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ALTISOURCE PORTFOLIO SOLUTIONS S.A.（ASPS）与基华物流（CEVA）财务数据对比。点击上方公司名可切换其他公司
ALTISOURCE PORTFOLIO SOLUTIONS S.A.的季度营收约是基华物流的1.6倍（$42.3M vs $27.0M），基华物流同比增速更快（11.5% vs 3.2%），过去两年ALTISOURCE PORTFOLIO SOLUTIONS S.A.的营收复合增速更高（3.6% vs -2.5%）
Altisource Portfolio Solutions S.A.是面向抵押贷款、房地产及消费金融领域的全球服务商，为贷款机构、服务商、投资者等市场参与者提供技术、数据与运营解决方案，优化资产管理、房产交易等业务流程，提升客户运营效率。
赛物流是一家全球物流与供应链企业，提供货运管理以及合约物流服务，2019年被达飞海运集团收购。收购完成后，达飞集团陆续将英格迈微商务生命周期服务、GEFCO等多家物流运输企业并入赛物流，助力其业务发展与规模扩张。
ASPS vs CEVA — 直观对比
营收规模更大
ASPS
是对方的1.6倍
$27.0M
营收增速更快
CEVA
高出8.2%
3.2%
两年增速更快
ASPS
近两年复合增速
-2.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $42.3M | $27.0M |
| 净利润 | $-7.1M | — |
| 毛利率 | 26.5% | 86.2% |
| 营业利润率 | -15.5% | -5.0% |
| 净利率 | -16.8% | — |
| 营收同比 | 3.2% | 11.5% |
| 净利润同比 | 18.2% | — |
| 每股收益（稀释后） | $-1.02 | — |
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ASPSCEVA
| Q1 26 | — | $27.0M | ||
| Q4 25 | $42.3M | $31.3M | ||
| Q3 25 | $41.9M | $28.4M | ||
| Q2 25 | $43.3M | $25.7M | ||
| Q1 25 | $43.4M | $24.2M | ||
| Q4 24 | $41.0M | $29.2M | ||
| Q3 24 | $40.5M | $27.2M | ||
| Q2 24 | $39.1M | $28.4M |
净利润ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $-1.1M | ||
| Q3 25 | $-2.3M | $-2.5M | ||
| Q2 25 | $16.7M | $-3.7M | ||
| Q1 25 | $-5.3M | $-3.3M | ||
| Q4 24 | $-8.7M | $-1.7M | ||
| Q3 24 | $-9.3M | $-1.3M | ||
| Q2 24 | $-8.3M | $-291.0K |
毛利率ASPSCEVA
| Q1 26 | — | 86.2% | ||
| Q4 25 | 26.5% | 88.1% | ||
| Q3 25 | 27.1% | 88.0% | ||
| Q2 25 | 30.1% | 86.2% | ||
| Q1 25 | 30.7% | 85.6% | ||
| Q4 24 | 30.3% | 88.5% | ||
| Q3 24 | 29.8% | 85.4% | ||
| Q2 24 | 32.5% | 89.7% |
营业利润率ASPSCEVA
| Q1 26 | — | -5.0% | ||
| Q4 25 | -15.5% | -1.3% | ||
| Q3 25 | 1.2% | -7.3% | ||
| Q2 25 | 7.5% | -17.5% | ||
| Q1 25 | 7.5% | -18.1% | ||
| Q4 24 | 1.4% | 0.3% | ||
| Q3 24 | 2.7% | -9.6% | ||
| Q2 24 | 5.3% | -0.1% |
净利率ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | -16.8% | -3.5% | ||
| Q3 25 | -5.5% | -8.8% | ||
| Q2 25 | 38.5% | -14.4% | ||
| Q1 25 | -12.1% | -13.7% | ||
| Q4 24 | -21.3% | -5.9% | ||
| Q3 24 | -23.0% | -4.8% | ||
| Q2 24 | -21.1% | -1.0% |
每股收益（稀释后）ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | $-1.02 | — | ||
| Q3 25 | $-0.22 | — | ||
| Q2 25 | $1.48 | — | ||
| Q1 25 | $-0.09 | — | ||
| Q4 24 | $-4.72 | — | ||
| Q3 24 | $-2.61 | — | ||
| Q2 24 | $-2.33 | — |
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 | $26.6M | $21.4M |
| 总债务越低越好 | $191.1M | — |
| 股东权益账面价值 | $-110.2M | $338.2M |
| 总资产 | $139.8M | $388.2M |
