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美格纳半导体（MX）与REDWOOD TRUST INC（RWT）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REDWOOD TRUST INC的1.6倍（$40.6M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs -19.9%，领先97.1%），REDWOOD TRUST INC同比增速更快（-6.1% vs -20.7%），过去两年美格纳半导体的营收复合增速更高（-3.4% vs -41.0%）
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。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
MX vs RWT — 直观对比
营收规模更大
MX
是对方的1.6倍
$25.9M
营收增速更快
RWT
高出14.6%
-20.7%
净利率更高
RWT
高出97.1%
-19.9%
两年增速更快
MX
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $40.6M | $25.9M |
| 净利润 | $-8.1M | $20.0M |
| 毛利率 | 9.3% | — |
| 营业利润率 | -26.1% | — |
| 净利率 | -19.9% | 77.2% |
| 营收同比 | -20.7% | -6.1% |
| 净利润同比 | 50.4% | 402.6% |
| 每股收益（稀释后） | $-0.23 | $0.11 |
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MXRWT
| Q4 25 | $40.6M | $25.9M | ||
| Q3 25 | $45.9M | $15.0M | ||
| Q2 25 | $47.6M | $13.8M | ||
| Q1 25 | $44.7M | $27.9M | ||
| Q4 24 | $51.2M | $27.6M | ||
| Q3 24 | $55.4M | $25.5M | ||
| Q2 24 | $46.4M | $67.4M | ||
| Q1 24 | $43.4M | $74.5M |
净利润MXRWT
| Q4 25 | $-8.1M | $20.0M | ||
| Q3 25 | $-13.1M | $-7.7M | ||
| Q2 25 | $323.0K | $-98.5M | ||
| Q1 25 | $-8.9M | $16.1M | ||
| Q4 24 | $-16.3M | $-6.6M | ||
| Q3 24 | $-9.6M | $14.8M | ||
| Q2 24 | $-13.0M | $15.5M | ||
| Q1 24 | $-15.4M | $30.3M |
毛利率MXRWT
| 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MXRWT
| Q4 25 | -26.1% | — | ||
| Q3 25 | -25.1% | -9.0% | ||
| Q2 25 | -15.6% | -679.0% | ||
| Q1 25 | -14.1% | 80.2% | ||
| Q4 24 | -12.5% | -1.3% | ||
| Q3 24 | -8.1% | 86.1% | ||
| Q2 24 | -12.3% | 30.3% | ||
| Q1 24 | -21.6% | 41.3% |
净利率MXRWT
| Q4 25 | -19.9% | 77.2% | ||
| Q3 25 | -28.5% | -51.4% | ||
| Q2 25 | 0.7% | -712.0% | ||
| Q1 25 | -19.9% | 57.8% | ||
| Q4 24 | -31.8% | -24.0% | ||
| Q3 24 | -17.3% | 58.1% | ||
| Q2 24 | -28.0% | 23.0% | ||
| Q1 24 | -35.5% | 40.6% |
每股收益（稀释后）MXRWT
| Q4 25 | $-0.23 | $0.11 | ||
| Q3 25 | $-0.36 | $-0.08 | ||
| Q2 25 | $0.01 | $-0.76 | ||
| Q1 25 | $-0.24 | $0.10 | ||
| Q4 24 | $-0.44 | $-0.08 | ||
| Q3 24 | $-0.26 | $0.09 | ||
| Q2 24 | $-0.34 | $0.10 | ||
| Q1 24 | $-0.40 | $0.21 |
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 | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $248.3M | $982.6M |
| 总资产 | $351.5M | $23.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MXRWT
| Q4 25 | $103.8M | $255.7M | ||
| Q3 25 | $108.0M | $226.3M | ||
| Q2 25 | $113.3M | $302.0M | ||
| Q1 25 | $132.7M | $259.9M | ||
| Q4 24 | $138.6M | $245.2M | ||
| Q3 24 | $151.1M | $253.7M | ||
| Q2 24 | $162.5M | $275.6M | ||
| Q1 24 | $171.6M | $275.4M |
总债务MXRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益MXRWT
| Q4 25 | $248.3M | $982.6M | ||
| Q3 25 | $255.3M | $999.0M | ||
| Q2 25 | $270.2M | $1.1B | ||
| Q1 25 | $269.2M | $1.2B | ||
| Q4 24 | $276.8M | $1.2B | ||
| Q3 24 | $299.6M | $1.2B | ||
| Q2 24 | $305.8M | $1.2B | ||
| Q1 24 | $321.9M | $1.2B |
总资产MXRWT
| Q4 25 | $351.5M | $23.7B | ||
| Q3 25 | $359.6M | $22.6B | ||
| Q2 25 | $370.5M | $21.3B | ||
| Q1 25 | $373.9M | $19.9B | ||
| Q4 24 | $379.3M | $18.3B | ||
| Q3 24 | $411.4M | $18.4B | ||
| Q2 24 | $412.7M | $16.5B | ||
| Q1 24 | $426.2M | $15.1B |
负债/权益比MXRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | $-4.8M | — |
| 自由现金流率自由现金流/营收 | -11.9% | — |
| 资本支出强度资本支出/营收 | 25.3% | — |
| 现金转化率经营现金流/净利润 | — | -504.15× |
| 过去12个月自由现金流最近4个季度 | $-54.2M | — |
8季度趋势，按日历期对齐
经营现金流MXRWT
| Q4 25 | $5.4M | $-10.1B | ||
| Q3 25 | $162.0K | $-2.7B | ||
| Q2 25 | $-25.1M | $-2.1B | ||
| Q1 25 | $-4.7M | $-2.0B | ||
| Q4 24 | $11.9M | $-5.9B | ||
| Q3 24 | $-12.9M | $-2.1B | ||
| Q2 24 | $-1.1M | $-2.0B | ||
| Q1 24 | $-4.0M | $-954.2M |
自由现金流MXRWT
| Q4 25 | $-4.8M | — | ||
| Q3 25 | $-7.5M | — | ||
| Q2 25 | $-37.0M | — | ||
| Q1 25 | $-4.9M | — | ||
| Q4 24 | $4.4M | — | ||
| Q3 24 | $-15.5M | — | ||
| Q2 24 | $-2.0M | — | ||
| Q1 24 | $-4.6M | — |
自由现金流率MXRWT
| Q4 25 | -11.9% | — | ||
| Q3 25 | -16.3% | — | ||
| Q2 25 | -77.7% | — | ||
| Q1 25 | -10.9% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | -28.0% | — | ||
| Q2 24 | -4.3% | — | ||
| Q1 24 | -10.7% | — |
资本支出强度MXRWT
| Q4 25 | 25.3% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 24.9% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 1.5% | — |
现金转化率MXRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | -77.81× | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
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% |
RWT
暂无分部数据
