vs
BOX INC（BOX）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是PREFORMED LINE PRODUCTS CO的1.7倍（$301.1M vs $173.1M），PREFORMED LINE PRODUCTS CO净利率更高（4.9% vs 4.0%，领先0.9%），BOX INC同比增速更快（9.1% vs 3.6%），BOX INC自由现金流更多（$71.3M vs $11.8M），过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高（10.8% vs 7.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
BOX vs PLPC — 直观对比
营收规模更大
BOX
是对方的1.7倍
$173.1M
营收增速更快
BOX
高出5.5%
3.6%
净利率更高
PLPC
高出0.9%
4.0%
自由现金流更多
BOX
多$59.5M
$11.8M
两年增速更快
PLPC
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $173.1M |
| 净利润 | $12.1M | $8.4M |
| 毛利率 | 79.6% | 29.8% |
| 营业利润率 | 8.3% | 6.8% |
| 净利率 | 4.0% | 4.9% |
| 营收同比 | 9.1% | 3.6% |
| 净利润同比 | -6.4% | -19.3% |
| 每股收益（稀释后） | $0.05 | $1.72 |
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BOXPLPC
| Q4 25 | $301.1M | $173.1M | ||
| Q3 25 | $294.0M | $178.1M | ||
| Q2 25 | $276.3M | $169.6M | ||
| Q1 25 | $279.5M | $148.5M | ||
| Q4 24 | $275.9M | $167.1M | ||
| Q3 24 | $270.0M | $147.0M | ||
| Q2 24 | $264.7M | $138.7M | ||
| Q1 24 | $262.9M | $140.9M |
净利润BOXPLPC
| Q4 25 | $12.1M | $8.4M | ||
| Q3 25 | $13.4M | $2.6M | ||
| Q2 25 | $8.2M | $12.7M | ||
| Q1 25 | $194.0M | $11.5M | ||
| Q4 24 | $12.9M | $10.5M | ||
| Q3 24 | $20.5M | $7.7M | ||
| Q2 24 | $17.2M | $9.4M | ||
| Q1 24 | $99.2M | $9.6M |
毛利率BOXPLPC
| Q4 25 | 79.6% | 29.8% | ||
| Q3 25 | 79.1% | 29.7% | ||
| Q2 25 | 78.0% | 32.7% | ||
| Q1 25 | 79.0% | 32.8% | ||
| Q4 24 | 79.9% | 33.3% | ||
| Q3 24 | 79.4% | 31.1% | ||
| Q2 24 | 78.0% | 31.9% | ||
| Q1 24 | 76.1% | 31.3% |
营业利润率BOXPLPC
| Q4 25 | 8.3% | 6.8% | ||
| Q3 25 | 7.0% | 7.4% | ||
| Q2 25 | 2.3% | 10.1% | ||
| Q1 25 | 6.4% | 8.8% | ||
| Q4 24 | 8.5% | 10.5% | ||
| Q3 24 | 7.5% | 7.1% | ||
| Q2 24 | 6.8% | 8.1% | ||
| Q1 24 | 8.1% | 8.2% |
净利率BOXPLPC
| Q4 25 | 4.0% | 4.9% | ||
| Q3 25 | 4.6% | 1.5% | ||
| Q2 25 | 3.0% | 7.5% | ||
| Q1 25 | 69.4% | 7.8% | ||
| Q4 24 | 4.7% | 6.3% | ||
| Q3 24 | 7.6% | 5.2% | ||
| Q2 24 | 6.5% | 6.8% | ||
| Q1 24 | 37.7% | 6.8% |
每股收益（稀释后）BOXPLPC
| Q4 25 | $0.05 | $1.72 | ||
| Q3 25 | $0.05 | $0.53 | ||
| Q2 25 | $0.02 | $2.56 | ||
| Q1 25 | $1.13 | $2.33 | ||
| Q4 24 | $0.05 | $2.13 | ||
| Q3 24 | $0.10 | $1.54 | ||
| Q2 24 | $0.08 | $1.89 | ||
| Q1 24 | $0.57 | $1.94 |
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 | $729.6M | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $-286.6M | $475.5M |
| 总资产 | $1.6B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资BOXPLPC
