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南玻集团（CSGS）与Mirion Technologies, Inc.（MIR）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Mirion Technologies, Inc.的1.3倍（$323.1M vs $257.6M），Mirion Technologies, Inc.同比增速更快（27.5% vs 2.0%），过去两年Mirion Technologies, Inc.的营收复合增速更高（11.5% 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。
Mirion Technologies是全球领先的辐射检测、监测与安全解决方案提供商，核心产品涵盖个人剂量测量系统、辐射成像设备及辐射风险管理软件，服务核电、医疗、国防、工业等多个核心领域，客户遍布北美、欧洲及亚太地区。
CSGS vs MIR — 直观对比
营收规模更大
CSGS
是对方的1.3倍
$257.6M
营收增速更快
MIR
高出25.5%
2.0%
两年增速更快
MIR
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $323.1M | $257.6M |
| 净利润 | $7.0M | — |
| 毛利率 | 50.0% | 46.2% |
| 营业利润率 | 9.0% | 1.4% |
| 净利率 | 2.2% | — |
| 营收同比 | 2.0% | 27.5% |
| 净利润同比 | -79.7% | — |
| 每股收益（稀释后） | $0.24 | $-0.01 |
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CSGSMIR
| Q1 26 | — | $257.6M | ||
| Q4 25 | $323.1M | $277.4M | ||
| Q3 25 | $303.6M | $223.1M | ||
| Q2 25 | $297.1M | $222.9M | ||
| Q1 25 | $299.5M | $202.0M | ||
| Q4 24 | $316.7M | $254.3M | ||
| Q3 24 | $295.1M | $206.8M | ||
| Q2 24 | $290.3M | $207.1M |
净利润CSGSMIR
| Q1 26 | — | — | ||
| Q4 25 | $7.0M | $17.3M | ||
| Q3 25 | $20.5M | $2.9M | ||
| Q2 25 | $12.3M | $8.3M | ||
| Q1 25 | $16.1M | $300.0K | ||
| Q4 24 | $34.5M | $15.0M | ||
| Q3 24 | $19.1M | $-13.6M | ||
| Q2 24 | $13.8M | $-11.7M |
毛利率CSGSMIR
| Q1 26 | — | 46.2% | ||
| Q4 25 | 50.0% | 48.8% | ||
| Q3 25 | 48.1% | 46.8% | ||
| Q2 25 | 49.5% | 46.0% | ||
| Q1 25 | 48.4% | 47.6% | ||
| Q4 24 | 51.3% | 48.1% | ||
| Q3 24 | 49.4% | 44.9% | ||
| Q2 24 | 47.3% | 47.0% |
营业利润率CSGSMIR
| Q1 26 | — | 1.4% | ||
| Q4 25 | 9.0% | 9.2% | ||
| Q3 25 | 10.0% | 3.3% | ||
| Q2 25 | 10.0% | 4.4% | ||
| Q1 25 | 9.8% | 4.3% | ||
| Q4 24 | 13.4% | 11.4% | ||
| Q3 24 | 10.8% | -0.8% | ||
| Q2 24 | 8.8% | 1.1% |
净利率CSGSMIR
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 6.2% | ||
| Q3 25 | 6.7% | 1.3% | ||
| Q2 25 | 4.1% | 3.7% | ||
| Q1 25 | 5.4% | 0.1% | ||
| Q4 24 | 10.9% | 5.9% | ||
| Q3 24 | 6.5% | -6.6% | ||
| Q2 24 | 4.8% | -5.6% |
每股收益（稀释后）CSGSMIR
| Q1 26 | — | $-0.01 | ||
| Q4 25 | $0.24 | $0.07 | ||
| Q3 25 | $0.73 | $0.01 | ||
| Q2 25 | $0.44 | $0.03 | ||
| Q1 25 | $0.57 | $0.00 | ||
| Q4 24 | $1.20 | $0.08 | ||
| Q3 24 | $0.67 | $-0.07 | ||
| Q2 24 | $0.48 | $-0.06 |
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 | $397.9M |
| 总债务越低越好 | $539.5M | — |
| 股东权益账面价值 | $283.7M | $1.9B |
| 总资产 | $1.5B | $3.5B |
| 负债/权益比越低杠杆越低 | 1.90× | — |
8季度趋势，按日历期对齐
现金及短期投资CSGSMIR
| Q1 26 | — | $397.9M | ||
| Q4 25 | $180.0M | $412.3M | ||
| Q3 25 | $158.4M | $933.2M | ||
| Q2 25 | $145.9M | $262.6M | ||
| Q1 25 | $136.0M | $185.8M | ||
