vs
基华物流（CEVA）与Tempus AI, Inc.（TEM）财务数据对比。点击上方公司名可切换其他公司
Tempus AI, Inc.的季度营收约是基华物流的11.7倍（$367.2M vs $31.3M）。基华物流净利率更高（-3.5% vs -14.8%，领先11.2%）。Tempus AI, Inc.同比增速更快（83.0% vs 7.1%）。基华物流自由现金流更多（$7.2M vs $-41.5M）。过去两年Tempus AI, Inc.的营收复合增速更高（58.7% vs 19.1%）
赛物流是一家全球物流与供应链企业，提供货运管理以及合约物流服务，2019年被达飞海运集团收购。收购完成后，达飞集团陆续将英格迈微商务生命周期服务、GEFCO等多家物流运输企业并入赛物流，助力其业务发展与规模扩张。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业，创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
CEVA vs TEM — 直观对比
营收规模更大
TEM
是对方的11.7倍
$31.3M
营收增速更快
TEM
高出75.9%
7.1%
净利率更高
CEVA
高出11.2%
-14.8%
自由现金流更多
CEVA
多$48.8M
$-41.5M
两年增速更快
TEM
近两年复合增速
19.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $31.3M | $367.2M |
| 净利润 | $-1.1M | $-54.2M |
| 毛利率 | 88.1% | — |
| 营业利润率 | -1.3% | -16.7% |
| 净利率 | -3.5% | -14.8% |
| 营收同比 | 7.1% | 83.0% |
| 净利润同比 | 36.8% | -316.2% |
| 每股收益（稀释后） | — | $-0.30 |
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CEVATEM
| Q4 25 | $31.3M | $367.2M | ||
| Q3 25 | $28.4M | $334.2M | ||
| Q2 25 | $25.7M | $314.6M | ||
| Q1 25 | $24.2M | $255.7M | ||
| Q4 24 | $29.2M | $200.7M | ||
| Q3 24 | $27.2M | $180.9M | ||
| Q2 24 | $28.4M | $166.0M | ||
| Q1 24 | $22.1M | $145.8M |
净利润CEVATEM
| Q4 25 | $-1.1M | $-54.2M | ||
| Q3 25 | $-2.5M | $-80.0M | ||
| Q2 25 | $-3.7M | $-42.8M | ||
| Q1 25 | $-3.3M | $-68.0M | ||
| Q4 24 | $-1.7M | $-13.0M | ||
| Q3 24 | $-1.3M | $-75.8M | ||
| Q2 24 | $-291.0K | $-552.2M | ||
| Q1 24 | $-5.4M | $-64.7M |
毛利率CEVATEM
| Q4 25 | 88.1% | — | ||
| Q3 25 | 88.0% | — | ||
| Q2 25 | 86.2% | — | ||
| Q1 25 | 85.6% | — | ||
| Q4 24 | 88.5% | — | ||
| Q3 24 | 85.4% | — | ||
| Q2 24 | 89.7% | — | ||
| Q1 24 | 88.7% | — |
营业利润率CEVATEM
| Q4 25 | -1.3% | -16.7% | ||
| Q3 25 | -7.3% | -18.3% | ||
| Q2 25 | -17.5% | -19.6% | ||
| Q1 25 | -18.1% | -26.9% | ||
| Q4 24 | 0.3% | -25.3% | ||
| Q3 24 | -9.6% | -29.6% | ||
| Q2 24 | -0.1% | -321.4% | ||
| Q1 24 | -22.5% | -36.5% |
净利率CEVATEM
| Q4 25 | -3.5% | -14.8% | ||
| Q3 25 | -8.8% | -23.9% | ||
| Q2 25 | -14.4% | -13.6% | ||
| Q1 25 | -13.7% | -26.6% | ||
| Q4 24 | -5.9% | -6.5% | ||
| Q3 24 | -4.8% | -41.9% | ||
| Q2 24 | -1.0% | -332.7% | ||
| Q1 24 | -24.7% | -44.4% |
每股收益（稀释后）CEVATEM
| Q4 25 | — | $-0.30 | ||
| Q3 25 | — | $-0.46 | ||
| Q2 25 | — | $-0.25 | ||
| Q1 25 | — | $-0.40 | ||
| Q4 24 | — | $2.56 | ||
| Q3 24 | — | $-0.46 | ||
| Q2 24 | — | $-6.86 | ||
| Q1 24 | — | $-1.47 |
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 | $40.6M | $604.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $336.5M | $491.3M |
| 总资产 | $388.3M | $2.3B |
| 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CEVATEM
| Q4 25 | $40.6M | $604.8M | ||
| Q3 25 | $17.3M | $655.9M | ||
| Q2 25 | $29.1M | $186.3M | ||
| Q1 25 | $18.8M | $151.6M | ||
| Q4 24 | $18.8M | $341.0M | ||
| Q3 24 | $13.2M | $388.0M | ||
| Q2 24 | $25.0M | $478.8M | ||
| Q1 24 | $21.6M | $79.9M |
股东权益CEVATEM
| Q4 25 | $336.5M | $491.3M | ||
| Q3 25 | $268.7M | $507.8M | ||
| Q2 25 | $265.9M | $309.6M | ||
| Q1 25 | $269.1M | $326.2M | ||
| Q4 24 | $266.6M | $56.3M | ||
| Q3 24 | $265.8M | $53.7M | ||
| Q2 24 | $263.8M | $98.3M | ||
| Q1 24 | $262.3M | $-1.5B |
总资产CEVATEM
| Q4 25 | $388.3M | $2.3B | ||
| Q3 25 | $306.0M | $2.3B | ||
| Q2 25 | $302.8M | $1.6B | ||
| Q1 25 | $310.0M | $1.5B | ||
| Q4 24 | $308.9M | $926.1M | ||
| Q3 24 | $304.9M | $971.7M | ||
| Q2 24 | $300.4M | $864.6M | ||
| Q1 24 | $301.4M | — |
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 | $8.7M | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | $7.2M | $-41.5M |
| 自由现金流率自由现金流/营收 | 23.1% | -11.3% |
| 资本支出强度资本支出/营收 | 4.8% | 1.3% |
| 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 | $-6.3M | $-239.1M |
8季度趋势，按日历期对齐
经营现金流CEVATEM
| Q4 25 | $8.7M | $-36.8M | ||
| Q3 25 | $-5.9M | $-119.8M | ||
| Q2 25 | $1.2M | $44.2M | ||
| Q1 25 | $-7.4M | $-105.6M | ||
| Q4 24 | $8.0M | — | ||
| Q3 24 | $399.0K | $48.7M | ||
| Q2 24 | $2.4M | $-97.1M | ||
| Q1 24 | $-7.3M | $-101.4M |
自由现金流CEVATEM
| Q4 25 | $7.2M | $-41.5M | ||
| Q3 25 | $-6.3M | $-126.5M | ||
| Q2 25 | $492.0K | $36.6M | ||
| Q1 25 | $-7.7M | $-107.7M | ||
| Q4 24 | $7.0M | — | ||
| Q3 24 | $-15.0K | $48.6M | ||
| Q2 24 | $1.8M | $-105.1M | ||
| Q1 24 | $-8.3M | $-107.5M |
自由现金流率CEVATEM
| Q4 25 | 23.1% | -11.3% | ||
| Q3 25 | -22.1% | -37.9% | ||
| Q2 25 | 1.9% | 11.6% | ||
| Q1 25 | -31.8% | -42.1% | ||
| Q4 24 | 24.0% | — | ||
| Q3 24 | -0.1% | 26.9% | ||
| Q2 24 | 6.2% | -63.3% | ||
| Q1 24 | -37.4% | -73.7% |
资本支出强度CEVATEM
| Q4 25 | 4.8% | 1.3% | ||
| Q3 25 | 1.5% | 2.0% | ||
| Q2 25 | 2.7% | 2.4% | ||
| Q1 25 | 1.3% | 0.8% | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 2.1% | 4.8% | ||
| Q1 24 | 4.1% | 4.2% |
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
CEVA
| Transferred At Point In Time | $28.1M | 90% |
| Transferred Over Time | $3.2M | 10% |
TEM
暂无分部数据
