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CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKP)与Gen Digital(GEN)财务数据对比。点击上方公司名可切换其他公司
CHECK POINT SOFTWARE TECHNOLOGIES LTD的季度营收约是Gen Digital的1.6倍($2.0B vs $1.2B)。CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高(38.0% vs 15.5%,领先22.5%)
Check Point软件技术有限公司是以色列知名网络安全企业,业务覆盖全球60余个国家,总部位于以色列特拉维夫,在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护,旗下拥有专业安全研究团队,同时是世界经济论坛的合作伙伴。
Gen Digital是一家跨国软件企业,双总部分别设于美国亚利桑那州坦佩和欧盟捷克布拉格,是财富500强企业及标普500指数成分股,同时在纳斯达克与布拉格证券交易所挂牌上市。公司主营网络安全软件、金融科技及相关服务,旗下拥有诺顿、Avast、LifeLock、AVG、CCleaner等多个知名品牌。
CHKP vs GEN — 直观对比
营收规模更大
CHKP
是对方的1.6倍
$1.2B
净利率更高
CHKP
高出22.5%
15.5%
损益表 — Q3 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $752.4M | $192.0M |
| 毛利率 | 86.7% | 78.4% |
| 营业利润率 | 30.2% | 34.9% |
| 净利率 | 38.0% | 15.5% |
| 营收同比 | — | 28.5% |
| 净利润同比 | — | 6.1% |
| 每股收益(稀释后) | $6.81 | $0.31 |
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
CHKP
GEN
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $986.0M | ||
| Q3 24 | — | $974.0M | ||
| Q2 24 | — | $965.0M |
净利润
CHKP
GEN
| Q1 26 | — | $192.0M | ||
| Q4 25 | — | $134.0M | ||
| Q3 25 | $752.4M | $135.0M | ||
| Q1 25 | — | $142.0M | ||
| Q4 24 | — | $159.0M | ||
| Q3 24 | — | $161.0M | ||
| Q2 24 | — | $181.0M |
毛利率
CHKP
GEN
| Q1 26 | — | 78.4% | ||
| Q4 25 | — | 78.2% | ||
| Q3 25 | 86.7% | 78.8% | ||
| Q1 25 | — | 80.3% | ||
| Q4 24 | — | 80.4% | ||
| Q3 24 | — | 80.1% | ||
| Q2 24 | — | 80.3% |
营业利润率
CHKP
GEN
| Q1 26 | — | 34.9% | ||
| Q4 25 | — | 35.9% | ||
| Q3 25 | 30.2% | 35.5% | ||
| Q1 25 | — | 41.3% | ||
| Q4 24 | — | 37.9% | ||
| Q3 24 | — | 41.3% | ||
| Q2 24 | — | 43.2% |
净利率
CHKP
GEN
| Q1 26 | — | 15.5% | ||
| Q4 25 | — | 11.0% | ||
| Q3 25 | 38.0% | 10.7% | ||
| Q1 25 | — | 14.1% | ||
| Q4 24 | — | 16.1% | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | — | 18.8% |
每股收益(稀释后)
CHKP
GEN
| Q1 26 | — | $0.31 | ||
| Q4 25 | — | $0.21 | ||
| Q3 25 | $6.81 | $0.22 | ||
| Q1 25 | — | $0.22 | ||
| Q4 24 | — | $0.26 | ||
| Q3 24 | — | $0.26 | ||
| Q2 24 | — | $0.29 |
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 | $619.9M | — |
| 总债务越低越好 | — | $8.4B |
| 股东权益账面价值 | $3.1B | $2.3B |
| 总资产 | $5.7B | $15.8B |
| 负债/权益比越低杠杆越低 | — | 3.61× |
8季度趋势,按日历期对齐
现金及短期投资
CHKP
GEN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $619.9M | — | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $883.0M | ||
| Q3 24 | — | $737.0M | ||
| Q2 24 | — | $644.0M |
总债务
CHKP
GEN
| Q1 26 | — | $8.4B | ||
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.9B | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | — | $8.5B | ||
| Q3 24 | — | $8.5B | ||
| Q2 24 | — | $8.5B |
股东权益
CHKP
GEN
| Q1 26 | — | $2.3B | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | $3.1B | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B |
总资产
CHKP
GEN
| Q1 26 | — | $15.8B | ||
| Q4 25 | — | $16.1B | ||
| Q3 25 | $5.7B | $16.4B | ||
| Q1 25 | — | $15.5B | ||
| Q4 24 | — | $15.4B | ||
| Q3 24 | — | $15.5B | ||
| Q2 24 | — | $15.4B |
负债/权益比
CHKP
GEN
| Q1 26 | — | 3.61× | ||
| Q4 25 | — | 3.54× | ||
| Q3 25 | — | 3.75× | ||
| Q1 25 | — | 3.64× | ||
| Q4 24 | — | 3.94× | ||
| Q3 24 | — | 4.06× | ||
| Q2 24 | — | 4.33× |
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 | $914.9M | — |
| 自由现金流经营现金流 - 资本支出 | $895.5M | — |
| 自由现金流率自由现金流/营收 | 45.2% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.22× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
CHKP
GEN
| Q1 26 | — | — | ||
| Q4 25 | — | $541.0M | ||
| Q3 25 | $914.9M | $409.0M | ||
| Q1 25 | — | $473.0M | ||
| Q4 24 | — | $326.0M | ||
| Q3 24 | — | $158.0M | ||
| Q2 24 | — | $264.0M |
自由现金流
CHKP
GEN
| Q1 26 | — | — | ||
| Q4 25 | — | $535.0M | ||
| Q3 25 | $895.5M | $405.0M | ||
| Q1 25 | — | $470.0M | ||
| Q4 24 | — | $318.0M | ||
| Q3 24 | — | $156.0M | ||
| Q2 24 | — | $262.0M |
自由现金流率
CHKP
GEN
| Q1 26 | — | — | ||
| Q4 25 | — | 43.9% | ||
| Q3 25 | 45.2% | 32.2% | ||
| Q1 25 | — | 46.5% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | — | 16.0% | ||
| Q2 24 | — | 27.2% |
资本支出强度
CHKP
GEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 1.0% | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.2% |
现金转化率
CHKP
GEN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.04× | ||
| Q3 25 | 1.22× | 3.03× | ||
| Q1 25 | — | 3.33× | ||
| Q4 24 | — | 2.05× | ||
| Q3 24 | — | 0.98× | ||
| Q2 24 | — | 1.46× |
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
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |