vs
美满电子科技（MRVL）与Steris（STE）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Steris的1.4倍（$2.1B vs $1.5B），美满电子科技净利率更高（91.7% vs 12.9%，领先78.8%），美满电子科技同比增速更快（36.8% vs 9.2%），美满电子科技自由现金流更多（$508.8M vs $199.5M），过去两年美满电子科技的营收复合增速更高（20.6% vs 15.8%）
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。
Steris plc是一家美爱合资的医疗设备企业，专注于为美国医疗体系提供灭菌服务及外科手术相关产品。其实际运营总部位于美国俄亥俄州门托市，深耕医疗消毒、感染防控、手术耗材等领域，为医疗机构提供专业可靠的医疗解决方案。
MRVL vs STE — 直观对比
营收规模更大
MRVL
是对方的1.4倍
$1.5B
营收增速更快
MRVL
高出27.7%
9.2%
净利率更高
MRVL
高出78.8%
12.9%
自由现金流更多
MRVL
多$309.3M
$199.5M
两年增速更快
MRVL
近两年复合增速
15.8%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.5B |
| 净利润 | $1.9B | $192.9M |
| 毛利率 | 51.6% | 43.8% |
| 营业利润率 | 17.2% | 18.3% |
| 净利率 | 91.7% | 12.9% |
| 营收同比 | 36.8% | 9.2% |
| 净利润同比 | 381.1% | 11.2% |
| 每股收益（稀释后） | $2.20 | $1.96 |
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MRVLSTE
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.2B | $1.3B | ||
| Q1 24 | $1.4B | $1.1B |
净利润MRVLSTE
| Q4 25 | $1.9B | $192.9M | ||
| Q3 25 | $194.8M | $191.9M | ||
| Q2 25 | $177.9M | $177.4M | ||
| Q1 25 | $200.2M | $145.7M | ||
| Q4 24 | $-676.3M | $173.5M | ||
| Q3 24 | $-193.3M | $150.0M | ||
| Q2 24 | $-215.6M | $145.4M | ||
| Q1 24 | $-392.7M | $-1.4M |
毛利率MRVLSTE
| Q4 25 | 51.6% | 43.8% | ||
| Q3 25 | 50.4% | 44.2% | ||
| Q2 25 | 50.3% | 45.1% | ||
| Q1 25 | 50.5% | 43.3% | ||
| Q4 24 | 23.0% | 44.5% | ||
| Q3 24 | 46.2% | 43.6% | ||
| Q2 24 | 45.5% | 44.7% | ||
| Q1 24 | 46.6% | 40.2% |
营业利润率MRVLSTE
| Q4 25 | 17.2% | 18.3% | ||
| Q3 25 | 14.5% | 18.2% | ||
| Q2 25 | 14.3% | 17.7% | ||
| Q1 25 | 12.9% | 14.6% | ||
| Q4 24 | -46.4% | 17.9% | ||
| Q3 24 | -7.9% | 16.5% | ||
| Q2 24 | -13.1% | 14.5% | ||
| Q1 24 | -2.3% | 22.0% |
净利率MRVLSTE
| Q4 25 | 91.7% | 12.9% | ||
| Q3 25 | 9.7% | 13.1% | ||
| Q2 25 | 9.4% | 12.8% | ||
| Q1 25 | 11.0% | 9.8% | ||
| Q4 24 | -44.6% | 12.7% | ||
| Q3 24 | -15.2% | 11.3% | ||
| Q2 24 | -18.6% | 11.4% | ||
| Q1 24 | -27.5% | -0.1% |
每股收益（稀释后）MRVLSTE
| Q4 25 | $2.20 | $1.96 | ||
| Q3 25 | $0.22 | $1.94 | ||
| Q2 25 | $0.20 | $1.79 | ||
| Q1 25 | $0.23 | $1.48 | ||
| Q4 24 | $-0.78 | $1.75 | ||
| Q3 24 | $-0.22 | $1.51 | ||
| Q2 24 | $-0.25 | $1.46 | ||
| Q1 24 | $-0.45 | $-0.02 |
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 | $423.7M |
| 总债务越低越好 | $4.5B | $1.9B |
| 股东权益账面价值 | $14.1B | $7.2B |
| 总资产 | $21.6B | $10.6B |
| 负债/权益比越低杠杆越低 | 0.32× | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资MRVLSTE
| Q4 25 | $2.7B | $423.7M | ||
| Q3 25 | $1.2B | $319.2M | ||
| Q2 25 | $885.9M | $279.7M | ||
| Q1 25 | $948.3M | $171.7M | ||
| Q4 24 | $868.1M | $155.2M | ||
| Q3 24 | $808.7M | $172.2M | ||
| Q2 24 | $847.7M | $198.3M | ||
| Q1 24 | $950.8M | $207.0M |
总债务MRVLSTE
| Q4 25 | $4.5B | $1.9B | ||
| Q3 25 | $4.5B | $1.9B | ||
| Q2 25 | $4.2B | $1.9B | ||
| Q1 25 | $4.1B | $1.9B | ||
| Q4 24 | $4.1B | $2.0B | ||
| Q3 24 | $4.1B | $2.2B | ||
| Q2 24 | $4.1B | $2.2B | ||
| Q1 24 | $4.2B | $3.1B |
股东权益MRVLSTE
| Q4 25 | $14.1B | $7.2B | ||
| Q3 25 | $13.4B | $7.0B | ||
| Q2 25 | $13.3B | $7.0B | ||
| Q1 25 | $13.4B | $6.6B | ||
| Q4 24 | $13.4B | $6.4B | ||
| Q3 24 | $14.2B | $6.6B | ||
| Q2 24 | $14.5B | $6.4B | ||
| Q1 24 | $14.8B | $6.3B |
总资产MRVLSTE
| Q4 25 | $21.6B | $10.6B | ||
| Q3 25 | $20.6B | $10.4B | ||
| Q2 25 | $20.0B | $10.4B | ||
| Q1 25 | $20.2B | $10.1B | ||
| Q4 24 | $19.7B | $10.0B | ||
| Q3 24 | $20.3B | $10.2B | ||
| Q2 24 | $20.5B | $10.1B | ||
| Q1 24 | $21.2B | $11.1B |
负债/权益比MRVLSTE
| Q4 25 | 0.32× | 0.27× | ||
| Q3 25 | 0.33× | 0.27× | ||
| Q2 25 | 0.32× | 0.27× | ||
| Q1 25 | 0.30× | 0.29× | ||
| Q4 24 | 0.31× | 0.32× | ||
| Q3 24 | 0.29× | 0.33× | ||
| Q2 24 | 0.29× | 0.35× | ||
| Q1 24 | 0.28× | 0.50× |
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 | $298.2M |
| 自由现金流经营现金流 - 资本支出 | $508.8M | $199.5M |
| 自由现金流率自由现金流/营收 | 24.5% | 13.3% |
| 资本支出强度资本支出/营收 | 3.5% | 6.6% |
| 现金转化率经营现金流/净利润 | 0.31× | 1.55× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $917.1M |
8季度趋势，按日历期对齐
经营现金流MRVLSTE
| Q4 25 | $582.3M | $298.2M | ||
| Q3 25 | $461.6M | $287.8M | ||
| Q2 25 | $332.9M | $420.0M | ||
| Q1 25 | $514.0M | $260.8M | ||
| Q4 24 | $536.3M | $332.8M | ||
| Q3 24 | $306.4M | $250.7M | ||
| Q2 24 | $324.5M | $303.7M | ||
| Q1 24 | $546.6M | $254.8M |
自由现金流MRVLSTE
| Q4 25 | $508.8M | $199.5M | ||
| Q3 25 | $414.1M | $201.3M | ||
| Q2 25 | $214.1M | $326.4M | ||
| Q1 25 | $444.1M | $189.9M | ||
| Q4 24 | $461.3M | $243.6M | ||
| Q3 24 | $258.2M | $148.8M | ||
| Q2 24 | $233.0M | $195.7M | ||
| Q1 24 | $475.6M | $163.3M |
自由现金流率MRVLSTE
| Q4 25 | 24.5% | 13.3% | ||
| Q3 25 | 20.6% | 13.8% | ||
| Q2 25 | 11.3% | 23.5% | ||
| Q1 25 | 24.4% | 12.8% | ||
| Q4 24 | 30.4% | 17.8% | ||
| Q3 24 | 20.3% | 11.2% | ||
| Q2 24 | 20.1% | 15.3% | ||
| Q1 24 | 33.3% | 14.6% |
资本支出强度MRVLSTE
| Q4 25 | 3.5% | 6.6% | ||
| Q3 25 | 2.4% | 5.9% | ||
| Q2 25 | 6.3% | 6.7% | ||
| Q1 25 | 3.8% | 4.8% | ||
| Q4 24 | 4.9% | 6.5% | ||
| Q3 24 | 3.8% | 7.7% | ||
| Q2 24 | 7.9% | 8.4% | ||
| Q1 24 | 5.0% | 8.2% |
现金转化率MRVLSTE
| Q4 25 | 0.31× | 1.55× | ||
| Q3 25 | 2.37× | 1.50× | ||
| Q2 25 | 1.87× | 2.37× | ||
| Q1 25 | 2.57× | 1.79× | ||
| Q4 24 | — | 1.92× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 2.09× | ||
| 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
STE
| Servicerevenues | $404.7M | 27% |
| Consumablerevenues | $387.1M | 26% |
| Applied Sterilization Technologies | $286.6M | 19% |
| Capitalequipmentrevenues | $272.1M | 18% |
| Life Science | $145.8M | 10% |
