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好事达（ALL）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.1倍（$922.0M vs $814.9M），好事达净利率更高（266.6% vs 28.7%，领先237.9%），Ubiquiti Inc.同比增速更快（35.8% vs 7.2%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
ALL vs UI — 直观对比
营收规模更大
ALL
是对方的1.1倍
$814.9M
营收增速更快
UI
高出28.6%
7.2%
净利率更高
ALL
高出237.9%
28.7%
两年增速更快
UI
近两年复合增速
-75.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $922.0M | $814.9M |
| 净利润 | $2.5B | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | -1400.3% | 35.9% |
| 净利率 | 266.6% | 28.7% |
| 营收同比 | 7.2% | 35.8% |
| 净利润同比 | — | 70.8% |
| 每股收益（稀释后） | $9.25 | $3.86 |
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ALLUI
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $814.9M | ||
| Q3 25 | $17.3B | $733.8M | ||
| Q2 25 | $16.6B | $759.2M | ||
| Q1 25 | $16.5B | $664.2M | ||
| Q4 24 | $16.5B | $599.9M | ||
| Q3 24 | $16.6B | $550.3M | ||
| Q2 24 | $15.7B | $507.5M |
净利润ALLUI
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $233.6M | ||
| Q3 25 | $3.7B | $207.9M | ||
| Q2 25 | $2.1B | $266.7M | ||
| Q1 25 | $595.0M | $180.4M | ||
| Q4 24 | $1.9B | $136.8M | ||
| Q3 24 | $1.2B | $128.0M | ||
| Q2 24 | $331.0M | $103.8M |
毛利率ALLUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率ALLUI
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 35.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 34.4% | ||
| Q1 25 | — | 34.2% | ||
| Q4 24 | — | 29.8% | ||
| Q3 24 | — | 30.7% | ||
| Q2 24 | — | 27.3% |
净利率ALLUI
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 28.7% | ||
| Q3 25 | 21.7% | 28.3% | ||
| Q2 25 | 12.7% | 35.1% | ||
| Q1 25 | 3.6% | 27.2% | ||
| Q4 24 | 11.7% | 22.8% | ||
| Q3 24 | 7.2% | 23.3% | ||
| Q2 24 | 2.1% | 20.5% |
每股收益（稀释后）ALLUI
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $3.86 | ||
| Q3 25 | $13.95 | $3.43 | ||
| Q2 25 | $7.76 | $4.40 | ||
| Q1 25 | $2.11 | $2.98 | ||
| Q4 24 | $7.07 | $2.26 | ||
| Q3 24 | $4.33 | $2.12 | ||
| Q2 24 | $1.13 | $1.72 |
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 | — | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $31.6B | $1.0B |
| 总资产 | $124.0B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资ALLUI
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $302.8M | ||
| Q3 25 | $8.7B | $177.2M | ||
| Q2 25 | $9.6B | $149.7M | ||
| Q1 25 | $6.5B | $151.0M | ||
| Q4 24 | $4.5B | $133.1M | ||
| Q3 24 | $7.0B | $165.2M | ||
| Q2 24 | $5.3B | $126.3M |
总债务ALLUI
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $47.5M | ||
| Q3 25 | $8.1B | $133.8M | ||
| Q2 25 | $8.1B | $250.0M | ||
| Q1 25 | $8.1B | $340.0M | ||
| Q4 24 | $8.1B | $406.3M | ||
| Q3 24 | $8.1B | $552.5M | ||
| Q2 24 | $8.1B | $708.1M |
股东权益ALLUI
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $1.0B | ||
| Q3 25 | $27.5B | $828.4M | ||
| Q2 25 | $24.0B | $668.3M | ||
| Q1 25 | $22.1B | $436.1M | ||
| Q4 24 | $21.4B | $290.4M | ||
| Q3 24 | $20.9B | $188.1M | ||
| Q2 24 | $18.6B | $95.1M |
总资产ALLUI
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $1.6B | ||
| Q3 25 | $120.4B | $1.5B | ||
| Q2 25 | $115.9B | $1.5B | ||
| Q1 25 | $115.2B | $1.3B | ||
| Q4 24 | $111.6B | $1.2B | ||
| Q3 24 | $113.7B | $1.2B | ||
| Q2 24 | $108.4B | $1.2B |
负债/权益比ALLUI
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.05× | ||
| Q3 25 | 0.29× | 0.16× | ||
| Q2 25 | 0.34× | 0.37× | ||
| Q1 25 | 0.37× | 0.78× | ||
| Q4 24 | 0.38× | 1.40× | ||
| Q3 24 | 0.39× | 2.94× | ||
| Q2 24 | 0.43× | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流ALLUI
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $263.9M | ||
| Q3 25 | $3.3B | $198.5M | ||
| Q2 25 | $1.9B | $130.4M | ||
| Q1 25 | $2.0B | $123.6M | ||
| Q4 24 | $1.7B | $152.4M | ||
| Q3 24 | $3.2B | $233.7M | ||
| Q2 24 | $2.4B | $231.4M |
自由现金流ALLUI
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $260.3M | ||
| Q3 25 | $3.2B | $193.3M | ||
| Q2 25 | $1.9B | $125.2M | ||
| Q1 25 | $1.9B | $120.7M | ||
| Q4 24 | $1.7B | $150.4M | ||
| Q3 24 | $3.1B | $231.1M | ||
| Q2 24 | $2.3B | $229.5M |
自由现金流率ALLUI
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 31.9% | ||
| Q3 25 | 18.8% | 26.3% | ||
| Q2 25 | 11.3% | 16.5% | ||
| Q1 25 | 11.4% | 18.2% | ||
| Q4 24 | 10.0% | 25.1% | ||
| Q3 24 | 18.9% | 42.0% | ||
| Q2 24 | 14.7% | 45.2% |
资本支出强度ALLUI
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.4% | ||
| Q3 25 | 0.3% | 0.7% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.6% | 0.4% | ||
| Q4 24 | 0.3% | 0.3% | ||
| Q3 24 | 0.4% | 0.5% | ||
| Q2 24 | 0.4% | 0.4% |
现金转化率ALLUI
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.13× | ||
| Q3 25 | 0.88× | 0.95× | ||
| Q2 25 | 0.89× | 0.49× | ||
| Q1 25 | 3.30× | 0.68× | ||
| Q4 24 | 0.88× | 1.11× | ||
| Q3 24 | 2.69× | 1.83× | ||
| Q2 24 | 7.13× | 2.23× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
