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Monolithic Power Systems（MPWR）与SUN COMMUNITIES INC（SUI）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SUN COMMUNITIES INC的1.1倍（$751.2M vs $697.2M），Monolithic Power Systems净利率更高（22.9% vs 1.7%，领先21.1%），Monolithic Power Systems同比增速更快（20.8% vs -25.8%），过去两年Monolithic Power Systems的营收复合增速更高（28.1% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
MPWR vs SUI — 直观对比
营收规模更大
MPWR
是对方的1.1倍
$697.2M
营收增速更快
MPWR
高出46.7%
-25.8%
净利率更高
MPWR
高出21.1%
1.7%
两年增速更快
MPWR
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.2M | $697.2M |
| 净利润 | $171.7M | $12.1M |
| 毛利率 | 55.2% | — |
| 营业利润率 | 26.6% | — |
| 净利率 | 22.9% | 1.7% |
| 营收同比 | 20.8% | -25.8% |
| 净利润同比 | -86.3% | -96.0% |
| 每股收益（稀释后） | $3.50 | $0.07 |
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MPWRSUI
| Q4 25 | $751.2M | — | ||
| Q3 25 | $737.2M | $697.2M | ||
| Q2 25 | $664.6M | $623.5M | ||
| Q1 25 | $637.6M | $470.2M | ||
| Q4 24 | $621.7M | $745.9M | ||
| Q3 24 | $620.1M | $939.9M | ||
| Q2 24 | $507.4M | $864.0M | ||
| Q1 24 | $457.9M | $671.3M |
净利润MPWRSUI
| Q4 25 | $171.7M | — | ||
| Q3 25 | $179.8M | $12.1M | ||
| Q2 25 | $135.0M | $1.3B | ||
| Q1 25 | $135.1M | $-41.2M | ||
| Q4 24 | $1.3B | $-228.4M | ||
| Q3 24 | $144.4M | $300.5M | ||
| Q2 24 | $100.4M | $56.7M | ||
| Q1 24 | $92.5M | $-25.2M |
毛利率MPWRSUI
| 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MPWRSUI
| Q4 25 | 26.6% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 24.8% | — | ||
| Q1 25 | 26.5% | — | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 26.5% | — | ||
| Q2 24 | 23.0% | — | ||
| Q1 24 | 20.9% | — |
净利率MPWRSUI
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.4% | 1.7% | ||
| Q2 25 | 20.3% | 210.8% | ||
| Q1 25 | 21.2% | -8.8% | ||
| Q4 24 | 201.8% | -30.6% | ||
| Q3 24 | 23.3% | 32.0% | ||
| Q2 24 | 19.8% | 6.6% | ||
| Q1 24 | 20.2% | -3.8% |
每股收益（稀释后）MPWRSUI
| Q4 25 | $3.50 | — | ||
| Q3 25 | $3.74 | $0.07 | ||
| Q2 25 | $2.81 | $10.02 | ||
| Q1 25 | $2.81 | $-0.34 | ||
| Q4 24 | $25.71 | $-1.80 | ||
| Q3 24 | $2.95 | $2.31 | ||
| Q2 24 | $2.05 | $0.42 | ||
| Q1 24 | $1.89 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.5B | $7.0B |
| 总资产 | $4.2B | $12.8B |
| 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MPWRSUI
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $542.7M | ||
| Q2 25 | $1.1B | $889.7M | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $862.9M | $47.4M | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
总债务MPWRSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益MPWRSUI
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.4B | $7.0B | ||
| Q2 25 | $3.2B | $7.4B | ||
| Q1 25 | $3.1B | $6.9B | ||
| Q4 24 | $3.0B | $7.1B | ||
| Q3 24 | $2.4B | $7.5B | ||
| Q2 24 | $2.2B | $6.9B | ||
| Q1 24 | $2.1B | $6.9B |
总资产MPWRSUI
| Q4 25 | $4.2B | — | ||
| Q3 25 | $4.1B | $12.8B | ||
| Q2 25 | $3.9B | $13.4B | ||
| Q1 25 | $3.7B | $16.5B | ||
| Q4 24 | $3.5B | $16.5B | ||
| Q3 24 | $2.9B | $17.1B | ||
| Q2 24 | $2.6B | $17.0B | ||
| Q1 24 | $2.6B | $17.1B |
负债/权益比MPWRSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $63.9M | — |
| 自由现金流率自由现金流/营收 | 8.5% | — |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 0.61× | 16.35× |
| 过去12个月自由现金流最近4个季度 | $666.2M | — |
8季度趋势，按日历期对齐
经营现金流MPWRSUI
| Q4 25 | $104.9M | — | ||
| Q3 25 | $239.3M | $197.8M | ||
| Q2 25 | $237.6M | $256.0M | ||
| Q1 25 | $256.4M | $243.9M | ||
| Q4 24 | $167.7M | $118.0M | ||
| Q3 24 | $231.7M | $189.2M | ||
| Q2 24 | $141.0M | $311.3M | ||
| Q1 24 | $248.1M | $242.5M |
自由现金流MPWRSUI
| Q4 25 | $63.9M | — | ||
| Q3 25 | $196.8M | — | ||
| Q2 25 | $189.5M | — | ||
| Q1 25 | $216.0M | — | ||
| Q4 24 | $102.9M | — | ||
| Q3 24 | $197.9M | — | ||
| Q2 24 | $109.5M | — | ||
| Q1 24 | $232.1M | — |
自由现金流率MPWRSUI
| Q4 25 | 8.5% | — | ||
| Q3 25 | 26.7% | — | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 33.9% | — | ||
| Q4 24 | 16.5% | — | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 21.6% | — | ||
| Q1 24 | 50.7% | — |
资本支出强度MPWRSUI
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.2% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 6.2% | — | ||
| Q1 24 | 3.5% | — |
现金转化率MPWRSUI
| Q4 25 | 0.61× | — | ||
| Q3 25 | 1.33× | 16.35× | ||
| Q2 25 | 1.76× | 0.19× | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 1.60× | 0.63× | ||
| Q2 24 | 1.40× | 5.49× | ||
| 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
