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BENCHMARK ELECTRONICS INC(BHE)与Reddit, Inc.(RDDT)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Reddit, Inc.的1.0倍($725.8M vs $725.6M),Reddit, Inc.同比增速更快(69.7% vs 6.2%),Reddit, Inc.自由现金流更多($263.6M vs $48.2M),过去两年Reddit, Inc.的营收复合增速更高(72.8% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
BHE vs RDDT — 直观对比
营收规模更大
BHE
是对方的1.0倍
$725.6M
营收增速更快
RDDT
高出63.5%
6.2%
自由现金流更多
RDDT
多$215.4M
$48.2M
两年增速更快
RDDT
近两年复合增速
1.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $725.8M | $725.6M |
| 净利润 | — | $251.6M |
| 毛利率 | 10.2% | 91.9% |
| 营业利润率 | 2.8% | 31.9% |
| 净利率 | — | 34.7% |
| 营收同比 | 6.2% | 69.7% |
| 净利润同比 | — | 254.2% |
| 每股收益(稀释后) | $0.16 | $1.24 |
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
RDDT
| Q4 25 | $725.8M | $725.6M | ||
| Q3 25 | $702.6M | $584.9M | ||
| Q2 25 | $665.7M | $499.6M | ||
| Q1 25 | $654.6M | $392.4M | ||
| Q4 24 | $683.6M | $427.7M | ||
| Q3 24 | $680.0M | $348.4M | ||
| Q2 24 | $686.7M | $281.2M | ||
| Q1 24 | $710.6M | $243.0M |
净利润
BHE
RDDT
| Q4 25 | — | $251.6M | ||
| Q3 25 | $14.3M | $162.7M | ||
| Q2 25 | $972.0K | $89.3M | ||
| Q1 25 | $3.6M | $26.2M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | $15.4M | $29.9M | ||
| Q2 24 | $15.5M | $-10.1M | ||
| Q1 24 | $14.0M | $-575.1M |
毛利率
BHE
RDDT
| Q4 25 | 10.2% | 91.9% | ||
| Q3 25 | 9.7% | 91.0% | ||
| Q2 25 | 9.7% | 90.8% | ||
| Q1 25 | 9.7% | 90.5% | ||
| Q4 24 | 9.9% | 92.6% | ||
| Q3 24 | 9.8% | 90.1% | ||
| Q2 24 | 9.9% | 89.5% | ||
| Q1 24 | 9.5% | 88.6% |
营业利润率
BHE
RDDT
| Q4 25 | 2.8% | 31.9% | ||
| Q3 25 | 3.4% | 23.7% | ||
| Q2 25 | 3.1% | 13.6% | ||
| Q1 25 | 1.8% | 1.0% | ||
| Q4 24 | 4.2% | 12.4% | ||
| Q3 24 | 4.1% | 2.0% | ||
| Q2 24 | 4.0% | -11.0% | ||
| Q1 24 | 3.6% | -242.5% |
净利率
BHE
RDDT
| Q4 25 | — | 34.7% | ||
| Q3 25 | 2.0% | 27.8% | ||
| Q2 25 | 0.1% | 17.9% | ||
| Q1 25 | 0.6% | 6.7% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | 2.3% | 8.6% | ||
| Q2 24 | 2.3% | -3.6% | ||
| Q1 24 | 2.0% | -236.7% |
每股收益(稀释后)
BHE
RDDT
| Q4 25 | $0.16 | $1.24 | ||
| Q3 25 | $0.39 | $0.80 | ||
| Q2 25 | $0.03 | $0.45 | ||
| Q1 25 | $0.10 | $0.13 | ||
| Q4 24 | $0.43 | $4.76 | ||
| Q3 24 | $0.42 | $0.16 | ||
| Q2 24 | $0.43 | $-0.06 | ||
| Q1 24 | $0.38 | $-8.19 |
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 | $953.6M |
| 总债务越低越好 | $206.8M | — |
| 股东权益账面价值 | $1.1B | $2.9B |
| 总资产 | $2.1B | $3.2B |
| 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
BHE
RDDT
| Q4 25 | $322.1M | $953.6M | ||
| Q3 25 | $285.4M | $911.7M | ||
| Q2 25 | $264.6M | $734.1M | ||
| Q1 25 | $355.3M | $635.7M | ||
| Q4 24 | $315.2M | $562.1M | ||
| Q3 24 | $324.4M | $515.9M | ||
| Q2 24 | $309.3M | $468.0M | ||
| Q1 24 | $296.1M | $968.5M |
总债务
BHE
RDDT
| 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
BHE
RDDT
| Q4 25 | $1.1B | $2.9B | ||
| Q3 25 | $1.1B | $2.6B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.1B | $1.8B |
总资产
BHE
RDDT
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $2.9B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.2B | $2.1B | ||
| Q1 24 | $2.2B | $2.0B |
负债/权益比
BHE
RDDT
| 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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $263.6M |
| 自由现金流率自由现金流/营收 | 6.6% | 36.3% |
| 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 | — | 1.06× |
| 过去12个月自由现金流最近4个季度 | $88.4M | $684.2M |
8季度趋势,按日历期对齐
经营现金流
BHE
RDDT
| Q4 25 | $58.7M | $266.8M | ||
| Q3 25 | $36.6M | $185.2M | ||
| Q2 25 | $-2.8M | $111.3M | ||
| Q1 25 | $31.5M | $127.6M | ||
| Q4 24 | $45.9M | $90.0M | ||
| Q3 24 | $39.0M | $71.6M | ||
| Q2 24 | $55.8M | $28.4M | ||
| Q1 24 | $48.5M | $32.1M |
自由现金流
BHE
RDDT
| Q4 25 | $48.2M | $263.6M | ||
| Q3 25 | $25.8M | $183.1M | ||
| Q2 25 | $-13.8M | $110.8M | ||
| Q1 25 | $28.1M | $126.6M | ||
| Q4 24 | $37.2M | $89.2M | ||
| Q3 24 | $29.2M | $70.3M | ||
| Q2 24 | $48.2M | $27.2M | ||
| Q1 24 | $43.3M | $29.2M |
自由现金流率
BHE
RDDT
| Q4 25 | 6.6% | 36.3% | ||
| Q3 25 | 3.7% | 31.3% | ||
| Q2 25 | -2.1% | 22.2% | ||
| Q1 25 | 4.3% | 32.3% | ||
| Q4 24 | 5.4% | 20.8% | ||
| Q3 24 | 4.3% | 20.2% | ||
| Q2 24 | 7.0% | 9.7% | ||
| Q1 24 | 6.1% | 12.0% |
资本支出强度
BHE
RDDT
| Q4 25 | 1.4% | 0.4% | ||
| Q3 25 | 1.5% | 0.4% | ||
| Q2 25 | 1.7% | 0.1% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 1.3% | 0.2% | ||
| Q3 24 | 1.4% | 0.4% | ||
| Q2 24 | 1.1% | 0.4% | ||
| Q1 24 | 0.7% | 1.2% |
现金转化率
BHE
RDDT
| Q4 25 | — | 1.06× | ||
| Q3 25 | 2.57× | 1.14× | ||
| Q2 25 | -2.90× | 1.25× | ||
| Q1 25 | 8.65× | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 2.54× | 2.40× | ||
| 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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |