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美格纳半导体(MX)与RBB Bancorp(RBB)财务数据对比。点击上方公司名可切换其他公司
美格纳半导体的季度营收约是RBB Bancorp的1.3倍($40.6M vs $32.3M),RBB Bancorp净利率更高(31.5% vs -19.9%,领先51.4%),RBB Bancorp同比增速更快(12.6% vs -20.7%),RBB Bancorp自由现金流更多($42.6M vs $-4.8M),过去两年RBB Bancorp的营收复合增速更高(7.0% 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。
RBB银行控股公司是总部位于美国的金融控股集团,旗下核心主体为皇家商业银行,主要服务亚裔社群、中小微企业、不动产投资者及零售客户,提供商业信贷、储蓄存款、财富管理等多元金融服务,业务覆盖美国沿海核心都会区。
MX vs RBB — 直观对比
营收规模更大
MX
是对方的1.3倍
$32.3M
营收增速更快
RBB
高出33.3%
-20.7%
净利率更高
RBB
高出51.4%
-19.9%
自由现金流更多
RBB
多$47.4M
$-4.8M
两年增速更快
RBB
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $40.6M | $32.3M |
| 净利润 | $-8.1M | $10.2M |
| 毛利率 | 9.3% | — |
| 营业利润率 | -26.1% | 39.5% |
| 净利率 | -19.9% | 31.5% |
| 营收同比 | -20.7% | 12.6% |
| 净利润同比 | 50.4% | 132.1% |
| 每股收益(稀释后) | $-0.23 | $0.59 |
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
MX
RBB
| Q4 25 | $40.6M | $32.3M | ||
| Q3 25 | $45.9M | $32.6M | ||
| Q2 25 | $47.6M | $35.8M | ||
| Q1 25 | $44.7M | $28.5M | ||
| Q4 24 | $51.2M | $28.7M | ||
| Q3 24 | $55.4M | $30.3M | ||
| Q2 24 | $46.4M | $27.5M | ||
| Q1 24 | $43.4M | $28.2M |
净利润
MX
RBB
| Q4 25 | $-8.1M | $10.2M | ||
| Q3 25 | $-13.1M | $10.1M | ||
| Q2 25 | $323.0K | $9.3M | ||
| Q1 25 | $-8.9M | $2.3M | ||
| Q4 24 | $-16.3M | $4.4M | ||
| Q3 24 | $-9.6M | $7.0M | ||
| Q2 24 | $-13.0M | $7.2M | ||
| Q1 24 | $-15.4M | $8.0M |
毛利率
MX
RBB
| Q4 25 | 9.3% | — | ||
| Q3 25 | 18.6% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 20.8% | — | ||
| Q2 24 | 21.1% | — | ||
| Q1 24 | 14.6% | — |
营业利润率
MX
RBB
| Q4 25 | -26.1% | 39.5% | ||
| Q3 25 | -25.1% | 40.7% | ||
| Q2 25 | -15.6% | 36.1% | ||
| Q1 25 | -14.1% | 11.2% | ||
| Q4 24 | -12.5% | 17.6% | ||
| Q3 24 | -8.1% | 31.6% | ||
| Q2 24 | -12.3% | 35.6% | ||
| Q1 24 | -21.6% | 39.9% |
净利率
MX
RBB
| Q4 25 | -19.9% | 31.5% | ||
| Q3 25 | -28.5% | 31.2% | ||
| Q2 25 | 0.7% | 26.1% | ||
| Q1 25 | -19.9% | 8.0% | ||
| Q4 24 | -31.8% | 15.3% | ||
| Q3 24 | -17.3% | 23.1% | ||
| Q2 24 | -28.0% | 26.4% | ||
| Q1 24 | -35.5% | 28.4% |
每股收益(稀释后)
MX
RBB
| Q4 25 | $-0.23 | $0.59 | ||
| Q3 25 | $-0.36 | $0.59 | ||
| Q2 25 | $0.01 | $0.52 | ||
| Q1 25 | $-0.24 | $0.13 | ||
| Q4 24 | $-0.44 | $0.26 | ||
| Q3 24 | $-0.26 | $0.39 | ||
| Q2 24 | $-0.34 | $0.39 | ||
| Q1 24 | $-0.40 | $0.43 |
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 | $212.3M |
| 总债务越低越好 | — | $119.9M |
| 股东权益账面价值 | $248.3M | $523.4M |
| 总资产 | $351.5M | $4.2B |
| 负债/权益比越低杠杆越低 | — | 0.23× |
8季度趋势,按日历期对齐
现金及短期投资
MX
RBB
| Q4 25 | $103.8M | $212.3M | ||
| Q3 25 | $108.0M | $234.9M | ||
