vs
美满电子科技(MRVL)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是美满电子科技的1.9倍($3.9B vs $2.1B),美满电子科技净利率更高(91.7% vs 14.1%,领先77.6%),美满电子科技同比增速更快(36.8% vs 13.0%),过去两年美满电子科技的营收复合增速更高(20.6% vs 1.3%)
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
MRVL vs RJF — 直观对比
营收规模更大
RJF
是对方的1.9倍
$2.1B
营收增速更快
MRVL
高出23.8%
13.0%
净利率更高
MRVL
高出77.6%
14.1%
两年增速更快
MRVL
近两年复合增速
1.3%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $3.9B |
| 净利润 | $1.9B | $544.0M |
| 毛利率 | 51.6% | — |
| 营业利润率 | 17.2% | — |
| 净利率 | 91.7% | 14.1% |
| 营收同比 | 36.8% | 13.0% |
| 净利润同比 | 381.1% | 10.0% |
| 每股收益(稀释后) | $2.20 | $2.83 |
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
RJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $2.1B | $4.2B | ||
| Q3 25 | $2.0B | $4.2B | ||
| Q2 25 | $1.9B | $3.8B | ||
| Q1 25 | $1.8B | $3.8B | ||
| Q4 24 | $1.5B | $4.0B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.2B | $3.8B |
净利润
MRVL
RJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $1.9B | $563.0M | ||
| Q3 25 | $194.8M | $604.0M | ||
| Q2 25 | $177.9M | $436.0M | ||
| Q1 25 | $200.2M | $495.0M | ||
| Q4 24 | $-676.3M | $600.0M | ||
| Q3 24 | $-193.3M | $602.0M | ||
| Q2 24 | $-215.6M | $492.0M |
毛利率
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | 51.6% | — | ||
| Q3 25 | 50.4% | — | ||
| Q2 25 | 50.3% | — | ||
| Q1 25 | 50.5% | — | ||
| Q4 24 | 23.0% | — | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 45.5% | — |
营业利润率
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | — | ||
| Q3 25 | 14.5% | — | ||
| Q2 25 | 14.3% | 14.7% | ||
| Q1 25 | 12.9% | 17.5% | ||
| Q4 24 | -46.4% | 18.6% | ||
| Q3 24 | -7.9% | — | ||
| Q2 24 | -13.1% | 17.1% |
净利率
MRVL
RJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 91.7% | 13.5% | ||
| Q3 25 | 9.7% | 14.4% | ||
| Q2 25 | 9.4% | 11.3% | ||
| Q1 25 | 11.0% | 12.9% | ||
| Q4 24 | -44.6% | 14.9% | ||
| Q3 24 | -15.2% | 15.0% | ||
| Q2 24 | -18.6% | 13.1% |
每股收益(稀释后)
MRVL
RJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $2.20 | $2.79 | ||
| Q3 25 | $0.22 | $2.96 | ||
| Q2 25 | $0.20 | $2.12 | ||
| Q1 25 | $0.23 | $2.36 | ||
| Q4 24 | $-0.78 | $2.86 | ||
| Q3 24 | $-0.22 | $2.85 | ||
| Q2 24 | $-0.25 | $2.31 |
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 | $5.4B |
| 总债务越低越好 | $4.5B | — |
| 股东权益账面价值 | $14.1B | $52.0M |
| 总资产 | $21.6B | $91.9B |
| 负债/权益比越低杠杆越低 | 0.32× | — |
8季度趋势,按日历期对齐
现金及短期投资
MRVL
RJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $2.7B | $9.9B | ||
| Q3 25 | $1.2B | $11.4B | ||
| Q2 25 | $885.9M | $9.2B | ||
| Q1 25 | $948.3M | $9.7B | ||
| Q4 24 | $868.1M | $10.0B | ||
| Q3 24 | $808.7M | $11.0B | ||
| Q2 24 | $847.7M | $9.1B |
总债务
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.1B | — |
股东权益
MRVL
RJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $14.1B | $12.6B | ||
| Q3 25 | $13.4B | $12.5B | ||
| Q2 25 | $13.3B | $12.3B | ||
| Q1 25 | $13.4B | $12.2B | ||
| Q4 24 | $13.4B | $11.9B | ||
| Q3 24 | $14.2B | $11.7B | ||
| Q2 24 | $14.5B | $11.2B |
总资产
MRVL
RJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $21.6B | $88.8B | ||
| Q3 25 | $20.6B | $88.2B | ||
| Q2 25 | $20.0B | $84.8B | ||
| Q1 25 | $20.2B | $83.1B | ||
| Q4 24 | $19.7B | $82.3B | ||
| Q3 24 | $20.3B | $83.0B | ||
| Q2 24 | $20.5B | $80.6B |
负债/权益比
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | 0.32× | — | ||
| Q3 25 | 0.33× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.29× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $508.8M | — |
| 自由现金流率自由现金流/营收 | 24.5% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 现金转化率经营现金流/净利润 | 0.31× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势,按日历期对齐
经营现金流
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | $582.3M | $-10.0M | ||
| Q3 25 | $461.6M | $796.0M | ||
| Q2 25 | $332.9M | $691.0M | ||
| Q1 25 | $514.0M | $117.0M | ||
| Q4 24 | $536.3M | $830.0M | ||
| Q3 24 | $306.4M | $510.0M | ||
| Q2 24 | $324.5M | $711.0M |
自由现金流
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | $508.8M | $-56.0M | ||
| Q3 25 | $414.1M | $752.0M | ||
| Q2 25 | $214.1M | $634.0M | ||
| Q1 25 | $444.1M | $71.0M | ||
| Q4 24 | $461.3M | $789.0M | ||
| Q3 24 | $258.2M | $460.0M | ||
| Q2 24 | $233.0M | $655.0M |
自由现金流率
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | 24.5% | -1.3% | ||
| Q3 25 | 20.6% | 17.9% | ||
| Q2 25 | 11.3% | 16.5% | ||
| Q1 25 | 24.4% | 1.8% | ||
| Q4 24 | 30.4% | 19.6% | ||
| Q3 24 | 20.3% | 11.5% | ||
| Q2 24 | 20.1% | 17.4% |
资本支出强度
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 1.1% | ||
| Q3 25 | 2.4% | 1.1% | ||
| Q2 25 | 6.3% | 1.5% | ||
| Q1 25 | 3.8% | 1.2% | ||
| Q4 24 | 4.9% | 1.0% | ||
| Q3 24 | 3.8% | 1.2% | ||
| Q2 24 | 7.9% | 1.5% |
现金转化率
MRVL
RJF
| Q1 26 | — | — | ||
| Q4 25 | 0.31× | -0.02× | ||
| Q3 25 | 2.37× | 1.32× | ||
| Q2 25 | 1.87× | 1.58× | ||
| Q1 25 | 2.57× | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.45× |
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
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |