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芯科实验室(SLAB)与医疗房产信托(SVC)财务数据对比。点击上方公司名可切换其他公司
医疗房产信托的季度营收约是芯科实验室的1.4倍($296.5M vs $208.2M),芯科实验室同比增速更快(25.2% vs -17.0%),芯科实验室自由现金流更多($-1.6M vs $-95.2M),过去两年芯科实验室的营收复合增速更高(39.9% vs -6.1%)
芯科实验室(Silicon Labs)是一家全球无晶圆厂科技企业,专注于设计、生产半导体及其他硅基器件并提供配套软件,产品与方案面向全球物联网基础设施领域的电子设计工程师及制造商供应。
医疗房产信托(MPT)是总部位于阿拉巴马州伯明翰的国际房地产投资信托(REIT),主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式,原产权方出售房产给MPT后成为承租租户,其租户普遍签订长期三净租约。
SLAB vs SVC — 直观对比
营收规模更大
SVC
是对方的1.4倍
$208.2M
营收增速更快
SLAB
高出42.2%
-17.0%
自由现金流更多
SLAB
多$93.5M
$-95.2M
两年增速更快
SLAB
近两年复合增速
-6.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $208.2M | $296.5M |
| 净利润 | — | $-782.0K |
| 毛利率 | 63.4% | — |
| 营业利润率 | -1.6% | -3.9% |
| 净利率 | — | -0.3% |
| 营收同比 | 25.2% | -17.0% |
| 净利润同比 | — | 99.0% |
| 每股收益(稀释后) | $-0.07 | $-0.01 |
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
SLAB
SVC
| Q1 26 | $208.2M | — | ||
| Q4 25 | $206.0M | $296.5M | ||
| Q3 25 | $192.8M | $377.6M | ||
| Q2 25 | $177.7M | $404.4M | ||
| Q1 25 | — | $335.0M | ||
| Q4 24 | $166.2M | $357.0M | ||
| Q3 24 | $166.4M | $390.9M | ||
| Q2 24 | $145.4M | $412.5M |
净利润
SLAB
SVC
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $-782.0K | ||
| Q3 25 | $-21.8M | $-46.9M | ||
| Q2 25 | — | $-38.2M | ||
| Q1 25 | — | $-116.4M | ||
| Q4 24 | — | $-76.4M | ||
| Q3 24 | $-28.5M | $-46.9M | ||
| Q2 24 | $-82.2M | $-73.8M |
毛利率
SLAB
SVC
| Q1 26 | 63.4% | — | ||
| Q4 25 | 57.8% | — | ||
| Q3 25 | 56.1% | — | ||
| Q2 25 | 55.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 54.3% | — | ||
| Q3 24 | 54.3% | — | ||
| Q2 24 | 52.7% | — |
营业利润率
SLAB
SVC
| Q1 26 | -1.6% | — | ||
| Q4 25 | -6.0% | -3.9% | ||
| Q3 25 | -11.9% | -12.8% | ||
| Q2 25 | -18.1% | -9.2% | ||
| Q1 25 | — | -33.3% | ||
| Q4 24 | -17.2% | -19.4% | ||
| Q3 24 | -17.9% | -12.8% | ||
| Q2 24 | -33.0% | -17.1% |
净利率
SLAB
SVC
| Q1 26 | — | — | ||
| Q4 25 | -4.8% | -0.3% | ||
| Q3 25 | -11.3% | -12.4% | ||
| Q2 25 | — | -9.4% | ||
| Q1 25 | — | -34.8% | ||
| Q4 24 | — | -21.4% | ||
| Q3 24 | -17.1% | -12.0% | ||
| Q2 24 | -56.5% | -17.9% |
每股收益(稀释后)
SLAB
SVC
| Q1 26 | $-0.07 | — | ||
| Q4 25 | $-0.30 | $-0.01 | ||
| Q3 25 | $-0.67 | $-0.28 | ||
| Q2 25 | $-0.94 | $-0.23 | ||
| Q1 25 | — | $-0.70 | ||
| Q4 24 | $-0.72 | $-0.46 | ||
| Q3 24 | $-0.88 | $-0.28 | ||
| Q2 24 | $-2.56 | $-0.45 |
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 | $443.6M | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $1.1B | $646.1M |
