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CMB.TECH NV（CMBT）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CMB.TECH NV的1.6倍（$943.7M vs $592.8M），CMB.TECH NV净利率更高（32.3% vs 3.8%，领先28.5%），思佳讯同比增速更快（-1.0% vs -34.6%）
CMB.TECH前身为Euronav，是全球知名的原油运输企业，运营超大型油轮（VLCC）、苏伊士型油轮及浮式储卸油装置（FSO），为全球能源产业链提供专业的海上原油运输及存储解决方案，业务布局覆盖主要国际油气运输航线。
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。
CMBT vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.6倍
$592.8M
营收增速更快
SWKS
高出33.6%
-34.6%
净利率更高
CMBT
高出28.5%
3.8%
损益表 — Q4 FY2024 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $592.8M | $943.7M |
| 净利润 | $191.2M | $35.6M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 46.4% | 4.5% |
| 净利率 | 32.3% | 3.8% |
| 营收同比 | -34.6% | -1.0% |
| 净利润同比 | -63.3% | -48.2% |
| 每股收益（稀释后） | $1.01 | $0.24 |
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CMBTSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $1.1B | ||
| Q2 25 | — | $965.0M | ||
| Q1 25 | — | $953.2M | ||
| Q4 24 | $592.8M | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $905.5M |
净利润CMBTSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | — | $141.4M | ||
| Q2 25 | — | $105.0M | ||
| Q1 25 | — | $68.7M | ||
| Q4 24 | $191.2M | $162.0M | ||
| Q3 24 | — | $60.5M | ||
| Q2 24 | — | $120.9M |
毛利率CMBTSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| 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CMBTSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | 46.4% | 16.9% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 14.4% |
净利率CMBTSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | — | 12.9% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | 32.3% | 15.2% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 13.4% |
每股收益（稀释后）CMBTSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | — | $0.95 | ||
| Q2 25 | — | $0.70 | ||
| Q1 25 | — | $0.43 | ||
| Q4 24 | $1.01 | $1.00 | ||
| Q3 24 | — | $0.36 | ||
| Q2 24 | — | $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 | $38.9M | — |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $1.2B | $5.8B |
| 总资产 | $3.9B | $7.9B |
| 负债/权益比越低杠杆越低 | 2.20× | — |
8季度趋势，按日历期对齐
现金及短期投资CMBTSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.4B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $38.9M | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.3B |
总债务CMBTSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | $2.6B | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益CMBTSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | — | $5.8B | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | $1.2B | $6.4B | ||
| Q3 24 | — | $6.3B | ||
| Q2 24 | — | $6.3B |
总资产CMBTSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | — | $7.9B | ||
| Q2 25 | — | $7.7B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | $3.9B | $8.3B | ||
| Q3 24 | — | $8.3B | ||
| Q2 24 | — | $8.2B |
负债/权益比CMBTSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | 2.20× | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 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 | $204.4M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | 1.07× | 1.41× |
| 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CMBTSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | — | $200.0M | ||
| Q2 25 | — | $314.2M | ||
| Q1 25 | — | $409.4M | ||
| Q4 24 | $204.4M | $377.2M | ||
| Q3 24 | — | $476.1M | ||
| Q2 24 | — | $273.4M |
自由现金流CMBTSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| 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CMBTSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| 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CMBTSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| 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CMBTSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q2 25 | — | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | 1.07× | 2.33× | ||
| Q3 24 | — | 7.87× | ||
| Q2 24 | — | 2.26× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
