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Concentrix Corp（CNXC）与Atlassian Corp（TEAM）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Atlassian Corp的1.6倍（$2.6B vs $1.6B），Atlassian Corp净利率更高（-2.7% vs -57.9%，领先55.3%），Atlassian Corp同比增速更快（23.3% vs 4.3%），Concentrix Corp自由现金流更多（$281.2M vs $168.5M）
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。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
CNXC vs TEAM — 直观对比
营收规模更大
CNXC
是对方的1.6倍
$1.6B
营收增速更快
TEAM
高出19.0%
4.3%
净利率更高
TEAM
高出55.3%
-57.9%
自由现金流更多
CNXC
多$112.7M
$168.5M
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $1.6B |
| 净利润 | $-1.5B | $-42.6M |
| 毛利率 | 34.3% | 85.0% |
| 营业利润率 | -54.1% | -3.0% |
| 净利率 | -57.9% | -2.7% |
| 营收同比 | 4.3% | 23.3% |
| 净利润同比 | -1379.2% | -11.6% |
| 每股收益（稀释后） | $-23.37 | $-0.16 |
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CNXCTEAM
| Q4 25 | $2.6B | $1.6B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.4B | $1.4B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | $1.2B |
净利润CNXCTEAM
| Q4 25 | $-1.5B | $-42.6M | ||
| Q3 25 | $88.1M | $-51.9M | ||
| Q2 25 | $42.1M | $-23.9M | ||
| Q1 25 | $70.3M | $-70.8M | ||
| Q4 24 | $115.7M | $-38.2M | ||
| Q3 24 | $16.6M | $-123.8M | ||
| Q2 24 | $66.8M | — | ||
| Q1 24 | $52.1M | $12.8M |
毛利率CNXCTEAM
| Q4 25 | 34.3% | 85.0% | ||
| Q3 25 | 34.4% | 82.0% | ||
| Q2 25 | 35.1% | 83.1% | ||
| Q1 25 | 36.1% | 83.8% | ||
| Q4 24 | 35.6% | 82.7% | ||
| Q3 24 | 36.2% | 81.7% | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 35.6% | 82.1% |
营业利润率CNXCTEAM
| Q4 25 | -54.1% | -3.0% | ||
| Q3 25 | 5.9% | -6.7% | ||
| Q2 25 | 6.1% | -2.1% | ||
| Q1 25 | 7.1% | -0.9% | ||
| Q4 24 | 5.9% | -4.5% | ||
| Q3 24 | 6.4% | -2.7% | ||
| Q2 24 | 6.3% | — | ||
| Q1 24 | 6.2% | 1.5% |
净利率CNXCTEAM
| Q4 25 | -57.9% | -2.7% | ||
| Q3 25 | 3.5% | -3.6% | ||
| Q2 25 | 1.7% | -1.7% | ||
| Q1 25 | 3.0% | -5.2% | ||
| Q4 24 | 4.7% | -3.0% | ||
| Q3 24 | 0.7% | -10.4% | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 2.2% | 1.1% |
每股收益（稀释后）CNXCTEAM
| Q4 25 | $-23.37 | $-0.16 | ||
| Q3 25 | $1.34 | $-0.20 | ||
| Q2 25 | $0.63 | $-0.08 | ||
| Q1 25 | $1.04 | $-0.27 | ||
| Q4 24 | $1.72 | $-0.15 | ||
| Q3 24 | $0.25 | $-0.48 | ||
| Q2 24 | $0.98 | — | ||
| Q1 24 | $0.76 | $0.05 |
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 | $1.6B |
| 总债务越低越好 | $4.6B | — |
| 股东权益账面价值 | $2.7B | $1.6B |
| 总资产 | $10.8B | $6.2B |
| 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CNXCTEAM
| Q4 25 | $327.3M | $1.6B | ||
| Q3 25 | $350.3M | $2.8B | ||
| Q2 25 | $342.8M | $2.9B | ||
| Q1 25 | $308.0M | $3.0B | ||
| Q4 24 | $240.6M | $2.5B | ||
| Q3 24 | $246.2M | $2.2B | ||
| Q2 24 | $207.3M | — | ||
| Q1 24 | $234.8M | $2.1B |
总债务CNXCTEAM
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.9B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.9B | — | ||
| Q2 24 | $4.9B | — | ||
| Q1 24 | $5.0B | — |
股东权益CNXCTEAM
| Q4 25 | $2.7B | $1.6B | ||
| Q3 25 | $4.3B | $1.4B | ||
| Q2 25 | $4.3B | $1.3B | ||
| Q1 25 | $4.0B | $1.4B | ||
| Q4 24 | $4.0B | $1.2B | ||
| Q3 24 | $4.2B | $1.0B | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.1B | $1.1B |
总资产CNXCTEAM
| Q4 25 | $10.8B | $6.2B | ||
| Q3 25 | $12.4B | $5.7B | ||
| Q2 25 | $12.4B | $6.0B | ||
| Q1 25 | $11.9B | $5.9B | ||
| Q4 24 | $12.0B | $5.4B | ||
| Q3 24 | $12.2B | $5.0B | ||
| Q2 24 | $12.1B | — | ||
| Q1 24 | $12.2B | $5.1B |
负债/权益比CNXCTEAM
| Q4 25 | 1.67× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.23× | — |
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 | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $281.2M | $168.5M |
| 自由现金流率自由现金流/营收 | 11.0% | 10.6% |
| 资本支出强度资本支出/营收 | 2.5% | 0.6% |
| 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 | $1.3B |
8季度趋势，按日历期对齐
经营现金流CNXCTEAM
| Q4 25 | $344.2M | $177.8M | ||
| Q3 25 | $224.8M | $128.7M | ||
| Q2 25 | $236.5M | $375.3M | ||
| Q1 25 | $1.4M | $652.7M | ||
| Q4 24 | $284.4M | $351.9M | ||
| Q3 24 | $191.6M | $80.5M | ||
| Q2 24 | $238.3M | — | ||
| Q1 24 | $-46.9M | $565.4M |
自由现金流CNXCTEAM
| Q4 25 | $281.2M | $168.5M | ||
| Q3 25 | $159.7M | $114.6M | ||
| Q2 25 | $180.7M | $360.3M | ||
| Q1 25 | $-49.2M | $638.3M | ||
| Q4 24 | $224.5M | $342.6M | ||
| Q3 24 | $128.9M | $74.3M | ||
| Q2 24 | $178.3M | — | ||
| Q1 24 | $-102.9M | $554.9M |
自由现金流率CNXCTEAM
| Q4 25 | 11.0% | 10.6% | ||
| Q3 25 | 6.4% | 8.0% | ||
| Q2 25 | 7.5% | 26.0% | ||
| Q1 25 | -2.1% | 47.0% | ||
| Q4 24 | 9.2% | 26.6% | ||
| Q3 24 | 5.4% | 6.3% | ||
| Q2 24 | 7.5% | — | ||
| Q1 24 | -4.3% | 46.7% |
资本支出强度CNXCTEAM
| Q4 25 | 2.5% | 0.6% | ||
| Q3 25 | 2.6% | 1.0% | ||
| Q2 25 | 2.3% | 1.1% | ||
| Q1 25 | 2.1% | 1.1% | ||
| Q4 24 | 2.4% | 0.7% | ||
| Q3 24 | 2.6% | 0.5% | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.3% | 0.9% |
现金转化率CNXCTEAM
| Q4 25 | — | — | ||
| Q3 25 | 2.55× | — | ||
| Q2 25 | 5.62× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 11.52× | — | ||
| Q2 24 | 3.57× | — | ||
| Q1 24 | -0.90× | 44.34× |
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% |
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
