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Qorvo, Inc.（QRVO）与SEI INVESTMENTS CO（SEIC）财务数据对比。点击上方公司名可切换其他公司
Qorvo, Inc.的季度营收约是SEI INVESTMENTS CO的1.6倍（$993.0M vs $622.2M），SEI INVESTMENTS CO净利率更高（28.0% vs 16.5%，领先11.5%），SEI INVESTMENTS CO同比增速更快（13.0% vs 8.4%），过去两年SEI INVESTMENTS CO的营收复合增速更高（9.5% vs 2.7%）
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。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
QRVO vs SEIC — 直观对比
营收规模更大
QRVO
是对方的1.6倍
$622.2M
营收增速更快
SEIC
高出4.6%
8.4%
净利率更高
SEIC
高出11.5%
16.5%
两年增速更快
SEIC
近两年复合增速
2.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $993.0M | $622.2M |
| 净利润 | $164.1M | $174.5M |
| 毛利率 | 46.7% | — |
| 营业利润率 | 19.4% | 30.5% |
| 净利率 | 16.5% | 28.0% |
| 营收同比 | 8.4% | 13.0% |
| 净利润同比 | 297.5% | 15.0% |
| 每股收益（稀释后） | $1.75 | $1.40 |
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QRVOSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $993.0M | $607.9M | ||
| Q3 25 | $1.1B | $578.5M | ||
| Q2 25 | $818.8M | $559.6M | ||
| Q1 25 | $869.5M | $551.3M | ||
| Q4 24 | $916.3M | $557.2M | ||
| Q3 24 | $1.0B | $537.4M | ||
| Q2 24 | $886.7M | $519.0M |
净利润QRVOSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $164.1M | $172.5M | ||
| Q3 25 | $119.6M | $164.2M | ||
| Q2 25 | $25.6M | $227.1M | ||
| Q1 25 | $31.4M | $151.5M | ||
| Q4 24 | $41.3M | $155.8M | ||
| Q3 24 | $-17.4M | $154.9M | ||
| Q2 24 | $414.0K | $139.1M |
毛利率QRVOSEIC
| Q1 26 | — | — | ||
| Q4 25 | 46.7% | 36.8% | ||
| Q3 25 | 47.0% | 35.0% | ||
| Q2 25 | 40.5% | 33.8% | ||
| Q1 25 | 42.2% | 34.9% | ||
| Q4 24 | 42.7% | 33.1% | ||
| Q3 24 | 42.6% | 33.8% | ||
| Q2 24 | 37.5% | 32.7% |
营业利润率QRVOSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 19.4% | 26.6% | ||
| Q3 25 | 14.9% | 27.7% | ||
| Q2 25 | 3.7% | 26.6% | ||
| Q1 25 | 3.2% | 28.5% | ||
| Q4 24 | 5.8% | 26.1% | ||
| Q3 24 | 0.9% | 26.8% | ||
| Q2 24 | 0.5% | 26.3% |
净利率QRVOSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | 16.5% | 28.4% | ||
| Q3 25 | 11.3% | 28.4% | ||
| Q2 25 | 3.1% | 40.6% | ||
| Q1 25 | 3.6% | 27.5% | ||
| Q4 24 | 4.5% | 28.0% | ||
| Q3 24 | -1.7% | 28.8% | ||
| Q2 24 | 0.0% | 26.8% |
每股收益（稀释后）QRVOSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $1.75 | $1.38 | ||
| Q3 25 | $1.28 | $1.30 | ||
| Q2 25 | $0.27 | $1.78 | ||
| Q1 25 | $0.33 | $1.17 | ||
| Q4 24 | $0.43 | $1.18 | ||
| Q3 24 | $-0.18 | $1.19 | ||
| Q2 24 | $0.00 | $1.05 |
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 | $1.3B | $363.1M |
| 总债务越低越好 | $1.5B | $32.4M |
| 股东权益账面价值 | $3.7B | $2.5B |
| 总资产 | $6.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资QRVOSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $1.3B | $399.8M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.0B | $710.7M | ||
| Q4 24 | $769.4M | $839.9M | ||
| Q3 24 | $1.1B | $901.1M | ||
| Q2 24 | $1.1B | $768.3M |
总债务QRVOSEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
股东权益QRVOSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $3.7B | $2.4B | ||
| Q3 25 | $3.5B | $2.4B | ||
| Q2 25 | $3.4B | $2.3B | ||
| Q1 25 | $3.4B | $2.3B | ||
| Q4 24 | $3.4B | $2.3B | ||
| Q3 24 | $3.4B | $2.4B | ||
| Q2 24 | $3.5B | $2.2B |
总资产QRVOSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $6.2B | — | ||
| Q3 25 | $6.1B | — | ||
| Q2 25 | $6.0B | $2.6B | ||
| Q1 25 | $5.9B | $2.6B | ||
| Q4 24 | $6.0B | $2.7B | ||
| Q3 24 | $6.5B | $2.7B | ||
| Q2 24 | $6.4B | $2.5B |
负债/权益比QRVOSEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.44× | — | ||
| Q2 25 | 0.45× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 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 | $265.4M | — |
| 自由现金流经营现金流 - 资本支出 | $236.9M | — |
| 自由现金流率自由现金流/营收 | 23.9% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 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QRVOSEIC
| Q1 26 | — | — | ||
| Q4 25 | $265.4M | $126.4M | ||
| Q3 25 | $84.0M | $238.3M | ||
| Q2 25 | $182.9M | $96.5M | ||
| Q1 25 | $199.2M | $146.5M | ||
| Q4 24 | $214.1M | $195.3M | ||
| Q3 24 | $127.8M | $200.0M | ||
| Q2 24 | $81.1M | $114.7M |
自由现金流QRVOSEIC
| Q1 26 | — | — | ||
| Q4 25 | $236.9M | $124.8M | ||
| Q3 25 | $42.2M | $229.6M | ||
| Q2 25 | $145.4M | $92.7M | ||
| Q1 25 | $170.7M | $137.8M | ||
| Q4 24 | $176.2M | $190.2M | ||
| Q3 24 | $94.8M | $193.7M | ||
| Q2 24 | $42.9M | $107.0M |
自由现金流率QRVOSEIC
| Q1 26 | — | — | ||
| Q4 25 | 23.9% | 20.5% | ||
| Q3 25 | 4.0% | 39.7% | ||
| Q2 25 | 17.8% | 16.6% | ||
| Q1 25 | 19.6% | 25.0% | ||
| Q4 24 | 19.2% | 34.1% | ||
| Q3 24 | 9.1% | 36.0% | ||
| Q2 24 | 4.8% | 20.6% |
资本支出强度QRVOSEIC
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 0.3% | ||
| Q3 25 | 3.9% | 1.5% | ||
| Q2 25 | 4.6% | 0.7% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 4.1% | 0.9% | ||
| Q3 24 | 3.2% | 1.2% | ||
| Q2 24 | 4.3% | 1.5% |
现金转化率QRVOSEIC
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 0.73× | ||
| Q3 25 | 0.70× | 1.45× | ||
| Q2 25 | 7.15× | 0.43× | ||
| Q1 25 | 6.35× | 0.97× | ||
| Q4 24 | 5.19× | 1.25× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | 195.86× | 0.82× |
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
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
SEIC
暂无分部数据
