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EVERSPIN TECHNOLOGIES INC.（MRAM）与NexPoint Real Estate Finance, Inc.（NREF）财务数据对比。点击上方公司名可切换其他公司
EVERSPIN TECHNOLOGIES INC.的季度营收约是NexPoint Real Estate Finance, Inc.的1.3倍（$14.9M vs $11.1M），NexPoint Real Estate Finance, Inc.净利率更高（216.6% vs -2.0%，领先218.6%），EVERSPIN TECHNOLOGIES INC.同比增速更快（13.2% vs -48.8%）
Everspin Technologies是一家总部位于美国亚利桑那州钱德勒的上市半导体企业，核心业务为研发生产磁阻随机存取存储器（MRAM）产品，涵盖Toggle MRAM与自旋转移矩MRAM两大产品系列，同时也对外授权嵌入式MRAM、磁传感器相关技术，并提供嵌入式MRAM后道代工服务。
NexPoint Real Estate Finance, Inc.是一家总部位于美国的商业地产金融企业，主要为多户住宅、写字楼、工业及酒店物业提供结构化融资方案，运营并管理抵押贷款及其他地产相关投资组合，为利益相关方提供经风险调整的稳定回报。
MRAM vs NREF — 直观对比
营收规模更大
MRAM
是对方的1.3倍
$11.1M
营收增速更快
MRAM
高出62.0%
-48.8%
净利率更高
NREF
高出218.6%
-2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $14.9M | $11.1M |
| 净利润 | $-296.0K | $24.0M |
| 毛利率 | 52.7% | — |
| 营业利润率 | 29.0% | — |
| 净利率 | -2.0% | 216.6% |
| 营收同比 | 13.2% | -48.8% |
| 净利润同比 | — | 58.7% |
| 每股收益（稀释后） | $-0.01 | $0.47 |
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MRAMNREF
| Q1 26 | $14.9M | — | ||
| Q4 25 | $14.8M | $11.1M | ||
| Q3 25 | $14.1M | $12.5M | ||
| Q2 25 | $13.2M | $12.1M | ||
| Q1 25 | $13.1M | $11.5M | ||
| Q4 24 | $13.2M | $21.7M | ||
| Q3 24 | $12.1M | $12.5M | ||
| Q2 24 | $10.6M | $6.7M |
净利润MRAMNREF
| Q1 26 | $-296.0K | — | ||
| Q4 25 | $1.2M | $24.0M | ||
| Q3 25 | $54.0K | $50.9M | ||
| Q2 25 | $-670.0K | $22.3M | ||
| Q1 25 | $-1.2M | $26.0M | ||
| Q4 24 | $1.2M | $15.2M | ||
| Q3 24 | $2.3M | $23.3M | ||
| Q2 24 | $-2.5M | $12.1M |
毛利率MRAMNREF
| Q1 26 | 52.7% | — | ||
| Q4 25 | 50.8% | — | ||
| Q3 25 | 51.3% | — | ||
| Q2 25 | 51.3% | — | ||
| Q1 25 | 51.4% | — | ||
| Q4 24 | 51.3% | — | ||
| Q3 24 | 49.2% | — | ||
| Q2 24 | 49.0% | — |
营业利润率MRAMNREF
| Q1 26 | 29.0% | — | ||
| Q4 25 | -7.2% | — | ||
| Q3 25 | -11.0% | — | ||
| Q2 25 | -14.9% | — | ||
| Q1 25 | -14.7% | — | ||
| Q4 24 | -11.8% | — | ||
| Q3 24 | -17.5% | — | ||
| Q2 24 | -26.5% | — |
净利率MRAMNREF
| Q1 26 | -2.0% | — | ||
| Q4 25 | 8.1% | 216.6% | ||
| Q3 25 | 0.4% | 407.0% | ||
| Q2 25 | -5.1% | 184.5% | ||
| Q1 25 | -8.9% | 225.6% | ||
| Q4 24 | 9.2% | 69.9% | ||
| Q3 24 | 18.8% | 186.4% | ||
| Q2 24 | -23.5% | 179.7% |
每股收益（稀释后）MRAMNREF
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $0.05 | $0.47 | ||
| Q3 25 | $0.00 | $1.14 | ||
| Q2 25 | $-0.03 | $0.54 | ||
| Q1 25 | $-0.05 | $0.70 | ||
| Q4 24 | $0.07 | $0.71 | ||
| Q3 24 | $0.10 | $0.74 | ||
| Q2 24 | $-0.12 | $0.40 |
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 | $40.5M | $31.1M |
| 总债务越低越好 | — | $771.2M |
| 股东权益账面价值 | $70.2M | $388.0M |
| 总资产 | $83.2M | $5.3B |
| 负债/权益比越低杠杆越低 | — | 1.99× |
8季度趋势，按日历期对齐
