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Coca-Cola Consolidated, Inc.（COKE）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
Coca-Cola Consolidated, Inc.的季度营收约是罗技的1.3倍（$1.9B vs $1.4B），罗技净利率更高（17.7% vs 7.2%，领先10.5%），Coca-Cola Consolidated, Inc.同比增速更快（9.0% vs 6.1%），罗技自由现金流更多（$465.6M vs $106.7M），过去两年罗技的营收复合增速更高（18.5% vs 9.4%）
Coca-Cola Consolidated, Inc.总部位于美国北卡罗来纳州夏洛特市，是美国规模最大的独立可口可乐瓶装商，负责可口可乐系列饮品的生产、分销及本地化市场运营，在北美饮料行业拥有较高的行业地位。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
COKE vs LOGI — 直观对比
营收规模更大
COKE
是对方的1.3倍
$1.4B
营收增速更快
COKE
高出3.0%
6.1%
净利率更高
LOGI
高出10.5%
7.2%
自由现金流更多
LOGI
多$359.0M
$106.7M
两年增速更快
LOGI
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $137.3M | $251.0M |
| 毛利率 | 39.6% | 43.2% |
| 营业利润率 | 12.7% | 20.1% |
| 净利率 | 7.2% | 17.7% |
| 营收同比 | 9.0% | 6.1% |
| 净利润同比 | -23.3% | 25.4% |
| 每股收益（稀释后） | — | $1.69 |
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COKELOGI
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.6B | $1.0B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.8B | $1.1B | ||
| Q1 24 | $1.6B | $1.0B |
净利润COKELOGI
| Q4 25 | $137.3M | $251.0M | ||
| Q3 25 | $142.3M | $170.7M | ||
| Q2 25 | $187.4M | $146.0M | ||
| Q1 25 | $103.6M | $144.1M | ||
| Q4 24 | $178.9M | $200.1M | ||
| Q3 24 | $115.6M | $145.5M | ||
| Q2 24 | $172.8M | $141.8M | ||
| Q1 24 | $165.7M | $167.6M |
毛利率COKELOGI
| Q4 25 | 39.6% | 43.2% | ||
| Q3 25 | 39.6% | 43.4% | ||
| Q2 25 | 40.0% | 41.7% | ||
| Q1 25 | 39.7% | 43.1% | ||
| Q4 24 | 40.0% | 42.9% | ||
| Q3 24 | 39.5% | 43.6% | ||
| Q2 24 | 39.9% | 42.8% | ||
| Q1 24 | 40.2% | 43.2% |
营业利润率COKELOGI
| Q4 25 | 12.7% | 20.1% | ||
| Q3 25 | 13.1% | 16.1% | ||
| Q2 25 | 14.7% | 14.1% | ||
| Q1 25 | 12.0% | 10.5% | ||
| Q4 24 | 12.5% | 17.5% | ||
| Q3 24 | 12.9% | 14.4% | ||
| Q2 24 | 14.4% | 14.1% | ||
| Q1 24 | 13.5% | 12.9% |
净利率COKELOGI
| Q4 25 | 7.2% | 17.7% | ||
| Q3 25 | 7.5% | 14.4% | ||
| Q2 25 | 10.1% | 12.7% | ||
| Q1 25 | 6.6% | 14.3% | ||
| Q4 24 | 10.2% | 14.9% | ||
| Q3 24 | 6.5% | 13.0% | ||
| Q2 24 | 9.6% | 13.0% | ||
| Q1 24 | 10.4% | 16.6% |
每股收益（稀释后）COKELOGI
| Q4 25 | — | $1.69 | ||
| Q3 25 | — | $1.15 | ||
| Q2 25 | — | $0.98 | ||
| Q1 25 | — | $0.94 | ||
| Q4 24 | — | $1.32 | ||
| Q3 24 | — | $0.95 | ||
| Q2 24 | — | $0.92 | ||
| Q1 24 | — | $1.07 |
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 | $281.9M | $1.8B |
| 总债务越低越好 | $2.8B | — |
| 股东权益账面价值 | $-739.7M | $2.3B |
| 总资产 | $4.3B | $4.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资COKELOGI
