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CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）与Wabtec（WAB）财务数据对比。点击上方公司名可切换其他公司
Wabtec的季度营收约是CHECK POINT SOFTWARE TECHNOLOGIES LTD的1.5倍（$3.0B vs $2.0B），CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs 12.3%，领先25.7%）
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。
西屋空气制动技术公司（通称Wabtec）是美国知名轨道交通设备企业，1999年由西屋空气制动公司（WABCO）与动力设备厂商MotivePower合并组建，总部设于宾夕法尼亚州匹兹堡，在全球轨交制动系统、牵引动力设备等领域拥有领先的技术实力与市场份额。
CHKP vs WAB — 直观对比
营收规模更大
WAB
是对方的1.5倍
$2.0B
净利率更高
CHKP
高出25.7%
12.3%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.0B |
| 净利润 | $752.4M | $363.0M |
| 毛利率 | 86.7% | 36.0% |
| 营业利润率 | 30.2% | 17.5% |
| 净利率 | 38.0% | 12.3% |
| 营收同比 | — | 13.0% |
| 净利润同比 | — | 11.0% |
| 每股收益（稀释后） | $6.81 | $2.12 |
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CHKPWAB
| Q1 26 | — | $3.0B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $2.0B | $2.9B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.6B |
净利润CHKPWAB
| Q1 26 | — | $363.0M | ||
| Q4 25 | — | $202.0M | ||
| Q3 25 | $752.4M | $310.0M | ||
| Q2 25 | — | $336.0M | ||
| Q1 25 | — | $322.0M | ||
| Q4 24 | — | $212.0M | ||
| Q3 24 | — | $283.0M | ||
| Q2 24 | — | $289.0M |
毛利率CHKPWAB
| Q1 26 | — | 36.0% | ||
| Q4 25 | — | 32.6% | ||
| Q3 25 | 86.7% | 34.7% | ||
| Q2 25 | — | 34.7% | ||
| Q1 25 | — | 34.5% | ||
| Q4 24 | — | 30.9% | ||
| Q3 24 | — | 33.0% | ||
| Q2 24 | — | 33.1% |
营业利润率CHKPWAB
| Q1 26 | — | 17.5% | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | 30.2% | 17.0% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 18.2% | ||
| Q4 24 | — | 12.9% | ||
| Q3 24 | — | 16.3% | ||
| Q2 24 | — | 16.3% |
净利率CHKPWAB
| Q1 26 | — | 12.3% | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | 38.0% | 10.7% | ||
| Q2 25 | — | 12.4% | ||
| Q1 25 | — | 12.3% | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | — | 10.6% | ||
| Q2 24 | — | 10.9% |
每股收益（稀释后）CHKPWAB
| Q1 26 | — | $2.12 | ||
| Q4 25 | — | $1.18 | ||
| Q3 25 | $6.81 | $1.81 | ||
| Q2 25 | — | $1.96 | ||
| Q1 25 | — | $1.88 | ||
| Q4 24 | — | $1.24 | ||
| Q3 24 | — | $1.63 | ||
| Q2 24 | — | $1.64 |
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 | — | $4.7B |
| 股东权益账面价值 | $3.1B | $11.1B |
| 总资产 | $5.7B | $23.2B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资CHKPWAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $619.9M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务CHKPWAB
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.0B |
股东权益CHKPWAB
| Q1 26 | — | $11.1B | ||
| Q4 25 | — | $11.1B | ||
| Q3 25 | $3.1B | $11.0B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $10.4B | ||
| Q4 24 | — | $10.1B | ||
| Q3 24 | — | $10.3B | ||
| Q2 24 | — | $10.5B |
总资产CHKPWAB
| Q1 26 | — | $23.2B | ||
| Q4 25 | — | $22.1B | ||
| Q3 25 | $5.7B | $21.5B | ||
| Q2 25 | — | $20.4B | ||
| Q1 25 | — | $19.1B | ||
| Q4 24 | — | $18.7B | ||
| Q3 24 | — | $18.6B | ||
| Q2 24 | — | $18.9B |
负债/权益比CHKPWAB
| Q1 26 | — | 0.42× | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.38× |
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 | $199.0M |
| 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× | 0.55× |
| 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CHKPWAB
| Q1 26 | — | $199.0M | ||
| Q4 25 | — | $992.0M | ||
| Q3 25 | $914.9M | $367.0M | ||
| Q2 25 | — | $209.0M | ||
| Q1 25 | — | $191.0M | ||
| Q4 24 | — | $723.0M | ||
| Q3 24 | — | $542.0M | ||
| Q2 24 | — | $235.0M |
自由现金流CHKPWAB
| Q1 26 | — | — | ||
| Q4 25 | — | $870.0M | ||
| Q3 25 | $895.5M | $312.0M | ||
| Q2 25 | — | $170.0M | ||
| Q1 25 | — | $147.0M | ||
| Q4 24 | — | $639.0M | ||
| Q3 24 | — | $496.0M | ||
| Q2 24 | — | $189.0M |
自由现金流率CHKPWAB
| Q1 26 | — | — | ||
| Q4 25 | — | 29.3% | ||
| Q3 25 | 45.2% | 10.8% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 5.6% | ||
| Q4 24 | — | 24.7% | ||
| Q3 24 | — | 18.6% | ||
| Q2 24 | — | 7.1% |
资本支出强度CHKPWAB
| Q1 26 | — | — | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | 1.0% | 1.9% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.7% |
现金转化率CHKPWAB
| Q1 26 | — | 0.55× | ||
| Q4 25 | — | 4.91× | ||
| Q3 25 | 1.22× | 1.18× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.59× | ||
| Q4 24 | — | 3.41× | ||
| Q3 24 | — | 1.92× | ||
| Q2 24 | — | 0.81× |
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% |
WAB
暂无分部数据
