vs
Bandwidth Inc.（BAND）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
Bandwidth Inc.的季度营收约是STRATTEC SECURITY CORP的1.5倍（$208.8M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs 1.9%，领先1.7%），Bandwidth Inc.同比增速更快（20.1% vs 5.9%），STRATTEC SECURITY CORP自由现金流更多（$11.3M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 7.7%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
BAND vs STRT — 直观对比
营收规模更大
BAND
是对方的1.5倍
$137.5M
营收增速更快
BAND
高出14.3%
5.9%
净利率更高
STRT
高出1.7%
1.9%
自由现金流更多
STRT
多$12.3M
$-1.0M
两年增速更快
BAND
近两年复合增速
7.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $137.5M |
| 净利润 | $4.0M | $4.9M |
| 毛利率 | 37.3% | 16.5% |
| 营业利润率 | 60.5% | 3.5% |
| 净利率 | 1.9% | 3.6% |
| 营收同比 | 20.1% | 5.9% |
| 净利润同比 | 200.0% | 275.1% |
| 每股收益（稀释后） | $-0.08 | $1.20 |
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BANDSTRT
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $137.5M | ||
| Q3 25 | $191.9M | $152.4M | ||
| Q2 25 | $180.0M | $152.0M | ||
| Q1 25 | $174.2M | $144.1M | ||
| Q4 24 | $210.0M | $129.9M | ||
| Q3 24 | $193.9M | $139.1M | ||
| Q2 24 | $173.6M | — |
净利润BANDSTRT
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $4.9M | ||
| Q3 25 | $-1.2M | $8.5M | ||
| Q2 25 | $-4.9M | $8.3M | ||
| Q1 25 | $-3.7M | $5.4M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | $413.0K | $3.7M | ||
| Q2 24 | $4.1M | — |
毛利率BANDSTRT
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 16.5% | ||
| Q3 25 | 38.5% | 17.3% | ||
| Q2 25 | 39.8% | 16.7% | ||
| Q1 25 | 41.0% | 16.0% | ||
| Q4 24 | 36.4% | 13.2% | ||
| Q3 24 | 37.7% | 13.6% | ||
| Q2 24 | 37.3% | — |
营业利润率BANDSTRT
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 3.5% | ||
| Q3 25 | -1.0% | 6.9% | ||
| Q2 25 | -2.1% | 5.6% | ||
| Q1 25 | -2.7% | 4.9% | ||
| Q4 24 | -1.3% | 1.6% | ||
| Q3 24 | -0.5% | 3.6% | ||
| Q2 24 | -3.5% | — |
净利率BANDSTRT
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 3.6% | ||
| Q3 25 | -0.6% | 5.6% | ||
| Q2 25 | -2.7% | 5.4% | ||
| Q1 25 | -2.1% | 3.7% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | 0.2% | 2.7% | ||
| Q2 24 | 2.3% | — |
每股收益（稀释后）BANDSTRT
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $1.20 | ||
| Q3 25 | $-0.04 | $2.07 | ||
| Q2 25 | $-0.16 | $2.02 | ||
| Q1 25 | $-0.13 | $1.32 | ||
| Q4 24 | $0.27 | $0.32 | ||
| Q3 24 | $0.01 | $0.92 | ||
| Q2 24 | $-0.17 | — |
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 | $47.3M | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $236.8M |
| 总资产 | $984.2M | $392.2M |
| 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BANDSTRT
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $99.0M | ||
| Q3 25 | $80.4M | $90.5M | ||
| Q2 25 | $68.1M | $84.6M | ||
| Q1 25 | $41.7M | $62.1M | ||
| Q4 24 | $83.8M | $42.6M | ||
| Q3 24 | $79.9M | $34.4M | ||
| Q2 24 | $76.4M | — |
股东权益BANDSTRT
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $236.8M | ||
| Q3 25 | $392.7M | $230.5M | ||
| Q2 25 | $384.5M | $221.6M | ||
| Q1 25 | $345.4M | $210.7M | ||
| Q4 24 | $312.5M | $204.5M | ||
| Q3 24 | $336.6M | $203.0M | ||
| Q2 24 | $307.4M | — |
总资产BANDSTRT
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $392.2M | ||
| Q3 25 | $1.0B | $390.1M | ||
| Q2 25 | $1.0B | $391.5M | ||
| Q1 25 | $964.4M | $387.4M | ||
| Q4 24 | $989.2M | $355.9M | ||
| Q3 24 | $1.0B | $366.9M | ||
| Q2 24 | $1.0B | — |
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 | — | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $11.3M |
| 自由现金流率自由现金流/营收 | -0.5% | 8.2% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $67.8M |
8季度趋势，按日历期对齐
经营现金流BANDSTRT
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $13.9M | ||
| Q3 25 | $22.2M | $11.3M | ||
| Q2 25 | $31.7M | $30.2M | ||
| Q1 25 | $-3.1M | $20.7M | ||
| Q4 24 | $36.5M | $9.4M | ||
| Q3 24 | $20.5M | $11.3M | ||
| Q2 24 | $24.4M | — |
自由现金流BANDSTRT
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | — | $27.2M | ||
| Q1 25 | — | $19.6M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | — |
自由现金流率BANDSTRT
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | — |
资本支出强度BANDSTRT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | — |
现金转化率BANDSTRT
| Q1 26 | — | — | ||
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | 49.55× | 3.06× | ||
| Q2 24 | 6.03× | — |
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
BAND
暂无分部数据
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
