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美满电子科技（MRVL）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是美满电子科技的1.3倍（$2.7B vs $2.1B），美满电子科技净利率更高（91.7% vs 2.5%，领先89.1%），Rocket Companies, Inc.同比增速更快（52.2% vs 36.8%），美满电子科技自由现金流更多（$508.8M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% vs 20.6%）
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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
MRVL vs RKT — 直观对比
营收规模更大
RKT
是对方的1.3倍
$2.1B
营收增速更快
RKT
高出15.3%
36.8%
净利率更高
MRVL
高出89.1%
2.5%
自由现金流更多
MRVL
多$1.8B
$-1.3B
两年增速更快
RKT
近两年复合增速
20.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.7B |
| 净利润 | $1.9B | $68.0M |
| 毛利率 | 51.6% | — |
| 营业利润率 | 17.2% | 6.3% |
| 净利率 | 91.7% | 2.5% |
| 营收同比 | 36.8% | 52.2% |
| 净利润同比 | 381.1% | 100.8% |
| 每股收益（稀释后） | $2.20 | $0.10 |
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MRVLRKT
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.3B | $646.9M | ||
| Q2 24 | $1.2B | $1.3B | ||
| Q1 24 | $1.4B | $1.4B |
净利润MRVLRKT
| Q4 25 | $1.9B | $68.0M | ||
| Q3 25 | $194.8M | $-123.9M | ||
| Q2 25 | $177.9M | $-1.8M | ||
| Q1 25 | $200.2M | $-10.4M | ||
| Q4 24 | $-676.3M | $33.9M | ||
| Q3 24 | $-193.3M | $-22.0M | ||
| Q2 24 | $-215.6M | $1.3M | ||
| Q1 24 | $-392.7M | $16.2M |
毛利率MRVLRKT
| Q4 25 | 51.6% | — | ||
| Q3 25 | 50.4% | — | ||
| Q2 25 | 50.3% | — | ||
| Q1 25 | 50.5% | — | ||
| Q4 24 | 23.0% | 58.9% | ||
| Q3 24 | 46.2% | -8.4% | ||
| Q2 24 | 45.5% | 47.4% | ||
| Q1 24 | 46.6% | 51.2% |
营业利润率MRVLRKT
| Q4 25 | 17.2% | 6.3% | ||
| Q3 25 | 14.5% | -11.5% | ||
| Q2 25 | 14.3% | 1.8% | ||
| Q1 25 | 12.9% | -21.5% | ||
| Q4 24 | -46.4% | 38.1% | ||
| Q3 24 | -7.9% | -76.9% | ||
| Q2 24 | -13.1% | 14.8% | ||
| Q1 24 | -2.3% | 21.6% |
净利率MRVLRKT
| Q4 25 | 91.7% | 2.5% | ||
| Q3 25 | 9.7% | -7.7% | ||
| Q2 25 | 9.4% | -0.1% | ||
| Q1 25 | 11.0% | -1.0% | ||
| Q4 24 | -44.6% | 1.9% | ||
| Q3 24 | -15.2% | -3.4% | ||
| Q2 24 | -18.6% | 0.1% | ||
| Q1 24 | -27.5% | 1.2% |
每股收益（稀释后）MRVLRKT
| Q4 25 | $2.20 | $0.10 | ||
| Q3 25 | $0.22 | $-0.06 | ||
| Q2 25 | $0.20 | $-0.01 | ||
| Q1 25 | $0.23 | $-0.08 | ||
| Q4 24 | $-0.78 | $0.28 | ||
| Q3 24 | $-0.22 | $-0.19 | ||
| Q2 24 | $-0.25 | $0.01 | ||
| Q1 24 | $-0.45 | $0.11 |
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 | $2.7B |
| 总债务越低越好 | $4.5B | — |
| 股东权益账面价值 | $14.1B | $22.9B |
| 总资产 | $21.6B | $60.7B |
| 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MRVLRKT
| Q4 25 | $2.7B | $2.7B | ||
| Q3 25 | $1.2B | $5.8B | ||
| Q2 25 | $885.9M | $5.1B | ||
