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Concentrix Corp（CNXC）与Packaging Corporation of America（PKG）财务数据对比。点击上方公司名可切换其他公司
Concentrix Corp的季度营收约是Packaging Corporation of America的1.1倍（$2.6B vs $2.4B），Packaging Corporation of America净利率更高（7.2% vs -57.9%，领先65.2%），Packaging Corporation of America同比增速更快（10.6% vs 4.3%），过去两年Packaging Corporation of America的营收复合增速更高（6.8% vs 3.1%）
Concentrix是总部位于美国加利福尼亚州纽瓦克的业务流程外包服务商，2006年起成为SYNNEX集团旗下子公司，2020年12月1日独立上市，2025年位列《财富》美国500强第426位，为全球客户提供专业的外包解决方案支持。
Packaging Corporation of America是总部位于美国伊利诺伊州莱克福里斯特的制造企业，业务主要布局于美国本土，当前拥有约15500名员工，首席执行官为Mark W. Kowlzan。
CNXC vs PKG — 直观对比
营收规模更大
CNXC
是对方的1.1倍
$2.4B
营收增速更快
PKG
高出6.3%
4.3%
净利率更高
PKG
高出65.2%
-57.9%
两年增速更快
PKG
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.4B |
| 净利润 | $-1.5B | $170.9M |
| 毛利率 | 34.3% | 19.1% |
| 营业利润率 | -54.1% | 10.6% |
| 净利率 | -57.9% | 7.2% |
| 营收同比 | 4.3% | 10.6% |
| 净利润同比 | -1379.2% | -16.1% |
| 每股收益（稀释后） | $-23.37 | $1.91 |
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CNXCPKG
| Q1 26 | — | $2.4B | ||
| Q4 25 | $2.6B | $2.4B | ||
| Q3 25 | $2.5B | $2.3B | ||
| Q2 25 | $2.4B | $2.2B | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.4B | $2.2B | ||
| Q2 24 | $2.4B | $2.1B |
净利润CNXCPKG
| Q1 26 | — | $170.9M | ||
| Q4 25 | $-1.5B | $101.9M | ||
| Q3 25 | $88.1M | $226.9M | ||
| Q2 25 | $42.1M | $241.5M | ||
| Q1 25 | $70.3M | $203.8M | ||
| Q4 24 | $115.7M | $221.2M | ||
| Q3 24 | $16.6M | $238.1M | ||
| Q2 24 | $66.8M | $198.9M |
毛利率CNXCPKG
| Q1 26 | — | 19.1% | ||
| Q4 25 | 34.3% | 18.9% | ||
| Q3 25 | 34.4% | 21.8% | ||
| Q2 25 | 35.1% | 22.2% | ||
| Q1 25 | 36.1% | 21.2% | ||
| Q4 24 | 35.6% | 21.9% | ||
| Q3 24 | 36.2% | 23.1% | ||
| Q2 24 | 36.0% | 21.1% |
营业利润率CNXCPKG
| Q1 26 | — | 10.6% | ||
| Q4 25 | -54.1% | 7.1% | ||
| Q3 25 | 5.9% | 14.0% | ||
| Q2 25 | 6.1% | 15.4% | ||
| Q1 25 | 7.1% | 13.1% | ||
| Q4 24 | 5.9% | 14.1% | ||
| Q3 24 | 6.4% | 15.0% | ||
| Q2 24 | 6.3% | 13.3% |
净利率CNXCPKG
| Q1 26 | — | 7.2% | ||
| Q4 25 | -57.9% | 4.3% | ||
| Q3 25 | 3.5% | 9.8% | ||
| Q2 25 | 1.7% | 11.1% | ||
| Q1 25 | 3.0% | 9.5% | ||
| Q4 24 | 4.7% | 10.3% | ||
| Q3 24 | 0.7% | 10.9% | ||
| Q2 24 | 2.8% | 9.6% |
每股收益（稀释后）CNXCPKG
| Q1 26 | — | $1.91 | ||
| Q4 25 | $-23.37 | $1.14 | ||
| Q3 25 | $1.34 | $2.51 | ||
| Q2 25 | $0.63 | $2.67 | ||
| Q1 25 | $1.04 | $2.26 | ||
| Q4 24 | $1.72 | $2.45 | ||
| Q3 24 | $0.25 | $2.64 | ||
| Q2 24 | $0.98 | $2.21 |
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 | $327.3M | — |
| 总债务越低越好 | $4.6B | — |
| 股东权益账面价值 | $2.7B | — |
| 总资产 | $10.8B | — |
| 负债/权益比越低杠杆越低 | 1.67× | — |
8季度趋势，按日历期对齐
现金及短期投资CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | $327.3M | $529.0M | ||
| Q3 25 | $350.3M | $634.0M | ||
| Q2 25 | $342.8M | $787.9M | ||
| Q1 25 | $308.0M | $751.7M | ||
| Q4 24 | $240.6M | $685.0M | ||
| Q3 24 | $246.2M | $676.6M | ||
| Q2 24 | $207.3M | $613.6M |
总债务CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | $4.6B | $4.0B | ||
| Q3 25 | $4.8B | $4.0B | ||
| Q2 25 | $4.9B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $4.7B | $2.5B | ||
| Q3 24 | $4.9B | $2.5B | ||
| Q2 24 | $4.9B | — |
股东权益CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | $4.6B | ||
| Q3 25 | $4.3B | $4.8B | ||
| Q2 25 | $4.3B | $4.6B | ||
| Q1 25 | $4.0B | $4.5B | ||
| Q4 24 | $4.0B | $4.4B | ||
| Q3 24 | $4.2B | $4.3B | ||
| Q2 24 | $4.1B | $4.1B |
总资产CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | $10.8B | $10.7B | ||
| Q3 25 | $12.4B | $11.0B | ||
| Q2 25 | $12.4B | $9.0B | ||
| Q1 25 | $11.9B | $9.0B | ||
| Q4 24 | $12.0B | $8.8B | ||
| Q3 24 | $12.2B | $8.8B | ||
| Q2 24 | $12.1B | $9.0B |
负债/权益比CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | 1.67× | 0.87× | ||
| Q3 25 | 1.10× | 0.84× | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | 1.17× | 0.57× | ||
| Q3 24 | 1.18× | 0.58× | ||
| Q2 24 | 1.21× | — |
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 | $344.2M | — |
| 自由现金流经营现金流 - 资本支出 | $281.2M | — |
| 自由现金流率自由现金流/营收 | 11.0% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $572.5M | — |
8季度趋势，按日历期对齐
经营现金流CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | $344.2M | $446.6M | ||
| Q3 25 | $224.8M | $472.2M | ||
| Q2 25 | $236.5M | $299.6M | ||
| Q1 25 | $1.4M | $339.1M | ||
| Q4 24 | $284.4M | $325.4M | ||
| Q3 24 | $191.6M | $327.1M | ||
| Q2 24 | $238.3M | $278.3M |
自由现金流CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | $281.2M | $127.6M | ||
| Q3 25 | $159.7M | $280.1M | ||
| Q2 25 | $180.7M | $129.9M | ||
| Q1 25 | $-49.2M | $191.0M | ||
| Q4 24 | $224.5M | $124.1M | ||
| Q3 24 | $128.9M | $180.4M | ||
| Q2 24 | $178.3M | $33.3M |
自由现金流率CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 5.4% | ||
| Q3 25 | 6.4% | 12.1% | ||
| Q2 25 | 7.5% | 6.0% | ||
| Q1 25 | -2.1% | 8.9% | ||
| Q4 24 | 9.2% | 5.8% | ||
| Q3 24 | 5.4% | 8.3% | ||
| Q2 24 | 7.5% | 1.6% |
资本支出强度CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 13.5% | ||
| Q3 25 | 2.6% | 8.3% | ||
| Q2 25 | 2.3% | 7.8% | ||
| Q1 25 | 2.1% | 6.9% | ||
| Q4 24 | 2.4% | 9.4% | ||
| Q3 24 | 2.6% | 6.7% | ||
| Q2 24 | 2.5% | 11.8% |
现金转化率CNXCPKG
| Q1 26 | — | — | ||
| Q4 25 | — | 4.38× | ||
| Q3 25 | 2.55× | 2.08× | ||
| Q2 25 | 5.62× | 1.24× | ||
| Q1 25 | 0.02× | 1.66× | ||
| Q4 24 | 2.46× | 1.47× | ||
| Q3 24 | 11.52× | 1.37× | ||
| Q2 24 | 3.57× | 1.40× |
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
CNXC
| Technology And Consumer Electronics | $675.1M | 26% |
| Retail Travel And Ecommerce | $643.4M | 25% |
| Communications And Media | $417.2M | 16% |
| Banking Financial Services And Insurance | $402.6M | 16% |
| Other Industries | $229.7M | 9% |
| Other | $185.0M | 7% |
PKG
暂无分部数据
