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CONDUENT Inc(CNDT)与学乐集团(SCHL)财务数据对比。点击上方公司名可切换其他公司
CONDUENT Inc的季度营收约是学乐集团的1.4倍($770.0M vs $551.1M),学乐集团净利率更高(10.1% vs -4.3%,领先14.4%),学乐集团同比增速更快(1.2% vs -3.8%),过去两年学乐集团的营收复合增速更高(30.5% vs -8.6%)
康杜特是一家总部位于美国新泽西州弗洛勒姆帕克的商业服务供应商,2017年从施乐拆分独立。公司面向企业与政府客户提供数字化平台服务,截至2026年,全球雇员规模超过5.4万人,业务布局覆盖24个国家。
学乐集团是美国跨国出版教育传媒企业,面向学校、教师、家长、儿童及各类教育机构出版发行图书、漫画与各类教育素材。产品通过零售、线上渠道销售,同时还通过校园阅读俱乐部与书展进入校园,大红狗克利福德是集团的官方吉祥物。
CNDT vs SCHL — 直观对比
营收规模更大
CNDT
是对方的1.4倍
$551.1M
营收增速更快
SCHL
高出4.9%
-3.8%
净利率更高
SCHL
高出14.4%
-4.3%
两年增速更快
SCHL
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $770.0M | $551.1M |
| 净利润 | $-33.0M | $55.9M |
| 毛利率 | 19.0% | 59.1% |
| 营业利润率 | -3.6% | 15.0% |
| 净利率 | -4.3% | 10.1% |
| 营收同比 | -3.8% | 1.2% |
| 净利润同比 | -175.0% | 14.5% |
| 每股收益(稀释后) | $-0.25 | $2.17 |
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
CNDT
SCHL
| Q4 25 | $770.0M | $551.1M | ||
| Q3 25 | $767.0M | $225.6M | ||
| Q2 25 | $754.0M | $508.3M | ||
| Q1 25 | $751.0M | $335.4M | ||
| Q4 24 | $800.0M | $544.6M | ||
| Q3 24 | $807.0M | $237.2M | ||
| Q2 24 | $828.0M | $474.9M | ||
| Q1 24 | $921.0M | $323.7M |
净利润
CNDT
SCHL
| Q4 25 | $-33.0M | $55.9M | ||
| Q3 25 | $-46.0M | $-71.1M | ||
| Q2 25 | $-40.0M | $15.4M | ||
| Q1 25 | $-51.0M | $-3.6M | ||
| Q4 24 | $-12.0M | $48.8M | ||
| Q3 24 | $123.0M | $-62.5M | ||
| Q2 24 | $216.0M | $35.9M | ||
| Q1 24 | $99.0M | $-26.5M |
毛利率
CNDT
SCHL
| Q4 25 | 19.0% | 59.1% | ||
| Q3 25 | 17.7% | 45.3% | ||
| Q2 25 | 18.2% | 59.2% | ||
| Q1 25 | 17.7% | 53.9% | ||
| Q4 24 | 17.3% | 58.0% | ||
| Q3 24 | 18.7% | 45.9% | ||
| Q2 24 | 18.2% | 59.5% | ||
| Q1 24 | 20.2% | 54.1% |
营业利润率
CNDT
SCHL
| Q4 25 | -3.6% | 15.0% | ||
| Q3 25 | -5.0% | -40.9% | ||
| Q2 25 | -5.0% | 10.5% | ||
| Q1 25 | -7.5% | -7.1% | ||
| Q4 24 | -10.3% | 13.7% | ||
| Q3 24 | 19.7% | -37.3% | ||
| Q2 24 | 36.2% | 9.9% | ||
| Q1 24 | 13.8% | -10.8% |
净利率
CNDT
SCHL
| Q4 25 | -4.3% | 10.1% | ||
| Q3 25 | -6.0% | -31.5% | ||
| Q2 25 | -5.3% | 3.0% | ||
| Q1 25 | -6.8% | -1.1% | ||
| Q4 24 | -1.5% | 9.0% | ||
| Q3 24 | 15.2% | -26.3% | ||
| Q2 24 | 26.1% | 7.6% | ||
| Q1 24 | 10.7% | -8.2% |
每股收益(稀释后)
CNDT
SCHL
| Q4 25 | $-0.25 | $2.17 | ||
| Q3 25 | $-0.30 | $-2.83 | ||
| Q2 25 | $-0.26 | $0.56 | ||
| Q1 25 | $-0.33 | $-0.13 | ||
| Q4 24 | $-0.02 | $1.71 | ||
| Q3 24 | $0.72 | $-2.21 | ||
| Q2 24 | $1.07 | $1.21 | ||
| Q1 24 | $0.46 | $-0.91 |
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 | $233.0M | $99.3M |
| 总债务越低越好 | $665.0M | — |
| 股东权益账面价值 | $685.0M | $931.2M |
| 总资产 | $2.4B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.97× | — |
8季度趋势,按日历期对齐
现金及短期投资
CNDT
SCHL
| Q4 25 | $233.0M | $99.3M | ||
| Q3 25 | $248.0M | $94.3M | ||
| Q2 25 | $275.0M | $124.0M | ||
| Q1 25 | $277.0M | $94.7M | ||
| Q4 24 | $366.0M | $139.6M | ||
| Q3 24 | $393.0M | $84.1M | ||
