vs
美满电子科技(MRVL)与RPM INTERNATIONAL INC(RPM)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RPM INTERNATIONAL INC的1.1倍($2.1B vs $1.9B),美满电子科技净利率更高(91.7% vs 8.4%,领先83.2%),美满电子科技同比增速更快(36.8% vs 3.5%),美满电子科技自由现金流更多($508.8M vs $296.4M),过去两年美满电子科技的营收复合增速更高(20.6% vs 12.0%)
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
MRVL vs RPM — 直观对比
营收规模更大
MRVL
是对方的1.1倍
$1.9B
营收增速更快
MRVL
高出33.3%
3.5%
净利率更高
MRVL
高出83.2%
8.4%
自由现金流更多
MRVL
多$212.4M
$296.4M
两年增速更快
MRVL
近两年复合增速
12.0%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $1.9B |
| 净利润 | $1.9B | $161.2M |
| 毛利率 | 51.6% | 40.8% |
| 营业利润率 | 17.2% | 11.0% |
| 净利率 | 91.7% | 8.4% |
| 营收同比 | 36.8% | 3.5% |
| 净利润同比 | 381.1% | -12.0% |
| 每股收益(稀释后) | $2.20 | $1.26 |
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
RPM
| Q4 25 | $2.1B | $1.9B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.4B | $1.5B |
净利润
MRVL
RPM
| Q4 25 | $1.9B | $161.2M | ||
| Q3 25 | $194.8M | $227.6M | ||
| Q2 25 | $177.9M | $225.8M | ||
| Q1 25 | $200.2M | $52.0M | ||
| Q4 24 | $-676.3M | $183.2M | ||
| Q3 24 | $-193.3M | $227.7M | ||
| Q2 24 | $-215.6M | $180.6M | ||
| Q1 24 | $-392.7M | $61.2M |
毛利率
MRVL
RPM
| Q4 25 | 51.6% | 40.8% | ||
| Q3 25 | 50.4% | 42.3% | ||
| Q2 25 | 50.3% | 42.4% | ||
| Q1 25 | 50.5% | 38.4% | ||
| Q4 24 | 23.0% | 41.4% | ||
| Q3 24 | 46.2% | 42.5% | ||
| Q2 24 | 45.5% | 41.4% | ||
| Q1 24 | 46.6% | 39.9% |
营业利润率
MRVL
RPM
| Q4 25 | 17.2% | 11.0% | ||
| Q3 25 | 14.5% | 14.1% | ||
| Q2 25 | 14.3% | 11.9% | ||
| Q1 25 | 12.9% | 2.8% | ||
| Q4 24 | -46.4% | 11.5% | ||
| Q3 24 | -7.9% | 14.8% | ||
| Q2 24 | -13.1% | 11.9% | ||
| Q1 24 | -2.3% | 5.5% |
净利率
MRVL
RPM
| Q4 25 | 91.7% | 8.4% | ||
| Q3 25 | 9.7% | 10.8% | ||
| Q2 25 | 9.4% | 10.8% | ||
| Q1 25 | 11.0% | 3.5% | ||
| Q4 24 | -44.6% | 9.9% | ||
| Q3 24 | -15.2% | 11.6% | ||
| Q2 24 | -18.6% | 9.0% | ||
| Q1 24 | -27.5% | 4.0% |
每股收益(稀释后)
MRVL
RPM
| Q4 25 | $2.20 | $1.26 | ||
| Q3 25 | $0.22 | $1.77 | ||
| Q2 25 | $0.20 | $1.76 | ||
| Q1 25 | $0.23 | $0.40 | ||
| Q4 24 | $-0.78 | $1.42 | ||
| Q3 24 | $-0.22 | $1.77 | ||
| Q2 24 | $-0.25 | $1.40 | ||
| Q1 24 | $-0.45 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $4.5B | $2.5B |
| 股东权益账面价值 | $14.1B | $3.1B |
| 总资产 | $21.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.32× | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
MRVL
RPM
| Q4 25 | $2.7B | $316.6M | ||
| Q3 25 | $1.2B | $297.1M | ||
| Q2 25 | $885.9M | $302.1M | ||
| Q1 25 | $948.3M | $241.9M | ||
| Q4 24 | $868.1M | $268.7M | ||
| Q3 24 | $808.7M | $231.6M | ||
| Q2 24 | $847.7M | $237.4M | ||
