vs
Copart（CPRT）与第一太阳能（FSLR）财务数据对比。点击上方公司名可切换其他公司
第一太阳能的季度营收约是Copart的1.5倍（$1.7B vs $1.2B），Copart净利率更高（35.0% vs 31.0%，领先4.0%），第一太阳能同比增速更快（11.1% vs 0.7%），第一太阳能自由现金流更多（$1.1B vs $427.2M），过去两年第一太阳能的营收复合增速更高（45.6% vs 6.4%）
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
CPRT vs FSLR — 直观对比
营收规模更大
FSLR
是对方的1.5倍
$1.2B
营收增速更快
FSLR
高出10.4%
0.7%
净利率更高
CPRT
高出4.0%
31.0%
自由现金流更多
FSLR
多$643.0M
$427.2M
两年增速更快
FSLR
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.7B |
| 净利润 | $403.7M | $520.9M |
| 毛利率 | — | 39.5% |
| 营业利润率 | 37.3% | 32.6% |
| 净利率 | 35.0% | 31.0% |
| 营收同比 | 0.7% | 11.1% |
| 净利润同比 | 11.5% | 32.5% |
| 每股收益（稀释后） | $0.41 | $4.84 |
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CPRTFSLR
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $844.6M | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.1B | $887.7M | ||
| Q2 24 | $1.1B | $1.0B | ||
| Q1 24 | $1.0B | $794.1M |
净利润CPRTFSLR
| Q4 25 | $403.7M | $520.9M | ||
| Q3 25 | $396.4M | $455.9M | ||
| Q2 25 | $406.6M | $341.9M | ||
| Q1 25 | $387.4M | $209.5M | ||
| Q4 24 | $362.1M | $393.1M | ||
| Q3 24 | $322.6M | $313.0M | ||
| Q2 24 | $382.3M | $349.4M | ||
| Q1 24 | $325.6M | $236.6M |
毛利率CPRTFSLR
| Q4 25 | — | 39.5% | ||
| Q3 25 | — | 38.3% | ||
| Q2 25 | — | 45.6% | ||
| Q1 25 | — | 40.8% | ||
| Q4 24 | — | 37.5% | ||
| Q3 24 | — | 50.2% | ||
| Q2 24 | — | 49.4% | ||
| Q1 24 | — | 43.6% |
营业利润率CPRTFSLR
| Q4 25 | 37.3% | 32.6% | ||
| Q3 25 | 36.7% | 29.2% | ||
| Q2 25 | 37.3% | 33.0% | ||
| Q1 25 | 36.6% | 26.2% | ||
| Q4 24 | 35.4% | 30.2% | ||
| Q3 24 | 33.6% | 36.3% | ||
| Q2 24 | 38.8% | 36.9% | ||
| Q1 24 | 37.2% | 30.6% |
净利率CPRTFSLR
| Q4 25 | 35.0% | 31.0% | ||
| Q3 25 | 35.2% | 28.6% | ||
| Q2 25 | 33.6% | 31.2% | ||
| Q1 25 | 33.3% | 24.8% | ||
| Q4 24 | 31.6% | 26.0% | ||
| Q3 24 | 30.2% | 35.3% | ||
| Q2 24 | 33.9% | 34.6% | ||
| Q1 24 | 31.9% | 29.8% |
每股收益（稀释后）CPRTFSLR
| Q4 25 | $0.41 | $4.84 | ||
| Q3 25 | $0.40 | $4.24 | ||
| Q2 25 | $0.42 | $3.18 | ||
| Q1 25 | $0.40 | $1.95 | ||
| Q4 24 | $0.37 | $3.66 | ||
| Q3 24 | $0.34 | $2.91 | ||
| Q2 24 | $0.39 | $3.25 | ||
| Q1 24 | $0.33 | $2.20 |
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 | — | $2.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.6B | $9.5B |
| 总资产 | $10.6B | $13.3B |
| 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CPRTFSLR
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $837.6M | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.7B |
总债务CPRTFSLR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $427.0K | — | ||
| Q1 24 | $453.0K | — |
股东权益CPRTFSLR
| Q4 25 | $9.6B | $9.5B | ||
| Q3 25 | $9.2B | $9.0B | ||
| Q2 25 | $8.8B | $8.5B | ||
| Q1 25 | $8.3B | $8.2B | ||
| Q4 24 | $7.9B | $8.0B | ||
| Q3 24 | $7.5B | $7.6B | ||
| Q2 24 | $7.2B | $7.3B | ||
| Q1 24 | $6.8B | $6.9B |
总资产CPRTFSLR
| Q4 25 | $10.6B | $13.3B | ||
| Q3 25 | $10.1B | $13.5B | ||
| Q2 25 | $9.7B | $12.9B | ||
| Q1 25 | $9.2B | $12.1B | ||
| Q4 24 | $8.9B | $12.1B | ||
| Q3 24 | $8.4B | $11.4B | ||
| Q2 24 | $8.0B | $11.0B | ||
| Q1 24 | $7.6B | $10.8B |
负债/权益比CPRTFSLR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $535.3M | $1.2B |
| 自由现金流经营现金流 - 资本支出 | $427.2M | $1.1B |
| 自由现金流率自由现金流/营收 | 37.0% | 63.6% |
| 资本支出强度资本支出/营收 | 9.4% | 10.2% |
| 现金转化率经营现金流/净利润 | 1.33× | 2.38× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $1.2B |
8季度趋势，按日历期对齐
经营现金流CPRTFSLR
| Q4 25 | $535.3M | $1.2B | ||
| Q3 25 | $438.5M | $1.3B | ||
| Q2 25 | $700.9M | $149.6M | ||
| Q1 25 | $178.1M | $-608.0M | ||
| Q4 24 | $482.3M | $811.0M | ||
| Q3 24 | $439.2M | $-53.7M | ||
| Q2 24 | $496.3M | $193.0M | ||
| Q1 24 | $161.8M | $267.7M |
自由现金流CPRTFSLR
| Q4 25 | $427.2M | $1.1B | ||
| Q3 25 | $350.8M | $1.1B | ||
| Q2 25 | $572.9M | $-138.6M | ||
| Q1 25 | $61.5M | $-813.9M | ||
| Q4 24 | $245.5M | $497.5M | ||
| Q3 24 | $301.3M | $-487.7M | ||
| Q2 24 | $408.5M | $-172.1M | ||
| Q1 24 | $38.8M | $-145.7M |
自由现金流率CPRTFSLR
| Q4 25 | 37.0% | 63.6% | ||
| Q3 25 | 31.2% | 67.1% | ||
| Q2 25 | 47.3% | -12.6% | ||
| Q1 25 | 5.3% | -96.4% | ||
| Q4 24 | 21.4% | 32.9% | ||
| Q3 24 | 28.2% | -54.9% | ||
| Q2 24 | 36.2% | -17.0% | ||
| Q1 24 | 3.8% | -18.4% |
资本支出强度CPRTFSLR
| Q4 25 | 9.4% | 10.2% | ||
| Q3 25 | 7.8% | 12.8% | ||
| Q2 25 | 10.6% | 26.3% | ||
| Q1 25 | 10.0% | 24.4% | ||
| Q4 24 | 20.6% | 20.7% | ||
| Q3 24 | 12.9% | 48.9% | ||
| Q2 24 | 7.8% | 36.1% | ||
| Q1 24 | 12.1% | 52.1% |
现金转化率CPRTFSLR
| Q4 25 | 1.33× | 2.38× | ||
| Q3 25 | 1.11× | 2.79× | ||
| Q2 25 | 1.72× | 0.44× | ||
| Q1 25 | 0.46× | -2.90× | ||
| Q4 24 | 1.33× | 2.06× | ||
| Q3 24 | 1.36× | -0.17× | ||
| Q2 24 | 1.30× | 0.55× | ||
| Q1 24 | 0.50× | 1.13× |
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
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
FSLR
暂无分部数据
