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BENCHMARK ELECTRONICS INC（BHE）与Opendoor Technologies Inc.（OPEN）财务数据对比。点击上方公司名可切换其他公司
Opendoor Technologies Inc.的季度营收约是BENCHMARK ELECTRONICS INC的1.0倍（$736.0M vs $725.8M），BENCHMARK ELECTRONICS INC同比增速更快（6.2% vs -32.1%），Opendoor Technologies Inc.自由现金流更多（$67.0M vs $48.2M），过去两年BENCHMARK ELECTRONICS INC的营收复合增速更高（1.1% vs -21.1%）
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。
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
BHE vs OPEN — 直观对比
营收规模更大
OPEN
是对方的1.0倍
$725.8M
营收增速更快
BHE
高出38.3%
-32.1%
自由现金流更多
OPEN
多$18.8M
$48.2M
两年增速更快
BHE
近两年复合增速
-21.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $725.8M | $736.0M |
| 净利润 | — | $-1.1B |
| 毛利率 | 10.2% | 7.7% |
| 营业利润率 | 2.8% | -20.4% |
| 净利率 | — | -148.9% |
| 营收同比 | 6.2% | -32.1% |
| 净利润同比 | — | -869.9% |
| 每股收益（稀释后） | $0.16 | $-1.42 |
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BHEOPEN
| Q4 25 | $725.8M | $736.0M | ||
| Q3 25 | $702.6M | $915.0M | ||
| Q2 25 | $665.7M | $1.6B | ||
| Q1 25 | $654.6M | $1.2B | ||
| Q4 24 | $683.6M | $1.1B | ||
| Q3 24 | $680.0M | $1.4B | ||
| Q2 24 | $686.7M | $1.5B | ||
| Q1 24 | $710.6M | $1.2B |
净利润BHEOPEN
| Q4 25 | — | $-1.1B | ||
| Q3 25 | $14.3M | $-90.0M | ||
| Q2 25 | $972.0K | $-29.0M | ||
| Q1 25 | $3.6M | $-85.0M | ||
| Q4 24 | — | $-113.0M | ||
| Q3 24 | $15.4M | $-78.0M | ||
| Q2 24 | $15.5M | $-92.0M | ||
| Q1 24 | $14.0M | $-109.0M |
毛利率BHEOPEN
| Q4 25 | 10.2% | 7.7% | ||
| Q3 25 | 9.7% | 7.2% | ||
| Q2 25 | 9.7% | 8.2% | ||
| Q1 25 | 9.7% | 8.6% | ||
| Q4 24 | 9.9% | 7.8% | ||
| Q3 24 | 9.8% | 7.6% | ||
| Q2 24 | 9.9% | 8.5% | ||
| Q1 24 | 9.5% | 9.7% |
营业利润率BHEOPEN
| Q4 25 | 2.8% | -20.4% | ||
| Q3 25 | 3.4% | -7.4% | ||
| Q2 25 | 3.1% | -0.8% | ||
| Q1 25 | 1.8% | -4.9% | ||
| Q4 24 | 4.2% | -8.7% | ||
| Q3 24 | 4.1% | -4.9% | ||
| Q2 24 | 4.0% | -4.8% | ||
| Q1 24 | 3.6% | -7.4% |
净利率BHEOPEN
| Q4 25 | — | -148.9% | ||
| Q3 25 | 2.0% | -9.8% | ||
| Q2 25 | 0.1% | -1.9% | ||
| Q1 25 | 0.6% | -7.4% | ||
| Q4 24 | — | -10.4% | ||
| Q3 24 | 2.3% | -5.7% | ||
| Q2 24 | 2.3% | -6.1% | ||
| Q1 24 | 2.0% | -9.2% |
每股收益（稀释后）BHEOPEN
| Q4 25 | $0.16 | $-1.42 | ||
| Q3 25 | $0.39 | $-0.12 | ||
| Q2 25 | $0.03 | $-0.04 | ||
| Q1 25 | $0.10 | $-0.12 | ||
| Q4 24 | $0.43 | $-0.16 | ||
| Q3 24 | $0.42 | $-0.11 | ||
| Q2 24 | $0.43 | $-0.13 | ||
| Q1 24 | $0.38 | $-0.16 |
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 | $962.0M |
| 总债务越低越好 | $206.8M | — |
| 股东权益账面价值 | $1.1B | $1.0B |
| 总资产 | $2.1B | $2.4B |
| 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BHEOPEN
| Q4 25 | $322.1M | $962.0M | ||
| Q3 25 | $285.4M | $962.0M | ||
| Q2 25 | $264.6M | $789.0M | ||
| Q1 25 | $355.3M | $559.0M | ||
| Q4 24 | $315.2M | $679.0M | ||
| Q3 24 | $324.4M | $837.0M | ||
| Q2 24 | $309.3M | $809.0M | ||
| Q1 24 | $296.1M | $990.0M |
总债务BHEOPEN
| 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BHEOPEN
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.1B | $811.0M | ||
| Q2 25 | $1.1B | $631.0M | ||
| Q1 25 | $1.1B | $645.0M | ||
| Q4 24 | $1.1B | $713.0M | ||
| Q3 24 | $1.1B | $801.0M | ||
| Q2 24 | $1.1B | $845.0M | ||
| Q1 24 | $1.1B | $899.0M |
总资产BHEOPEN
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $2.1B | $3.3B | ||
| Q4 24 | $2.1B | $3.1B | ||
| Q3 24 | $2.1B | $3.4B | ||
| Q2 24 | $2.2B | $3.4B | ||
| Q1 24 | $2.2B | $3.4B |
负债/权益比BHEOPEN
| 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 | $70.0M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $67.0M |
| 自由现金流率自由现金流/营收 | 6.6% | 9.1% |
| 资本支出强度资本支出/营收 | 1.4% | 0.4% |
| 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 | $88.4M | $1.0B |
8季度趋势，按日历期对齐
经营现金流BHEOPEN
| Q4 25 | $58.7M | $70.0M | ||
| Q3 25 | $36.6M | $435.0M | ||
| Q2 25 | $-2.8M | $823.0M | ||
| Q1 25 | $31.5M | $-279.0M | ||
| Q4 24 | $45.9M | $-80.0M | ||
| Q3 24 | $39.0M | $62.0M | ||
| Q2 24 | $55.8M | $-399.0M | ||
| Q1 24 | $48.5M | $-178.0M |
自由现金流BHEOPEN
| Q4 25 | $48.2M | $67.0M | ||
| Q3 25 | $25.8M | $432.0M | ||
| Q2 25 | $-13.8M | $821.0M | ||
| Q1 25 | $28.1M | $-283.0M | ||
| Q4 24 | $37.2M | $-83.0M | ||
| Q3 24 | $29.2M | $56.0M | ||
| Q2 24 | $48.2M | $-407.0M | ||
| Q1 24 | $43.3M | $-186.0M |
自由现金流率BHEOPEN
| Q4 25 | 6.6% | 9.1% | ||
| Q3 25 | 3.7% | 47.2% | ||
| Q2 25 | -2.1% | 52.4% | ||
| Q1 25 | 4.3% | -24.5% | ||
| Q4 24 | 5.4% | -7.7% | ||
| Q3 24 | 4.3% | 4.1% | ||
| Q2 24 | 7.0% | -26.9% | ||
| Q1 24 | 6.1% | -15.7% |
资本支出强度BHEOPEN
| Q4 25 | 1.4% | 0.4% | ||
| Q3 25 | 1.5% | 0.3% | ||
| Q2 25 | 1.7% | 0.1% | ||
| Q1 25 | 0.5% | 0.3% | ||
| Q4 24 | 1.3% | 0.3% | ||
| Q3 24 | 1.4% | 0.4% | ||
| Q2 24 | 1.1% | 0.5% | ||
| Q1 24 | 0.7% | 0.7% |
现金转化率BHEOPEN
| Q4 25 | — | — | ||
| Q3 25 | 2.57× | — | ||
| Q2 25 | -2.90× | — | ||
| Q1 25 | 8.65× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.54× | — | ||
| Q2 24 | 3.59× | — | ||
| 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% |
OPEN
暂无分部数据
