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FEDERAL AGRICULTURAL MORTGAGE CORP（AGM）与PDF SOLUTIONS INC（PDFS）财务数据对比。点击上方公司名可切换其他公司
FEDERAL AGRICULTURAL MORTGAGE CORP的季度营收约是PDF SOLUTIONS INC的1.7倍（$107.5M vs $62.4M），PDF SOLUTIONS INC同比增速更快（24.6% vs 6.1%），过去两年PDF SOLUTIONS INC的营收复合增速更高（22.9% vs 7.1%）
联邦农业抵押贷款公司（又称Farmer Mac）是由美国国会1988年依据《1987年农业信贷法案》设立、由股东持股的联邦特许企业，核心业务是搭建农业不动产及住房抵押贷款的二级市场，提升农业领域的信贷流动性，为农户、牧场主及乡村社区提供长期稳定的信贷支持。
PDF Solutions Inc是一家总部位于美国加利福尼亚州圣克拉拉的跨国企业，主营软件业务与工程技术服务，目前在纳斯达克交易所挂牌上市，股票代码为PDFS。
AGM vs PDFS — 直观对比
营收规模更大
AGM
是对方的1.7倍
$62.4M
营收增速更快
PDFS
高出18.5%
6.1%
两年增速更快
PDFS
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $107.5M | $62.4M |
| 净利润 | — | $-48.0K |
| 毛利率 | — | 72.9% |
| 营业利润率 | 56.3% | 5.5% |
| 净利率 | — | -0.1% |
| 营收同比 | 6.1% | 24.6% |
| 净利润同比 | — | -108.9% |
| 每股收益（稀释后） | $3.69 | $0.00 |
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AGMPDFS
| Q4 25 | $107.5M | $62.4M | ||
| Q3 25 | $104.0M | $57.1M | ||
| Q2 25 | $102.6M | $51.7M | ||
| Q1 25 | $94.3M | $47.8M | ||
| Q4 24 | $101.3M | $50.1M | ||
| Q3 24 | $90.3M | $46.4M | ||
| Q2 24 | $89.9M | $41.7M | ||
| Q1 24 | $93.7M | $41.3M |
净利润AGMPDFS
| Q4 25 | — | $-48.0K | ||
| Q3 25 | $55.0M | $1.3M | ||
| Q2 25 | $54.8M | $1.1M | ||
| Q1 25 | $49.7M | $-3.0M | ||
| Q4 24 | $56.5M | $539.0K | ||
| Q3 24 | $49.8M | $2.2M | ||
| Q2 24 | $47.1M | $1.7M | ||
| Q1 24 | $53.7M | $-393.0K |
毛利率AGMPDFS
| Q4 25 | — | 72.9% | ||
| Q3 25 | — | 72.3% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 72.9% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 73.1% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 67.3% |
营业利润率AGMPDFS
| Q4 25 | 56.3% | 5.5% | ||
| Q3 25 | 64.1% | 8.5% | ||
| Q2 25 | 63.8% | 2.2% | ||
| Q1 25 | 66.9% | -7.4% | ||
| Q4 24 | 67.5% | 1.0% | ||
| Q3 24 | 69.0% | 4.6% | ||
| Q2 24 | 65.9% | 0.6% | ||
| Q1 24 | 72.8% | -4.7% |
净利率AGMPDFS
| Q4 25 | — | -0.1% | ||
| Q3 25 | 52.9% | 2.3% | ||
| Q2 25 | 53.4% | 2.2% | ||
| Q1 25 | 52.6% | -6.3% | ||
| Q4 24 | 55.8% | 1.1% | ||
| Q3 24 | 55.2% | 4.8% | ||
| Q2 24 | 52.4% | 4.1% | ||
| Q1 24 | 57.4% | -1.0% |
每股收益（稀释后）AGMPDFS
| Q4 25 | $3.69 | $0.00 | ||
| Q3 25 | $4.44 | $0.03 | ||
| Q2 25 | $4.48 | $0.03 | ||
| Q1 25 | $4.01 | $-0.08 | ||
| Q4 24 | $4.62 | $0.01 | ||
| Q3 24 | $3.86 | $0.06 | ||
| Q2 24 | $3.68 | $0.04 | ||
| Q1 24 | $4.28 | $-0.01 |
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 | — | $42.2M |
| 总债务越低越好 | $30.8B | $67.0M |
| 股东权益账面价值 | $1.7B | $271.0M |
| 总资产 | $35.4B | $418.7M |
| 负债/权益比越低杠杆越低 | 17.93× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资AGMPDFS
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $35.9M | ||
| Q2 25 | — | $40.4M | ||
| Q1 25 | — | $54.1M | ||
