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好事达（ALL）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
好事达的季度营收约是思佳讯的18.0倍（$16.9B vs $943.7M），好事达净利率更高（14.5% vs 3.8%，领先10.7%），好事达同比增速更快（3.0% vs -1.0%），过去两年好事达的营收复合增速更高（3.8% vs 2.1%）
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。
ALL vs SWKS — 直观对比
营收规模更大
ALL
是对方的18.0倍
$943.7M
营收增速更快
ALL
高出4.0%
-1.0%
净利率更高
ALL
高出10.7%
3.8%
两年增速更快
ALL
近两年复合增速
2.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $16.9B | $943.7M |
| 净利润 | $2.5B | $35.6M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 18.3% | 4.5% |
| 净利率 | 14.5% | 3.8% |
| 营收同比 | 3.0% | -1.0% |
| 净利润同比 | 312.4% | -48.2% |
| 每股收益（稀释后） | $9.25 | $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ALLSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | $16.9B | $1.0B | ||
| Q4 25 | $17.3B | $1.1B | ||
| Q3 25 | $17.3B | — | ||
| Q2 25 | $16.6B | $965.0M | ||
| Q1 25 | $16.5B | $953.2M | ||
| Q4 24 | $16.5B | $1.1B | ||
| Q3 24 | $16.6B | $1.0B |
净利润ALLSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | $2.5B | $79.2M | ||
| Q4 25 | $3.8B | $141.4M | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $2.1B | $105.0M | ||
| Q1 25 | $595.0M | $68.7M | ||
| Q4 24 | $1.9B | $162.0M | ||
| Q3 24 | $1.2B | $60.5M |
毛利率ALLSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% |
营业利润率ALLSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | 18.3% | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 5.8% |
净利率ALLSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | 14.5% | 7.6% | ||
| Q4 25 | 22.1% | 12.9% | ||
| Q3 25 | 21.7% | — | ||
| Q2 25 | 12.7% | 10.9% | ||
| Q1 25 | 3.6% | 7.2% | ||
| Q4 24 | 11.7% | 15.2% | ||
| Q3 24 | 7.2% | 5.9% |
每股收益（稀释后）ALLSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | $9.25 | $0.53 | ||
| Q4 25 | $14.24 | $0.95 | ||
| Q3 25 | $13.95 | — | ||
| Q2 25 | $7.76 | $0.70 | ||
| Q1 25 | $2.11 | $0.43 | ||
| Q4 24 | $7.07 | $1.00 | ||
| Q3 24 | $4.33 | $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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.6B | $5.8B |
| 总资产 | $124.0B | $7.9B |
| 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ALLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $4.9B | $1.4B | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $9.6B | $1.3B | ||
| Q1 25 | $6.5B | $1.5B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $7.0B | $1.6B |
总债务ALLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $7.5B | $496.4M | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | $496.2M | ||
| Q1 25 | $8.1B | $995.1M | ||
| Q4 24 | $8.1B | $994.7M | ||
| Q3 24 | $8.1B | $994.3M |
股东权益ALLSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | $31.6B | $5.8B | ||
| Q4 25 | $30.6B | $5.8B | ||
| Q3 25 | $27.5B | — | ||
| Q2 25 | $24.0B | $5.7B | ||
| Q1 25 | $22.1B | $5.9B | ||
| Q4 24 | $21.4B | $6.4B | ||
| Q3 24 | $20.9B | $6.3B |
总资产ALLSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | $124.0B | $7.9B | ||
| Q4 25 | $119.8B | $7.9B | ||
| Q3 25 | $120.4B | — | ||
| Q2 25 | $115.9B | $7.7B | ||
| Q1 25 | $115.2B | $7.9B | ||
| Q4 24 | $111.6B | $8.3B | ||
| Q3 24 | $113.7B | $8.3B |
负债/权益比ALLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.24× | 0.09× | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | 0.09× | ||
| Q1 25 | 0.37× | 0.17× | ||
| Q4 24 | 0.38× | 0.16× | ||
| Q3 24 | 0.39× | 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 | — | $50.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ALLSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $3.0B | $200.0M | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $1.9B | $314.2M | ||
| Q1 25 | $2.0B | $409.4M | ||
| Q4 24 | $1.7B | $377.2M | ||
| Q3 24 | $3.2B | $476.1M |
自由现金流ALLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $2.9B | $144.0M | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $1.9B | $252.7M | ||
| Q1 25 | $1.9B | $370.9M | ||
| Q4 24 | $1.7B | $338.2M | ||
| Q3 24 | $3.1B | $393.3M |
自由现金流率ALLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 16.7% | 13.1% | ||
| Q3 25 | 18.8% | — | ||
| Q2 25 | 11.3% | 26.2% | ||
| Q1 25 | 11.4% | 38.9% | ||
| Q4 24 | 10.0% | 31.7% | ||
| Q3 24 | 18.9% | 38.4% |
资本支出强度ALLSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 0.5% | 5.1% | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.0% | 6.4% | ||
| Q1 25 | 0.6% | 4.0% | ||
| Q4 24 | 0.3% | 3.6% | ||
| Q3 24 | 0.4% | 8.1% |
现金转化率ALLSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 0.78× | 1.41× | ||
| Q3 25 | 0.88× | — | ||
| Q2 25 | 0.89× | 2.99× | ||
| Q1 25 | 3.30× | 5.96× | ||
| Q4 24 | 0.88× | 2.33× | ||
| Q3 24 | 2.69× | 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
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% |
SWKS
暂无分部数据
