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EVERSPIN TECHNOLOGIES INC.（MRAM）与Protalix BioTherapeutics, Inc.（PLX）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Protalix BioTherapeutics, Inc.的1.6倍（$14.9M vs $9.1M），EVERSPIN TECHNOLOGIES INC.净利率更高（-2.0% vs -60.3%，领先58.3%），EVERSPIN TECHNOLOGIES INC.同比增速更快（13.2% vs -49.9%），过去两年EVERSPIN TECHNOLOGIES INC.的营收复合增速更高（18.2% vs -6.7%）
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。
Protalix BioTherapeutics是一家以色列制药企业，核心产品为植物源酶制剂他利苷酶阿尔法，该产品已获美国食品药品监督管理局批准，用于治疗戈谢病，专注于开发创新生物技术药物服务患者需求。
MRAM vs PLX — 直观对比
营收规模更大
MRAM
是对方的1.6倍
$9.1M
营收增速更快
MRAM
高出63.1%
-49.9%
净利率更高
MRAM
高出58.3%
-60.3%
两年增速更快
MRAM
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $14.9M | $9.1M |
| 净利润 | $-296.0K | $-5.5M |
| 毛利率 | 52.7% | 49.4% |
| 营业利润率 | 29.0% | -51.1% |
| 净利率 | -2.0% | -60.3% |
| 营收同比 | 13.2% | -49.9% |
| 净利润同比 | — | -184.8% |
| 每股收益（稀释后） | $-0.01 | $-0.06 |
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MRAMPLX
| Q1 26 | $14.9M | — | ||
| Q4 25 | $14.8M | $9.1M | ||
| Q3 25 | $14.1M | $17.9M | ||
| Q2 25 | $13.2M | $15.7M | ||
| Q1 25 | $13.1M | $10.1M | ||
| Q4 24 | $13.2M | $18.2M | ||
| Q3 24 | $12.1M | $18.0M | ||
| Q2 24 | $10.6M | $13.5M |
净利润MRAMPLX
| Q1 26 | $-296.0K | — | ||
| Q4 25 | $1.2M | $-5.5M | ||
| Q3 25 | $54.0K | $2.4M | ||
| Q2 25 | $-670.0K | $164.0K | ||
| Q1 25 | $-1.2M | $-3.6M | ||
| Q4 24 | $1.2M | $6.5M | ||
| Q3 24 | $2.3M | $3.2M | ||
| Q2 24 | $-2.5M | $-2.2M |
毛利率MRAMPLX
| Q1 26 | 52.7% | — | ||
| Q4 25 | 50.8% | 49.4% | ||
| Q3 25 | 51.3% | 53.4% | ||
| Q2 25 | 51.3% | 62.5% | ||
| Q1 25 | 51.4% | 19.1% | ||
| Q4 24 | 51.3% | 78.7% | ||
| Q3 24 | 49.2% | 53.4% | ||
| Q2 24 | 49.0% | 29.8% |
营业利润率MRAMPLX
| Q1 26 | 29.0% | — | ||
| Q4 25 | -7.2% | -51.1% | ||
| Q3 25 | -11.0% | 11.9% | ||
| Q2 25 | -14.9% | 7.5% | ||
| Q1 25 | -14.7% | -41.0% | ||
| Q4 24 | -11.8% | 39.6% | ||
| Q3 24 | -17.5% | 22.2% | ||
| Q2 24 | -26.5% | -18.0% |
净利率MRAMPLX
| Q1 26 | -2.0% | — | ||
| Q4 25 | 8.1% | -60.3% | ||
| Q3 25 | 0.4% | 13.2% | ||
| Q2 25 | -5.1% | 1.0% | ||
| Q1 25 | -8.9% | -35.8% | ||
| Q4 24 | 9.2% | 35.6% | ||
| Q3 24 | 18.8% | 18.0% | ||
| Q2 24 | -23.5% | -16.4% |
每股收益（稀释后）MRAMPLX
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $0.05 | $-0.06 | ||
| Q3 25 | $0.00 | $0.03 | ||
| Q2 25 | $-0.03 | $0.00 | ||
| Q1 25 | $-0.05 | $-0.05 | ||
| Q4 24 | $0.07 | $0.10 | ||
| Q3 24 | $0.10 | $0.03 | ||
| Q2 24 | $-0.12 | $-0.03 |
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 | $14.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $70.2M | $48.2M |
| 总资产 | $83.2M | $82.3M |
| 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MRAMPLX
| Q1 26 | $40.5M | — | ||
| Q4 25 | $44.5M | $14.7M | ||
| Q3 25 | $45.3M | $13.6M | ||
| Q2 25 | $45.0M | $17.9M | ||
| Q1 25 | $42.2M | $19.5M | ||
| Q4 24 | $42.1M | $19.8M | ||
| Q3 24 | $39.6M | $27.4M | ||
| Q2 24 | $36.8M | $23.4M |
股东权益MRAMPLX
| Q1 26 | $70.2M | — | ||
| Q4 25 | $68.9M | $48.2M | ||
| Q3 25 | $65.8M | $52.9M | ||
| Q2 25 | $64.1M | $49.9M | ||
| Q1 25 | $63.0M | $45.2M | ||
| Q4 24 | $62.6M | $43.2M | ||
| Q3 24 | $59.3M | $32.4M | ||
| Q2 24 | $55.4M | $28.6M |
总资产MRAMPLX
| Q1 26 | $83.2M | — | ||
| Q4 25 | $84.6M | $82.3M | ||
| Q3 25 | $80.3M | $82.3M | ||
| Q2 25 | $78.9M | $78.5M | ||
| Q1 25 | $80.2M | $73.9M | ||
| Q4 24 | $77.8M | $73.4M | ||
| Q3 24 | $72.6M | $61.6M | ||
| Q2 24 | $64.6M | $91.5M |
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 | $2.0M |
| 自由现金流经营现金流 - 资本支出 | — | $1.6M |
| 自由现金流率自由现金流/营收 | — | 17.8% |
| 资本支出强度资本支出/营收 | — | 4.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-13.6M |
8季度趋势，按日历期对齐
经营现金流MRAMPLX
| Q1 26 | $570.0K | — | ||
| Q4 25 | $2.6M | $2.0M | ||
| Q3 25 | $881.0K | $-3.7M | ||
| Q2 25 | $5.0M | $-5.2M | ||
| Q1 25 | $1.4M | $-5.1M | ||
| Q4 24 | $3.8M | $4.0M | ||
| Q3 24 | $2.8M | $4.1M | ||
| Q2 24 | $1.7M | $-3.6M |
自由现金流MRAMPLX
| Q1 26 | — | — | ||
| Q4 25 | $-975.0K | $1.6M | ||
| Q3 25 | $543.0K | $-4.2M | ||
| Q2 25 | $3.0M | $-5.7M | ||
| Q1 25 | $527.0K | $-5.4M | ||
| Q4 24 | $2.1M | $3.6M | ||
| Q3 24 | $2.8M | $4.0M | ||
| Q2 24 | $1.7M | $-3.8M |
自由现金流率MRAMPLX
| Q1 26 | — | — | ||
| Q4 25 | -6.6% | 17.8% | ||
| Q3 25 | 3.9% | -23.7% | ||
| Q2 25 | 22.9% | -36.2% | ||
| Q1 25 | 4.0% | -53.0% | ||
| Q4 24 | 15.8% | 19.6% | ||
| Q3 24 | 22.9% | 22.4% | ||
| Q2 24 | 15.9% | -28.1% |
资本支出强度MRAMPLX
| Q1 26 | — | — | ||
| Q4 25 | 24.3% | 4.4% | ||
| Q3 25 | 2.4% | 2.8% | ||
| Q2 25 | 15.1% | 2.8% | ||
| Q1 25 | 6.9% | 3.0% | ||
| Q4 24 | 13.2% | 2.3% | ||
| Q3 24 | 0.5% | 0.5% | ||
| Q2 24 | 0.3% | 1.3% |
现金转化率MRAMPLX
| Q1 26 | — | — | ||
| Q4 25 | 2.19× | — | ||
| Q3 25 | 16.31× | -1.58× | ||
| Q2 25 | — | -31.91× | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.16× | 0.61× | ||
| Q3 24 | 1.25× | 1.27× | ||
| Q2 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
MRAM
| Product sales | $14.1M | 95% |
| Licensing, royalty, patent, engineering services and other revenue | $772.0K | 5% |
PLX
| Products | $8.7M | 95% |
| Other | $428.0K | 5% |
