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好事达（ALL）与思科（CSCO）财务数据对比。点击上方公司名可切换其他公司
好事达的季度营收约是思科的1.1倍（$17.3B vs $15.3B），好事达净利率更高（22.1% vs 20.7%，领先1.4%），思科同比增速更快（9.7% vs 5.1%），好事达自由现金流更多（$2.9B vs $1.5B），过去两年思科的营收复合增速更高（9.9% vs 6.6%）
好事达集团是面向美国、加拿大市场的综合性保险服务商，提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块，主营私人乘用车险、房屋保险，亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
思科是总部位于美国加利福尼亚州圣何塞的跨国数字通信科技集团，专注于研发、生产及销售网络硬件、软件、通信设备等各类高科技产品，同时提供配套高端技术服务，为全球各领域客户提供可靠的数字化通信相关解决方案。
ALL vs CSCO — 直观对比
营收规模更大
ALL
是对方的1.1倍
$15.3B
营收增速更快
CSCO
高出4.6%
5.1%
净利率更高
ALL
高出1.4%
20.7%
自由现金流更多
ALL
多$1.4B
$1.5B
两年增速更快
CSCO
近两年复合增速
6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $17.3B | $15.3B |
| 净利润 | $3.8B | $3.2B |
| 毛利率 | — | 65.0% |
| 营业利润率 | — | 24.6% |
| 净利率 | 22.1% | 20.7% |
| 营收同比 | 5.1% | 9.7% |
| 净利润同比 | 98.8% | 30.8% |
| 每股收益（稀释后） | $14.24 | $0.80 |
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ALLCSCO
| Q1 26 | — | $15.3B | ||
| Q4 25 | $17.3B | $14.9B | ||
| Q3 25 | $17.3B | $14.7B | ||
| Q2 25 | $16.6B | $14.1B | ||
| Q1 25 | $16.5B | $14.0B | ||
| Q4 24 | $16.5B | $13.8B | ||
| Q3 24 | $16.6B | $13.6B | ||
| Q2 24 | $15.7B | $12.7B |
净利润ALLCSCO
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.8B | $2.9B | ||
| Q3 25 | $3.7B | $2.5B | ||
| Q2 25 | $2.1B | $2.5B | ||
| Q1 25 | $595.0M | $2.4B | ||
| Q4 24 | $1.9B | $2.7B | ||
| Q3 24 | $1.2B | $2.2B | ||
| Q2 24 | $331.0M | $1.9B |
毛利率ALLCSCO
| Q1 26 | — | 65.0% | ||
| Q4 25 | — | 65.5% | ||
| Q3 25 | — | 63.2% | ||
| Q2 25 | — | 65.6% | ||
| Q1 25 | — | 65.1% | ||
| Q4 24 | — | 65.9% | ||
| Q3 24 | — | 64.4% | ||
| Q2 24 | — | 65.1% |
营业利润率ALLCSCO
| Q1 26 | — | 24.6% | ||
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 22.6% | ||
| Q1 25 | — | 22.3% | ||
| Q4 24 | — | 17.0% | ||
| Q3 24 | — | 19.2% | ||
| Q2 24 | — | 17.2% |
净利率ALLCSCO
| Q1 26 | — | 20.7% | ||
| Q4 25 | 22.1% | 19.2% | ||
| Q3 25 | 21.7% | 17.4% | ||
| Q2 25 | 12.7% | 17.6% | ||
| Q1 25 | 3.6% | 17.4% | ||
| Q4 24 | 11.7% | 19.6% | ||
| Q3 24 | 7.2% | 15.8% | ||
| Q2 24 | 2.1% | 14.8% |
每股收益（稀释后）ALLCSCO
| Q1 26 | — | $0.80 | ||
| Q4 25 | $14.24 | $0.72 | ||
| Q3 25 | $13.95 | $0.64 | ||
| Q2 25 | $7.76 | $0.62 | ||
| Q1 25 | $2.11 | $0.61 | ||
| Q4 24 | $7.07 | $0.68 | ||
| Q3 24 | $4.33 | $0.54 | ||
| Q2 24 | $1.13 | $0.46 |
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 | $4.9B | $15.8B |
| 总债务越低越好 | $7.5B | $24.6B |
| 股东权益账面价值 | $30.6B | $47.7B |
| 总资产 | $119.8B | $123.4B |
| 负债/权益比越低杠杆越低 | 0.24× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资ALLCSCO
| Q1 26 | — | $15.8B | ||
| Q4 25 | $4.9B | $15.7B | ||
| Q3 25 | $8.7B | $16.1B | ||
| Q2 25 | $9.6B | $15.6B | ||
| Q1 25 | $6.5B | $16.9B | ||
| Q4 24 | $4.5B | $18.7B | ||