| Q4 24 | $161.8M | $175.2M | ||
| Q3 24 | $118.4M | $133.3M | ||
| Q2 24 | $110.4M | $122.2M |
总债务CSGSMIR
| Q1 26 | — | — | ||
| Q4 25 | $539.5M | — | ||
| Q3 25 | $538.6M | $444.8M | ||
| Q2 25 | $537.8M | $444.9M | ||
| Q1 25 | $537.6M | $686.6M | ||
| Q4 24 | $538.5M | $686.4M | ||
| Q3 24 | $539.5M | $685.1M | ||
| Q2 24 | $540.5M | $684.1M |
股东权益CSGSMIR
| Q1 26 | — | $1.9B | ||
| Q4 25 | $283.7M | $1.9B | ||
| Q3 25 | $289.5M | $1.8B | ||
| Q2 25 | $290.7M | $1.5B | ||
| Q1 25 | $283.1M | $1.5B | ||
| Q4 24 | $282.6M | $1.5B | ||
| Q3 24 | $288.4M | $1.5B | ||
| Q2 24 | $273.3M | $1.5B |
总资产CSGSMIR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $1.5B | $3.6B | ||
| Q3 25 | $1.5B | $3.5B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.4B | $2.6B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.4B | $2.7B | ||
| Q2 24 | $1.4B | $2.6B |
负债/权益比CSGSMIR
| Q1 26 | — | — | ||
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | 0.24× | ||
| Q2 25 | 1.85× | 0.30× | ||
| Q1 25 | 1.90× | 0.46× | ||
| Q4 24 | 1.91× | 0.46× | ||
| Q3 24 | 1.87× | 0.45× | ||
| Q2 24 | 1.98× | 0.45× |
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 | $18.9M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 17.3% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 8.46× | — |
| 过去12个月自由现金流最近4个季度 | $141.4M | — |
8季度趋势，按日历期对齐
经营现金流CSGSMIR
| Q1 26 | — | $18.9M | ||
| Q4 25 | $59.2M | $73.0M | ||
| Q3 25 | $47.9M | $22.3M | ||
| Q2 25 | $37.3M | $12.4M | ||
| Q1 25 | $11.5M | $35.6M | ||
| Q4 24 | $82.5M | $60.8M | ||
| Q3 24 | $39.5M | $17.1M | ||
| Q2 24 | $43.1M | $15.2M |
自由现金流CSGSMIR
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | $63.2M | ||
| Q3 25 | $43.9M | $13.0M | ||
| Q2 25 | $34.6M | $3.6M | ||
| Q1 25 | $7.1M | $27.1M | ||
| Q4 24 | $76.6M | $49.1M | ||
| Q3 24 | $32.0M | $3.9M | ||
| Q2 24 | $38.8M | $4.1M |
自由现金流率CSGSMIR
| Q1 26 | — | — | ||
| Q4 25 | 17.3% | 22.8% | ||
| Q3 25 | 14.5% | 5.8% | ||
| Q2 25 | 11.6% | 1.6% | ||
| Q1 25 | 2.4% | 13.4% | ||
| Q4 24 | 24.2% | 19.3% | ||
| Q3 24 | 10.8% | 1.9% | ||
| Q2 24 | 13.4% | 2.0% |
资本支出强度CSGSMIR
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 3.5% | ||
| Q3 25 | 1.3% | 4.2% | ||
| Q2 25 | 0.9% | 3.9% | ||
| Q1 25 | 1.5% | 4.2% | ||
| Q4 24 | 1.9% | 4.6% | ||
| Q3 24 | 2.5% | 6.4% | ||
| Q2 24 | 1.5% | 5.4% |
现金转化率CSGSMIR
| Q1 26 | — | — | ||
| Q4 25 | 8.46× | 4.22× | ||
| Q3 25 | 2.34× | 7.69× | ||
| Q2 25 | 3.04× | 1.49× | ||
| Q1 25 | 0.71× | 118.67× | ||
| Q4 24 | 2.39× | 4.05× | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 3.12× | — |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
MIR
| Product | $197.0M | 76% |
| Service | $60.6M | 24% |
