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Monolithic Power Systems（MPWR）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Monolithic Power Systems的1.0倍（$814.9M vs $804.2M），Ubiquiti Inc.净利率更高（28.7% vs 24.0%，领先4.6%），Ubiquiti Inc.同比增速更快（35.8% vs 26.1%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 25.9%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
MPWR vs UI — 直观对比
营收规模更大
UI
是对方的1.0倍
$804.2M
营收增速更快
UI
高出9.7%
26.1%
净利率更高
UI
高出4.6%
24.0%
两年增速更快
UI
近两年复合增速
25.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $804.2M | $814.9M |
| 净利润 | $193.2M | $233.6M |
| 毛利率 | 55.3% | 45.9% |
| 营业利润率 | 30.0% | 35.9% |
| 净利率 | 24.0% | 28.7% |
| 营收同比 | 26.1% | 35.8% |
| 净利润同比 | 43.1% | 70.8% |
| 每股收益（稀释后） | $3.92 | $3.86 |
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MPWRUI
| Q1 26 | $804.2M | — | ||
| Q4 25 | $751.2M | $814.9M | ||
| Q3 25 | $737.2M | $733.8M | ||
| Q2 25 | $664.6M | $759.2M | ||
| Q1 25 | $637.6M | $664.2M | ||
| Q4 24 | $621.7M | $599.9M | ||
| Q3 24 | $620.1M | $550.3M | ||
| Q2 24 | $507.4M | $507.5M |
净利润MPWRUI
| Q1 26 | $193.2M | — | ||
| Q4 25 | $171.7M | $233.6M | ||
| Q3 25 | $179.8M | $207.9M | ||
| Q2 25 | $135.0M | $266.7M | ||
| Q1 25 | $135.1M | $180.4M | ||
| Q4 24 | $1.3B | $136.8M | ||
| Q3 24 | $144.4M | $128.0M | ||
| Q2 24 | $100.4M | $103.8M |
毛利率MPWRUI
| Q1 26 | 55.3% | — | ||
| Q4 25 | 55.2% | 45.9% | ||
| Q3 25 | 55.1% | 46.0% | ||
| Q2 25 | 55.1% | 45.1% | ||
| Q1 25 | 55.4% | 44.5% | ||
| Q4 24 | 55.4% | 41.2% | ||
| Q3 24 | 55.4% | 42.1% | ||
| Q2 24 | 55.3% | 40.2% |
营业利润率MPWRUI
| Q1 26 | 30.0% | — | ||
| Q4 25 | 26.6% | 35.9% | ||
| Q3 25 | 26.5% | 35.7% | ||
| Q2 25 | 24.8% | 34.4% | ||
| Q1 25 | 26.5% | 34.2% | ||
| Q4 24 | 26.3% | 29.8% | ||
| Q3 24 | 26.5% | 30.7% | ||
| Q2 24 | 23.0% | 27.3% |
净利率MPWRUI
| Q1 26 | 24.0% | — | ||
| Q4 25 | 22.9% | 28.7% | ||
| Q3 25 | 24.4% | 28.3% | ||
| Q2 25 | 20.3% | 35.1% | ||
| Q1 25 | 21.2% | 27.2% | ||
| Q4 24 | 201.8% | 22.8% | ||
| Q3 24 | 23.3% | 23.3% | ||
| Q2 24 | 19.8% | 20.5% |
每股收益（稀释后）MPWRUI
| Q1 26 | $3.92 | — | ||
| Q4 25 | $3.50 | $3.86 | ||
| Q3 25 | $3.74 | $3.43 | ||
| Q2 25 | $2.81 | $4.40 | ||
| Q1 25 | $2.81 | $2.98 | ||
| Q4 24 | $25.71 | $2.26 | ||
| Q3 24 | $2.95 | $2.12 | ||
| Q2 24 | $2.05 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $3.7B | $1.0B |
| 总资产 | $4.4B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资MPWRUI
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $302.8M | ||
| Q3 25 | $1.3B | $177.2M | ||
| Q2 25 | $1.1B | $149.7M | ||
| Q1 25 | $1.0B | $151.0M | ||
| Q4 24 | $862.9M | $133.1M | ||
| Q3 24 | $1.5B | $165.2M | ||
| Q2 24 | $1.3B | $126.3M |
总债务MPWRUI
| Q1 26 | — | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益MPWRUI
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $1.0B | ||
| Q3 25 | $3.4B | $828.4M | ||
| Q2 25 | $3.2B | $668.3M | ||
| Q1 25 | $3.1B | $436.1M | ||
| Q4 24 | $3.0B | $290.4M | ||
| Q3 24 | $2.4B | $188.1M | ||
| Q2 24 | $2.2B | $95.1M |
总资产MPWRUI
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $1.6B | ||
| Q3 25 | $4.1B | $1.5B | ||
| Q2 25 | $3.9B | $1.5B | ||
| Q1 25 | $3.7B | $1.3B | ||
| Q4 24 | $3.5B | $1.2B | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.6B | $1.2B |
负债/权益比MPWRUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流MPWRUI
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $263.9M | ||
| Q3 25 | $239.3M | $198.5M | ||
| Q2 25 | $237.6M | $130.4M | ||
| Q1 25 | $256.4M | $123.6M | ||
| Q4 24 | $167.7M | $152.4M | ||
| Q3 24 | $231.7M | $233.7M | ||
| Q2 24 | $141.0M | $231.4M |
自由现金流MPWRUI
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $260.3M | ||
| Q3 25 | $196.8M | $193.3M | ||
| Q2 25 | $189.5M | $125.2M | ||
| Q1 25 | $216.0M | $120.7M | ||
| Q4 24 | $102.9M | $150.4M | ||
| Q3 24 | $197.9M | $231.1M | ||
| Q2 24 | $109.5M | $229.5M |
自由现金流率MPWRUI
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | 31.9% | ||
| Q3 25 | 26.7% | 26.3% | ||
| Q2 25 | 28.5% | 16.5% | ||
| Q1 25 | 33.9% | 18.2% | ||
| Q4 24 | 16.5% | 25.1% | ||
| Q3 24 | 31.9% | 42.0% | ||
| Q2 24 | 21.6% | 45.2% |
资本支出强度MPWRUI
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 0.4% | ||
| Q3 25 | 5.8% | 0.7% | ||
| Q2 25 | 7.2% | 0.7% | ||
| Q1 25 | 6.3% | 0.4% | ||
| Q4 24 | 10.4% | 0.3% | ||
| Q3 24 | 5.5% | 0.5% | ||
| Q2 24 | 6.2% | 0.4% |
现金转化率MPWRUI
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.13× | ||
| Q3 25 | 1.33× | 0.95× | ||
| Q2 25 | 1.76× | 0.49× | ||
| Q1 25 | 1.90× | 0.68× | ||
| Q4 24 | 0.13× | 1.11× | ||
| Q3 24 | 1.60× | 1.83× | ||
| Q2 24 | 1.40× | 2.23× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
