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西联汇款(AFG)与PLEXUS CORP(PLXS)财务数据对比。点击上方公司名可切换其他公司
西联汇款的季度营收约是PLEXUS CORP的1.8倍($2.1B vs $1.2B),西联汇款净利率更高(14.5% vs 4.3%,领先10.2%),PLEXUS CORP同比增速更快(18.7% vs -4.0%),过去两年PLEXUS CORP的营收复合增速更高(7.2% vs 4.0%)
西联汇款是总部位于美国科罗拉多州丹佛市的跨国金融服务企业,为全球个人及商业客户提供跨境汇款、支付等多元金融解决方案,在全球绝大多数国家和地区拥有覆盖广泛的服务网络。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业,专注于开发及推广Plex制造云产品,这是一款面向制造行业的SaaS模式云计算ERP解决方案,可助力制造企业实现数字化运营管理升级。
AFG vs PLXS — 直观对比
营收规模更大
AFG
是对方的1.8倍
$1.2B
营收增速更快
PLXS
高出22.7%
-4.0%
净利率更高
AFG
高出10.2%
4.3%
两年增速更快
PLXS
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $1.2B |
| 净利润 | $299.0M | $49.8M |
| 毛利率 | — | 10.2% |
| 营业利润率 | 18.4% | 5.3% |
| 净利率 | 14.5% | 4.3% |
| 营收同比 | -4.0% | 18.7% |
| 净利润同比 | 17.3% | 27.5% |
| 每股收益(稀释后) | $3.59 | $1.82 |
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
AFG
PLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $1.9B | — |
净利润
AFG
PLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $299.0M | — | ||
| Q3 25 | $215.0M | — | ||
| Q2 25 | $174.0M | — | ||
| Q1 25 | $154.0M | — | ||
| Q4 24 | $255.0M | — | ||
| Q3 24 | $181.0M | — | ||
| Q2 24 | $209.0M | — |
毛利率
AFG
PLXS
| Q1 26 | — | 9.9% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
AFG
PLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | 18.4% | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 10.6% | — | ||
| Q4 24 | 14.9% | — | ||
| Q3 24 | 9.7% | — | ||
| Q2 24 | 14.3% | — |
净利率
AFG
PLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 14.5% | — | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 7.6% | — | ||
| Q2 24 | 11.0% | — |
每股收益(稀释后)
AFG
PLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $3.59 | — | ||
| Q3 25 | $2.58 | — | ||
| Q2 25 | $2.07 | — | ||
| Q1 25 | $1.84 | — | ||
| Q4 24 | $3.03 | — | ||
| Q3 24 | $2.16 | — | ||
| Q2 24 | $2.49 | — |
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 | $1.7B | $303.1M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $4.8B | $1.5B |
| 总资产 | $32.6B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.38× | — |
8季度趋势,按日历期对齐
现金及短期投资
AFG
PLXS
| Q1 26 | — | $248.8M | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.1B | — |
总债务
AFG
PLXS
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
股东权益
AFG
PLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $4.8B | — | ||
| Q3 25 | $4.7B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.7B | — | ||
| Q2 24 | $4.4B | — |
总资产
AFG
PLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $32.6B | — | ||
| Q3 25 | $33.8B | — | ||
| Q2 25 | $30.7B | — | ||
| Q1 25 | $30.3B | — | ||
| Q4 24 | $30.8B | — | ||
| Q3 24 | $32.6B | — | ||
| Q2 24 | $29.9B | — |
负债/权益比
AFG
PLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 0.33× | — | ||
| Q3 24 | 0.31× | — | ||
| Q2 24 | 0.34× | — |
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 | $784.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.62× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
AFG
PLXS
| Q1 26 | — | — | ||
| Q4 25 | $784.0M | — | ||
| Q3 25 | $216.0M | — | ||
| Q2 25 | $191.0M | — | ||
| Q1 25 | $342.0M | — | ||
| Q4 24 | $674.0M | — | ||
| Q3 24 | $459.0M | — | ||
| Q2 24 | $-88.0M | — |
现金转化率
AFG
PLXS
| Q1 26 | — | — | ||
| Q4 25 | 2.62× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.64× | — | ||
| Q3 24 | 2.54× | — | ||
| Q2 24 | -0.42× | — |
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
AFG
| Property And Casualty Insurance | $2.0B | 96% |
| Other | $83.0M | 4% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |