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BENCHMARK ELECTRONICS INC（BHE）与Freedom Holding Corp.（FRHC）财务数据对比。点击上方公司名可切换其他公司
BENCHMARK ELECTRONICS INC的季度营收约是Freedom Holding Corp.的1.2倍（$725.8M vs $628.6M），BENCHMARK ELECTRONICS INC同比增速更快（6.2% vs -4.1%），Freedom Holding Corp.自由现金流更多（$651.7M vs $48.2M），过去两年Freedom Holding Corp.的营收复合增速更高（16.3% vs 1.1%）
Benchmark Electronics Inc是总部位于美国亚利桑那州坦佩市的电子制造服务（EMS）、原始设计制造（ODM）及原始设备制造（OEM）企业，为客户提供专业的合同制造服务，业务覆盖全球多个区域的电子产业链需求。
Freedom Holding Corp.是在美国内华达州注册的投资集团，业务覆盖零售证券经纪交易、资产管理、资本市场服务、投研咨询、投行承销、抵押贷款、保险、银行及其他消费金融服务，核心布局美股、欧洲及以哈萨克斯坦为核心的中亚市场。
BHE vs FRHC — 直观对比
营收规模更大
BHE
是对方的1.2倍
$628.6M
营收增速更快
BHE
高出10.2%
-4.1%
自由现金流更多
FRHC
多$603.5M
$48.2M
两年增速更快
FRHC
近两年复合增速
1.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $725.8M | $628.6M |
| 净利润 | — | $76.2M |
| 毛利率 | 10.2% | 96.0% |
| 营业利润率 | 2.8% | 14.9% |
| 净利率 | — | 12.1% |
| 营收同比 | 6.2% | -4.1% |
| 净利润同比 | — | -2.6% |
| 每股收益（稀释后） | $0.16 | $1.25 |
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BHEFRHC
| Q4 25 | $725.8M | $628.6M | ||
| Q3 25 | $702.6M | $526.1M | ||
| Q2 25 | $665.7M | $533.4M | ||
| Q1 25 | $654.6M | $363.7M | ||
| Q4 24 | $683.6M | $655.2M | ||
| Q3 24 | $680.0M | $580.9M | ||
| Q2 24 | $686.7M | $450.7M | ||
| Q1 24 | $710.6M | $464.7M |
净利润BHEFRHC
| Q4 25 | — | $76.2M | ||
| Q3 25 | $14.3M | $38.7M | ||
| Q2 25 | $972.0K | $30.4M | ||
| Q1 25 | $3.6M | $-142.7M | ||
| Q4 24 | — | $78.3M | ||
| Q3 24 | $15.4M | $114.7M | ||
| Q2 24 | $15.5M | $34.4M | ||
| Q1 24 | $14.0M | $95.2M |
毛利率BHEFRHC
| Q4 25 | 10.2% | 96.0% | ||
| Q3 25 | 9.7% | 97.1% | ||
| Q2 25 | 9.7% | 97.4% | ||
| Q1 25 | 9.7% | 96.6% | ||
| Q4 24 | 9.9% | 98.6% | ||
| Q3 24 | 9.8% | 99.1% | ||
| Q2 24 | 9.9% | 99.0% | ||
| Q1 24 | 9.5% | — |
营业利润率BHEFRHC
| Q4 25 | 2.8% | 14.9% | ||
| Q3 25 | 3.4% | 11.5% | ||
| Q2 25 | 3.1% | 7.6% | ||
| Q1 25 | 1.8% | -42.7% | ||
| Q4 24 | 4.2% | 15.0% | ||
| Q3 24 | 4.1% | 22.1% | ||
| Q2 24 | 4.0% | 9.2% | ||
| Q1 24 | 3.6% | 22.5% |
净利率BHEFRHC
| Q4 25 | — | 12.1% | ||
| Q3 25 | 2.0% | 7.4% | ||
| Q2 25 | 0.1% | 5.7% | ||
| Q1 25 | 0.6% | -39.2% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | 2.3% | 19.7% | ||
| Q2 24 | 2.3% | 7.6% | ||
| Q1 24 | 2.0% | 20.5% |
每股收益（稀释后）BHEFRHC
| Q4 25 | $0.16 | $1.25 | ||
| Q3 25 | $0.39 | $0.63 | ||
| Q2 25 | $0.03 | $0.50 | ||
| Q1 25 | $0.10 | $-2.35 | ||
| Q4 24 | $0.43 | $1.29 | ||
| Q3 24 | $0.42 | $1.89 | ||
| Q2 24 | $0.43 | $0.57 | ||
| Q1 24 | $0.38 | $1.60 |
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 | $322.1M | $869.2M |
| 总债务越低越好 | $206.8M | — |
| 股东权益账面价值 | $1.1B | $1.4B |
| 总资产 | $2.1B | $12.4B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资BHEFRHC
| Q4 25 | $322.1M | $869.2M | ||
| Q3 25 | $285.4M | $636.0M | ||
