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Alight, Inc.(ALIT)与思佳讯(SWKS)财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是Alight, Inc.的1.4倍($943.7M vs $653.0M),思佳讯净利率更高(3.8% vs -142.7%,领先146.5%),思佳讯同比增速更快(-1.0% vs -4.0%),过去两年Alight, Inc.的营收复合增速更高(8.1% vs 2.1%)
Alight公司是一家美国信息技术与咨询企业,专注于人力资源相关业务,主打基于云的系统服务、业务外包与咨询服务,为大型企业提供人力资本管理平台与外包方案,业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业,公司股票在纳斯达克全球精选市场挂牌交易,股票代码为SWKS,同时也是标普500指数的成分股之一,在全球射频半导体领域拥有较高市场地位。
ALIT vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.4倍
$653.0M
营收增速更快
SWKS
高出3.0%
-4.0%
净利率更高
SWKS
高出146.5%
-142.7%
两年增速更快
ALIT
近两年复合增速
2.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $653.0M | $943.7M |
| 净利润 | $-932.0M | $35.6M |
| 毛利率 | 36.8% | 40.8% |
| 营业利润率 | -114.9% | 4.5% |
| 净利率 | -142.7% | 3.8% |
| 营收同比 | -4.0% | -1.0% |
| 净利润同比 | -11750.0% | -48.2% |
| 每股收益(稀释后) | $-1.77 | $0.24 |
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
ALIT
SWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $653.0M | $1.1B | ||
| Q3 25 | $533.0M | — | ||
| Q2 25 | $528.0M | $965.0M | ||
| Q1 25 | $548.0M | $953.2M | ||
| Q4 24 | $680.0M | $1.1B | ||
| Q3 24 | $555.0M | $1.0B |
净利润
ALIT
SWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $-932.0M | $141.4M | ||
| Q3 25 | $-1.1B | — | ||
| Q2 25 | $-1.1B | $105.0M | ||
| Q1 25 | $-25.0M | $68.7M | ||
| Q4 24 | $8.0M | $162.0M | ||
| Q3 24 | $-74.0M | $60.5M |
毛利率
ALIT
SWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 36.8% | 40.7% | ||
| Q3 25 | 33.4% | — | ||
| Q2 25 | 33.3% | 41.6% | ||
| Q1 25 | 31.2% | 41.1% | ||
| Q4 24 | 39.9% | 41.4% | ||
| Q3 24 | 31.4% | 41.9% |
营业利润率
ALIT
SWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | -114.9% | 10.1% | ||
| Q3 25 | -248.0% | — | ||
| Q2 25 | -191.3% | 11.5% | ||
| Q1 25 | -1.5% | 10.2% | ||
| Q4 24 | 6.5% | 16.9% | ||
| Q3 24 | -7.6% | 5.8% |
净利率
ALIT
SWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | -142.7% | 12.9% | ||
| Q3 25 | -200.2% | — | ||
| Q2 25 | -203.2% | 10.9% | ||
| Q1 25 | -4.6% | 7.2% | ||
| Q4 24 | 1.2% | 15.2% | ||
| Q3 24 | -13.3% | 5.9% |
每股收益(稀释后)
ALIT
SWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $-1.77 | $0.95 | ||
| Q3 25 | $-2.02 | — | ||
| Q2 25 | $-2.03 | $0.70 | ||
| Q1 25 | $-0.05 | $0.43 | ||
| Q4 24 | $0.02 | $1.00 | ||
| Q3 24 | $-0.14 | $0.36 |
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 | $273.0M | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.0B | $5.8B |
| 总资产 | $4.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势,按日历期对齐
现金及短期投资
ALIT
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $273.0M | $1.4B | ||
| Q3 25 | $205.0M | — | ||
| Q2 25 | $227.0M | $1.3B | ||
| Q1 25 | $223.0M | $1.5B | ||
| Q4 24 | $343.0M | $1.7B | ||
| Q3 24 | $300.0M | $1.6B |
总债务
ALIT
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $2.0B | $496.4M | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | $496.2M | ||
| Q1 25 | $2.0B | $995.1M | ||
| Q4 24 | $2.0B | $994.7M | ||
| Q3 24 | $2.0B | $994.3M |
股东权益
ALIT
SWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.0B | $5.8B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $3.1B | $5.7B | ||
| Q1 25 | $4.2B | $5.9B | ||
| Q4 24 | $4.3B | $6.4B | ||
| Q3 24 | $4.3B | $6.3B |
总资产
ALIT
SWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $4.6B | $7.9B | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $6.8B | $7.7B | ||
| Q1 25 | $7.9B | $7.9B | ||
| Q4 24 | $8.2B | $8.3B | ||
| Q3 24 | $8.3B | $8.3B |
负债/权益比
ALIT
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | 1.92× | 0.09× | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 0.65× | 0.09× | ||
| Q1 25 | 0.48× | 0.17× | ||
| Q4 24 | 0.47× | 0.16× | ||
| Q3 24 | 0.47× | 0.16× |
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 | $124.0M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $99.0M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.8% | 8.7% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $250.0M | — |
8季度趋势,按日历期对齐
经营现金流
ALIT
SWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $124.0M | $200.0M | ||
| Q3 25 | $77.0M | — | ||
| Q2 25 | $86.0M | $314.2M | ||
| Q1 25 | $73.0M | $409.4M | ||
| Q4 24 | $118.0M | $377.2M | ||
| Q3 24 | $-24.0M | $476.1M |
自由现金流
ALIT
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $99.0M | $144.0M | ||
| Q3 25 | $49.0M | — | ||
| Q2 25 | $58.0M | $252.7M | ||
| Q1 25 | $44.0M | $370.9M | ||
| Q4 24 | $92.0M | $338.2M | ||
| Q3 24 | $-52.0M | $393.3M |
自由现金流率
ALIT
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 15.2% | 13.1% | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 11.0% | 26.2% | ||
| Q1 25 | 8.0% | 38.9% | ||
| Q4 24 | 13.5% | 31.7% | ||
| Q3 24 | -9.4% | 38.4% |
资本支出强度
ALIT
SWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 3.8% | 5.1% | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.3% | 6.4% | ||
| Q1 25 | 5.3% | 4.0% | ||
| Q4 24 | 3.8% | 3.6% | ||
| Q3 24 | 5.0% | 8.1% |
现金转化率
ALIT
SWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | 14.75× | 2.33× | ||
| Q3 24 | — | 7.87× |
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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
SWKS
暂无分部数据