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康耐视（CGNX）与Ralliant Corp（RAL）财务数据对比。点击上方公司名可切换其他公司
Ralliant Corp的季度营收约是康耐视的2.1倍（$529.1M vs $252.3M）。康耐视净利率更高（12.9% vs 7.5%，领先5.4%）。康耐视同比增速更快（9.9% vs -0.5%）。Ralliant Corp自由现金流更多（$126.6M vs $72.3M）
康耐视（Cognex Corporation）是总部位于美国马萨诸塞州内蒂克的机器视觉系统、软件及传感器制造商，业务覆盖全球20余个国家和地区，为各工业领域客户提供高性能的视觉相关产品及解决方案。
CGNX vs RAL — 直观对比
营收规模更大
RAL
是对方的2.1倍
$252.3M
营收增速更快
CGNX
高出10.4%
-0.5%
净利率更高
CGNX
高出5.4%
7.5%
自由现金流更多
RAL
多$54.3M
$72.3M
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $252.3M | $529.1M |
| 净利润 | $32.7M | $39.9M |
| 毛利率 | 65.7% | 50.8% |
| 营业利润率 | 14.0% | 9.8% |
| 净利率 | 12.9% | 7.5% |
| 营收同比 | 9.9% | -0.5% |
| 净利润同比 | 15.2% | -56.1% |
| 每股收益（稀释后） | $0.20 | $0.35 |
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CGNXRAL
| Q4 25 | $252.3M | — | ||
| Q3 25 | $276.9M | $529.1M | ||
| Q2 25 | $249.1M | $503.3M | ||
| Q1 25 | $216.0M | — | ||
| Q4 24 | $229.7M | — | ||
| Q3 24 | $234.7M | $531.7M | ||
| Q2 24 | $239.3M | $533.7M | ||
| Q1 24 | $210.8M | — |
净利润CGNXRAL
| Q4 25 | $32.7M | — | ||
| Q3 25 | $17.7M | $39.9M | ||
| Q2 25 | $40.5M | $47.6M | ||
| Q1 25 | $23.6M | — | ||
| Q4 24 | $28.3M | — | ||
| Q3 24 | $29.6M | $90.9M | ||
| Q2 24 | $36.2M | $64.8M | ||
| Q1 24 | $12.0M | — |
毛利率CGNXRAL
| Q4 25 | 65.7% | — | ||
| Q3 25 | 67.6% | 50.8% | ||
| Q2 25 | 67.4% | 49.3% | ||
| Q1 25 | 66.8% | — | ||
| Q4 24 | 68.7% | — | ||
| Q3 24 | 67.9% | 52.6% | ||
| Q2 24 | 69.6% | 51.5% | ||
| Q1 24 | 67.3% | — |
营业利润率CGNXRAL
| Q4 25 | 14.0% | — | ||
| Q3 25 | 20.9% | 9.8% | ||
| Q2 25 | 17.4% | 11.7% | ||
| Q1 25 | 12.1% | — | ||
| Q4 24 | 13.4% | — | ||
| Q3 24 | 13.4% | 20.9% | ||
| Q2 24 | 16.1% | 19.7% | ||
| Q1 24 | 6.7% | — |
净利率CGNXRAL
| Q4 25 | 12.9% | — | ||
| Q3 25 | 6.4% | 7.5% | ||
| Q2 25 | 16.3% | 9.5% | ||
| Q1 25 | 10.9% | — | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 12.6% | 17.1% | ||
| Q2 24 | 15.1% | 12.1% | ||
| Q1 24 | 5.7% | — |
每股收益（稀释后）CGNXRAL
| Q4 25 | $0.20 | — | ||
| Q3 25 | $0.10 | $0.35 | ||
| Q2 25 | $0.24 | $0.42 | ||
| Q1 25 | $0.14 | — | ||
| Q4 24 | $0.17 | — | ||
| Q3 24 | $0.17 | $0.81 | ||
| Q2 24 | $0.21 | $0.57 | ||
| Q1 24 | $0.07 | — |
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 | $262.9M | $264.2M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $1.5B | $3.0B |
| 总资产 | $2.0B | $5.3B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资CGNXRAL
| Q4 25 | $262.9M | — | ||
| Q3 25 | $245.9M | $264.2M | ||
| Q2 25 | $179.3M | $198.6M | ||
| Q1 25 | $143.7M | — | ||
| Q4 24 | $186.1M | — | ||
| Q3 24 | $197.1M | — | ||
| Q2 24 | $176.6M | — | ||
| Q1 24 | $138.9M | — |
总债务CGNXRAL
| Q4 25 | — | — | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CGNXRAL
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $3.0B | ||
| Q2 25 | $1.5B | $3.0B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | $4.0B | ||
| Q2 24 | $1.5B | $4.0B | ||
| Q1 24 | $1.5B | — |
总资产CGNXRAL
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $5.3B | ||
| Q2 25 | $2.0B | $5.2B | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.0B | — |
负债/权益比CGNXRAL
| Q4 25 | — | — | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | 0.38× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $74.9M | $138.6M |
| 自由现金流经营现金流 - 资本支出 | $72.3M | $126.6M |
| 自由现金流率自由现金流/营收 | 28.7% | 23.9% |
| 资本支出强度资本支出/营收 | 1.0% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.29× | 3.47× |
| 过去12个月自由现金流最近4个季度 | $236.8M | — |
8季度趋势，按日历期对齐
经营现金流CGNXRAL
| Q4 25 | $74.9M | — | ||
| Q3 25 | $87.5M | $138.6M | ||
| Q2 25 | $42.6M | — | ||
| Q1 25 | $40.5M | — | ||
| Q4 24 | $51.4M | — | ||
| Q3 24 | $56.3M | — | ||
| Q2 24 | $27.8M | — | ||
| Q1 24 | $13.6M | — |
自由现金流CGNXRAL
| Q4 25 | $72.3M | — | ||
| Q3 25 | $86.0M | $126.6M | ||
| Q2 25 | $40.4M | — | ||
| Q1 25 | $38.0M | — | ||
| Q4 24 | $49.3M | — | ||
| Q3 24 | $51.9M | — | ||
| Q2 24 | $23.3M | — | ||
| Q1 24 | $9.6M | — |
自由现金流率CGNXRAL
| Q4 25 | 28.7% | — | ||
| Q3 25 | 31.1% | 23.9% | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 21.5% | — | ||
| Q3 24 | 22.1% | — | ||
| Q2 24 | 9.7% | — | ||
| Q1 24 | 4.5% | — |
资本支出强度CGNXRAL
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.5% | 2.3% | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 1.9% | — |
现金转化率CGNXRAL
| Q4 25 | 2.29× | — | ||
| Q3 25 | 4.95× | 3.47× | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.72× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.90× | — | ||
| Q2 24 | 0.77× | — | ||
| Q1 24 | 1.13× | — |
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
CGNX
暂无分部数据
RAL
| Industrial Manufacturing | $111.1M | 21% |
| Defense And Space | $93.6M | 18% |
| Diversified Electronics | $91.0M | 17% |
| Test And Measurement | $76.8M | 15% |
| Communications | $60.7M | 11% |
| Semiconductors | $51.4M | 10% |
| Other Direct End Markets | $44.4M | 8% |