| Q2 25 | $264.6M | $567.9M | ||
| Q1 25 | $355.3M | $837.3M | ||
| Q4 24 | $315.2M | $577.9M | ||
| Q3 24 | $324.4M | $569.2M | ||
| Q2 24 | $309.3M | $718.7M | ||
| Q1 24 | $296.1M | $545.1M |
总债务BHEFRHC
| Q4 25 | $206.8M | — | ||
| Q3 25 | $212.6M | — | ||
| Q2 25 | $203.4M | — | ||
| Q1 25 | $268.9M | — | ||
| Q4 24 | $250.5M | — | ||
| Q3 24 | $272.0M | — | ||
| Q2 24 | $283.6M | — | ||
| Q1 24 | $310.1M | — |
股东权益BHEFRHC
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.2B |
总资产BHEFRHC
| Q4 25 | $2.1B | $12.4B | ||
| Q3 25 | $2.1B | $10.3B | ||
| Q2 25 | $2.0B | $9.7B | ||
| Q1 25 | $2.1B | $9.9B | ||
| Q4 24 | $2.1B | $9.1B | ||
| Q3 24 | $2.1B | $8.8B | ||
| Q2 24 | $2.2B | $8.5B | ||
| Q1 24 | $2.2B | $8.3B |
负债/权益比BHEFRHC
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | — | ||
| Q1 24 | 0.29× | — |
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 | $58.7M | $717.8M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $651.7M |
| 自由现金流率自由现金流/营收 | 6.6% | 103.7% |
| 资本支出强度资本支出/营收 | 1.4% | 10.5% |
| 现金转化率经营现金流/净利润 | — | 9.42× |
| 过去12个月自由现金流最近4个季度 | $88.4M | — |
8季度趋势，按日历期对齐
经营现金流BHEFRHC
| Q4 25 | $58.7M | $717.8M | ||
| Q3 25 | $36.6M | $535.3M | ||
| Q2 25 | $-2.8M | $480.8M | ||
| Q1 25 | $31.5M | $1.3B | ||
| Q4 24 | $45.9M | $-72.8M | ||
| Q3 24 | $39.0M | $-438.0M | ||
| Q2 24 | $55.8M | $854.1M | ||
| Q1 24 | $48.5M | $309.0M |
自由现金流BHEFRHC
| Q4 25 | $48.2M | $651.7M | ||
| Q3 25 | $25.8M | $456.4M | ||
| Q2 25 | $-13.8M | $450.0M | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $37.2M | $-92.7M | ||
| Q3 24 | $29.2M | $-447.5M | ||
| Q2 24 | $48.2M | $829.9M | ||
| Q1 24 | $43.3M | — |
自由现金流率BHEFRHC
| Q4 25 | 6.6% | 103.7% | ||
| Q3 25 | 3.7% | 86.7% | ||
| Q2 25 | -2.1% | 84.4% | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 5.4% | -14.1% | ||
| Q3 24 | 4.3% | -77.0% | ||
| Q2 24 | 7.0% | 184.1% | ||
| Q1 24 | 6.1% | — |
资本支出强度BHEFRHC
| Q4 25 | 1.4% | 10.5% | ||
| Q3 25 | 1.5% | 15.0% | ||
| Q2 25 | 1.7% | 5.8% | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.3% | 3.0% | ||
| Q3 24 | 1.4% | 1.6% | ||
| Q2 24 | 1.1% | 5.4% | ||
| Q1 24 | 0.7% | — |
现金转化率BHEFRHC
| Q4 25 | — | 9.42× | ||
| Q3 25 | 2.57× | 13.82× | ||
| Q2 25 | -2.90× | 15.82× | ||
| Q1 25 | 8.65× | — | ||
| Q4 24 | — | -0.93× | ||
| Q3 24 | 2.54× | -3.82× | ||
| Q2 24 | 3.59× | 24.83× | ||
| Q1 24 | 3.46× | 3.24× |
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
BHE
| Other | $384.9M | 53% |
| Aerospace And Defense Sector | $107.6M | 15% |
| Healthcare Sector | $81.7M | 11% |
| Advanced Computing And Communications Sector | $70.0M | 10% |
| Semi Cap Sector | $45.4M | 6% |
| Industrial Sector | $25.2M | 3% |
| Intersegment Sales | $11.0M | 2% |
FRHC
暂无分部数据
