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凌云逻辑(CRUS)与Rollins, Inc.(ROL)财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是凌云逻辑的1.6倍($906.4M vs $580.6M),凌云逻辑净利率更高(24.2% vs 11.9%,领先12.3%),Rollins, Inc.同比增速更快(10.2% vs 4.5%),凌云逻辑自由现金流更多($285.7M vs $111.2M),过去两年凌云逻辑的营收复合增速更高(25.0% vs 0.8%)
凌云逻辑(Cirrus Logic)是美国无晶圆厂半导体供应商,专注于模拟、混合信号及音频数字信号处理集成电路的研发与供应,1998年起总部设立于得克萨斯州奥斯汀市,产品广泛应用于消费电子、智能音频等多个领域。
Rollins, Inc.是北美知名虫害防治服务商,面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务,覆盖北美、英国等市场,在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
CRUS vs ROL — 直观对比
营收规模更大
ROL
是对方的1.6倍
$580.6M
营收增速更快
ROL
高出5.7%
4.5%
净利率更高
CRUS
高出12.3%
11.9%
自由现金流更多
CRUS
多$174.5M
$111.2M
两年增速更快
CRUS
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $580.6M | $906.4M |
| 净利润 | $140.3M | $107.8M |
| 毛利率 | 53.1% | — |
| 营业利润率 | 26.3% | 16.1% |
| 净利率 | 24.2% | 11.9% |
| 营收同比 | 4.5% | 10.2% |
| 净利润同比 | 21.0% | 2.5% |
| 每股收益(稀释后) | $2.66 | $0.22 |
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
CRUS
ROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $580.6M | $912.9M | ||
| Q3 25 | $561.0M | $1.0B | ||
| Q2 25 | $407.3M | $999.5M | ||
| Q1 25 | $424.5M | $822.5M | ||
| Q4 24 | $555.7M | $832.2M | ||
| Q3 24 | $541.9M | $916.3M | ||
| Q2 24 | $374.0M | $891.9M |
净利润
CRUS
ROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $140.3M | $116.4M | ||
| Q3 25 | $131.6M | $163.5M | ||
| Q2 25 | $60.7M | $141.5M | ||
| Q1 25 | $71.3M | $105.2M | ||
| Q4 24 | $116.0M | $105.7M | ||
| Q3 24 | $102.1M | $136.9M | ||
| Q2 24 | $42.1M | $129.4M |
毛利率
CRUS
ROL
| Q1 26 | — | — | ||
| Q4 25 | 53.1% | — | ||
| Q3 25 | 52.5% | — | ||
| Q2 25 | 52.6% | — | ||
| Q1 25 | 53.4% | — | ||
| Q4 24 | 53.6% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 50.5% | — |
营业利润率
CRUS
ROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 26.3% | 17.5% | ||
| Q3 25 | 25.8% | 21.9% | ||
| Q2 25 | 17.8% | 19.8% | ||
| Q1 25 | 20.2% | 17.3% | ||
| Q4 24 | 26.2% | 18.1% | ||
| Q3 24 | 24.3% | 20.9% | ||
| Q2 24 | 12.5% | 20.4% |
净利率
CRUS
ROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 24.2% | 12.8% | ||
| Q3 25 | 23.5% | 15.9% | ||
| Q2 25 | 14.9% | 14.2% | ||
| Q1 25 | 16.8% | 12.8% | ||
| Q4 24 | 20.9% | 12.7% | ||
| Q3 24 | 18.8% | 14.9% | ||
| Q2 24 | 11.3% | 14.5% |
每股收益(稀释后)
CRUS
ROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $2.66 | $0.24 | ||
| Q3 25 | $2.48 | $0.34 | ||
| Q2 25 | $1.14 | $0.29 | ||
| Q1 25 | $1.30 | $0.22 | ||
| Q4 24 | $2.11 | $0.22 | ||
| Q3 24 | $1.83 | $0.28 | ||
| Q2 24 | $0.76 | $0.27 |
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 | $778.1M | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $2.1B | $1.4B |
| 总资产 | $2.5B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势,按日历期对齐
现金及短期投资
CRUS
ROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $778.1M | $100.0M | ||
| Q3 25 | $593.5M | $127.4M | ||
| Q2 25 | $548.9M | $123.0M | ||
| Q1 25 | $539.6M | $201.2M | ||
| Q4 24 | $526.4M | $89.6M | ||
| Q3 24 | $445.8M | $95.3M | ||
| Q2 24 | $491.4M | $106.7M |
总债务
CRUS
ROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
CRUS
ROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.8B | $1.2B |
总资产
CRUS
ROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.5B | $3.1B | ||
| Q3 25 | $2.4B | $3.2B | ||
| Q2 25 | $2.3B | $3.2B | ||
| Q1 25 | $2.3B | $2.9B | ||
| Q4 24 | $2.4B | $2.8B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.3B | $2.8B |
负债/权益比
CRUS
ROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $290.8M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $285.7M | $111.2M |
| 自由现金流率自由现金流/营收 | 49.2% | 12.3% |
| 资本支出强度资本支出/营收 | 0.9% | 0.8% |
| 现金转化率经营现金流/净利润 | 2.07× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $614.5M | $621.1M |
8季度趋势,按日历期对齐
经营现金流
CRUS
ROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $290.8M | $164.7M | ||
| Q3 25 | $92.2M | $191.3M | ||
| Q2 25 | $116.1M | $175.1M | ||
| Q1 25 | $130.4M | $146.9M | ||
| Q4 24 | $218.6M | $188.2M | ||
| Q3 24 | $8.2M | $146.9M | ||
| Q2 24 | $87.2M | $145.1M |
自由现金流
CRUS
ROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $285.7M | $159.0M | ||
| Q3 25 | $88.3M | $182.8M | ||
| Q2 25 | $113.5M | $168.0M | ||
| Q1 25 | $127.0M | $140.1M | ||
| Q4 24 | $211.9M | $184.0M | ||
| Q3 24 | $5.6M | $139.4M | ||
| Q2 24 | $77.2M | $136.4M |
自由现金流率
CRUS
ROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 49.2% | 17.4% | ||
| Q3 25 | 15.7% | 17.8% | ||
| Q2 25 | 27.9% | 16.8% | ||
| Q1 25 | 29.9% | 17.0% | ||
| Q4 24 | 38.1% | 22.1% | ||
| Q3 24 | 1.0% | 15.2% | ||
| Q2 24 | 20.6% | 15.3% |
资本支出强度
CRUS
ROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 0.9% | 0.6% | ||
| Q3 25 | 0.7% | 0.8% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | 0.8% | 0.8% | ||
| Q4 24 | 1.2% | 0.5% | ||
| Q3 24 | 0.5% | 0.8% | ||
| Q2 24 | 2.7% | 1.0% |
现金转化率
CRUS
ROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 2.07× | 1.41× | ||
| Q3 25 | 0.70× | 1.17× | ||
| Q2 25 | 1.91× | 1.24× | ||
| Q1 25 | 1.83× | 1.40× | ||
| Q4 24 | 1.88× | 1.78× | ||
| Q3 24 | 0.08× | 1.07× | ||
| Q2 24 | 2.07× | 1.12× |
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
CRUS
| Audio Products Segment | $344.5M | 59% |
| High Performance Mixed Signal Products | $236.2M | 41% |
ROL
暂无分部数据