vs
CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是CHECK POINT SOFTWARE TECHNOLOGIES LTD的1.9倍（$3.9B vs $2.0B），CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs 14.1%，领先23.9%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
CHKP vs RJF — 直观对比
营收规模更大
RJF
是对方的1.9倍
$2.0B
净利率更高
CHKP
高出23.9%
14.1%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.9B |
| 净利润 | $752.4M | $544.0M |
| 毛利率 | 86.7% | — |
| 营业利润率 | 30.2% | — |
| 净利率 | 38.0% | 14.1% |
| 营收同比 | — | 13.0% |
| 净利润同比 | — | 10.0% |
| 每股收益（稀释后） | $6.81 | $2.83 |
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CHKPRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | — | $4.2B | ||
| Q3 25 | $2.0B | $4.2B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $3.8B |
净利润CHKPRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | — | $563.0M | ||
| Q3 25 | $752.4M | $604.0M | ||
| Q2 25 | — | $436.0M | ||
| Q1 25 | — | $495.0M | ||
| Q4 24 | — | $600.0M | ||
| Q3 24 | — | $602.0M | ||
| Q2 24 | — | $492.0M |
毛利率CHKPRJF
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 86.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率CHKPRJF
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 30.2% | — | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 17.1% |
净利率CHKPRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | — | 13.5% | ||
| Q3 25 | 38.0% | 14.4% | ||
| Q2 25 | — | 11.3% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | — | 15.0% | ||
| Q2 24 | — | 13.1% |
每股收益（稀释后）CHKPRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | — | $2.79 | ||
| Q3 25 | $6.81 | $2.96 | ||
| Q2 25 | — | $2.12 | ||
| Q1 25 | — | $2.36 | ||
| Q4 24 | — | $2.86 | ||
| Q3 24 | — | $2.85 | ||
| Q2 24 | — | $2.31 |
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 | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $52.0M |
| 总资产 | $5.7B | $91.9B |
| 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CHKPRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | — | $9.9B | ||
| Q3 25 | $619.9M | $11.4B | ||
| Q2 25 | — | $9.2B | ||
| Q1 25 | — | $9.7B | ||
| Q4 24 | — | $10.0B | ||
| Q3 24 | — | $11.0B | ||
| Q2 24 | — | $9.1B |
股东权益CHKPRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | — | $12.6B | ||
| Q3 25 | $3.1B | $12.5B | ||
| Q2 25 | — | $12.3B | ||
| Q1 25 | — | $12.2B | ||
| Q4 24 | — | $11.9B | ||
| Q3 24 | — | $11.7B | ||
| Q2 24 | — | $11.2B |
总资产CHKPRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | — | $88.8B | ||
| Q3 25 | $5.7B | $88.2B | ||
| Q2 25 | — | $84.8B | ||
| Q1 25 | — | $83.1B | ||
| Q4 24 | — | $82.3B | ||
| Q3 24 | — | $83.0B | ||
| Q2 24 | — | $80.6B |
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CHKPRJF
| Q1 26 | — | — | ||
| Q4 25 | — | $-10.0M | ||
| Q3 25 | $914.9M | $796.0M | ||
| Q2 25 | — | $691.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $830.0M | ||
| Q3 24 | — | $510.0M | ||
| Q2 24 | — | $711.0M |
自由现金流CHKPRJF
| Q1 26 | — | — | ||
| Q4 25 | — | $-56.0M | ||
| Q3 25 | $895.5M | $752.0M | ||
| Q2 25 | — | $634.0M | ||
| Q1 25 | — | $71.0M | ||
| Q4 24 | — | $789.0M | ||
| Q3 24 | — | $460.0M | ||
| Q2 24 | — | $655.0M |
自由现金流率CHKPRJF
| Q1 26 | — | — | ||
| Q4 25 | — | -1.3% | ||
| Q3 25 | 45.2% | 17.9% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 17.4% |
资本支出强度CHKPRJF
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | 1.0% | 1.1% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.5% |
现金转化率CHKPRJF
| Q1 26 | — | — | ||
| Q4 25 | — | -0.02× | ||
| Q3 25 | 1.22× | 1.32× | ||
| Q2 25 | — | 1.58× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