| 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ASPSCEVA
| Q1 26 | — | $21.4M | ||
| Q4 25 | $26.6M | $40.6M | ||
| Q3 25 | $28.6M | $17.3M | ||
| Q2 25 | $30.0M | $29.1M | ||
| Q1 25 | $30.8M | $18.8M | ||
| Q4 24 | $29.8M | $18.8M | ||
| Q3 24 | $28.3M | $13.2M | ||
| Q2 24 | $29.7M | $25.0M |
总债务ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | $191.1M | — | ||
| Q3 25 | $192.5M | — | ||
| Q2 25 | $193.9M | — | ||
| Q1 25 | $195.0M | — | ||
| Q4 24 | $230.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ASPSCEVA
| Q1 26 | — | $338.2M | ||
| Q4 25 | $-110.2M | $336.5M | ||
| Q3 25 | $-104.2M | $268.7M | ||
| Q2 25 | $-102.7M | $265.9M | ||
| Q1 25 | $-119.8M | $269.1M | ||
| Q4 24 | $-157.4M | $266.6M | ||
| Q3 24 | $-149.4M | $265.8M | ||
| Q2 24 | $-140.8M | $263.8M |
总资产ASPSCEVA
| Q1 26 | — | $388.2M | ||
| Q4 25 | $139.8M | $388.3M | ||
| Q3 25 | $139.9M | $306.0M | ||
| Q2 25 | $142.9M | $302.8M | ||
| Q1 25 | $145.7M | $310.0M | ||
| Q4 24 | $143.6M | $308.9M | ||
| Q3 24 | $144.5M | $304.9M | ||
| Q2 24 | $146.6M | $300.4M |
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 | $-505.0K | — |
| 自由现金流经营现金流 - 资本支出 | $-525.0K | — |
| 自由现金流率自由现金流/营收 | -1.2% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-5.1M | — |
8季度趋势，按日历期对齐
经营现金流ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | $-505.0K | $8.7M | ||
| Q3 25 | $718.0K | $-5.9M | ||
| Q2 25 | $-306.0K | $1.2M | ||
| Q1 25 | $-5.0M | $-7.4M | ||
| Q4 24 | $-1.4M | $8.0M | ||
| Q3 24 | $-1.6M | $399.0K | ||
| Q2 24 | $180.0K | $2.4M |
自由现金流ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | $-525.0K | $7.2M | ||
| Q3 25 | $697.0K | $-6.3M | ||
| Q2 25 | $-309.0K | $492.0K | ||
| Q1 25 | $-5.0M | $-7.7M | ||
| Q4 24 | $-1.4M | $7.0M | ||
| Q3 24 | — | $-15.0K | ||
| Q2 24 | — | $1.8M |
自由现金流率ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | -1.2% | 23.1% | ||
| Q3 25 | 1.7% | -22.1% | ||
| Q2 25 | -0.7% | 1.9% | ||
| Q1 25 | -11.5% | -31.8% | ||
| Q4 24 | -3.4% | 24.0% | ||
| Q3 24 | — | -0.1% | ||
| Q2 24 | — | 6.2% |
资本支出强度ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 4.8% | ||
| Q3 25 | 0.1% | 1.5% | ||
| Q2 25 | 0.0% | 2.7% | ||
| Q1 25 | 0.1% | 1.3% | ||
| Q4 24 | 0.0% | 3.5% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.0% | 2.1% |
现金转化率ASPSCEVA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
ASPS
| Services | $39.9M | 94% |
| Revenue Relatedto Technology Platformsand Professional Services | $2.4M | 6% |
CEVA
| Licensing and related revenues | $17.8M | 66% |
| Royalties | $9.2M | 34% |
