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CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）与Tyler Technologies（TYL）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Tyler Technologies的3.4倍（$2.0B vs $575.2M）。CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs 11.4%，领先26.6%）。CHECK POINT SOFTWARE TECHNOLOGIES LTD自由现金流更多（$895.5M vs $239.6M）
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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
CHKP vs TYL — 直观对比
营收规模更大
CHKP
是对方的3.4倍
$575.2M
净利率更高
CHKP
高出26.6%
11.4%
自由现金流更多
CHKP
多$655.9M
$239.6M
损益表 — Q3 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $575.2M |
| 净利润 | $752.4M | $65.5M |
| 毛利率 | 86.7% | 45.5% |
| 营业利润率 | 30.2% | 13.0% |
| 净利率 | 38.0% | 11.4% |
| 营收同比 | — | 6.3% |
| 净利润同比 | — | 0.5% |
| 每股收益（稀释后） | $6.81 | $1.50 |
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CHKPTYL
| Q4 25 | — | $575.2M | ||
| Q3 25 | $2.0B | $595.9M | ||
| Q2 25 | — | $596.1M | ||
| Q1 25 | — | $565.2M | ||
| Q4 24 | — | $541.1M | ||
| Q3 24 | — | $543.3M | ||
| Q2 24 | — | $541.0M | ||
| Q1 24 | — | $512.4M |
净利润CHKPTYL
| Q4 25 | — | $65.5M | ||
| Q3 25 | $752.4M | $84.4M | ||
| Q2 25 | — | $84.6M | ||
| Q1 25 | — | $81.1M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | — | $75.9M | ||
| Q2 24 | — | $67.7M | ||
| Q1 24 | — | $54.2M |
毛利率CHKPTYL
| Q4 25 | — | 45.5% | ||
| Q3 25 | 86.7% | 47.2% | ||
| Q2 25 | — | 45.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 44.0% | ||
| Q1 24 | — | 43.7% |
营业利润率CHKPTYL
| Q4 25 | — | 13.0% | ||
| Q3 25 | 30.2% | 16.4% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 15.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 14.4% | ||
| Q1 24 | — | 13.1% |
净利率CHKPTYL
| Q4 25 | — | 11.4% | ||
| Q3 25 | 38.0% | 14.2% | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 14.0% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | — | 10.6% |
每股收益（稀释后）CHKPTYL
| Q4 25 | — | $1.50 | ||
| Q3 25 | $6.81 | $1.93 | ||
| Q2 25 | — | $1.93 | ||
| Q1 25 | — | $1.84 | ||
| Q4 24 | — | $1.48 | ||
| Q3 24 | — | $1.74 | ||
| Q2 24 | — | $1.57 | ||
| Q1 24 | — | $1.26 |
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 | $1.1B |
| 总债务越低越好 | — | $599.7M |
| 股东权益账面价值 | $3.1B | $3.7B |
| 总资产 | $5.7B | $5.6B |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资CHKPTYL
| Q4 25 | — | $1.1B | ||
| Q3 25 | $619.9M | $950.8M | ||
| Q2 25 | — | $892.3M | ||
| Q1 25 | — | $807.4M | ||
| Q4 24 | — | $768.0M | ||
| Q3 24 | — | $544.3M | ||
| Q2 24 | — | $258.0M | ||
| Q1 24 | — | $196.9M |
总债务CHKPTYL
| Q4 25 | — | $599.7M | ||
| Q3 25 | — | $599.2M | ||
| Q2 25 | — | $598.8M | ||
| Q1 25 | — | $598.4M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | — | $597.5M | ||
| Q2 24 | — | $597.1M | ||
| Q1 24 | — | $596.6M |
股东权益CHKPTYL
| Q4 25 | — | $3.7B | ||
| Q3 25 | $3.1B | $3.6B | ||
| Q2 25 | — | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | — | $3.1B | ||
| Q1 24 | — | $3.0B |
总资产CHKPTYL
| Q4 25 | — | $5.6B | ||
| Q3 25 | $5.7B | $5.5B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.2B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $4.6B |
负债/权益比CHKPTYL
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.16× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.19× | ||
| Q1 24 | — | 0.20× |
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 | $243.9M |
| 自由现金流经营现金流 - 资本支出 | $895.5M | $239.6M |
| 自由现金流率自由现金流/营收 | 45.2% | 41.7% |
| 资本支出强度资本支出/营收 | 1.0% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.22× | 3.72× |
| 过去12个月自由现金流最近4个季度 | — | $637.5M |
8季度趋势，按日历期对齐
经营现金流CHKPTYL
| Q4 25 | — | $243.9M | ||
| Q3 25 | $914.9M | $255.2M | ||
| Q2 25 | — | $98.3M | ||
| Q1 25 | — | $56.2M | ||
| Q4 24 | — | $224.8M | ||
| Q3 24 | — | $263.7M | ||
| Q2 24 | — | $64.3M | ||
| Q1 24 | — | $71.8M |
自由现金流CHKPTYL
| Q4 25 | — | $239.6M | ||
| Q3 25 | $895.5M | $251.3M | ||
| Q2 25 | — | $92.8M | ||
| Q1 25 | — | $53.8M | ||
| Q4 24 | — | $221.0M | ||
| Q3 24 | — | $260.8M | ||
| Q2 24 | — | $57.7M | ||
| Q1 24 | — | $64.6M |
自由现金流率CHKPTYL
| Q4 25 | — | 41.7% | ||
| Q3 25 | 45.2% | 42.2% | ||
| Q2 25 | — | 15.6% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | — | 48.0% | ||
| Q2 24 | — | 10.7% | ||
| Q1 24 | — | 12.6% |
资本支出强度CHKPTYL
| Q4 25 | — | 0.8% | ||
| Q3 25 | 1.0% | 0.7% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.4% |
现金转化率CHKPTYL
| Q4 25 | — | 3.72× | ||
| Q3 25 | 1.22× | 3.02× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 3.45× | ||
| Q3 24 | — | 3.47× | ||
| Q2 24 | — | 0.95× | ||
| Q1 24 | — | 1.33× |
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% |
TYL
| Saas Arrangements | $186.1M | 32% |
| Platform Technologies Segment | $143.3M | 25% |
| Maintenance | $109.4M | 19% |
| Professional Services | $55.3M | 10% |
| Nonrecurring Revenue | $51.3M | 9% |
| Other | $21.4M | 4% |
| Hardware And Other | $8.4M | 1% |
