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Concentrix Corp（CNXC）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
Concentrix Corp的季度营收约是利氏兄弟拍卖行的2.1倍（$2.6B vs $1.2B），利氏兄弟拍卖行净利率更高（9.1% vs -57.9%，领先67.1%），利氏兄弟拍卖行同比增速更快（5.4% vs 4.3%），Concentrix Corp自由现金流更多（$281.2M vs $186.5M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% 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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
CNXC vs RBA — 直观对比
营收规模更大
CNXC
是对方的2.1倍
$1.2B
营收增速更快
RBA
高出1.1%
4.3%
净利率更高
RBA
高出67.1%
-57.9%
自由现金流更多
CNXC
多$94.7M
$186.5M
两年增速更快
RBA
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $1.2B |
| 净利润 | $-1.5B | $109.7M |
| 毛利率 | 34.3% | — |
| 营业利润率 | -54.1% | 14.7% |
| 净利率 | -57.9% | 9.1% |
| 营收同比 | 4.3% | 5.4% |
| 净利润同比 | -1379.2% | -7.4% |
| 每股收益（稀释后） | $-23.37 | $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CNXCRBA
| Q4 25 | $2.6B | $1.2B | ||
| Q3 25 | $2.5B | $1.1B | ||
| Q2 25 | $2.4B | $1.2B | ||
| Q1 25 | $2.4B | $1.1B | ||
| Q4 24 | $2.4B | $1.1B | ||
| Q3 24 | $2.4B | $981.8M | ||
| Q2 24 | $2.4B | $1.1B | ||
| Q1 24 | $2.4B | $1.1B |
净利润CNXCRBA
| Q4 25 | $-1.5B | $109.7M | ||
| Q3 25 | $88.1M | $95.5M | ||
| Q2 25 | $42.1M | $109.8M | ||
| Q1 25 | $70.3M | $113.4M | ||
| Q4 24 | $115.7M | $118.5M | ||
| Q3 24 | $16.6M | $76.1M | ||
| Q2 24 | $66.8M | $111.1M | ||
| Q1 24 | $52.1M | $107.4M |
毛利率CNXCRBA
| Q4 25 | 34.3% | — | ||
| Q3 25 | 34.4% | — | ||
| Q2 25 | 35.1% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 35.6% | — | ||
| Q3 24 | 36.2% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 35.6% | — |
营业利润率CNXCRBA
| Q4 25 | -54.1% | 14.7% | ||
| Q3 25 | 5.9% | 14.5% | ||
| Q2 25 | 6.1% | 15.9% | ||
| Q1 25 | 7.1% | 17.1% | ||
| Q4 24 | 5.9% | 18.1% | ||
| Q3 24 | 6.4% | 15.6% | ||
| Q2 24 | 6.3% | 18.4% | ||
| Q1 24 | 6.2% | 18.7% |
净利率CNXCRBA
| Q4 25 | -57.9% | 9.1% | ||
| Q3 25 | 3.5% | 8.7% | ||
| Q2 25 | 1.7% | 9.3% | ||
| Q1 25 | 3.0% | 10.2% | ||
| Q4 24 | 4.7% | 10.4% | ||
| Q3 24 | 0.7% | 7.8% | ||
| Q2 24 | 2.8% | 10.1% | ||
| Q1 24 | 2.2% | 10.1% |
每股收益（稀释后）CNXCRBA
| Q4 25 | $-23.37 | $0.53 | ||
| Q3 25 | $1.34 | $0.43 | ||
| Q2 25 | $0.63 | $0.53 | ||
| Q1 25 | $1.04 | $0.55 | ||
| Q4 24 | $1.72 | $0.58 | ||
| Q3 24 | $0.25 | $0.36 | ||
| Q2 24 | $0.98 | $0.54 | ||
| Q1 24 | $0.76 | $0.53 |
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 | $531.5M |
| 总债务越低越好 | $4.6B | $2.3B |
| 股东权益账面价值 | $2.7B | $5.6B |
| 总资产 | $10.8B | $12.1B |
| 负债/权益比越低杠杆越低 | 1.67× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资CNXCRBA
| Q4 25 | $327.3M | $531.5M | ||
| Q3 25 | $350.3M | $674.7M | ||
| Q2 25 | $342.8M | $710.2M | ||