| 总资产 | $1.3B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势,按日历期对齐
现金及短期投资
SLAB
SVC
| Q1 26 | $443.6M | — | ||
| Q4 25 | $439.0M | $346.8M | ||
| Q3 25 | $415.5M | $417.4M | ||
| Q2 25 | $424.8M | $63.2M | ||
| Q1 25 | — | $80.1M | ||
| Q4 24 | $382.2M | $143.5M | ||
| Q3 24 | $369.7M | $48.6M | ||
| Q2 24 | $339.2M | $14.6M |
总债务
SLAB
SVC
| Q1 26 | — | — | ||
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
SLAB
SVC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $646.1M | ||
| Q3 25 | $1.1B | $647.9M | ||
| Q2 25 | $1.1B | $695.9M | ||
| Q1 25 | — | $734.6M | ||
| Q4 24 | $1.1B | $851.9M | ||
| Q3 24 | $1.1B | $929.0M | ||
| Q2 24 | $1.1B | $1.0B |
总资产
SLAB
SVC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $6.5B | ||
| Q3 25 | $1.2B | $7.0B | ||
| Q2 25 | $1.2B | $6.9B | ||
| Q1 25 | — | $7.0B | ||
| Q4 24 | $1.2B | $7.1B | ||
| Q3 24 | $1.2B | $7.1B | ||
| Q2 24 | $1.2B | $7.1B |
负债/权益比
SLAB
SVC
| Q1 26 | — | — | ||
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $8.3M | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $-1.6M | $-95.2M |
| 自由现金流率自由现金流/营收 | -0.8% | -32.1% |
| 资本支出强度资本支出/营收 | 4.8% | 25.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $65.8M | $-107.0M |
8季度趋势,按日历期对齐
经营现金流
SLAB
SVC
| Q1 26 | $8.3M | — | ||
| Q4 25 | $34.3M | $-18.5M | ||
| Q3 25 | $4.9M | $98.1M | ||
| Q2 25 | $48.1M | $-7.0K | ||
| Q1 25 | — | $38.2M | ||
| Q4 24 | $10.1M | $-9.7M | ||
| Q3 24 | $31.6M | $106.2M | ||
| Q2 24 | $16.1M | $43.8M |
自由现金流
SLAB
SVC
| Q1 26 | $-1.6M | — | ||
| Q4 25 | $27.9M | $-95.2M | ||
| Q3 25 | $-3.8M | $57.9M | ||
| Q2 25 | $43.3M | $-46.6M | ||
| Q1 25 | — | $-23.2M | ||
| Q4 24 | $6.2M | $-88.9M | ||
| Q3 24 | $29.4M | $24.1M | ||
| Q2 24 | $12.6M | $-22.3M |
自由现金流率
SLAB
SVC
| Q1 26 | -0.8% | — | ||
| Q4 25 | 13.6% | -32.1% | ||
| Q3 25 | -2.0% | 15.3% | ||
| Q2 25 | 24.4% | -11.5% | ||
| Q1 25 | — | -6.9% | ||
| Q4 24 | 3.7% | -24.9% | ||
| Q3 24 | 17.7% | 6.2% | ||
| Q2 24 | 8.7% | -5.4% |
资本支出强度
SLAB
SVC
| Q1 26 | 4.8% | — | ||
| Q4 25 | 3.1% | 25.9% | ||
| Q3 25 | 4.5% | 10.6% | ||
| Q2 25 | 2.7% | 11.5% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | 2.4% | 22.2% | ||
| Q3 24 | 1.3% | 21.0% | ||
| Q2 24 | 2.4% | 16.0% |
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
SLAB
| Sales Channel Through Intermediary | $157.5M | 76% |
| Sales Channel Directly To Consumer | $50.7M | 24% |
SVC
暂无分部数据