现金及短期投资MRAMNREF
| Q1 26 | $40.5M | — | ||
| Q4 25 | $44.5M | $31.1M | ||
| Q3 25 | $45.3M | $17.9M | ||
| Q2 25 | $45.0M | $9.1M | ||
| Q1 25 | $42.2M | $19.2M | ||
| Q4 24 | $42.1M | $3.9M | ||
| Q3 24 | $39.6M | $34.7M | ||
| Q2 24 | $36.8M | $4.3M |
总债务MRAMNREF
| Q1 26 | — | — | ||
| Q4 25 | — | $771.2M | ||
| Q3 25 | — | $720.9M | ||
| Q2 25 | — | $815.6M | ||
| Q1 25 | — | $831.5M | ||
| Q4 24 | — | $799.3M | ||
| Q3 24 | — | $815.5M | ||
| Q2 24 | — | $861.0M |
股东权益MRAMNREF
| Q1 26 | $70.2M | — | ||
| Q4 25 | $68.9M | $388.0M | ||
| Q3 25 | $65.8M | $375.4M | ||
| Q2 25 | $64.1M | $348.2M | ||
| Q1 25 | $63.0M | $343.7M | ||
| Q4 24 | $62.6M | $336.5M | ||
| Q3 24 | $59.3M | $335.8M | ||
| Q2 24 | $55.4M | $327.5M |
总资产MRAMNREF
| Q1 26 | $83.2M | — | ||
| Q4 25 | $84.6M | $5.3B | ||
| Q3 25 | $80.3M | $5.3B | ||
| Q2 25 | $78.9M | $5.4B | ||
| Q1 25 | $80.2M | $5.4B | ||
| Q4 24 | $77.8M | $5.4B | ||
| Q3 24 | $72.6M | $5.7B | ||
| Q2 24 | $64.6M | $6.6B |
负债/权益比MRAMNREF
| Q1 26 | — | — | ||
| Q4 25 | — | 1.99× | ||
| Q3 25 | — | 1.92× | ||
| Q2 25 | — | 2.34× | ||
| Q1 25 | — | 2.42× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | 2.43× | ||
| Q2 24 | — | 2.63× |
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 | $570.0K | $-4.5M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | -0.19× |
| 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MRAMNREF
| Q1 26 | $570.0K | — | ||
| Q4 25 | $2.6M | $-4.5M | ||
| Q3 25 | $881.0K | $8.1M | ||
| Q2 25 | $5.0M | $3.3M | ||
| Q1 25 | $1.4M | $16.0M | ||
| Q4 24 | $3.8M | $4.4M | ||
| Q3 24 | $2.8M | $14.7M | ||
| Q2 24 | $1.7M | $-7.5M |
自由现金流MRAMNREF
| Q1 26 | — | — | ||
| Q4 25 | $-975.0K | — | ||
| Q3 25 | $543.0K | — | ||
| Q2 25 | $3.0M | — | ||
| Q1 25 | $527.0K | — | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $2.8M | — | ||
| Q2 24 | $1.7M | — |
自由现金流率MRAMNREF
| Q1 26 | — | — | ||
| Q4 25 | -6.6% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 22.9% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 22.9% | — | ||
| Q2 24 | 15.9% | — |
资本支出强度MRAMNREF
| Q1 26 | — | — | ||
| Q4 25 | 24.3% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 6.9% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.3% | — |
现金转化率MRAMNREF
| Q1 26 | — | — | ||
| Q4 25 | 2.19× | -0.19× | ||
| Q3 25 | 16.31× | 0.16× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.62× | ||
| Q4 24 | 3.16× | 0.29× | ||
| Q3 24 | 1.25× | 0.63× | ||
| Q2 24 | — | -0.62× |
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
MRAM
| Product sales | $14.1M | 95% |
| Licensing, royalty, patent, engineering services and other revenue | $772.0K | 5% |
NREF
暂无分部数据