| Q2 24 | $300.0M | $113.7M | ||
| Q1 24 | $415.0M | $110.4M |
总债务
CNDT
SCHL
| Q4 25 | $665.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $615.0M | — | ||
| Q3 24 | — | $231.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
CNDT
SCHL
| Q4 25 | $685.0M | $931.2M | ||
| Q3 25 | $717.0M | $878.0M | ||
| Q2 25 | $777.0M | $946.5M | ||
| Q1 25 | $800.0M | $941.3M | ||
| Q4 24 | $839.0M | $986.0M | ||
| Q3 24 | $877.0M | $957.3M | ||
| Q2 24 | $751.0M | $1.0B | ||
| Q1 24 | $701.0M | $997.6M |
总资产
CNDT
SCHL
| Q4 25 | $2.4B | $2.0B | ||
| Q3 25 | $2.5B | $2.0B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $2.5B | $2.0B | ||
| Q4 24 | $2.6B | $2.0B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.8B | $1.7B | ||
| Q1 24 | $3.1B | $1.7B |
负债/权益比
CNDT
SCHL
| Q4 25 | 0.97× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | — | 0.24× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $39.0M | $73.2M |
| 自由现金流经营现金流 - 资本支出 | $24.0M | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 资本支出强度资本支出/营收 | 1.9% | — |
| 现金转化率经营现金流/净利润 | — | 1.31× |
| 过去12个月自由现金流最近4个季度 | $-132.0M | — |
8季度趋势,按日历期对齐
经营现金流
CNDT
SCHL
| Q4 25 | $39.0M | $73.2M | ||
| Q3 25 | $-39.0M | $-81.8M | ||
| Q2 25 | $-15.0M | $106.9M | ||
| Q1 25 | $-58.0M | $-12.0M | ||
| Q4 24 | $41.0M | $71.2M | ||
| Q3 24 | $-13.0M | $-41.9M | ||
| Q2 24 | $-41.0M | $69.9M | ||
| Q1 24 | $-37.0M | $13.1M |
自由现金流
CNDT
SCHL
| Q4 25 | $24.0M | — | ||
| Q3 25 | $-54.0M | — | ||
| Q2 25 | $-30.0M | — | ||
| Q1 25 | $-72.0M | — | ||
| Q4 24 | $30.0M | — | ||
| Q3 24 | $-21.0M | — | ||
| Q2 24 | $-59.0M | — | ||
| Q1 24 | $-50.0M | — |
自由现金流率
CNDT
SCHL
| Q4 25 | 3.1% | — | ||
| Q3 25 | -7.0% | — | ||
| Q2 25 | -4.0% | — | ||
| Q1 25 | -9.6% | — | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | -2.6% | — | ||
| Q2 24 | -7.1% | — | ||
| Q1 24 | -5.4% | — |
资本支出强度
CNDT
SCHL
| Q4 25 | 1.9% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 1.4% | — |
现金转化率
CNDT
SCHL
| Q4 25 | — | 1.31× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.94× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | -0.11× | — | ||
| Q2 24 | -0.19× | 1.95× | ||
| Q1 24 | -0.37× | — |
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
CNDT
| Government Segment | $230.0M | 30% |
| Integrated Digital Solutions | $134.0M | 17% |
| Customer Experience Management | $127.0M | 16% |
| B Paa S | $116.0M | 15% |
| Government Services Solutions | $93.0M | 12% |
| Transferred At Point In Time | $36.0M | 5% |
| Other | $34.0M | 4% |
SCHL
| Book Fairs | $242.0M | 44% |
| Trade US | $102.9M | 19% |
| Major Markets | $78.3M | 14% |
| Education Solutions | $62.2M | 11% |
| Book Clubs | $28.5M | 5% |
| Entertainment International | $13.5M | 2% |
| Other Markets | $11.2M | 2% |
| Trade International | $7.5M | 1% |
| Entertainment U.S. | $1.6M | 0% |