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BLACKBAUD INC（BLKB）与Concentra Group Holdings Parent, Inc.（CON）财务数据对比。点击上方公司名可切换其他公司
Concentra Group Holdings Parent, Inc.的季度营收约是BLACKBAUD INC的2.0倍（$569.6M vs $281.1M），BLACKBAUD INC净利率更高（11.1% vs 9.2%，领先1.9%），Concentra Group Holdings Parent, Inc.同比增速更快（13.7% vs 4.2%），BLACKBAUD INC自由现金流更多（$37.0M vs $9.9M）
Blackbaud是全球知名的云服务提供商，专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持，旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
Concentra是美国的职业医疗服务商，1979年成立于得克萨斯州阿马里洛，总部位于得克萨斯州艾迪生。业务覆盖美国47个州，运营627家职业医疗中心和410个雇主驻地现场诊所，美国每7起职业伤害案例中就有1起由该机构提供诊疗服务。
BLKB vs CON — 直观对比
营收规模更大
CON
是对方的2.0倍
$281.1M
营收增速更快
CON
高出9.6%
4.2%
净利率更高
BLKB
高出1.9%
9.2%
自由现金流更多
BLKB
多$27.1M
$9.9M
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.1M | $569.6M |
| 净利润 | $31.1M | $52.3M |
| 毛利率 | 59.2% | — |
| 营业利润率 | 18.3% | 16.8% |
| 净利率 | 11.1% | 9.2% |
| 营收同比 | 4.2% | 13.7% |
| 净利润同比 | 620.3% | 28.7% |
| 每股收益（稀释后） | $0.67 | $0.39 |
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BLKBCON
| Q1 26 | $281.1M | $569.6M | ||
| Q4 25 | $295.3M | $539.1M | ||
| Q3 25 | $281.1M | $572.8M | ||
| Q2 25 | $282.0M | $550.8M | ||
| Q1 25 | $269.9M | $500.8M | ||
| Q4 24 | $302.1M | — | ||
| Q3 24 | $286.6M | $489.6M | ||
| Q2 24 | $287.3M | $477.9M |
净利润BLKBCON
| Q1 26 | $31.1M | $52.3M | ||
| Q4 25 | $36.7M | $34.7M | ||
| Q3 25 | $47.5M | $48.3M | ||
| Q2 25 | $26.5M | $44.6M | ||
| Q1 25 | $4.3M | $38.9M | ||
| Q4 24 | $-346.4M | — | ||
| Q3 24 | $18.3M | $44.3M | ||
| Q2 24 | $21.2M | $51.7M |
毛利率BLKBCON
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | — | ||
| Q3 25 | 59.6% | — | ||
| Q2 25 | 59.7% | — | ||
| Q1 25 | 57.5% | — | ||
| Q4 24 | 53.8% | — | ||
| Q3 24 | 54.9% | — | ||
| Q2 24 | 56.0% | — |
营业利润率BLKBCON
| Q1 26 | 18.3% | 16.8% | ||
| Q4 25 | 20.0% | 12.9% | ||
| Q3 25 | 19.4% | 16.5% | ||
| Q2 25 | 20.3% | 16.3% | ||
| Q1 25 | 7.3% | 16.0% | ||
| Q4 24 | -121.5% | — | ||
| Q3 24 | 14.4% | 17.6% | ||
| Q2 24 | 14.4% | 17.6% |
净利率BLKBCON
| Q1 26 | 11.1% | 9.2% | ||
| Q4 25 | 12.4% | 6.4% | ||
| Q3 25 | 16.9% | 8.4% | ||
| Q2 25 | 9.4% | 8.1% | ||
| Q1 25 | 1.6% | 7.8% | ||
| Q4 24 | -114.6% | — | ||
| Q3 24 | 6.4% | 9.1% | ||
| Q2 24 | 7.4% | 10.8% |
每股收益（稀释后）BLKBCON
| Q1 26 | $0.67 | $0.39 | ||
| Q4 25 | $0.75 | $0.27 | ||
| Q3 25 | $0.98 | $0.38 | ||
| Q2 25 | $0.55 | $0.35 | ||
| Q1 25 | $0.09 | $0.30 | ||
| Q4 24 | $-6.82 | — | ||
| Q3 24 | $0.35 | $0.37 | ||
| Q2 24 | $0.41 | $0.50 |
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 | $34.1M | — |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $34.6M | $424.7M |
| 总资产 | $2.1B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 3.68× |
8季度趋势，按日历期对齐
现金及短期投资BLKBCON
| Q1 26 | $34.1M | — | ||
| Q4 25 | $38.9M | $79.9M | ||
| Q3 25 | $38.3M | $49.9M | ||
| Q2 25 | $41.6M | $73.9M | ||
| Q1 25 | $37.2M | $52.1M | ||
| Q4 24 | $67.6M | — | ||
| Q3 24 | $34.6M | $136.8M | ||
| Q2 24 | $30.4M | $50.7M |
总债务BLKBCON
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.0B | $3.0M |
股东权益BLKBCON
| Q1 26 | $34.6M | $424.7M | ||
| Q4 25 | $85.1M | $393.3M | ||
| Q3 25 | $108.2M | $385.5M | ||
| Q2 25 | $72.7M | $342.6M | ||
| Q1 25 | $17.5M | $307.1M | ||
| Q4 24 | $126.8M | — | ||
| Q3 24 | $544.8M | $277.8M | ||
| Q2 24 | $577.5M | $1.2B |
总资产BLKBCON
| Q1 26 | $2.1B | $2.9B | ||
| Q4 25 | $2.4B | $2.9B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.6B | $2.8B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.6B | $2.5B | ||
| Q2 24 | $3.0B | $2.4B |
负债/权益比BLKBCON
| Q1 26 | — | 3.68× | ||
| Q4 25 | 13.06× | 3.98× | ||
| Q3 25 | — | 4.15× | ||
| Q2 25 | — | 4.82× | ||
| Q1 25 | — | 5.27× | ||
| Q4 24 | 8.50× | — | ||
| Q3 24 | 1.84× | 5.30× | ||
| Q2 24 | 1.78× | 0.00× |
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 | $51.5M | $21.0M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $9.9M |
| 自由现金流率自由现金流/营收 | 13.2% | 1.7% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.65× | 0.40× |
| 过去12个月自由现金流最近4个季度 | $294.1M | $211.0M |
8季度趋势，按日历期对齐
经营现金流BLKBCON
| Q1 26 | $51.5M | $21.0M | ||
| Q4 25 | $58.0M | $118.7M | ||
| Q3 25 | $139.2M | $60.6M | ||
| Q2 25 | $66.9M | $88.4M | ||
| Q1 25 | $1.4M | $11.7M | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | $104.0M | $65.9M | ||
| Q2 24 | $53.1M | — |
自由现金流BLKBCON
| Q1 26 | $37.0M | $9.9M | ||
| Q4 25 | $55.0M | $98.5M | ||
| Q3 25 | $135.7M | $39.4M | ||
| Q2 25 | $66.3M | $63.2M | ||
| Q1 25 | $712.0K | $-4.0M | ||
| Q4 24 | $73.4M | — | ||
| Q3 24 | $102.9M | $50.8M | ||
| Q2 24 | $48.0M | — |
自由现金流率BLKBCON
| Q1 26 | 13.2% | 1.7% | ||
| Q4 25 | 18.6% | 18.3% | ||
| Q3 25 | 48.3% | 6.9% | ||
| Q2 25 | 23.5% | 11.5% | ||
| Q1 25 | 0.3% | -0.8% | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 35.9% | 10.4% | ||
| Q2 24 | 16.7% | — |
资本支出强度BLKBCON
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 3.7% | ||
| Q3 25 | 1.2% | 3.7% | ||
| Q2 25 | 0.2% | 4.6% | ||
| Q1 25 | 0.3% | 3.1% | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.4% | 3.1% | ||
| Q2 24 | 1.8% | — |
现金转化率BLKBCON
| Q1 26 | 1.65× | 0.40× | ||
| Q4 25 | 1.58× | 3.42× | ||
| Q3 25 | 2.93× | 1.26× | ||
| Q2 25 | 2.53× | 1.98× | ||
| Q1 25 | 0.32× | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.69× | 1.49× | ||
| Q2 24 | 2.50× | — |
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
BLKB
暂无分部数据
CON
| Workers' compensation | $337.7M | 59% |
| Employer services | $172.4M | 30% |
| Onsite health clinics | $37.2M | 7% |
| Other | $14.5M | 3% |
| Consumer health | $7.8M | 1% |
