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Monolithic Power Systems(MPWR)与WINTRUST FINANCIAL CORP(WTFC)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WINTRUST FINANCIAL CORP的1.1倍($751.2M vs $713.2M),WINTRUST FINANCIAL CORP净利率更高(31.9% vs 22.9%,领先9.0%),Monolithic Power Systems同比增速更快(20.8% vs 10.9%),过去两年Monolithic Power Systems的营收复合增速更高(28.1% vs 9.8%)
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。
Wintrust Financial是美国本土金融控股公司,在伊利诺伊州北部及威斯康星州南部运营15家特许社区银行,属于美国中型银行机构,是芝加哥第二大银行企业,于纳斯达克全球精选市场上市,股票代码为WTFC。
MPWR vs WTFC — 直观对比
营收规模更大
MPWR
是对方的1.1倍
$713.2M
营收增速更快
MPWR
高出9.9%
10.9%
净利率更高
WTFC
高出9.0%
22.9%
两年增速更快
MPWR
近两年复合增速
9.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $751.2M | $713.2M |
| 净利润 | $171.7M | $227.4M |
| 毛利率 | 55.2% | — |
| 营业利润率 | 26.6% | — |
| 净利率 | 22.9% | 31.9% |
| 营收同比 | 20.8% | 10.9% |
| 净利润同比 | -86.3% | 2.0% |
| 每股收益(稀释后) | $3.50 | $3.22 |
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
WTFC
| Q1 26 | — | $713.2M | ||
| Q4 25 | $751.2M | $714.3M | ||
| Q3 25 | $737.2M | $697.8M | ||
| Q2 25 | $664.6M | $670.8M | ||
| Q1 25 | $637.6M | $643.1M | ||
| Q4 24 | $621.7M | $638.6M | ||
| Q3 24 | $620.1M | $615.7M | ||
| Q2 24 | $507.4M | $591.8M |
净利润
MPWR
WTFC
| Q1 26 | — | $227.4M | ||
| Q4 25 | $171.7M | — | ||
| Q3 25 | $179.8M | $216.3M | ||
| Q2 25 | $135.0M | $195.5M | ||
| Q1 25 | $135.1M | $189.0M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $144.4M | $170.0M | ||
| Q2 24 | $100.4M | $152.4M |
毛利率
MPWR
WTFC
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
MPWR
WTFC
| Q1 26 | — | — | ||
| Q4 25 | 26.6% | 42.3% | ||
| Q3 25 | 26.5% | 42.4% | ||
| Q2 25 | 24.8% | 39.8% | ||
| Q1 25 | 26.5% | 39.3% | ||
| Q4 24 | 26.3% | 39.6% | ||
| Q3 24 | 26.5% | 37.8% | ||
| Q2 24 | 23.0% | 35.7% |
净利率
MPWR
WTFC
| Q1 26 | — | 31.9% | ||
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.4% | 31.0% | ||
| Q2 25 | 20.3% | 29.1% | ||
| Q1 25 | 21.2% | 29.4% | ||
| Q4 24 | 201.8% | — | ||
| Q3 24 | 23.3% | 27.6% | ||
| Q2 24 | 19.8% | 25.8% |
每股收益(稀释后)
MPWR
WTFC
| Q1 26 | — | $3.22 | ||
| Q4 25 | $3.50 | $3.15 | ||
| Q3 25 | $3.74 | $2.78 | ||
| Q2 25 | $2.81 | $2.78 | ||
| Q1 25 | $2.81 | $2.69 | ||
| Q4 24 | $25.71 | $2.63 | ||
| Q3 24 | $2.95 | $2.47 | ||
| Q2 24 | $2.05 | $2.32 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.5B | $7.4B |
| 总资产 | $4.2B | $72.2B |
| 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
MPWR
WTFC
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $862.9M | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.3B | — |
股东权益
MPWR
WTFC
| Q1 26 | — | $7.4B | ||
| Q4 25 | $3.5B | $7.3B | ||
| Q3 25 | $3.4B | $7.0B | ||
| Q2 25 | $3.2B | $7.2B | ||
| Q1 25 | $3.1B | $6.6B | ||
| Q4 24 | $3.0B | $6.3B | ||
| Q3 24 | $2.4B | $6.4B | ||
| Q2 24 | $2.2B | $5.5B |
总资产
MPWR
WTFC
| Q1 26 | — | $72.2B | ||
| Q4 25 | $4.2B | $71.1B | ||
| Q3 25 | $4.1B | $69.6B | ||
| Q2 25 | $3.9B | $69.0B | ||
| Q1 25 | $3.7B | $65.9B | ||
| Q4 24 | $3.5B | $64.9B | ||
| Q3 24 | $2.9B | $63.8B | ||
| Q2 24 | $2.6B | $59.8B |
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 | $104.9M | — |
| 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× | — |
| 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
MPWR
WTFC
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | $910.3M | ||
| Q3 25 | $239.3M | $209.8M | ||
| Q2 25 | $237.6M | $329.2M | ||
| Q1 25 | $256.4M | $119.8M | ||
| Q4 24 | $167.7M | $721.6M | ||
| Q3 24 | $231.7M | $-61.6M | ||
| Q2 24 | $141.0M | $221.2M |
自由现金流
MPWR
WTFC
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $860.4M | ||
| Q3 25 | $196.8M | — | ||
| Q2 25 | $189.5M | — | ||
| Q1 25 | $216.0M | — | ||
| Q4 24 | $102.9M | $635.5M | ||
| Q3 24 | $197.9M | $-78.3M | ||
| Q2 24 | $109.5M | $182.1M |
自由现金流率
MPWR
WTFC
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | 120.5% | ||
| Q3 25 | 26.7% | — | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 33.9% | — | ||
| Q4 24 | 16.5% | 99.5% | ||
| Q3 24 | 31.9% | -12.7% | ||
| Q2 24 | 21.6% | 30.8% |
资本支出强度
MPWR
WTFC
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 7.0% | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.2% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 10.4% | 13.5% | ||
| Q3 24 | 5.5% | 2.7% | ||
| Q2 24 | 6.2% | 6.6% |
现金转化率
MPWR
WTFC
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 1.33× | 0.97× | ||
| Q2 25 | 1.76× | 1.68× | ||
| Q1 25 | 1.90× | 0.63× | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 1.60× | -0.36× | ||
| Q2 24 | 1.40× | 1.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图