| Q4 25 | $729.6M | — | ||
| Q3 25 | $757.9M | — | ||
| Q2 25 | $790.4M | — | ||
| Q1 25 | $722.8M | — | ||
| Q4 24 | $697.9M | — | ||
| Q3 24 | $482.2M | — | ||
| Q2 24 | $566.1M | — | ||
| Q1 24 | $480.7M | — |
总债务BOXPLPC
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | — | $55.0M |
股东权益BOXPLPC
| Q4 25 | $-286.6M | $475.5M | ||
| Q3 25 | $-269.4M | $466.3M | ||
| Q2 25 | $-280.1M | $460.7M | ||
| Q1 25 | $-297.0M | $435.8M | ||
| Q4 24 | $-479.9M | $422.3M | ||
| Q3 24 | $-439.4M | $429.0M | ||
| Q2 24 | $-397.9M | $416.2M | ||
| Q1 24 | $-431.1M | $413.4M |
总资产BOXPLPC
| Q4 25 | $1.6B | $653.6M | ||
| Q3 25 | $1.6B | $644.6M | ||
| Q2 25 | $1.6B | $631.5M | ||
| Q1 25 | $1.7B | $592.5M | ||
| Q4 24 | $1.4B | $573.9M | ||
| Q3 24 | $1.1B | $592.0M | ||
| Q2 24 | $1.2B | $572.6M | ||
| Q1 24 | $1.2B | $586.1M |
负债/权益比BOXPLPC
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $73.0M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $11.8M |
| 自由现金流率自由现金流/营收 | 23.7% | 6.8% |
| 资本支出强度资本支出/营收 | 0.6% | 5.9% |
| 现金转化率经营现金流/净利润 | 6.05× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $33.3M |
8季度趋势，按日历期对齐
经营现金流BOXPLPC
| Q4 25 | $73.0M | $21.9M | ||
| Q3 25 | $46.0M | $18.9M | ||
| Q2 25 | $127.1M | $26.9M | ||
| Q1 25 | $102.2M | $5.7M | ||
| Q4 24 | $62.6M | $24.1M | ||
| Q3 24 | $36.3M | $9.4M | ||
| Q2 24 | $131.2M | $28.3M | ||
| Q1 24 | $89.3M | $5.8M |
自由现金流BOXPLPC
| Q4 25 | $71.3M | $11.8M | ||
| Q3 25 | $43.9M | $8.3M | ||
| Q2 25 | $126.7M | $18.6M | ||
| Q1 25 | $101.5M | $-5.3M | ||
| Q4 24 | $62.3M | $20.6M | ||
| Q3 24 | $35.9M | $5.8M | ||
| Q2 24 | $129.9M | $24.6M | ||
| Q1 24 | $89.1M | $1.8M |
自由现金流率BOXPLPC
| Q4 25 | 23.7% | 6.8% | ||
| Q3 25 | 14.9% | 4.7% | ||
| Q2 25 | 45.9% | 10.9% | ||
| Q1 25 | 36.3% | -3.6% | ||
| Q4 24 | 22.6% | 12.3% | ||
| Q3 24 | 13.3% | 3.9% | ||
| Q2 24 | 49.1% | 17.7% | ||
| Q1 24 | 33.9% | 1.3% |
资本支出强度BOXPLPC
| Q4 25 | 0.6% | 5.9% | ||
| Q3 25 | 0.7% | 6.0% | ||
| Q2 25 | 0.1% | 4.9% | ||
| Q1 25 | 0.2% | 7.4% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.1% | 2.4% | ||
| Q2 24 | 0.5% | 2.7% | ||
| Q1 24 | 0.1% | 2.8% |
现金转化率BOXPLPC
| Q4 25 | 6.05× | 2.60× | ||
| Q3 25 | 3.42× | 7.21× | ||
| Q2 25 | 15.51× | 2.12× | ||
| Q1 25 | 0.53× | 0.49× | ||
| Q4 24 | 4.85× | 2.30× | ||
| Q3 24 | 1.77× | 1.22× | ||
| Q2 24 | 7.62× | 3.02× | ||
| Q1 24 | 0.90× | 0.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