| Q3 24 | $7.0B | $17.9B | ||
| Q2 24 | $5.3B | $18.8B |
总债务ALLCSCO
| Q1 26 | — | $24.6B | ||
| Q4 25 | $7.5B | $24.6B | ||
| Q3 25 | $8.1B | $24.6B | ||
| Q2 25 | $8.1B | $25.1B | ||
| Q1 25 | $8.1B | $20.1B | ||
| Q4 24 | $8.1B | $20.1B | ||
| Q3 24 | $8.1B | $20.1B | ||
| Q2 24 | $8.1B | $20.1B |
股东权益ALLCSCO
| Q1 26 | — | $47.7B | ||
| Q4 25 | $30.6B | $46.9B | ||
| Q3 25 | $27.5B | $46.8B | ||
| Q2 25 | $24.0B | $45.9B | ||
| Q1 25 | $22.1B | $45.5B | ||
| Q4 24 | $21.4B | $45.3B | ||
| Q3 24 | $20.9B | $45.5B | ||
| Q2 24 | $18.6B | $45.8B |
总资产ALLCSCO
| Q1 26 | — | $123.4B | ||
| Q4 25 | $119.8B | $121.1B | ||
| Q3 25 | $120.4B | $122.3B | ||
| Q2 25 | $115.9B | $119.8B | ||
| Q1 25 | $115.2B | $121.4B | ||
| Q4 24 | $111.6B | $123.3B | ||
| Q3 24 | $113.7B | $124.4B | ||
| Q2 24 | $108.4B | $123.0B |
负债/权益比ALLCSCO
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.24× | 0.53× | ||
| Q3 25 | 0.29× | 0.53× | ||
| Q2 25 | 0.34× | 0.55× | ||
| Q1 25 | 0.37× | 0.44× | ||
| Q4 24 | 0.38× | 0.44× | ||
| Q3 24 | 0.39× | 0.44× | ||
| Q2 24 | 0.43× | 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 | $3.0B | $1.8B |
| 自由现金流经营现金流 - 资本支出 | $2.9B | $1.5B |
| 自由现金流率自由现金流/营收 | 16.7% | 10.0% |
| 资本支出强度资本支出/营收 | 0.5% | 1.8% |
| 现金转化率经营现金流/净利润 | 0.78× | 0.57× |
| 过去12个月自由现金流最近4个季度 | $9.9B | $12.2B |
8季度趋势，按日历期对齐
经营现金流ALLCSCO
| Q1 26 | — | $1.8B | ||
| Q4 25 | $3.0B | $3.2B | ||
| Q3 25 | $3.3B | $4.2B | ||
| Q2 25 | $1.9B | $4.1B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $1.7B | $3.7B | ||
| Q3 24 | $3.2B | $3.7B | ||
| Q2 24 | $2.4B | $4.0B |
自由现金流ALLCSCO
| Q1 26 | — | $1.5B | ||
| Q4 25 | $2.9B | $2.9B | ||
| Q3 25 | $3.2B | $4.0B | ||
| Q2 25 | $1.9B | $3.8B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $1.7B | $3.4B | ||
| Q3 24 | $3.1B | $3.5B | ||
| Q2 24 | $2.3B | $3.8B |
自由现金流率ALLCSCO
| Q1 26 | — | 10.0% | ||
| Q4 25 | 16.7% | 19.4% | ||
| Q3 25 | 18.8% | 27.4% | ||
| Q2 25 | 11.3% | 26.8% | ||
| Q1 25 | 11.4% | 14.5% | ||
| Q4 24 | 10.0% | 24.9% | ||
| Q3 24 | 18.9% | 25.9% | ||
| Q2 24 | 14.7% | 29.9% |
资本支出强度ALLCSCO
| Q1 26 | — | 1.8% | ||
| Q4 25 | 0.5% | 2.2% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.0% | 1.8% | ||
| Q1 25 | 0.6% | 1.5% | ||
| Q4 24 | 0.3% | 1.6% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.4% | 1.3% |
现金转化率ALLCSCO
| Q1 26 | — | 0.57× | ||
| Q4 25 | 0.78× | 1.12× | ||
| Q3 25 | 0.88× | 1.66× | ||
| Q2 25 | 0.89× | 1.63× | ||
| Q1 25 | 3.30× | 0.92× | ||
| Q4 24 | 0.88× | 1.35× | ||
| Q3 24 | 2.69× | 1.73× | ||
| Q2 24 | 7.13× | 2.11× |
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
ALL
暂无分部数据
CSCO
| Networking | $8.3B | 54% |
| Services | $3.7B | 24% |
| Security | $2.0B | 13% |
| Collaboration | $1.1B | 7% |
| Observability | $277.0M | 2% |
