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美格纳半导体（MX）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是美格纳半导体的1.9倍（$75.5M vs $40.6M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -20.7%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-4.8M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -3.4%）
美格纳半导体是一家全球化半导体设计制造企业，核心产品涵盖显示驱动芯片、电源管理芯片及传感器解决方案，广泛服务消费电子、汽车、工业、通信等领域的全球头部客户。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
MX vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.9倍
$40.6M
营收增速更快
PBYI
高出48.4%
-20.7%
自由现金流更多
PBYI
多$19.2M
$-4.8M
两年增速更快
PBYI
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $40.6M | $75.5M |
| 净利润 | $-8.1M | — |
| 毛利率 | 9.3% | 69.3% |
| 营业利润率 | -26.1% | 22.7% |
| 净利率 | -19.9% | — |
| 营收同比 | -20.7% | 27.7% |
| 净利润同比 | 50.4% | — |
| 每股收益（稀释后） | $-0.23 | $0.26 |
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MXPBYI
| Q4 25 | $40.6M | $75.5M | ||
| Q3 25 | $45.9M | $54.5M | ||
| Q2 25 | $47.6M | $52.4M | ||
| Q1 25 | $44.7M | $46.0M | ||
| Q4 24 | $51.2M | $59.1M | ||
| Q3 24 | $55.4M | $80.5M | ||
| Q2 24 | $46.4M | $47.1M | ||
| Q1 24 | $43.4M | $43.8M |
净利润MXPBYI
| Q4 25 | $-8.1M | — | ||
| Q3 25 | $-13.1M | $8.8M | ||
| Q2 25 | $323.0K | $5.9M | ||
| Q1 25 | $-8.9M | $3.0M | ||
| Q4 24 | $-16.3M | — | ||
| Q3 24 | $-9.6M | $20.3M | ||
| Q2 24 | $-13.0M | $-4.5M | ||
| Q1 24 | $-15.4M | $-4.8M |
毛利率MXPBYI
| Q4 25 | 9.3% | 69.3% | ||
| Q3 25 | 18.6% | 77.7% | ||
| Q2 25 | 20.4% | 76.5% | ||
| Q1 25 | 20.9% | 77.1% | ||
| Q4 24 | 21.7% | 76.4% | ||
| Q3 24 | 20.8% | 63.9% | ||
| Q2 24 | 21.1% | 77.4% | ||
| Q1 24 | 14.6% | 75.5% |
营业利润率MXPBYI
| Q4 25 | -26.1% | 22.7% | ||
| Q3 25 | -25.1% | 17.6% | ||
| Q2 25 | -15.6% | 12.7% | ||
| Q1 25 | -14.1% | 8.7% | ||
| Q4 24 | -12.5% | 22.6% | ||
| Q3 24 | -8.1% | 27.4% | ||
| Q2 24 | -12.3% | -4.6% | ||
| Q1 24 | -21.6% | -5.3% |
净利率MXPBYI
| Q4 25 | -19.9% | — | ||
| Q3 25 | -28.5% | 16.2% | ||
| Q2 25 | 0.7% | 11.2% | ||
| Q1 25 | -19.9% | 6.5% | ||
| Q4 24 | -31.8% | — | ||
| Q3 24 | -17.3% | 25.2% | ||
| Q2 24 | -28.0% | -9.6% | ||
| Q1 24 | -35.5% | -11.0% |
每股收益（稀释后）MXPBYI
| Q4 25 | $-0.23 | $0.26 | ||
| Q3 25 | $-0.36 | $0.17 | ||
| Q2 25 | $0.01 | $0.12 | ||
| Q1 25 | $-0.24 | $0.06 | ||
| Q4 24 | $-0.44 | $0.40 | ||
| Q3 24 | $-0.26 | $0.41 | ||
| Q2 24 | $-0.34 | $-0.09 | ||
| Q1 24 | $-0.40 | $-0.10 |
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 | $103.8M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $248.3M | $130.3M |
