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POWER INTEGRATIONS INC（POWI）与RMR GROUP INC.（RMR）财务数据对比。点击上方公司名可切换其他公司
POWER INTEGRATIONS INC的季度营收约是RMR GROUP INC.的1.5倍（$103.2M vs $66.7M），RMR GROUP INC.净利率更高（18.3% vs 12.9%，领先5.4%），RMR GROUP INC.同比增速更快（40.8% vs -1.9%）
Power Integrations Inc.是美国头部电力公用事业企业，业务覆盖美国本土11个州，服务超500万用户，在全美电力供应领域拥有领先的市场地位与成熟的运营体系。
RMR集团是总部位于美国的另类资产管理企业，核心业务聚焦不动产及相关投资，覆盖商业地产、住宅物业、基础设施等赛道，服务全球核心市场的机构投资者、高净值人士及零售客户。
POWI vs RMR — 直观对比
营收规模更大
POWI
是对方的1.5倍
$66.7M
营收增速更快
RMR
高出42.7%
-1.9%
净利率更高
RMR
高出5.4%
12.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $103.2M | $66.7M |
| 净利润 | $13.3M | $12.2M |
| 毛利率 | 52.9% | — |
| 营业利润率 | 8.5% | 48.1% |
| 净利率 | 12.9% | 18.3% |
| 营收同比 | -1.9% | 40.8% |
| 净利润同比 | 45.4% | 91.1% |
| 每股收益（稀释后） | $0.24 | $0.71 |
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POWIRMR
| Q4 25 | $103.2M | $66.7M | ||
| Q3 25 | $118.9M | — | ||
| Q2 25 | $115.9M | — | ||
| Q1 25 | $105.5M | — | ||
| Q4 24 | $105.3M | — | ||
| Q3 24 | $115.8M | — | ||
| Q2 24 | $106.2M | — | ||
| Q1 24 | $91.7M | — |
净利润POWIRMR
| Q4 25 | $13.3M | $12.2M | ||
| Q3 25 | $-1.4M | — | ||
| Q2 25 | $1.4M | — | ||
| Q1 25 | $8.8M | — | ||
| Q4 24 | $9.1M | — | ||
| Q3 24 | $14.3M | — | ||
| Q2 24 | $4.8M | — | ||
| Q1 24 | $4.0M | — |
毛利率POWIRMR
| Q4 25 | 52.9% | — | ||
| Q3 25 | 54.5% | — | ||
| Q2 25 | 55.2% | — | ||
| Q1 25 | 55.2% | — | ||
| Q4 24 | 54.4% | — | ||
| Q3 24 | 54.5% | — | ||
| Q2 24 | 53.2% | — | ||
| Q1 24 | 52.1% | — |
营业利润率POWIRMR
| Q4 25 | 8.5% | 48.1% | ||
| Q3 25 | -3.3% | — | ||
| Q2 25 | -1.2% | — | ||
| Q1 25 | 6.4% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 10.0% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 0.5% | — |
净利率POWIRMR
| Q4 25 | 12.9% | 18.3% | ||
| Q3 25 | -1.1% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 4.3% | — |
每股收益（稀释后）POWIRMR
| Q4 25 | $0.24 | $0.71 | ||
| Q3 25 | $-0.02 | — | ||
| Q2 25 | $0.02 | — | ||
| Q1 25 | $0.15 | — | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.25 | — | ||
| Q2 24 | $0.09 | — | ||
| Q1 24 | $0.07 | — |
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 | $249.5M | $49.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $672.8M | $232.7M |
| 总资产 | $772.2M | $687.1M |
| 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POWIRMR
| Q4 25 | $249.5M | $49.3M | ||
| Q3 25 | $241.9M | — | ||
| Q2 25 | $268.7M | — | ||
| Q1 25 | $289.3M | — | ||
| Q4 24 | $300.0M | — | ||
| Q3 24 | $303.8M | — | ||
| Q2 24 | $290.5M | — | ||
| Q1 24 | $299.6M | — |
股东权益POWIRMR
| Q4 25 | $672.8M | $232.7M | ||
| Q3 25 | $672.0M | — | ||
| Q2 25 | $703.8M | — | ||
| Q1 25 | $735.8M | — | ||
| Q4 24 | $749.8M | — | ||
| Q3 24 | $749.2M | — | ||
| Q2 24 | $730.7M | — | ||
| Q1 24 | $738.2M | — |
总资产POWIRMR
| Q4 25 | $772.2M | $687.1M | ||
| Q3 25 | $772.5M | — | ||
| Q2 25 | $797.5M | — | ||
| Q1 25 | $814.4M | — | ||
| Q4 24 | $828.8M | — | ||
| Q3 24 | $825.0M | — | ||
| Q2 24 | $804.8M | — | ||
| Q1 24 | $805.8M | — |
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 | $26.2M | $10.7M |
| 自由现金流经营现金流 - 资本支出 | $19.2M | — |
| 自由现金流率自由现金流/营收 | 18.6% | — |
| 资本支出强度资本支出/营收 | 6.8% | — |
| 现金转化率经营现金流/净利润 | 1.97× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $87.1M | — |
8季度趋势，按日历期对齐
经营现金流POWIRMR
| Q4 25 | $26.2M | $10.7M | ||
| Q3 25 | $29.9M | — | ||
| Q2 25 | $29.1M | — | ||
| Q1 25 | $26.4M | — | ||
| Q4 24 | $14.7M | — | ||
| Q3 24 | $32.9M | — | ||
| Q2 24 | $17.6M | — | ||
| Q1 24 | $15.9M | — |
自由现金流POWIRMR
| Q4 25 | $19.2M | — | ||
| Q3 25 | $24.2M | — | ||
| Q2 25 | $23.1M | — | ||
| Q1 25 | $20.7M | — | ||
| Q4 24 | $11.7M | — | ||
| Q3 24 | $27.2M | — | ||
| Q2 24 | $13.5M | — | ||
| Q1 24 | $11.6M | — |
自由现金流率POWIRMR
| Q4 25 | 18.6% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | 20.0% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 11.1% | — | ||
| Q3 24 | 23.5% | — | ||
| Q2 24 | 12.7% | — | ||
| Q1 24 | 12.6% | — |
资本支出强度POWIRMR
| Q4 25 | 6.8% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 5.1% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.9% | — | ||
| Q1 24 | 4.7% | — |
现金转化率POWIRMR
| Q4 25 | 1.97× | 0.88× | ||
| Q3 25 | — | — | ||
| Q2 25 | 21.24× | — | ||
| Q1 25 | 3.00× | — | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | 2.30× | — | ||
| Q2 24 | 3.64× | — | ||
| Q1 24 | 4.02× | — |
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
POWI
| Distributors | $65.8M | 64% |
| Other | $10.3M | 10% |
| KR | $9.3M | 9% |
| DE | $7.1M | 7% |
| TW | $5.5M | 5% |
| Emea Other Than Germany | $5.3M | 5% |
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |
