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BLACKBAUD INC（BLKB）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Childrens Place, Inc.的季度营收约是BLACKBAUD INC的1.2倍（$339.5M vs $281.1M），BLACKBAUD INC净利率更高（11.1% vs -1.3%，领先12.3%），BLACKBAUD INC同比增速更快（4.2% vs -13.0%），BLACKBAUD INC自由现金流更多（$37.0M vs $-3.4M），过去两年BLACKBAUD INC的营收复合增速更高（-1.1% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
BLKB vs PLCE — 直观对比
营收规模更大
PLCE
是对方的1.2倍
$281.1M
营收增速更快
BLKB
高出17.1%
-13.0%
净利率更高
BLKB
高出12.3%
-1.3%
自由现金流更多
BLKB
多$40.4M
$-3.4M
两年增速更快
BLKB
近两年复合增速
-13.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.1M | $339.5M |
| 净利润 | $31.1M | $-4.3M |
| 毛利率 | 59.2% | 33.1% |
| 营业利润率 | 18.3% | 1.1% |
| 净利率 | 11.1% | -1.3% |
| 营收同比 | 4.2% | -13.0% |
| 净利润同比 | 620.3% | -121.5% |
| 每股收益（稀释后） | $0.67 | $-0.19 |
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BLKBPLCE
| Q1 26 | $281.1M | — | ||
| Q4 25 | $295.3M | $339.5M | ||
| Q3 25 | $281.1M | $298.0M | ||
| Q2 25 | $282.0M | $242.1M | ||
| Q1 25 | $269.9M | $408.6M | ||
| Q4 24 | $302.1M | $390.2M | ||
| Q3 24 | $286.6M | $319.7M | ||
| Q2 24 | $287.3M | $267.9M |
净利润BLKBPLCE
| Q1 26 | $31.1M | — | ||
| Q4 25 | $36.7M | $-4.3M | ||
| Q3 25 | $47.5M | $-5.4M | ||
| Q2 25 | $26.5M | $-34.0M | ||
| Q1 25 | $4.3M | $-8.0M | ||
| Q4 24 | $-346.4M | $20.1M | ||
| Q3 24 | $18.3M | $-32.1M | ||
| Q2 24 | $21.2M | $-37.8M |
毛利率BLKBPLCE
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | 33.1% | ||
| Q3 25 | 59.6% | 34.0% | ||
| Q2 25 | 59.7% | 29.2% | ||
| Q1 25 | 57.5% | 28.5% | ||
| Q4 24 | 53.8% | 35.5% | ||
| Q3 24 | 54.9% | 35.0% | ||
| Q2 24 | 56.0% | 34.6% |
营业利润率BLKBPLCE
| Q1 26 | 18.3% | — | ||
| Q4 25 | 20.0% | 1.1% | ||
| Q3 25 | 19.4% | 1.4% | ||
| Q2 25 | 20.3% | -10.0% | ||
| Q1 25 | 7.3% | 1.7% | ||
| Q4 24 | -121.5% | 7.5% | ||
| Q3 24 | 14.4% | -6.8% | ||
| Q2 24 | 14.4% | -10.4% |
净利率BLKBPLCE
| Q1 26 | 11.1% | — | ||
| Q4 25 | 12.4% | -1.3% | ||
| Q3 25 | 16.9% | -1.8% | ||
| Q2 25 | 9.4% | -14.1% | ||
| Q1 25 | 1.6% | -2.0% | ||
| Q4 24 | -114.6% | 5.1% | ||
| Q3 24 | 6.4% | -10.0% | ||
| Q2 24 | 7.4% | -14.1% |
每股收益（稀释后）BLKBPLCE
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.75 | $-0.19 | ||
| Q3 25 | $0.98 | $-0.24 | ||
| Q2 25 | $0.55 | $-1.57 | ||
| Q1 25 | $0.09 | $-0.60 | ||
| Q4 24 | $-6.82 | $1.57 | ||
| Q3 24 | $0.35 | $-2.51 | ||
| Q2 24 | $0.41 | $-2.98 |
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 | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $34.6M | $-8.6M |
| 总资产 | $2.1B | $762.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BLKBPLCE
| Q1 26 | $34.1M | — | ||
| Q4 25 | $38.9M | $7.3M | ||
| Q3 25 | $38.3M | $7.8M | ||
| Q2 25 | $41.6M | $5.7M | ||
| Q1 25 | $37.2M | $5.3M | ||
| Q4 24 | $67.6M | $5.7M | ||
| Q3 24 | $34.6M | $9.6M | ||
| Q2 24 | $30.4M | $13.0M |
总债务BLKBPLCE
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | $1.1B | $165.7M | ||
| Q3 24 | $1.0B | $165.4M | ||
| Q2 24 | $1.0B | $166.6M |
股东权益BLKBPLCE
| Q1 26 | $34.6M | — | ||
| Q4 25 | $85.1M | $-8.6M | ||
| Q3 25 | $108.2M | $-4.9M | ||
| Q2 25 | $72.7M | $1.4M | ||
| Q1 25 | $17.5M | $-59.4M | ||
| Q4 24 | $126.8M | $-49.6M | ||
| Q3 24 | $544.8M | $-68.9M | ||
| Q2 24 | $577.5M | $-34.9M |
总资产BLKBPLCE
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.4B | $762.5M | ||
| Q3 25 | $2.1B | $805.1M | ||
| Q2 25 | $2.6B | $779.6M | ||
| Q1 25 | $2.1B | $747.6M | ||
| Q4 24 | $2.5B | $888.8M | ||
| Q3 24 | $2.6B | $921.4M | ||
| Q2 24 | $3.0B | $848.3M |
负债/权益比BLKBPLCE
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.50× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 1.78× | — |
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 | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $-3.4M |
| 自由现金流率自由现金流/营收 | 13.2% | -1.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $294.1M | $39.5M |
8季度趋势，按日历期对齐
经营现金流BLKBPLCE
| Q1 26 | $51.5M | — | ||
| Q4 25 | $58.0M | $6.2M | ||
| Q3 25 | $139.2M | $-30.5M | ||
| Q2 25 | $66.9M | $-43.0M | ||
| Q1 25 | $1.4M | $121.3M | ||
| Q4 24 | $73.6M | $-44.2M | ||
| Q3 24 | $104.0M | $-83.9M | ||
| Q2 24 | $53.1M | $-110.8M |
自由现金流BLKBPLCE
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | $-3.4M | ||
| Q3 25 | $135.7M | $-31.9M | ||
| Q2 25 | $66.3M | $-46.4M | ||
| Q1 25 | $712.0K | $121.2M | ||
| Q4 24 | $73.4M | $-47.7M | ||
| Q3 24 | $102.9M | $-91.7M | ||
| Q2 24 | $48.0M | $-115.5M |
自由现金流率BLKBPLCE
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | -1.0% | ||
| Q3 25 | 48.3% | -10.7% | ||
| Q2 25 | 23.5% | -19.2% | ||
| Q1 25 | 0.3% | 29.7% | ||
| Q4 24 | 24.3% | -12.2% | ||
| Q3 24 | 35.9% | -28.7% | ||
| Q2 24 | 16.7% | -43.1% |
资本支出强度BLKBPLCE
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 2.8% | ||
| Q3 25 | 1.2% | 0.5% | ||
| Q2 25 | 0.2% | 1.4% | ||
| Q1 25 | 0.3% | 0.0% | ||
| Q4 24 | 0.1% | 0.9% | ||
| Q3 24 | 0.4% | 2.4% | ||
| Q2 24 | 1.8% | 1.8% |
现金转化率BLKBPLCE
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | — | ||
| Q3 25 | 2.93× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 0.32× | — | ||
| Q4 24 | — | -2.20× | ||
| Q3 24 | 5.69× | — | ||
| 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
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