| Q1 25 | $308.0M | $578.1M | ||
| Q4 24 | $240.6M | $533.9M | ||
| Q3 24 | $246.2M | $650.7M | ||
| Q2 24 | $207.3M | $599.5M | ||
| Q1 24 | $234.8M | $462.8M |
总债务CNXCRBA
| Q4 25 | $4.6B | $2.3B | ||
| Q3 25 | $4.8B | $2.6B | ||
| Q2 25 | $4.9B | $2.6B | ||
| Q1 25 | $4.9B | $2.6B | ||
| Q4 24 | $4.7B | $2.6B | ||
| Q3 24 | $4.9B | $2.7B | ||
| Q2 24 | $4.9B | $2.8B | ||
| Q1 24 | $5.0B | $2.9B |
股东权益CNXCRBA
| Q4 25 | $2.7B | $5.6B | ||
| Q3 25 | $4.3B | $5.5B | ||
| Q2 25 | $4.3B | $5.5B | ||
| Q1 25 | $4.0B | $5.3B | ||
| Q4 24 | $4.0B | $5.2B | ||
| Q3 24 | $4.2B | $5.2B | ||
| Q2 24 | $4.1B | $5.2B | ||
| Q1 24 | $4.1B | $5.1B |
总资产CNXCRBA
| Q4 25 | $10.8B | $12.1B | ||
| Q3 25 | $12.4B | $12.2B | ||
| Q2 25 | $12.4B | $12.2B | ||
| Q1 25 | $11.9B | $11.9B | ||
| Q4 24 | $12.0B | $11.8B | ||
| Q3 24 | $12.2B | $11.9B | ||
| Q2 24 | $12.1B | $12.1B | ||
| Q1 24 | $12.2B | $12.0B |
负债/权益比CNXCRBA
| Q4 25 | 1.67× | 0.42× | ||
| Q3 25 | 1.10× | 0.47× | ||
| Q2 25 | 1.14× | 0.47× | ||
| Q1 25 | 1.22× | 0.50× | ||
| Q4 24 | 1.17× | 0.50× | ||
| Q3 24 | 1.18× | 0.52× | ||
| Q2 24 | 1.21× | 0.55× | ||
| Q1 24 | 1.23× | 0.58× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $281.2M | $186.5M |
| 自由现金流率自由现金流/营收 | 11.0% | 15.5% |
| 资本支出强度资本支出/营收 | 2.5% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | $572.5M | $719.2M |
8季度趋势，按日历期对齐
经营现金流CNXCRBA
| Q4 25 | $344.2M | $255.2M | ||
| Q3 25 | $224.8M | $239.7M | ||
| Q2 25 | $236.5M | $326.5M | ||
| Q1 25 | $1.4M | $156.8M | ||
| Q4 24 | $284.4M | $184.5M | ||
| Q3 24 | $191.6M | $285.4M | ||
| Q2 24 | $238.3M | $337.3M | ||
| Q1 24 | $-46.9M | $124.8M |
自由现金流CNXCRBA
| Q4 25 | $281.2M | $186.5M | ||
| Q3 25 | $159.7M | $188.5M | ||
| Q2 25 | $180.7M | $241.7M | ||
| Q1 25 | $-49.2M | $102.5M | ||
| Q4 24 | $224.5M | $127.9M | ||
| Q3 24 | $128.9M | $248.5M | ||
| Q2 24 | $178.3M | $308.6M | ||
| Q1 24 | $-102.9M | $79.6M |
自由现金流率CNXCRBA
| Q4 25 | 11.0% | 15.5% | ||
| Q3 25 | 6.4% | 17.3% | ||
| Q2 25 | 7.5% | 20.4% | ||
| Q1 25 | -2.1% | 9.2% | ||
| Q4 24 | 9.2% | 11.2% | ||
| Q3 24 | 5.4% | 25.3% | ||
| Q2 24 | 7.5% | 28.2% | ||
| Q1 24 | -4.3% | 7.5% |
资本支出强度CNXCRBA
| Q4 25 | 2.5% | 5.7% | ||
| Q3 25 | 2.6% | 4.7% | ||
| Q2 25 | 2.3% | 7.2% | ||
| Q1 25 | 2.1% | 4.9% | ||
| Q4 24 | 2.4% | 5.0% | ||
| Q3 24 | 2.6% | 3.8% | ||
| Q2 24 | 2.5% | 2.6% | ||
| Q1 24 | 2.3% | 4.2% |
现金转化率CNXCRBA
| Q4 25 | — | 2.33× | ||
| Q3 25 | 2.55× | 2.51× | ||
| Q2 25 | 5.62× | 2.97× | ||
| Q1 25 | 0.02× | 1.38× | ||
| Q4 24 | 2.46× | 1.56× | ||
| Q3 24 | 11.52× | 3.75× | ||
| Q2 24 | 3.57× | 3.04× | ||
| Q1 24 | -0.90× | 1.16× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
