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美满电子科技(MRVL)与Qorvo, Inc.(QRVO)财务数据对比。点击上方公司名可切换其他公司
美满电子科技的季度营收约是Qorvo, Inc.的2.1倍($2.1B vs $993.0M),美满电子科技净利率更高(91.7% vs 16.5%,领先75.1%),美满电子科技同比增速更快(36.8% vs 8.4%),美满电子科技自由现金流更多($508.8M vs $236.9M),过去两年美满电子科技的营收复合增速更高(20.6% vs 2.7%)
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业,成立于1995年,专注于半导体及相关技术的研发与生产。截至2024年,公司全球员工超6500人,持有全球专利超1万项,2024财年总营收达55亿美元。
Qorvo是一家美国跨国企业,专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来,合并计划于2014年公布,2015年1月1日正式完成,在纳斯达克挂牌上市,股票代码QRVO,原实行双总部制,2016年中起将北卡罗来纳州基地作为总部所在地。
MRVL vs QRVO — 直观对比
营收规模更大
MRVL
是对方的2.1倍
$993.0M
营收增速更快
MRVL
高出28.5%
8.4%
净利率更高
MRVL
高出75.1%
16.5%
自由现金流更多
MRVL
多$271.9M
$236.9M
两年增速更快
MRVL
近两年复合增速
2.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $993.0M |
| 净利润 | $1.9B | $164.1M |
| 毛利率 | 51.6% | 46.7% |
| 营业利润率 | 17.2% | 19.4% |
| 净利率 | 91.7% | 16.5% |
| 营收同比 | 36.8% | 8.4% |
| 净利润同比 | 381.1% | 297.5% |
| 每股收益(稀释后) | $2.20 | $1.75 |
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
MRVL
QRVO
| Q4 25 | $2.1B | $993.0M | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $1.9B | $818.8M | ||
| Q1 25 | $1.8B | $869.5M | ||
| Q4 24 | $1.5B | $916.3M | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.2B | $886.7M | ||
| Q1 24 | $1.4B | $941.0M |
净利润
MRVL
QRVO
| Q4 25 | $1.9B | $164.1M | ||
| Q3 25 | $194.8M | $119.6M | ||
| Q2 25 | $177.9M | $25.6M | ||
| Q1 25 | $200.2M | $31.4M | ||
| Q4 24 | $-676.3M | $41.3M | ||
| Q3 24 | $-193.3M | $-17.4M | ||
| Q2 24 | $-215.6M | $414.0K | ||
| Q1 24 | $-392.7M | $2.7M |
毛利率
MRVL
QRVO
| Q4 25 | 51.6% | 46.7% | ||
| Q3 25 | 50.4% | 47.0% | ||
| Q2 25 | 50.3% | 40.5% | ||
| Q1 25 | 50.5% | 42.2% | ||
| Q4 24 | 23.0% | 42.7% | ||
| Q3 24 | 46.2% | 42.6% | ||
| Q2 24 | 45.5% | 37.5% | ||
| Q1 24 | 46.6% | 40.6% |
营业利润率
MRVL
QRVO
| Q4 25 | 17.2% | 19.4% | ||
| Q3 25 | 14.5% | 14.9% | ||
| Q2 25 | 14.3% | 3.7% | ||
| Q1 25 | 12.9% | 3.2% | ||
| Q4 24 | -46.4% | 5.8% | ||
| Q3 24 | -7.9% | 0.9% | ||
| Q2 24 | -13.1% | 0.5% | ||
| Q1 24 | -2.3% | 3.2% |
净利率
MRVL
QRVO
| Q4 25 | 91.7% | 16.5% | ||
| Q3 25 | 9.7% | 11.3% | ||
| Q2 25 | 9.4% | 3.1% | ||
| Q1 25 | 11.0% | 3.6% | ||
| Q4 24 | -44.6% | 4.5% | ||
| Q3 24 | -15.2% | -1.7% | ||
| Q2 24 | -18.6% | 0.0% | ||
| Q1 24 | -27.5% | 0.3% |
每股收益(稀释后)
MRVL
QRVO
| Q4 25 | $2.20 | $1.75 | ||
| Q3 25 | $0.22 | $1.28 | ||
| Q2 25 | $0.20 | $0.27 | ||
| Q1 25 | $0.23 | $0.33 | ||
| Q4 24 | $-0.78 | $0.43 | ||
| Q3 24 | $-0.22 | $-0.18 | ||
| Q2 24 | $-0.25 | $0.00 | ||
| Q1 24 | $-0.45 | $0.04 |
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 | $2.7B | $1.3B |
| 总债务越低越好 | $4.5B | $1.5B |
| 股东权益账面价值 | $14.1B | $3.7B |
| 总资产 | $21.6B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.32× | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
MRVL
QRVO
| Q4 25 | $2.7B | $1.3B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $885.9M | $1.2B | ||
| Q1 25 | $948.3M | $1.0B | ||
| Q4 24 | $868.1M | $769.4M | ||
| Q3 24 | $808.7M | $1.1B | ||
| Q2 24 | $847.7M | $1.1B | ||
| Q1 24 | $950.8M | $1.0B |
总债务
MRVL
QRVO
| Q4 25 | $4.5B | $1.5B | ||
| Q3 25 | $4.5B | $1.5B | ||
| Q2 25 | $4.2B | $1.5B | ||
| Q1 25 | $4.1B | $1.5B | ||
| Q4 24 | $4.1B | $1.5B | ||
| Q3 24 | $4.1B | $1.5B | ||
| Q2 24 | $4.1B | $1.5B | ||
| Q1 24 | $4.2B | $1.5B |
股东权益
MRVL
QRVO
| Q4 25 | $14.1B | $3.7B | ||
| Q3 25 | $13.4B | $3.5B | ||
| Q2 25 | $13.3B | $3.4B | ||
| Q1 25 | $13.4B | $3.4B | ||
| Q4 24 | $13.4B | $3.4B | ||
| Q3 24 | $14.2B | $3.4B | ||
| Q2 24 | $14.5B | $3.5B | ||
| Q1 24 | $14.8B | $3.6B |
总资产
MRVL
QRVO
| Q4 25 | $21.6B | $6.2B | ||
| Q3 25 | $20.6B | $6.1B | ||
| Q2 25 | $20.0B | $6.0B | ||
| Q1 25 | $20.2B | $5.9B | ||
| Q4 24 | $19.7B | $6.0B | ||
| Q3 24 | $20.3B | $6.5B | ||
| Q2 24 | $20.5B | $6.4B | ||
| Q1 24 | $21.2B | $6.6B |
负债/权益比
MRVL
QRVO
| Q4 25 | 0.32× | 0.42× | ||
| Q3 25 | 0.33× | 0.44× | ||
| Q2 25 | 0.32× | 0.45× | ||
| Q1 25 | 0.30× | 0.46× | ||
| Q4 24 | 0.31× | 0.46× | ||
| Q3 24 | 0.29× | 0.45× | ||
| Q2 24 | 0.29× | 0.44× | ||
| Q1 24 | 0.28× | 0.44× |
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 | $582.3M | $265.4M |
| 自由现金流经营现金流 - 资本支出 | $508.8M | $236.9M |
| 自由现金流率自由现金流/营收 | 24.5% | 23.9% |
| 资本支出强度资本支出/营收 | 3.5% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.31× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $595.2M |
8季度趋势,按日历期对齐
经营现金流
MRVL
QRVO
| Q4 25 | $582.3M | $265.4M | ||
| Q3 25 | $461.6M | $84.0M | ||
| Q2 25 | $332.9M | $182.9M | ||
| Q1 25 | $514.0M | $199.2M | ||
| Q4 24 | $536.3M | $214.1M | ||
| Q3 24 | $306.4M | $127.8M | ||
| Q2 24 | $324.5M | $81.1M | ||
| Q1 24 | $546.6M | — |
自由现金流
MRVL
QRVO
| Q4 25 | $508.8M | $236.9M | ||
| Q3 25 | $414.1M | $42.2M | ||
| Q2 25 | $214.1M | $145.4M | ||
| Q1 25 | $444.1M | $170.7M | ||
| Q4 24 | $461.3M | $176.2M | ||
| Q3 24 | $258.2M | $94.8M | ||
| Q2 24 | $233.0M | $42.9M | ||
| Q1 24 | $475.6M | — |
自由现金流率
MRVL
QRVO
| Q4 25 | 24.5% | 23.9% | ||
| Q3 25 | 20.6% | 4.0% | ||
| Q2 25 | 11.3% | 17.8% | ||
| Q1 25 | 24.4% | 19.6% | ||
| Q4 24 | 30.4% | 19.2% | ||
| Q3 24 | 20.3% | 9.1% | ||
| Q2 24 | 20.1% | 4.8% | ||
| Q1 24 | 33.3% | — |
资本支出强度
MRVL
QRVO
| Q4 25 | 3.5% | 2.9% | ||
| Q3 25 | 2.4% | 3.9% | ||
| Q2 25 | 6.3% | 4.6% | ||
| Q1 25 | 3.8% | 3.3% | ||
| Q4 24 | 4.9% | 4.1% | ||
| Q3 24 | 3.8% | 3.2% | ||
| Q2 24 | 7.9% | 4.3% | ||
| Q1 24 | 5.0% | — |
现金转化率
MRVL
QRVO
| Q4 25 | 0.31× | 1.62× | ||
| Q3 25 | 2.37× | 0.70× | ||
| Q2 25 | 1.87× | 7.15× | ||
| Q1 25 | 2.57× | 6.35× | ||
| Q4 24 | — | 5.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 195.86× | ||
| Q1 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
MRVL
暂无分部数据
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |