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Astrana Health, Inc.（ASTH）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
思佳讯的季度营收约是Astrana Health, Inc.的1.1倍（$1.0B vs $950.5M），思佳讯净利率更高（7.6% vs 0.7%，领先7.0%），Astrana Health, Inc.同比增速更快（42.9% vs 8.6%），思佳讯自由现金流更多（$339.0M vs $-6.0M），过去两年Astrana Health, Inc.的营收复合增速更高（53.3% vs -0.5%）
Astrana Health是一家总部位于美国的价值导向型医疗服务提供商，主要服务全美符合联邦医保资格的老年群体，提供上门初级护理、慢性病管理及护理协调服务，致力于提升患者健康水平、降低不必要的医疗支出。
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。
ASTH vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.1倍
$950.5M
营收增速更快
ASTH
高出34.3%
8.6%
净利率更高
SWKS
高出7.0%
0.7%
自由现金流更多
SWKS
多$344.9M
$-6.0M
两年增速更快
ASTH
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $950.5M | $1.0B |
| 净利润 | $6.6M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 1.9% | 10.0% |
| 净利率 | 0.7% | 7.6% |
| 营收同比 | 42.9% | 8.6% |
| 净利润同比 | 184.4% | 15.3% |
| 每股收益（稀释后） | $0.12 | $0.53 |
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ASTHSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $950.5M | $1.1B | ||
| Q3 25 | $956.0M | — | ||
| Q2 25 | $654.8M | $965.0M | ||
| Q1 25 | $620.4M | $953.2M | ||
| Q4 24 | $665.2M | $1.1B | ||
| Q3 24 | $478.7M | $1.0B | ||
| Q2 24 | $486.3M | $905.5M |
净利润ASTHSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $6.6M | $141.4M | ||
| Q3 25 | $373.0K | — | ||
| Q2 25 | $9.4M | $105.0M | ||
| Q1 25 | $6.7M | $68.7M | ||
| Q4 24 | $-7.8M | $162.0M | ||
| Q3 24 | $16.1M | $60.5M | ||
| Q2 24 | $19.2M | $120.9M |
毛利率ASTHSWKS
| 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% | ||
| Q2 24 | — | 40.2% |
营业利润率ASTHSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 1.9% | 10.1% | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 3.1% | 11.5% | ||
| Q1 25 | 3.3% | 10.2% | ||
| Q4 24 | 0.1% | 16.9% | ||
| Q3 24 | 5.9% | 5.8% | ||
| Q2 24 | 6.2% | 14.4% |
净利率ASTHSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 0.7% | 12.9% | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 1.4% | 10.9% | ||
| Q1 25 | 1.1% | 7.2% | ||
| Q4 24 | -1.2% | 15.2% | ||
| Q3 24 | 3.4% | 5.9% | ||
| Q2 24 | 3.9% | 13.4% |
每股收益（稀释后）ASTHSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $0.12 | $0.95 | ||
| Q3 25 | $0.01 | — | ||
| Q2 25 | $0.19 | $0.70 | ||
| Q1 25 | $0.14 | $0.43 | ||
| Q4 24 | $-0.14 | $1.00 | ||
| Q3 24 | $0.33 | $0.36 | ||
| Q2 24 | $0.40 | $0.75 |
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 | $429.5M | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $779.3M | $5.8B |
| 总资产 | $2.2B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ASTHSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $429.5M | $1.4B | ||
| Q3 25 | $463.4M | — | ||
| Q2 25 | $342.1M | $1.3B | ||
| Q1 25 | $260.9M | $1.5B | ||
| Q4 24 | $290.8M | $1.7B | ||
| Q3 24 | $350.3M | $1.6B | ||
| Q2 24 | $327.7M | $1.3B |
总债务ASTHSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益ASTHSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $779.3M | $5.8B | ||
| Q3 25 | $775.5M | — | ||
| Q2 25 | $765.5M | $5.7B | ||
| Q1 25 | $745.4M | $5.9B | ||
| Q4 24 | $712.7M | $6.4B | ||
| Q3 24 | $704.6M | $6.3B | ||
| Q2 24 | $678.9M | $6.3B |
总资产ASTHSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $2.2B | $7.9B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $1.4B | $7.7B | ||
| Q1 25 | $1.3B | $7.9B | ||
| Q4 24 | $1.4B | $8.3B | ||
| Q3 24 | $1.3B | $8.3B | ||
| Q2 24 | $1.3B | $8.2B |
负债/权益比ASTHSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 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 | $-2.9M | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $-6.0M | $339.0M |
| 自由现金流率自由现金流/营收 | -0.6% | 32.7% |
| 资本支出强度资本支出/营收 | 0.3% | 5.5% |
| 现金转化率经营现金流/净利润 | -0.44× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $104.5M | $1.1B |
8季度趋势，按日历期对齐
经营现金流ASTHSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $-2.9M | $200.0M | ||
| Q3 25 | $10.0M | — | ||
| Q2 25 | $90.9M | $314.2M | ||
| Q1 25 | $16.6M | $409.4M | ||
| Q4 24 | $-10.9M | $377.2M | ||
| Q3 24 | $34.0M | $476.1M | ||
| Q2 24 | $23.2M | $273.4M |
自由现金流ASTHSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-6.0M | $144.0M | ||
| Q3 25 | $7.4M | — | ||
| Q2 25 | $89.5M | $252.7M | ||
| Q1 25 | $13.6M | $370.9M | ||
| Q4 24 | $-13.5M | $338.2M | ||
| Q3 24 | $31.7M | $393.3M | ||
| Q2 24 | $20.4M | $249.0M |
自由现金流率ASTHSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | -0.6% | 13.1% | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 13.7% | 26.2% | ||
| Q1 25 | 2.2% | 38.9% | ||
| Q4 24 | -2.0% | 31.7% | ||
| Q3 24 | 6.6% | 38.4% | ||
| Q2 24 | 4.2% | 27.5% |
资本支出强度ASTHSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 0.3% | 5.1% | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.2% | 6.4% | ||
| Q1 25 | 0.5% | 4.0% | ||
| Q4 24 | 0.4% | 3.6% | ||
| Q3 24 | 0.5% | 8.1% | ||
| Q2 24 | 0.6% | 2.7% |
现金转化率ASTHSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | -0.44× | 1.41× | ||
| Q3 25 | 26.69× | — | ||
| Q2 25 | 9.65× | 2.99× | ||
| Q1 25 | 2.48× | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | 2.11× | 7.87× | ||
| Q2 24 | 1.21× | 2.26× |
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
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
