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COMERICA INC（CMA）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是COMERICA INC的1.2倍（$1.0B vs $838.0M），COMERICA INC净利率更高（21.0% vs 7.6%，领先13.4%），思佳讯同比增速更快（8.6% vs 3.3%），过去两年COMERICA INC的营收复合增速更高（108.9% vs -0.5%）
Comerica公司是总部位于美国得克萨斯州达拉斯的金融服务企业，为美国大型金融控股公司之一。旗下Comerica银行为区域性商业银行，在得克萨斯、密歇根、加利福尼亚、佛罗里达、亚利桑那五州共设413家网点，在美国多座城市设有办公场所。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
CMA vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.2倍
$838.0M
营收增速更快
SWKS
高出5.3%
3.3%
净利率更高
CMA
高出13.4%
7.6%
两年增速更快
CMA
近两年复合增速
-0.5%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $838.0M | $1.0B |
| 净利润 | $176.0M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | — | 10.0% |
| 净利率 | 21.0% | 7.6% |
| 营收同比 | 3.3% | 8.6% |
| 净利润同比 | -4.3% | 15.3% |
| 每股收益（稀释后） | $1.35 | $0.53 |
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CMASWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $838.0M | — | ||
| Q2 25 | $849.0M | $965.0M | ||
| Q1 25 | $829.0M | $953.2M | ||
| Q4 24 | $825.0M | $1.1B | ||
| Q3 24 | $811.0M | $1.0B | ||
| Q2 24 | $824.0M | $905.5M |
净利润CMASWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | — | $141.4M | ||
| Q3 25 | $176.0M | — | ||
| Q2 25 | $199.0M | $105.0M | ||
| Q1 25 | $172.0M | $68.7M | ||
| Q4 24 | $170.0M | $162.0M | ||
| Q3 24 | $184.0M | $60.5M | ||
| Q2 24 | $206.0M | $120.9M |
毛利率CMASWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率CMASWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 14.4% |
净利率CMASWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | — | 12.9% | ||
| Q3 25 | 21.0% | — | ||
| Q2 25 | 23.4% | 10.9% | ||
| Q1 25 | 20.7% | 7.2% | ||
| Q4 24 | 20.6% | 15.2% | ||
| Q3 24 | 22.7% | 5.9% | ||
| Q2 24 | 25.0% | 13.4% |
每股收益（稀释后）CMASWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | — | $0.95 | ||
| Q3 25 | $1.35 | — | ||
| Q2 25 | $1.42 | $0.70 | ||
| Q1 25 | $1.25 | $0.43 | ||
| Q4 24 | $1.22 | $1.00 | ||
| Q3 24 | $1.33 | $0.36 | ||
| Q2 24 | $1.49 | $0.75 |
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 | — | $1.6B |
| 总债务越低越好 | $5.4B | $496.6M |
| 股东权益账面价值 | $7.4B | $5.8B |
| 总资产 | $77.4B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CMASWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.3B |
总债务CMASWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.8B | $496.2M | ||
| Q1 25 | $5.7B | $995.1M | ||
| Q4 24 | $6.7B | $994.7M | ||
| Q3 24 | $6.8B | $994.3M | ||
| Q2 24 | $7.1B | $994.0M |
股东权益CMASWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $6.9B | $5.7B | ||
| Q1 25 | $7.1B | $5.9B | ||
| Q4 24 | $6.5B | $6.4B | ||
| Q3 24 | $7.4B | $6.3B | ||
| Q2 24 | $6.2B | $6.3B |
总资产CMASWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | — | $7.9B | ||
| Q3 25 | $77.4B | — | ||
| Q2 25 | $78.0B | $7.7B | ||
| Q1 25 | $77.6B | $7.9B | ||
| Q4 24 | $79.3B | $8.3B | ||
| Q3 24 | $79.7B | $8.3B | ||
| Q2 24 | $79.6B | $8.2B |
负债/权益比CMASWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.84× | 0.09× | ||
| Q1 25 | 0.81× | 0.17× | ||
| Q4 24 | 1.02× | 0.16× | ||
| Q3 24 | 0.92× | 0.16× | ||
| Q2 24 | 1.15× | 0.16× |
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 | $-270.0M | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | -1.53× | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流CMASWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | — | $200.0M | ||
| Q3 25 | $-270.0M | — | ||
| Q2 25 | $476.0M | $314.2M | ||
| Q1 25 | $273.0M | $409.4M | ||
| Q4 24 | $601.0M | $377.2M | ||
| Q3 24 | $1.0B | $476.1M | ||
| Q2 24 | $111.0M | $273.4M |
自由现金流CMASWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M | ||
| Q2 24 | — | $249.0M |
自由现金流率CMASWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% | ||
| Q2 24 | — | 27.5% |
资本支出强度CMASWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 2.7% |
现金转化率CMASWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | -1.53× | — | ||
| Q2 25 | 2.39× | 2.99× | ||
| Q1 25 | 1.59× | 5.96× | ||
| Q4 24 | 3.54× | 2.33× | ||
| Q3 24 | 5.70× | 7.87× | ||
| Q2 24 | 0.54× | 2.26× |
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
CMA
暂无分部数据
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
