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好事达(ALL)与SCANSOURCE, INC.(SCSC)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SCANSOURCE, INC.的1.2倍($922.0M vs $766.5M),好事达净利率更高(266.6% vs 2.2%,领先264.4%),好事达同比增速更快(7.2% vs 2.5%),过去两年SCANSOURCE, INC.的营收复合增速更高(0.9% vs -75.8%)
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。
ScanSource是全球领先的专业技术分销商,主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案,面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户,覆盖零售、医疗、工业、公共部门等领域。
ALL vs SCSC — 直观对比
营收规模更大
ALL
是对方的1.2倍
$766.5M
营收增速更快
ALL
高出4.7%
2.5%
净利率更高
ALL
高出264.4%
2.2%
两年增速更快
SCSC
近两年复合增速
-75.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $922.0M | $766.5M |
| 净利润 | $2.5B | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | -1400.3% | 2.3% |
| 净利率 | 266.6% | 2.2% |
| 营收同比 | 7.2% | 2.5% |
| 净利润同比 | — | -3.3% |
| 每股收益(稀释后) | $9.25 | $0.75 |
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
ALL
SCSC
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $766.5M | ||
| Q3 25 | $17.3B | $739.6M | ||
| Q2 25 | $16.6B | $812.9M | ||
| Q1 25 | $16.5B | $704.8M | ||
| Q4 24 | $16.5B | $747.5M | ||
| Q3 24 | $16.6B | $775.6M | ||
| Q2 24 | $15.7B | $746.1M |
净利润
ALL
SCSC
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $16.5M | ||
| Q3 25 | $3.7B | $19.9M | ||
| Q2 25 | $2.1B | $20.1M | ||
| Q1 25 | $595.0M | $17.4M | ||
| Q4 24 | $1.9B | $17.1M | ||
| Q3 24 | $1.2B | $17.0M | ||
| Q2 24 | $331.0M | $16.1M |
毛利率
ALL
SCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% |
营业利润率
ALL
SCSC
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 2.9% |
净利率
ALL
SCSC
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 2.2% | ||
| Q3 25 | 21.7% | 2.7% | ||
| Q2 25 | 12.7% | 2.5% | ||
| Q1 25 | 3.6% | 2.5% | ||
| Q4 24 | 11.7% | 2.3% | ||
| Q3 24 | 7.2% | 2.2% | ||
| Q2 24 | 2.1% | 2.2% |
每股收益(稀释后)
ALL
SCSC
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.75 | ||
| Q3 25 | $13.95 | $0.89 | ||
| Q2 25 | $7.76 | $0.87 | ||
| Q1 25 | $2.11 | $0.74 | ||
| Q4 24 | $7.07 | $0.70 | ||
| Q3 24 | $4.33 | $0.69 | ||
| Q2 24 | $1.13 | $0.66 |
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 | — | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.6B | $910.9M |
| 总资产 | $124.0B | $1.7B |
| 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
ALL
SCSC
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $83.5M | ||
| Q3 25 | $8.7B | $124.9M | ||
| Q2 25 | $9.6B | $126.2M | ||
| Q1 25 | $6.5B | $146.3M | ||
| Q4 24 | $4.5B | $110.5M | ||
| Q3 24 | $7.0B | $145.0M | ||
| Q2 24 | $5.3B | $185.5M |
总债务
ALL
SCSC
| 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
ALL
SCSC
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $910.9M | ||
| Q3 25 | $27.5B | $914.0M | ||
| Q2 25 | $24.0B | $906.4M | ||
| Q1 25 | $22.1B | $901.7M | ||
| Q4 24 | $21.4B | $900.7M | ||
| Q3 24 | $20.9B | $920.9M | ||
| Q2 24 | $18.6B | $924.3M |
总资产
ALL
SCSC
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $1.7B | ||
| Q3 25 | $120.4B | $1.7B | ||
| Q2 25 | $115.9B | $1.8B | ||
| Q1 25 | $115.2B | $1.7B | ||
| Q4 24 | $111.6B | $1.7B | ||
| Q3 24 | $113.7B | $1.8B | ||
| Q2 24 | $108.4B | $1.8B |
负债/权益比
ALL
SCSC
| 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 | — | $30.8M |
| 自由现金流经营现金流 - 资本支出 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 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
ALL
SCSC
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $30.8M | ||
| Q3 25 | $3.3B | $23.2M | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | $66.1M | ||
| Q4 24 | $1.7B | $-6.2M | ||
| Q3 24 | $3.2B | $44.8M | ||
| Q2 24 | $2.4B | — |
自由现金流
ALL
SCSC
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $28.9M | ||
| Q3 25 | $3.2B | $20.8M | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | $64.6M | ||
| Q4 24 | $1.7B | $-8.2M | ||
| Q3 24 | $3.1B | $42.5M | ||
| Q2 24 | $2.3B | — |
自由现金流率
ALL
SCSC
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 3.8% | ||
| Q3 25 | 18.8% | 2.8% | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 11.4% | 9.2% | ||
| Q4 24 | 10.0% | -1.1% | ||
| Q3 24 | 18.9% | 5.5% | ||
| Q2 24 | 14.7% | — |
资本支出强度
ALL
SCSC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.3% | ||
| Q3 25 | 0.3% | 0.3% | ||
| Q2 25 | 0.0% | 0.3% | ||
| Q1 25 | 0.6% | 0.2% | ||
| Q4 24 | 0.3% | 0.3% | ||
| Q3 24 | 0.4% | 0.3% | ||
| Q2 24 | 0.4% | 0.2% |
现金转化率
ALL
SCSC
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.87× | ||
| Q3 25 | 0.88× | 1.17× | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 3.30× | 3.79× | ||
| Q4 24 | 0.88× | -0.36× | ||
| Q3 24 | 2.69× | 2.64× | ||
| Q2 24 | 7.13× | — |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |