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Qnity Electronics, Inc.（Q）与Qorvo, Inc.（QRVO）财务数据对比。点击上方公司名可切换其他公司
Qnity Electronics, Inc.的季度营收约是Qorvo, Inc.的1.3倍（$1.3B vs $993.0M），Qnity Electronics, Inc.净利率更高（16.5% vs 16.5%，领先0.0%），Qnity Electronics, Inc.同比增速更快（11.1% vs 8.4%），Qnity Electronics, Inc.自由现金流更多（$568.0M vs $236.9M）
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
Q vs QRVO — 直观对比
营收规模更大
Q
是对方的1.3倍
$993.0M
营收增速更快
Q
高出2.8%
8.4%
净利率更高
Q
高出0.0%
16.5%
自由现金流更多
Q
多$331.1M
$236.9M
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $993.0M |
| 净利润 | $211.0M | $164.1M |
| 毛利率 | 45.1% | 46.7% |
| 营业利润率 | 21.3% | 19.4% |
| 净利率 | 16.5% | 16.5% |
| 营收同比 | 11.1% | 8.4% |
| 净利润同比 | 6.0% | 297.5% |
| 每股收益（稀释后） | $1.01 | $1.75 |
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QQRVO
| Q4 25 | — | $993.0M | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | — | $818.8M | ||
| Q1 25 | — | $869.5M | ||
| Q4 24 | — | $916.3M | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | — | $886.7M | ||
| Q1 24 | — | $941.0M |
净利润QQRVO
| Q4 25 | — | $164.1M | ||
| Q3 25 | $211.0M | $119.6M | ||
| Q2 25 | — | $25.6M | ||
| Q1 25 | — | $31.4M | ||
| Q4 24 | — | $41.3M | ||
| Q3 24 | $199.0M | $-17.4M | ||
| Q2 24 | — | $414.0K | ||
| Q1 24 | — | $2.7M |
毛利率QQRVO
| Q4 25 | — | 46.7% | ||
| Q3 25 | 45.1% | 47.0% | ||
| Q2 25 | — | 40.5% | ||
| Q1 25 | — | 42.2% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | 47.0% | 42.6% | ||
| Q2 24 | — | 37.5% | ||
| Q1 24 | — | 40.6% |
营业利润率QQRVO
| Q4 25 | — | 19.4% | ||
| Q3 25 | 21.3% | 14.9% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | 21.8% | 0.9% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 3.2% |
净利率QQRVO
| Q4 25 | — | 16.5% | ||
| Q3 25 | 16.5% | 11.3% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | 17.3% | -1.7% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.3% |
每股收益（稀释后）QQRVO
| Q4 25 | — | $1.75 | ||
| Q3 25 | $1.01 | $1.28 | ||
| Q2 25 | — | $0.27 | ||
| Q1 25 | — | $0.33 | ||
| Q4 24 | — | $0.43 | ||
| Q3 24 | $0.95 | $-0.18 | ||
| Q2 24 | — | $0.00 | ||
| Q1 24 | — | $0.04 |
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 | $128.0M | $1.3B |
| 总债务越低越好 | $1.7B | $1.5B |
| 股东权益账面价值 | $9.1B | $3.7B |
| 总资产 | $12.5B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资QQRVO
| Q4 25 | — | $1.3B | ||
| Q3 25 | $128.0M | $1.1B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $769.4M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.0B |
总债务QQRVO
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.5B |
股东权益QQRVO
| Q4 25 | — | $3.7B | ||
| Q3 25 | $9.1B | $3.5B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $11.1B | $3.4B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.6B |
总资产QQRVO
| Q4 25 | — | $6.2B | ||
| Q3 25 | $12.5B | $6.1B | ||
| Q2 25 | — | $6.0B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.6B |
负债/权益比QQRVO
| Q4 25 | — | 0.42× | ||
| Q3 25 | 0.19× | 0.44× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | 0.44× |
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 | $782.0M | $265.4M |
| 自由现金流经营现金流 - 资本支出 | $568.0M | $236.9M |
| 自由现金流率自由现金流/营收 | 44.5% | 23.9% |
| 资本支出强度资本支出/营收 | 16.8% | 2.9% |
| 现金转化率经营现金流/净利润 | 3.71× | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $595.2M |
8季度趋势，按日历期对齐
经营现金流QQRVO
| Q4 25 | — | $265.4M | ||
| Q3 25 | $782.0M | $84.0M | ||
| Q2 25 | — | $182.9M | ||
| Q1 25 | — | $199.2M | ||
| Q4 24 | — | $214.1M | ||
| Q3 24 | — | $127.8M | ||
| Q2 24 | — | $81.1M | ||
| Q1 24 | — | — |
自由现金流QQRVO
| Q4 25 | — | $236.9M | ||
| Q3 25 | $568.0M | $42.2M | ||
| Q2 25 | — | $145.4M | ||
| Q1 25 | — | $170.7M | ||
| Q4 24 | — | $176.2M | ||
| Q3 24 | — | $94.8M | ||
| Q2 24 | — | $42.9M | ||
| Q1 24 | — | — |
自由现金流率QQRVO
| Q4 25 | — | 23.9% | ||
| Q3 25 | 44.5% | 4.0% | ||
| Q2 25 | — | 17.8% | ||
| Q1 25 | — | 19.6% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 9.1% | ||
| Q2 24 | — | 4.8% | ||
| Q1 24 | — | — |
资本支出强度QQRVO
| Q4 25 | — | 2.9% | ||
| Q3 25 | 16.8% | 3.9% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | — |
现金转化率QQRVO
| Q4 25 | — | 1.62× | ||
| Q3 25 | 3.71× | 0.70× | ||
| Q2 25 | — | 7.15× | ||
| Q1 25 | — | 6.35× | ||
| Q4 24 | — | 5.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 195.86× | ||
| 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
Q
| Semiconductor Technologies | $693.0M | 54% |
| Interconnect Solutions | $583.0M | 46% |
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