| Q2 25 | $113.3M | $191.9M | ||
| Q1 25 | $132.7M | $238.8M | ||
| Q4 24 | $138.6M | $257.7M | ||
| Q3 24 | $151.1M | $349.4M | ||
| Q2 24 | $162.5M | $252.8M | ||
| Q1 24 | $171.6M | — |
总债务
MX
RBB
| Q4 25 | — | $119.9M | ||
| Q3 25 | — | $119.8M | ||
| Q2 25 | — | $119.7M | ||
| Q1 25 | — | $119.6M | ||
| Q4 24 | — | $119.5M | ||
| Q3 24 | — | $119.4M | ||
| Q2 24 | — | $119.3M | ||
| Q1 24 | — | $119.2M |
股东权益
MX
RBB
| Q4 25 | $248.3M | $523.4M | ||
| Q3 25 | $255.3M | $514.3M | ||
| Q2 25 | $270.2M | $517.7M | ||
| Q1 25 | $269.2M | $510.3M | ||
| Q4 24 | $276.8M | $507.9M | ||
| Q3 24 | $299.6M | $509.7M | ||
| Q2 24 | $305.8M | $511.3M | ||
| Q1 24 | $321.9M | $514.0M |
总资产
MX
RBB
| Q4 25 | $351.5M | $4.2B | ||
| Q3 25 | $359.6M | $4.2B | ||
| Q2 25 | $370.5M | $4.1B | ||
| Q1 25 | $373.9M | $4.0B | ||
| Q4 24 | $379.3M | $4.0B | ||
| Q3 24 | $411.4M | $4.0B | ||
| Q2 24 | $412.7M | $3.9B | ||
| Q1 24 | $426.2M | $3.9B |
负债/权益比
MX
RBB
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.23× | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $43.4M |
| 自由现金流经营现金流 - 资本支出 | $-4.8M | $42.6M |
| 自由现金流率自由现金流/营收 | -11.9% | 131.8% |
| 资本支出强度资本支出/营收 | 25.3% | 2.5% |
| 现金转化率经营现金流/净利润 | — | 4.26× |
| 过去12个月自由现金流最近4个季度 | $-54.2M | $73.5M |
8季度趋势,按日历期对齐
经营现金流
MX
RBB
| Q4 25 | $5.4M | $43.4M | ||
| Q3 25 | $162.0K | $2.1M | ||
| Q2 25 | $-25.1M | $21.7M | ||
| Q1 25 | $-4.7M | $7.8M | ||
| Q4 24 | $11.9M | $58.5M | ||
| Q3 24 | $-12.9M | $24.5M | ||
| Q2 24 | $-1.1M | $11.7M | ||
| Q1 24 | $-4.0M | $4.8M |
自由现金流
MX
RBB
| Q4 25 | $-4.8M | $42.6M | ||
| Q3 25 | $-7.5M | $1.8M | ||
| Q2 25 | $-37.0M | $21.6M | ||
| Q1 25 | $-4.9M | $7.6M | ||
| Q4 24 | $4.4M | $57.7M | ||
| Q3 24 | $-15.5M | $24.2M | ||
| Q2 24 | $-2.0M | $11.5M | ||
| Q1 24 | $-4.6M | $4.7M |
自由现金流率
MX
RBB
| Q4 25 | -11.9% | 131.8% | ||
| Q3 25 | -16.3% | 5.4% | ||
| Q2 25 | -77.7% | 60.2% | ||
| Q1 25 | -10.9% | 26.7% | ||
| Q4 24 | 8.7% | 201.0% | ||
| Q3 24 | -28.0% | 80.0% | ||
| Q2 24 | -4.3% | 42.0% | ||
| Q1 24 | -10.7% | 16.6% |
资本支出强度
MX
RBB
| Q4 25 | 25.3% | 2.5% | ||
| Q3 25 | 16.7% | 1.1% | ||
| Q2 25 | 24.9% | 0.3% | ||
| Q1 25 | 0.5% | 0.6% | ||
| Q4 24 | 14.5% | 2.7% | ||
| Q3 24 | 4.7% | 0.8% | ||
| Q2 24 | 1.9% | 0.5% | ||
| Q1 24 | 1.5% | 0.5% |
现金转化率
MX
RBB
| Q4 25 | — | 4.26× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | -77.81× | 2.32× | ||
| Q1 25 | — | 3.39× | ||
| Q4 24 | — | 13.34× | ||
| Q3 24 | — | 3.50× | ||
| Q2 24 | — | 1.61× | ||
| Q1 24 | — | 0.60× |
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% |
RBB
暂无分部数据