| Q4 25 | $281.9M | $1.8B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $401.3M | $1.5B |
总债务COKELOGI
| Q4 25 | $2.8B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $599.3M | — |
股东权益COKELOGI
| Q4 25 | $-739.7M | $2.3B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.6B | $2.2B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.2B | $2.2B | ||
| Q1 24 | $1.6B | $2.2B |
总资产COKELOGI
| Q4 25 | $4.3B | $4.1B | ||
| Q3 25 | $5.7B | $3.7B | ||
| Q2 25 | $5.5B | $3.7B | ||
| Q1 25 | $5.4B | $3.5B | ||
| Q4 24 | $5.3B | $3.7B | ||
| Q3 24 | $5.3B | $3.6B | ||
| Q2 24 | $5.7B | $3.7B | ||
| Q1 24 | $4.3B | $3.6B |
负债/权益比COKELOGI
| Q4 25 | — | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.49× | — | ||
| Q1 24 | 0.37× | — |
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 | $209.0M | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $106.7M | $465.6M |
| 自由现金流率自由现金流/营收 | 5.6% | 32.8% |
| 资本支出强度资本支出/营收 | 5.4% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.52× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $619.6M | $903.6M |
8季度趋势，按日历期对齐
经营现金流COKELOGI
| Q4 25 | $209.0M | $480.5M | ||
| Q3 25 | $316.7M | $228.8M | ||
| Q2 25 | $208.1M | $125.0M | ||
| Q1 25 | $198.2M | $129.7M | ||
| Q4 24 | $168.5M | $370.9M | ||
| Q3 24 | $270.8M | $166.0M | ||
| Q2 24 | $242.9M | $176.0M | ||
| Q1 24 | $194.3M | $239.1M |
自由现金流COKELOGI
| Q4 25 | $106.7M | $465.6M | ||
| Q3 25 | $264.1M | $212.3M | ||
| Q2 25 | $148.5M | $108.8M | ||
| Q1 25 | $100.3M | $116.9M | ||
| Q4 24 | $84.8M | $356.6M | ||
| Q3 24 | $142.8M | $151.5M | ||
| Q2 24 | $160.5M | $161.4M | ||
| Q1 24 | $117.2M | $228.8M |
自由现金流率COKELOGI
| Q4 25 | 5.6% | 32.8% | ||
| Q3 25 | 14.0% | 17.9% | ||
| Q2 25 | 8.0% | 9.5% | ||
| Q1 25 | 6.3% | 11.6% | ||
| Q4 24 | 4.9% | 26.6% | ||
| Q3 24 | 8.1% | 13.6% | ||
| Q2 24 | 8.9% | 14.8% | ||
| Q1 24 | 7.4% | 22.6% |
资本支出强度COKELOGI
| Q4 25 | 5.4% | 1.0% | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 3.2% | 1.4% | ||
| Q1 25 | 6.2% | 1.3% | ||
| Q4 24 | 4.8% | 1.1% | ||
| Q3 24 | 7.2% | 1.3% | ||
| Q2 24 | 4.6% | 1.3% | ||
| Q1 24 | 4.8% | 1.0% |
现金转化率COKELOGI
| Q4 25 | 1.52× | 1.91× | ||
| Q3 25 | 2.22× | 1.34× | ||
| Q2 25 | 1.11× | 0.86× | ||
| Q1 25 | 1.91× | 0.90× | ||
| Q4 24 | 0.94× | 1.85× | ||
| Q3 24 | 2.34× | 1.14× | ||
| Q2 24 | 1.41× | 1.24× | ||
| Q1 24 | 1.17× | 1.43× |
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
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 1% |
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
