vs
BENCHMARK ELECTRONICS INC(BHE)与Kimball Electronics, Inc.(KE)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Kimball Electronics, Inc.的2.1倍($725.8M vs $341.3M)。BENCHMARK ELECTRONICS INC同比增速更快(6.2% vs -4.5%)。BENCHMARK ELECTRONICS INC自由现金流更多($48.2M vs $-11.2M)。过去两年BENCHMARK ELECTRONICS INC的营收复合增速更高(1.1% vs -10.4%)
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。
金伯尔国际是一家美国企业,旗下拥有金伯尔、国民、Interwoven等多个家具品牌,业务涵盖酒店家具等多元产品线。它的前身是19至20世纪一度成为全球最大钢琴与管风琴制造商的W.W.金伯尔公司,如今转型聚焦商用家具领域发展。
BHE vs KE — 直观对比
营收规模更大
BHE
是对方的2.1倍
$341.3M
营收增速更快
BHE
高出10.7%
-4.5%
自由现金流更多
BHE
多$59.5M
$-11.2M
两年增速更快
BHE
近两年复合增速
-10.4%
损益表 — Q4 2025 vs Q2 2026
| 指标 | ||
|---|---|---|
| 营收 | $725.8M | $341.3M |
| 净利润 | — | $3.6M |
| 毛利率 | 10.2% | 8.2% |
| 营业利润率 | 2.8% | 3.2% |
| 净利率 | — | 1.1% |
| 营收同比 | 6.2% | -4.5% |
| 净利润同比 | — | 6.0% |
| 每股收益(稀释后) | $0.16 | $0.15 |
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
BHE
KE
| Q4 25 | $725.8M | $341.3M | ||
| Q3 25 | $702.6M | $365.6M | ||
| Q2 25 | $665.7M | $380.5M | ||
| Q1 25 | $654.6M | $374.6M | ||
| Q4 24 | $683.6M | $357.4M | ||
| Q3 24 | $680.0M | $374.3M | ||
| Q2 24 | $686.7M | $430.2M | ||
| Q1 24 | $710.6M | $425.0M |
净利润
BHE
KE
| Q4 25 | — | $3.6M | ||
| Q3 25 | $14.3M | $10.1M | ||
| Q2 25 | $972.0K | $6.6M | ||
| Q1 25 | $3.6M | $3.8M | ||
| Q4 24 | — | $3.4M | ||
| Q3 24 | $15.4M | $3.2M | ||
| Q2 24 | $15.5M | $7.5M | ||
| Q1 24 | $14.0M | $-6.1M |
毛利率
BHE
KE
| Q4 25 | 10.2% | 8.2% | ||
| Q3 25 | 9.7% | 7.9% | ||
| Q2 25 | 9.7% | 8.0% | ||
| Q1 25 | 9.7% | 7.2% | ||
| Q4 24 | 9.9% | 6.6% | ||
| Q3 24 | 9.8% | 6.3% | ||
| Q2 24 | 9.9% | 8.5% | ||
| Q1 24 | 9.5% | 7.9% |
营业利润率
BHE
KE
| Q4 25 | 2.8% | 3.2% | ||
| Q3 25 | 3.4% | 4.0% | ||
| Q2 25 | 3.1% | 4.3% | ||
| Q1 25 | 1.8% | 3.1% | ||
| Q4 24 | 4.2% | 2.3% | ||
| Q3 24 | 4.1% | 2.4% | ||
| Q2 24 | 4.0% | 4.6% | ||
| Q1 24 | 3.6% | -1.5% |
净利率
BHE
KE
| Q4 25 | — | 1.1% | ||
| Q3 25 | 2.0% | 2.8% | ||
| Q2 25 | 0.1% | 1.7% | ||
| Q1 25 | 0.6% | 1.0% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | 2.3% | 0.8% | ||
| Q2 24 | 2.3% | 1.8% | ||
| Q1 24 | 2.0% | -1.4% |
每股收益(稀释后)
BHE
KE
| Q4 25 | $0.16 | $0.15 | ||
| Q3 25 | $0.39 | $0.40 | ||
| Q2 25 | $0.03 | $0.27 | ||
| Q1 25 | $0.10 | $0.15 | ||
| Q4 24 | $0.43 | $0.14 | ||
| Q3 24 | $0.42 | $0.12 | ||
| Q2 24 | $0.43 | $0.29 | ||
| Q1 24 | $0.38 | $-0.24 |
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 | $77.9M |
| 总债务越低越好 | $206.8M | $153.8M |
| 股东权益账面价值 | $1.1B | $579.2M |
| 总资产 | $2.1B | $1.1B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.27× |
8季度趋势,按日历期对齐
现金及短期投资
BHE
KE
| Q4 25 | $322.1M | $77.9M | ||
| Q3 25 | $285.4M | $75.7M | ||
| Q2 25 | $264.6M | $88.8M | ||
| Q1 25 | $355.3M | $51.4M | ||
| Q4 24 | $315.2M | $53.9M | ||
| Q3 24 | $324.4M | $76.6M | ||
| Q2 24 | $309.3M | $78.0M | ||
| Q1 24 | $296.1M | $65.2M |
总债务
BHE
KE
| Q4 25 | $206.8M | $153.8M | ||
| Q3 25 | $212.6M | $137.5M | ||
| Q2 25 | $203.4M | $147.1M | ||
| Q1 25 | $268.9M | $178.3M | ||
| Q4 24 | $250.5M | $204.5M | ||
| Q3 24 | $272.0M | — | ||
| Q2 24 | $283.6M | $294.8M | ||
| Q1 24 | $310.1M | — |
股东权益
BHE
KE
| Q4 25 | $1.1B | $579.2M | ||
| Q3 25 | $1.1B | $577.1M | ||
| Q2 25 | $1.1B | $569.9M | ||
| Q1 25 | $1.1B | $548.1M | ||
| Q4 24 | $1.1B | $537.5M | ||
| Q3 24 | $1.1B | $547.8M | ||
| Q2 24 | $1.1B | $540.5M | ||
| Q1 24 | $1.1B | $539.1M |
总资产
BHE
KE
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.2B | $1.2B | ||
| Q1 24 | $2.2B | $1.3B |
负债/权益比
BHE
KE
| Q4 25 | 0.19× | 0.27× | ||
| Q3 25 | 0.19× | 0.24× | ||
| Q2 25 | 0.18× | 0.26× | ||
| Q1 25 | 0.24× | 0.33× | ||
| Q4 24 | 0.23× | 0.38× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | 0.55× | ||
| 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 | $6.9M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $-11.2M |
| 自由现金流率自由现金流/营收 | 6.6% | -3.3% |
| 资本支出强度资本支出/营收 | 1.4% | 5.3% |
| 现金转化率经营现金流/净利润 | — | 1.89× |
| 过去12个月自由现金流最近4个季度 | $88.4M | $81.8M |
8季度趋势,按日历期对齐
经营现金流
BHE
KE
| Q4 25 | $58.7M | $6.9M | ||
| Q3 25 | $36.6M | $8.1M | ||
| Q2 25 | $-2.8M | $78.1M | ||
| Q1 25 | $31.5M | $30.9M | ||
| Q4 24 | $45.9M | $29.5M | ||
| Q3 24 | $39.0M | $45.5M | ||
| Q2 24 | $55.8M | $48.5M | ||
| Q1 24 | $48.5M | $42.6M |
自由现金流
BHE
KE
| Q4 25 | $48.2M | $-11.2M | ||
| Q3 25 | $25.8M | $-2.5M | ||
| Q2 25 | $-13.8M | $68.4M | ||
| Q1 25 | $28.1M | $27.0M | ||
| Q4 24 | $37.2M | $23.1M | ||
| Q3 24 | $29.2M | $32.1M | ||
| Q2 24 | $48.2M | $39.5M | ||
| Q1 24 | $43.3M | $30.0M |
自由现金流率
BHE
KE
| Q4 25 | 6.6% | -3.3% | ||
| Q3 25 | 3.7% | -0.7% | ||
| Q2 25 | -2.1% | 18.0% | ||
| Q1 25 | 4.3% | 7.2% | ||
| Q4 24 | 5.4% | 6.5% | ||
| Q3 24 | 4.3% | 8.6% | ||
| Q2 24 | 7.0% | 9.2% | ||
| Q1 24 | 6.1% | 7.1% |
资本支出强度
BHE
KE
| Q4 25 | 1.4% | 5.3% | ||
| Q3 25 | 1.5% | 2.9% | ||
| Q2 25 | 1.7% | 2.5% | ||
| Q1 25 | 0.5% | 1.0% | ||
| Q4 24 | 1.3% | 1.8% | ||
| Q3 24 | 1.4% | 3.6% | ||
| Q2 24 | 1.1% | 2.1% | ||
| Q1 24 | 0.7% | 3.0% |
现金转化率
BHE
KE
| Q4 25 | — | 1.89× | ||
| Q3 25 | 2.57× | 0.80× | ||
| Q2 25 | -2.90× | 11.86× | ||
| Q1 25 | 8.65× | 8.11× | ||
| Q4 24 | — | 8.58× | ||
| Q3 24 | 2.54× | 14.42× | ||
| Q2 24 | 3.59× | 6.43× | ||
| Q1 24 | 3.46× | — |
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% |
KE
| Automotive | $162.3M | 48% |
| Medical | $96.3M | 28% |
| Industrial | $82.7M | 24% |