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好事达（ALL）与罗技（LOGI）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罗技的11.9倍（$16.9B vs $1.4B），罗技净利率更高（17.7% vs 14.5%，领先3.2%），罗技同比增速更快（6.1% vs 3.0%），过去两年罗技的营收复合增速更高（18.5% vs 3.8%）
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。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
ALL vs LOGI — 直观对比
营收规模更大
ALL
是对方的11.9倍
$1.4B
营收增速更快
LOGI
高出3.1%
3.0%
净利率更高
LOGI
高出3.2%
14.5%
两年增速更快
LOGI
近两年复合增速
3.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $16.9B | $1.4B |
| 净利润 | $2.5B | $251.0M |
| 毛利率 | — | 43.2% |
| 营业利润率 | 18.3% | 20.1% |
| 净利率 | 14.5% | 17.7% |
| 营收同比 | 3.0% | 6.1% |
| 净利润同比 | 312.4% | 25.4% |
| 每股收益（稀释后） | $9.25 | $1.69 |
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ALLLOGI
| Q1 26 | $16.9B | — | ||
| Q4 25 | $17.3B | $1.4B | ||
| Q3 25 | $17.3B | $1.2B | ||
| Q2 25 | $16.6B | $1.1B | ||
| Q1 25 | $16.5B | $1.0B | ||
| Q4 24 | $16.5B | $1.3B | ||
| Q3 24 | $16.6B | $1.1B | ||
| Q2 24 | $15.7B | $1.1B |
净利润ALLLOGI
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $251.0M | ||
| Q3 25 | $3.7B | $170.7M | ||
| Q2 25 | $2.1B | $146.0M | ||
| Q1 25 | $595.0M | $144.1M | ||
| Q4 24 | $1.9B | $200.1M | ||
| Q3 24 | $1.2B | $145.5M | ||
| Q2 24 | $331.0M | $141.8M |
毛利率ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | — | 43.2% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 41.7% | ||
| Q1 25 | — | 43.1% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | — | 43.6% | ||
| Q2 24 | — | 42.8% |
营业利润率ALLLOGI
| Q1 26 | 18.3% | — | ||
| Q4 25 | — | 20.1% | ||
| Q3 25 | — | 16.1% | ||
| Q2 25 | — | 14.1% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 14.1% |
净利率ALLLOGI
| Q1 26 | 14.5% | — | ||
| Q4 25 | 22.1% | 17.7% | ||
| Q3 25 | 21.7% | 14.4% | ||
| Q2 25 | 12.7% | 12.7% | ||
| Q1 25 | 3.6% | 14.3% | ||
| Q4 24 | 11.7% | 14.9% | ||
| Q3 24 | 7.2% | 13.0% | ||
| Q2 24 | 2.1% | 13.0% |
每股收益（稀释后）ALLLOGI
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $1.69 | ||
| Q3 25 | $13.95 | $1.15 | ||
| Q2 25 | $7.76 | $0.98 | ||
| Q1 25 | $2.11 | $0.94 | ||
| Q4 24 | $7.07 | $1.32 | ||
| Q3 24 | $4.33 | $0.95 | ||
| Q2 24 | $1.13 | $0.92 |
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 | — | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.6B | $2.3B |
| 总资产 | $124.0B | $4.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $1.8B | ||
| Q3 25 | $8.7B | $1.4B | ||
| Q2 25 | $9.6B | $1.5B | ||
| Q1 25 | $6.5B | $1.5B | ||
| Q4 24 | $4.5B | $1.5B | ||
| Q3 24 | $7.0B | $1.4B | ||
| Q2 24 | $5.3B | $1.5B |
总债务ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
股东权益ALLLOGI
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $2.3B | ||
| Q3 25 | $27.5B | $2.1B | ||
| Q2 25 | $24.0B | $2.2B | ||
| Q1 25 | $22.1B | $2.1B | ||
| Q4 24 | $21.4B | $2.1B | ||
| Q3 24 | $20.9B | $2.1B | ||
| Q2 24 | $18.6B | $2.2B |
总资产ALLLOGI
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $4.1B | ||
| Q3 25 | $120.4B | $3.7B | ||
| Q2 25 | $115.9B | $3.7B | ||
| Q1 25 | $115.2B | $3.5B | ||
| Q4 24 | $111.6B | $3.7B | ||
| Q3 24 | $113.7B | $3.6B | ||
| Q2 24 | $108.4B | $3.7B |
负债/权益比ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $480.5M |
| 自由现金流经营现金流 - 资本支出 | — | $465.6M |
| 自由现金流率自由现金流/营收 | — | 32.8% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | $903.6M |
8季度趋势，按日历期对齐
经营现金流ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $480.5M | ||
| Q3 25 | $3.3B | $228.8M | ||
| Q2 25 | $1.9B | $125.0M | ||
| Q1 25 | $2.0B | $129.7M | ||
| Q4 24 | $1.7B | $370.9M | ||
| Q3 24 | $3.2B | $166.0M | ||
| Q2 24 | $2.4B | $176.0M |
自由现金流ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $465.6M | ||
| Q3 25 | $3.2B | $212.3M | ||
| Q2 25 | $1.9B | $108.8M | ||
| Q1 25 | $1.9B | $116.9M | ||
| Q4 24 | $1.7B | $356.6M | ||
| Q3 24 | $3.1B | $151.5M | ||
| Q2 24 | $2.3B | $161.4M |
自由现金流率ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 32.8% | ||
| Q3 25 | 18.8% | 17.9% | ||
| Q2 25 | 11.3% | 9.5% | ||
| Q1 25 | 11.4% | 11.6% | ||
| Q4 24 | 10.0% | 26.6% | ||
| Q3 24 | 18.9% | 13.6% | ||
| Q2 24 | 14.7% | 14.8% |
资本支出强度ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.0% | ||
| Q3 25 | 0.3% | 1.4% | ||
| Q2 25 | 0.0% | 1.4% | ||
| Q1 25 | 0.6% | 1.3% | ||
| Q4 24 | 0.3% | 1.1% | ||
| Q3 24 | 0.4% | 1.3% | ||
| Q2 24 | 0.4% | 1.3% |
现金转化率ALLLOGI
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.91× | ||
| Q3 25 | 0.88× | 1.34× | ||
| Q2 25 | 0.89× | 0.86× | ||
| Q1 25 | 3.30× | 0.90× | ||
| Q4 24 | 0.88× | 1.85× | ||
| Q3 24 | 2.69× | 1.14× | ||
| Q2 24 | 7.13× | 1.24× |
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
| Property and casualty insurance premiums | $15.6B | 92% |
| Other revenue | $719.0M | 4% |
| Other | $533.0M | 3% |
| Accident and health insurance premiums and contract charges | $136.0M | 1% |
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