| Q1 24 | $950.8M | $248.9M |
总债务
MRVL
RPM
| Q4 25 | $4.5B | $2.5B | ||
| Q3 25 | $4.5B | $2.7B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | $4.1B | $2.1B | ||
| Q4 24 | $4.1B | $2.0B | ||
| Q3 24 | $4.1B | $2.0B | ||
| Q2 24 | $4.1B | $2.0B | ||
| Q1 24 | $4.2B | $2.2B |
股东权益
MRVL
RPM
| Q4 25 | $14.1B | $3.1B | ||
| Q3 25 | $13.4B | $3.1B | ||
| Q2 25 | $13.3B | $2.9B | ||
| Q1 25 | $13.4B | $2.7B | ||
| Q4 24 | $13.4B | $2.7B | ||
| Q3 24 | $14.2B | $2.6B | ||
| Q2 24 | $14.5B | $2.5B | ||
| Q1 24 | $14.8B | $2.3B |
总资产
MRVL
RPM
| Q4 25 | $21.6B | $7.9B | ||
| Q3 25 | $20.6B | $7.9B | ||
| Q2 25 | $20.0B | $7.8B | ||
| Q1 25 | $20.2B | $6.6B | ||
| Q4 24 | $19.7B | $6.7B | ||
| Q3 24 | $20.3B | $6.6B | ||
| Q2 24 | $20.5B | $6.6B | ||
| Q1 24 | $21.2B | $6.4B |
负债/权益比
MRVL
RPM
| Q4 25 | 0.32× | 0.80× | ||
| Q3 25 | 0.33× | 0.87× | ||
| Q2 25 | 0.32× | 0.91× | ||
| Q1 25 | 0.30× | 0.78× | ||
| Q4 24 | 0.31× | 0.74× | ||
| Q3 24 | 0.29× | 0.77× | ||
| Q2 24 | 0.29× | 0.79× | ||
| Q1 24 | 0.28× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $508.8M | $296.4M |
| 自由现金流率自由现金流/营收 | 24.5% | 15.5% |
| 资本支出强度资本支出/营收 | 3.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.31× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $582.9M |
8季度趋势,按日历期对齐
经营现金流
MRVL
RPM
| Q4 25 | $582.3M | $345.7M | ||
| Q3 25 | $461.6M | $237.5M | ||
| Q2 25 | $332.9M | $149.2M | ||
| Q1 25 | $514.0M | $91.5M | ||
| Q4 24 | $536.3M | $279.4M | ||
| Q3 24 | $306.4M | $248.1M | ||
| Q2 24 | $324.5M | $181.2M | ||
| Q1 24 | $546.6M | $173.4M |
自由现金流
MRVL
RPM
| Q4 25 | $508.8M | $296.4M | ||
| Q3 25 | $414.1M | $175.0M | ||
| Q2 25 | $214.1M | $78.2M | ||
| Q1 25 | $444.1M | $33.3M | ||
| Q4 24 | $461.3M | $229.5M | ||
| Q3 24 | $258.2M | $197.3M | ||
| Q2 24 | $233.0M | $105.3M | ||
| Q1 24 | $475.6M | $124.6M |
自由现金流率
MRVL
RPM
| Q4 25 | 24.5% | 15.5% | ||
| Q3 25 | 20.6% | 8.3% | ||
| Q2 25 | 11.3% | 3.8% | ||
| Q1 25 | 24.4% | 2.3% | ||
| Q4 24 | 30.4% | 12.4% | ||
| Q3 24 | 20.3% | 10.0% | ||
| Q2 24 | 20.1% | 5.2% | ||
| Q1 24 | 33.3% | 8.2% |
资本支出强度
MRVL
RPM
| Q4 25 | 3.5% | 2.6% | ||
| Q3 25 | 2.4% | 3.0% | ||
| Q2 25 | 6.3% | 3.4% | ||
| Q1 25 | 3.8% | 3.9% | ||
| Q4 24 | 4.9% | 2.7% | ||
| Q3 24 | 3.8% | 2.6% | ||
| Q2 24 | 7.9% | 3.8% | ||
| Q1 24 | 5.0% | 3.2% |
现金转化率
MRVL
RPM
| Q4 25 | 0.31× | 2.14× | ||
| Q3 25 | 2.37× | 1.04× | ||
| Q2 25 | 1.87× | 0.66× | ||
| Q1 25 | 2.57× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 2.83× |
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
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |