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南玻集团（CSGS）与简柏特（EGP）财务数据对比。点击上方公司名可切换其他公司
南玻集团的季度营收约是简柏特的1.7倍（$323.1M vs $190.3M），简柏特净利率更高（49.7% vs 2.2%，领先47.6%），简柏特同比增速更快（9.1% vs 2.0%），简柏特自由现金流更多（$126.7M vs $55.8M），过去两年简柏特的营收复合增速更高（9.4% vs 4.6%）
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
简柏特是全球领先的信息技术服务、咨询及外包服务商，总部位于美国纽约，注册地为百慕大，最初创立于印度古尔冈。目前公司全球员工超12.5万名，服务覆盖30余个国家，于纽交所上市，2023年营收达44.8亿美元。
CSGS vs EGP — 直观对比
营收规模更大
CSGS
是对方的1.7倍
$190.3M
营收增速更快
EGP
高出7.0%
2.0%
净利率更高
EGP
高出47.6%
2.2%
自由现金流更多
EGP
多$70.9M
$55.8M
两年增速更快
EGP
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $323.1M | $190.3M |
| 净利润 | $7.0M | $94.6M |
| 毛利率 | 50.0% | — |
| 营业利润率 | 9.0% | — |
| 净利率 | 2.2% | 49.7% |
| 营收同比 | 2.0% | 9.1% |
| 净利润同比 | -79.7% | 59.2% |
| 每股收益（稀释后） | $0.24 | $1.77 |
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CSGSEGP
| Q1 26 | — | $190.3M | ||
| Q4 25 | $323.1M | $187.5M | ||
| Q3 25 | $303.6M | $182.1M | ||
| Q2 25 | $297.1M | $177.3M | ||
| Q1 25 | $299.5M | $174.4M | ||
| Q4 24 | $316.7M | $164.0M | ||
| Q3 24 | $295.1M | $162.9M | ||
| Q2 24 | $290.3M | $159.1M |
净利润CSGSEGP
| Q1 26 | — | $94.6M | ||
| Q4 25 | $7.0M | $67.8M | ||
| Q3 25 | $20.5M | $67.0M | ||
| Q2 25 | $12.3M | $63.3M | ||
| Q1 25 | $16.1M | $59.4M | ||
| Q4 24 | $34.5M | $58.7M | ||
| Q3 24 | $19.1M | $55.2M | ||
| Q2 24 | $13.8M | $55.3M |
毛利率CSGSEGP
| Q1 26 | — | — | ||
| Q4 25 | 50.0% | — | ||
| Q3 25 | 48.1% | — | ||
| Q2 25 | 49.5% | — | ||
| Q1 25 | 48.4% | — | ||
| Q4 24 | 51.3% | — | ||
| Q3 24 | 49.4% | — | ||
| Q2 24 | 47.3% | — |
营业利润率CSGSEGP
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 10.0% | — | ||
| Q2 25 | 10.0% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 13.4% | — | ||
| Q3 24 | 10.8% | — | ||
| Q2 24 | 8.8% | — |
净利率CSGSEGP
| Q1 26 | — | 49.7% | ||
| Q4 25 | 2.2% | 36.1% | ||
| Q3 25 | 6.7% | 36.8% | ||
| Q2 25 | 4.1% | 35.7% | ||
| Q1 25 | 5.4% | 34.1% | ||
| Q4 24 | 10.9% | 35.8% | ||
| Q3 24 | 6.5% | 33.9% | ||
| Q2 24 | 4.8% | 34.8% |
每股收益（稀释后）CSGSEGP
| Q1 26 | — | $1.77 | ||
| Q4 25 | $0.24 | $1.27 | ||
| Q3 25 | $0.73 | $1.26 | ||
| Q2 25 | $0.44 | $1.20 | ||
| Q1 25 | $0.57 | $1.14 | ||
| Q4 24 | $1.20 | $1.17 | ||
| Q3 24 | $0.67 | $1.13 | ||
| Q2 24 | $0.48 | $1.14 |
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 | $180.0M | $31.4M |
| 总债务越低越好 | $539.5M | $1.6B |
| 股东权益账面价值 | $283.7M | $3.6B |
| 总资产 | $1.5B | $5.5B |
| 负债/权益比越低杠杆越低 | 1.90× | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资CSGSEGP
| Q1 26 | — | $31.4M | ||
| Q4 25 | $180.0M | $1.0M | ||
| Q3 25 | $158.4M | $3.0M | ||
| Q2 25 | $145.9M | $32.9M | ||
| Q1 25 | $136.0M | $20.5M | ||
| Q4 24 | $161.8M | $17.5M | ||
| Q3 24 | $118.4M | $17.0M | ||
| Q2 24 | $110.4M | $39.4M |
总债务CSGSEGP
| Q1 26 | — | $1.6B | ||
| Q4 25 | $539.5M | — | ||
| Q3 25 | $538.6M | $1.4B | ||
| Q2 25 | $537.8M | $1.5B | ||
| Q1 25 | $537.6M | $1.5B | ||
| Q4 24 | $538.5M | $1.5B | ||
| Q3 24 | $539.5M | $1.6B | ||
| Q2 24 | $540.5M | $1.7B |
股东权益CSGSEGP
| Q1 26 | — | $3.6B | ||
| Q4 25 | $283.7M | $3.5B | ||
| Q3 25 | $289.5M | $3.5B | ||
| Q2 25 | $290.7M | $3.4B | ||
| Q1 25 | $283.1M | $3.3B | ||
| Q4 24 | $282.6M | $3.3B | ||
| Q3 24 | $288.4M | $2.8B | ||
| Q2 24 | $273.3M | $2.8B |
总资产CSGSEGP
| Q1 26 | — | $5.5B | ||
| Q4 25 | $1.5B | $5.4B | ||
| Q3 25 | $1.5B | $5.4B | ||
| Q2 25 | $1.4B | $5.2B | ||
| Q1 25 | $1.4B | $5.1B | ||
| Q4 24 | $1.5B | $5.1B | ||
| Q3 24 | $1.4B | $4.8B | ||
| Q2 24 | $1.4B | $4.7B |
负债/权益比CSGSEGP
| Q1 26 | — | 0.45× | ||
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | 0.41× | ||
| Q2 25 | 1.85× | 0.43× | ||
| Q1 25 | 1.90× | 0.43× | ||
| Q4 24 | 1.91× | 0.46× | ||
| Q3 24 | 1.87× | 0.57× | ||
| Q2 24 | 1.98× | 0.60× |
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 | $59.2M | $142.3M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $126.7M |
| 自由现金流率自由现金流/营收 | 17.3% | 66.6% |
| 资本支出强度资本支出/营收 | 1.1% | 8.2% |
| 现金转化率经营现金流/净利润 | 8.46× | 1.50× |
| 过去12个月自由现金流最近4个季度 | $141.4M | $771.1M |
8季度趋势，按日历期对齐
经营现金流CSGSEGP
| Q1 26 | — | $142.3M | ||
| Q4 25 | $59.2M | $480.7M | ||
| Q3 25 | $47.9M | $138.9M | ||
| Q2 25 | $37.3M | $143.4M | ||
| Q1 25 | $11.5M | $133.7M | ||
| Q4 24 | $82.5M | $416.6M | ||
| Q3 24 | $39.5M | $122.9M | ||
| Q2 24 | $43.1M | $122.9M |
自由现金流CSGSEGP
| Q1 26 | — | $126.7M | ||
| Q4 25 | $55.8M | $404.9M | ||
| Q3 25 | $43.9M | $120.3M | ||
| Q2 25 | $34.6M | $119.2M | ||
| Q1 25 | $7.1M | $113.9M | ||
| Q4 24 | $76.6M | $357.3M | ||
| Q3 24 | $32.0M | $108.5M | ||
| Q2 24 | $38.8M | $102.8M |
自由现金流率CSGSEGP
| Q1 26 | — | 66.6% | ||
| Q4 25 | 17.3% | 216.0% | ||
| Q3 25 | 14.5% | 66.0% | ||
| Q2 25 | 11.6% | 67.2% | ||
| Q1 25 | 2.4% | 65.3% | ||
| Q4 24 | 24.2% | 217.8% | ||
| Q3 24 | 10.8% | 66.6% | ||
| Q2 24 | 13.4% | 64.6% |
资本支出强度CSGSEGP
| Q1 26 | — | 8.2% | ||
| Q4 25 | 1.1% | 40.5% | ||
| Q3 25 | 1.3% | 10.2% | ||
| Q2 25 | 0.9% | 13.7% | ||
| Q1 25 | 1.5% | 11.3% | ||
| Q4 24 | 1.9% | 36.1% | ||
| Q3 24 | 2.5% | 8.9% | ||
| Q2 24 | 1.5% | 12.6% |
现金转化率CSGSEGP
| Q1 26 | — | 1.50× | ||
| Q4 25 | 8.46× | 7.10× | ||
| Q3 25 | 2.34× | 2.07× | ||
| Q2 25 | 3.04× | 2.26× | ||
| Q1 25 | 0.71× | 2.25× | ||
| Q4 24 | 2.39× | 7.10× | ||
| Q3 24 | 2.07× | 2.23× | ||
| Q2 24 | 3.12× | 2.22× |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
EGP
暂无分部数据
