vs
Monolithic Power Systems（MPWR）与Veralto（VLTO）财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是Monolithic Power Systems的1.7倍（$1.4B vs $804.2M），Monolithic Power Systems净利率更高（24.0% vs 17.0%，领先7.0%），Monolithic Power Systems同比增速更快（26.1% vs 4.4%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% vs 5.8%）
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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
MPWR vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.7倍
$804.2M
营收增速更快
MPWR
高出21.7%
4.4%
净利率更高
MPWR
高出7.0%
17.0%
两年增速更快
MPWR
近两年复合增速
5.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $804.2M | $1.4B |
| 净利润 | $193.2M | $239.0M |
| 毛利率 | 55.3% | 60.1% |
| 营业利润率 | 30.0% | 23.2% |
| 净利率 | 24.0% | 17.0% |
| 营收同比 | 26.1% | 4.4% |
| 净利润同比 | 43.1% | 5.3% |
| 每股收益（稀释后） | $3.92 | $0.95 |
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MPWRVLTO
| Q1 26 | $804.2M | — | ||
| Q4 25 | $751.2M | $1.4B | ||
| Q3 25 | $737.2M | $1.4B | ||
| Q2 25 | $664.6M | $1.3B | ||
| Q1 25 | $637.6M | — | ||
| Q4 24 | $621.7M | $1.3B | ||
| Q3 24 | $620.1M | $1.3B | ||
| Q2 24 | $507.4M | $1.3B |
净利润MPWRVLTO
| Q1 26 | $193.2M | — | ||
| Q4 25 | $171.7M | $239.0M | ||
| Q3 25 | $179.8M | $222.0M | ||
| Q2 25 | $135.0M | $225.0M | ||
| Q1 25 | $135.1M | — | ||
| Q4 24 | $1.3B | $227.0M | ||
| Q3 24 | $144.4M | $219.0M | ||
| Q2 24 | $100.4M | $203.0M |
毛利率MPWRVLTO
| Q1 26 | 55.3% | — | ||
| Q4 25 | 55.2% | 60.1% | ||
| Q3 25 | 55.1% | 60.0% | ||
| Q2 25 | 55.1% | 60.4% | ||
| Q1 25 | 55.4% | — | ||
| Q4 24 | 55.4% | 59.6% | ||
| Q3 24 | 55.4% | 59.6% | ||
| Q2 24 | 55.3% | 60.1% |
营业利润率MPWRVLTO
| Q1 26 | 30.0% | — | ||
| Q4 25 | 26.6% | 23.2% | ||
| Q3 25 | 26.5% | 22.8% | ||
| Q2 25 | 24.8% | 24.2% | ||
| Q1 25 | 26.5% | — | ||
| Q4 24 | 26.3% | 22.9% | ||
| Q3 24 | 26.5% | 23.4% | ||
| Q2 24 | 23.0% | 23.2% |
净利率MPWRVLTO
| Q1 26 | 24.0% | — | ||
| Q4 25 | 22.9% | 17.0% | ||
| Q3 25 | 24.4% | 16.2% | ||
| Q2 25 | 20.3% | 16.9% | ||
| Q1 25 | 21.2% | — | ||
| Q4 24 | 201.8% | 16.9% | ||
| Q3 24 | 23.3% | 16.7% | ||
| Q2 24 | 19.8% | 15.8% |
每股收益（稀释后）MPWRVLTO
| Q1 26 | $3.92 | — | ||
| Q4 25 | $3.50 | $0.95 | ||
| Q3 25 | $3.74 | $0.89 | ||
| Q2 25 | $2.81 | $0.90 | ||
| Q1 25 | $2.81 | — | ||
| Q4 24 | $25.71 | $0.91 | ||
| Q3 24 | $2.95 | $0.88 | ||
| 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 | $1.8B |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $3.7B | $2.8B |
| 总资产 | $4.4B | $7.4B |
| 负债/权益比越低杠杆越低 | — | 0.94× |
8季度趋势，按日历期对齐
现金及短期投资MPWRVLTO
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $862.9M | $1.1B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.3B | $1.0B |
总债务MPWRVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B |
股东权益MPWRVLTO
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $2.8B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.2B | $2.3B | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.0B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.2B | $1.7B |
总资产MPWRVLTO
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $7.4B | ||
| Q3 25 | $4.1B | $7.2B | ||
| Q2 25 | $3.9B | $6.6B | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.5B | $6.4B | ||
| Q3 24 | $2.9B | $6.3B | ||
| Q2 24 | $2.6B | $5.9B |
负债/权益比MPWRVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | — | 1.57× |
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 | — | $270.0M |
| 自由现金流经营现金流 - 资本支出 | — | $258.0M |
| 自由现金流率自由现金流/营收 | — | 18.4% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 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 | — | $986.0M |
8季度趋势，按日历期对齐
经营现金流MPWRVLTO
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $270.0M | ||
| Q3 25 | $239.3M | $339.0M | ||
| Q2 25 | $237.6M | $157.0M | ||
| Q1 25 | $256.4M | — | ||
| Q4 24 | $167.7M | $285.0M | ||
| Q3 24 | $231.7M | $224.0M | ||
| Q2 24 | $141.0M | $251.0M |
自由现金流MPWRVLTO
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $258.0M | ||
| Q3 25 | $196.8M | $323.0M | ||
| Q2 25 | $189.5M | $142.0M | ||
| Q1 25 | $216.0M | — | ||
| Q4 24 | $102.9M | $263.0M | ||
| Q3 24 | $197.9M | $215.0M | ||
| Q2 24 | $109.5M | $240.0M |
自由现金流率MPWRVLTO
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | 18.4% | ||
| Q3 25 | 26.7% | 23.6% | ||
| Q2 25 | 28.5% | 10.7% | ||
| Q1 25 | 33.9% | — | ||
| Q4 24 | 16.5% | 19.6% | ||
| Q3 24 | 31.9% | 16.4% | ||
| Q2 24 | 21.6% | 18.6% |
资本支出强度MPWRVLTO
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 0.9% | ||
| Q3 25 | 5.8% | 1.2% | ||
| Q2 25 | 7.2% | 1.1% | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 10.4% | 1.6% | ||
| Q3 24 | 5.5% | 0.7% | ||
| Q2 24 | 6.2% | 0.9% |
现金转化率MPWRVLTO
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.13× | ||
| Q3 25 | 1.33× | 1.53× | ||
| Q2 25 | 1.76× | 0.70× | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 0.13× | 1.26× | ||
| Q3 24 | 1.60× | 1.02× | ||
| Q2 24 | 1.40× | 1.24× |
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
VLTO
| Product Quality And Innovation Segment | $548.0M | 39% |
| Revenuefrom Contractwith Customer Measurement Recurring | $521.0M | 37% |
| Revenuefrom Contractwith Customer Measurement Nonrecurring | $335.0M | 24% |