| Q4 24 | — | $114.9M | ||
| Q3 24 | $842.1M | $120.2M | ||
| Q2 24 | $923.0M | $117.9M | ||
| Q1 24 | $745.1M | $122.9M |
总债务AGMPDFS
| Q4 25 | $30.8B | $67.0M | ||
| Q3 25 | $29.2B | $67.6M | ||
| Q2 25 | $28.9B | $68.1M | ||
| Q1 25 | $28.0B | $68.7M | ||
| Q4 24 | $27.5B | — | ||
| Q3 24 | $27.2B | — | ||
| Q2 24 | $26.8B | — | ||
| Q1 24 | $26.8B | — |
股东权益AGMPDFS
| Q4 25 | $1.7B | $271.0M | ||
| Q3 25 | $1.7B | $264.4M | ||
| Q2 25 | $1.5B | $257.5M | ||
| Q1 25 | $1.5B | $249.0M | ||
| Q4 24 | $1.5B | $246.0M | ||
| Q3 24 | $1.5B | $240.5M | ||
| Q2 24 | $1.5B | $232.2M | ||
| Q1 24 | $1.5B | $225.4M |
总资产AGMPDFS
| Q4 25 | $35.4B | $418.7M | ||
| Q3 25 | $33.4B | $406.4M | ||
| Q2 25 | $33.0B | $391.1M | ||
| Q1 25 | $31.8B | $390.0M | ||
| Q4 24 | $31.3B | $315.3M | ||
| Q3 24 | $30.6B | $307.4M | ||
| Q2 24 | $30.2B | $298.0M | ||
| Q1 24 | $29.8B | $286.8M |
负债/权益比AGMPDFS
| Q4 25 | 17.93× | 0.25× | ||
| Q3 25 | 17.31× | 0.26× | ||
| Q2 25 | 18.70× | 0.26× | ||
| Q1 25 | 18.39× | 0.28× | ||
| Q4 24 | 18.48× | — | ||
| Q3 24 | 18.60× | — | ||
| Q2 24 | 17.87× | — | ||
| Q1 24 | 18.11× | — |
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 | $80.1M | $17.3M |
| 自由现金流经营现金流 - 资本支出 | — | $7.5M |
| 自由现金流率自由现金流/营收 | — | 12.1% |
| 资本支出强度资本支出/营收 | 0.0% | 15.7% |
| 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 | — | $-8.6M |
8季度趋势，按日历期对齐
经营现金流AGMPDFS
| Q4 25 | $80.1M | $17.3M | ||
| Q3 25 | $74.2M | $3.3M | ||
| Q2 25 | $-47.7M | $-5.2M | ||
| Q1 25 | $-49.8M | $8.6M | ||
| Q4 24 | $612.6M | $1.6M | ||
| Q3 24 | $-44.4M | $9.3M | ||
| Q2 24 | $56.1M | $684.0K | ||
| Q1 24 | $233.3M | $-1.9M |
自由现金流AGMPDFS
| Q4 25 | — | $7.5M | ||
| Q3 25 | — | $-2.9M | ||
| Q2 25 | — | $-13.8M | ||
| Q1 25 | — | $535.0K | ||
| Q4 24 | $607.4M | $-4.0M | ||
| Q3 24 | $-44.4M | $5.1M | ||
| Q2 24 | $52.6M | $-4.6M | ||
| Q1 24 | $231.7M | $-3.9M |
自由现金流率AGMPDFS
| Q4 25 | — | 12.1% | ||
| Q3 25 | — | -5.1% | ||
| Q2 25 | — | -26.6% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 599.8% | -8.0% | ||
| Q3 24 | -49.2% | 11.0% | ||
| Q2 24 | 58.5% | -11.1% | ||
| Q1 24 | 247.3% | -9.4% |
资本支出强度AGMPDFS
| Q4 25 | 0.0% | 15.7% | ||
| Q3 25 | 0.0% | 10.8% | ||
| Q2 25 | 0.0% | 16.5% | ||
| Q1 25 | 0.0% | 17.0% | ||
| Q4 24 | 5.2% | 11.3% | ||
| Q3 24 | 0.1% | 9.0% | ||
| Q2 24 | 4.0% | 12.8% | ||
| Q1 24 | 1.7% | 4.9% |
现金转化率AGMPDFS
| Q4 25 | — | — | ||
| Q3 25 | 1.35× | 2.54× | ||
| Q2 25 | -0.87× | -4.55× | ||
| Q1 25 | -1.00× | — | ||
| Q4 24 | 10.84× | 2.98× | ||
| Q3 24 | -0.89× | 4.20× | ||
| Q2 24 | 1.19× | 0.40× | ||
| Q1 24 | 4.34× | — |
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
AGM
暂无分部数据
PDFS
| Volumebased | $38.0M | 61% |
| Other | $24.4M | 39% |