| 总资产 | $351.5M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资MXPBYI
| Q4 25 | $103.8M | $97.5M | ||
| Q3 25 | $108.0M | $94.4M | ||
| Q2 25 | $113.3M | $96.0M | ||
| Q1 25 | $132.7M | $93.2M | ||
| Q4 24 | $138.6M | $101.0M | ||
| Q3 24 | $151.1M | $96.7M | ||
| Q2 24 | $162.5M | $96.8M | ||
| Q1 24 | $171.6M | $107.2M |
总债务MXPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益MXPBYI
| Q4 25 | $248.3M | $130.3M | ||
| Q3 25 | $255.3M | $115.3M | ||
| Q2 25 | $270.2M | $104.7M | ||
| Q1 25 | $269.2M | $97.1M | ||
| Q4 24 | $276.8M | $92.1M | ||
| Q3 24 | $299.6M | $71.1M | ||
| Q2 24 | $305.8M | $48.5M | ||
| Q1 24 | $321.9M | $51.0M |
总资产MXPBYI
| Q4 25 | $351.5M | $216.3M | ||
| Q3 25 | $359.6M | $202.9M | ||
| Q2 25 | $370.5M | $194.9M | ||
| Q1 25 | $373.9M | $196.2M | ||
| Q4 24 | $379.3M | $213.3M | ||
| Q3 24 | $411.4M | $220.7M | ||
| Q2 24 | $412.7M | $205.0M | ||
| Q1 24 | $426.2M | $214.1M |
负债/权益比MXPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $5.4M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-4.8M | $14.4M |
| 自由现金流率自由现金流/营收 | -11.9% | 19.1% |
| 资本支出强度资本支出/营收 | 25.3% | 0.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-54.2M | $41.7M |
8季度趋势，按日历期对齐
经营现金流MXPBYI
| Q4 25 | $5.4M | $14.4M | ||
| Q3 25 | $162.0K | $9.7M | ||
| Q2 25 | $-25.1M | $14.1M | ||
| Q1 25 | $-4.7M | $3.6M | ||
| Q4 24 | $11.9M | $15.6M | ||
| Q3 24 | $-12.9M | $11.0M | ||
| Q2 24 | $-1.1M | $1.0M | ||
| Q1 24 | $-4.0M | $11.2M |
自由现金流MXPBYI
| Q4 25 | $-4.8M | $14.4M | ||
| Q3 25 | $-7.5M | $9.7M | ||
| Q2 25 | $-37.0M | $14.1M | ||
| Q1 25 | $-4.9M | $3.6M | ||
| Q4 24 | $4.4M | $15.6M | ||
| Q3 24 | $-15.5M | $11.0M | ||
| Q2 24 | $-2.0M | $1.0M | ||
| Q1 24 | $-4.6M | — |
自由现金流率MXPBYI
| Q4 25 | -11.9% | 19.1% | ||
| Q3 25 | -16.3% | 17.7% | ||
| Q2 25 | -77.7% | 26.8% | ||
| Q1 25 | -10.9% | 7.7% | ||
| Q4 24 | 8.7% | 26.4% | ||
| Q3 24 | -28.0% | 13.7% | ||
| Q2 24 | -4.3% | 2.1% | ||
| Q1 24 | -10.7% | — |
资本支出强度MXPBYI
| Q4 25 | 25.3% | 0.0% | ||
| Q3 25 | 16.7% | 0.0% | ||
| Q2 25 | 24.9% | 0.0% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 14.5% | 0.0% | ||
| Q3 24 | 4.7% | 0.0% | ||
| Q2 24 | 1.9% | 0.0% | ||
| Q1 24 | 1.5% | 0.0% |
现金转化率MXPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | -77.81× | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | — | ||
| 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
MX
| Power Analog Solutions | $36.8M | 91% |
| Power Ic | $3.8M | 9% |
PBYI
暂无分部数据
