MPWRSCSC
| Q1 26 | $804.2M | — | ||
| Q4 25 | $751.2M | $766.5M | ||
| Q3 25 | $737.2M | $739.6M | ||
| Q2 25 | $664.6M | $812.9M | ||
| Q1 25 | $637.6M | $704.8M | ||
| Q4 24 | $621.7M | $747.5M | ||
| Q3 24 | $620.1M | $775.6M | ||
| Q2 24 | $507.4M | $746.1M |
净利润MPWRSCSC
| Q1 26 | $193.2M | — | ||
| Q4 25 | $171.7M | $16.5M | ||
| Q3 25 | $179.8M | $19.9M | ||
| Q2 25 | $135.0M | $20.1M | ||
| Q1 25 | $135.1M | $17.4M | ||
| Q4 24 | $1.3B | $17.1M | ||
| Q3 24 | $144.4M | $17.0M | ||
| Q2 24 | $100.4M | $16.1M |
毛利率MPWRSCSC
| Q1 26 | 55.3% | — | ||
| Q4 25 | 55.2% | 13.4% | ||
| Q3 25 | 55.1% | 14.5% | ||
| Q2 25 | 55.1% | 12.9% | ||
| Q1 25 | 55.4% | 14.2% | ||
| Q4 24 | 55.4% | 13.6% | ||
| Q3 24 | 55.4% | 13.1% | ||
| Q2 24 | 55.3% | 13.0% |
营业利润率MPWRSCSC
| Q1 26 | 30.0% | — | ||
| Q4 25 | 26.6% | 2.3% | ||
| Q3 25 | 26.5% | 3.5% | ||
| Q2 25 | 24.8% | 3.3% | ||
| Q1 25 | 26.5% | 3.2% | ||
| Q4 24 | 26.3% | 2.5% | ||
| Q3 24 | 26.5% | 2.3% | ||
| Q2 24 | 23.0% | 2.9% |
净利率MPWRSCSC
| Q1 26 | 24.0% | — | ||
| Q4 25 | 22.9% | 2.2% | ||
| Q3 25 | 24.4% | 2.7% | ||
| Q2 25 | 20.3% | 2.5% | ||
| Q1 25 | 21.2% | 2.5% | ||
| Q4 24 | 201.8% | 2.3% | ||
| Q3 24 | 23.3% | 2.2% | ||
| Q2 24 | 19.8% | 2.2% |
每股收益（稀释后）MPWRSCSC
| Q1 26 | $3.92 | — | ||
| Q4 25 | $3.50 | $0.75 | ||
| Q3 25 | $3.74 | $0.89 | ||
| Q2 25 | $2.81 | $0.87 | ||
| Q1 25 | $2.81 | $0.74 | ||
| Q4 24 | $25.71 | $0.70 | ||
| Q3 24 | $2.95 | $0.69 | ||
| Q2 24 | $2.05 | $0.66 |
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 | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $910.9M |
| 总资产 | $4.4B | $1.7B |
| 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MPWRSCSC
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $83.5M | ||
| Q3 25 | $1.3B | $124.9M | ||
| Q2 25 | $1.1B | $126.2M | ||
| Q1 25 | $1.0B | $146.3M | ||
| Q4 24 | $862.9M | $110.5M | ||
| Q3 24 | $1.5B | $145.0M | ||
| Q2 24 | $1.3B | $185.5M |
股东权益MPWRSCSC
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $910.9M | ||
| Q3 25 | $3.4B | $914.0M | ||
| Q2 25 | $3.2B | $906.4M | ||
| Q1 25 | $3.1B | $901.7M | ||
| Q4 24 | $3.0B | $900.7M | ||
| Q3 24 | $2.4B | $920.9M | ||
| Q2 24 | $2.2B | $924.3M |
总资产MPWRSCSC
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $1.7B | ||
| Q3 25 | $4.1B | $1.7B | ||
| Q2 25 | $3.9B | $1.8B | ||
| Q1 25 | $3.7B | $1.7B | ||
| Q4 24 | $3.5B | $1.7B | ||
| Q3 24 | $2.9B | $1.8B | ||
| Q2 24 | $2.6B | $1.8B |
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 | — | $30.8M |
| 自由现金流经营现金流 - 资本支出 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MPWRSCSC
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $30.8M | ||
| Q3 25 | $239.3M | $23.2M | ||
| Q2 25 | $237.6M | — | ||
| Q1 25 | $256.4M | $66.1M | ||
| Q4 24 | $167.7M | $-6.2M | ||
| Q3 24 | $231.7M | $44.8M | ||
| Q2 24 | $141.0M | — |
自由现金流MPWRSCSC
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $28.9M | ||
| Q3 25 | $196.8M | $20.8M | ||
| Q2 25 | $189.5M | — | ||
| Q1 25 | $216.0M | $64.6M | ||
| Q4 24 | $102.9M | $-8.2M | ||
| Q3 24 | $197.9M | $42.5M | ||
| Q2 24 | $109.5M | — |
自由现金流率MPWRSCSC
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | 3.8% | ||
| Q3 25 | 26.7% | 2.8% | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 33.9% | 9.2% | ||
| Q4 24 | 16.5% | -1.1% | ||
| Q3 24 | 31.9% | 5.5% | ||
| Q2 24 | 21.6% | — |
资本支出强度MPWRSCSC
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 0.3% | ||
| Q3 25 | 5.8% | 0.3% | ||
| Q2 25 | 7.2% | 0.3% | ||
| Q1 25 | 6.3% | 0.2% | ||
| Q4 24 | 10.4% | 0.3% | ||
| Q3 24 | 5.5% | 0.3% | ||
| Q2 24 | 6.2% | 0.2% |
现金转化率MPWRSCSC
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.87× | ||
| Q3 25 | 1.33× | 1.17× | ||
| Q2 25 | 1.76× | — | ||
| Q1 25 | 1.90× | 3.79× | ||
| Q4 24 | 0.13× | -0.36× | ||
| Q3 24 | 1.60× | 2.64× | ||
| 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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