| Q1 25 | $948.3M | $1.4B | ||
| Q4 24 | $868.1M | $1.3B | ||
| Q3 24 | $808.7M | $1.2B | ||
| Q2 24 | $847.7M | $1.3B | ||
| Q1 24 | $950.8M | $861.4M |
总债务MRVLRKT
| 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 | — | ||
| Q1 24 | $4.2B | — |
股东权益MRVLRKT
| Q4 25 | $14.1B | $22.9B | ||
| Q3 25 | $13.4B | $8.9B | ||
| Q2 25 | $13.3B | $7.4B | ||
| Q1 25 | $13.4B | $8.6B | ||
| Q4 24 | $13.4B | $9.0B | ||
| Q3 24 | $14.2B | $8.4B | ||
| Q2 24 | $14.5B | $8.8B | ||
| Q1 24 | $14.8B | $8.6B |
总资产MRVLRKT
| Q4 25 | $21.6B | $60.7B | ||
| Q3 25 | $20.6B | $33.6B | ||
| Q2 25 | $20.0B | $30.4B | ||
| Q1 25 | $20.2B | $25.3B | ||
| Q4 24 | $19.7B | $24.5B | ||
| Q3 24 | $20.3B | $25.1B | ||
| Q2 24 | $20.5B | $23.6B | ||
| Q1 24 | $21.2B | $22.2B |
负债/权益比MRVLRKT
| 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× | — | ||
| Q1 24 | 0.28× | — |
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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $508.8M | $-1.3B |
| 自由现金流率自由现金流/营收 | 24.5% | -47.2% |
| 资本支出强度资本支出/营收 | 3.5% | 1.5% |
| 现金转化率经营现金流/净利润 | 0.31× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $-4.0B |
8季度趋势，按日历期对齐
经营现金流MRVLRKT
| Q4 25 | $582.3M | $-1.2B | ||
| Q3 25 | $461.6M | $-50.3M | ||
| Q2 25 | $332.9M | $-1.9B | ||
| Q1 25 | $514.0M | $-797.0M | ||
| Q4 24 | $536.3M | $1.8B | ||
| Q3 24 | $306.4M | $-1.3B | ||
| Q2 24 | $324.5M | $-122.3M | ||
| Q1 24 | $546.6M | $-3.0B |
自由现金流MRVLRKT
| Q4 25 | $508.8M | $-1.3B | ||
| Q3 25 | $414.1M | $-71.8M | ||
| Q2 25 | $214.1M | $-1.9B | ||
| Q1 25 | $444.1M | $-811.0M | ||
| Q4 24 | $461.3M | $1.8B | ||
| Q3 24 | $258.2M | $-1.4B | ||
| Q2 24 | $233.0M | $-138.3M | ||
| Q1 24 | $475.6M | $-3.0B |
自由现金流率MRVLRKT
| Q4 25 | 24.5% | -47.2% | ||
| Q3 25 | 20.6% | -4.5% | ||
| Q2 25 | 11.3% | -137.2% | ||
| Q1 25 | 24.4% | -78.2% | ||
| Q4 24 | 30.4% | 103.1% | ||
| Q3 24 | 20.3% | -209.6% | ||
| Q2 24 | 20.1% | -10.6% | ||
| Q1 24 | 33.3% | -218.7% |
资本支出强度MRVLRKT
| Q4 25 | 3.5% | 1.5% | ||
| Q3 25 | 2.4% | 1.3% | ||
| Q2 25 | 6.3% | 1.1% | ||
| Q1 25 | 3.8% | 1.4% | ||
| Q4 24 | 4.9% | 1.1% | ||
| Q3 24 | 3.8% | 2.9% | ||
| Q2 24 | 7.9% | 1.2% | ||
| Q1 24 | 5.0% | 1.0% |
现金转化率MRVLRKT
| Q4 25 | 0.31× | -18.08× | ||
| Q3 25 | 2.37× | — | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | — | 54.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -94.46× | ||
| Q1 24 | — | -185.80× |
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
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
