vs
南玻集团（CSGS）与Symbotic Inc.（SYM）财务数据对比。点击上方公司名可切换其他公司
Symbotic Inc.的季度营收约是南玻集团的1.9倍（$630.0M vs $323.1M），南玻集团净利率更高（2.2% vs 2.1%，领先0.0%），Symbotic Inc.同比增速更快（29.4% vs 2.0%），Symbotic Inc.自由现金流更多（$189.5M vs $55.8M），过去两年Symbotic Inc.的营收复合增速更高（13.2% 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。
Symbotic Inc.是总部位于美国马萨诸塞州威尔明顿的仓储自动化企业，专注于机器人技术在仓储场景的落地应用，为全球客户提供高效智能的仓储自动化解决方案，助力物流运营效率提升、运营成本优化。
CSGS vs SYM — 直观对比
营收规模更大
SYM
是对方的1.9倍
$323.1M
营收增速更快
SYM
高出27.4%
2.0%
净利率更高
CSGS
高出0.0%
2.1%
自由现金流更多
SYM
多$133.7M
$55.8M
两年增速更快
SYM
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $323.1M | $630.0M |
| 净利润 | $7.0M | $13.4M |
| 毛利率 | 50.0% | 21.2% |
| 营业利润率 | 9.0% | 79.9% |
| 净利率 | 2.2% | 2.1% |
| 营收同比 | 2.0% | 29.4% |
| 净利润同比 | -79.7% | 248.9% |
| 每股收益（稀释后） | $0.24 | — |
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CSGSSYM
| Q1 26 | — | $630.0M | ||
| Q4 25 | $323.1M | $630.0M | ||
| Q3 25 | $303.6M | $618.5M | ||
| Q2 25 | $297.1M | $592.1M | ||
| Q1 25 | $299.5M | $549.7M | ||
| Q4 24 | $316.7M | $486.7M | ||
| Q3 24 | $295.1M | $503.6M | ||
| Q2 24 | $290.3M | $491.9M |
净利润CSGSSYM
| Q1 26 | — | $13.4M | ||
| Q4 25 | $7.0M | $2.6M | ||
| Q3 25 | $20.5M | $-3.6M | ||
| Q2 25 | $12.3M | $-5.9M | ||
| Q1 25 | $16.1M | $-3.9M | ||
| Q4 24 | $34.5M | $-3.5M | ||
| Q3 24 | $19.1M | $-2.5M | ||
| Q2 24 | $13.8M | $-2.5M |
毛利率CSGSSYM
| Q1 26 | — | 21.2% | ||
| Q4 25 | 50.0% | 21.2% | ||
| Q3 25 | 48.1% | 20.6% | ||
| Q2 25 | 49.5% | 18.2% | ||
| Q1 25 | 48.4% | 19.6% | ||
| Q4 24 | 51.3% | 16.4% | ||
| Q3 24 | 49.4% | 12.7% | ||
| Q2 24 | 47.3% | 13.7% |
营业利润率CSGSSYM
| Q1 26 | — | 79.9% | ||
| Q4 25 | 9.0% | 1.0% | ||
| Q3 25 | 10.0% | -3.5% | ||
| Q2 25 | 10.0% | -6.2% | ||
| Q1 25 | 9.8% | -5.8% | ||
| Q4 24 | 13.4% | -5.1% | ||
| Q3 24 | 10.8% | -4.3% | ||
| Q2 24 | 8.8% | -5.1% |
净利率CSGSSYM
| Q1 26 | — | 2.1% | ||
| Q4 25 | 2.2% | 0.4% | ||
| Q3 25 | 6.7% | -0.6% | ||
| Q2 25 | 4.1% | -1.0% | ||
| Q1 25 | 5.4% | -0.7% | ||
| Q4 24 | 10.9% | -0.7% | ||
| Q3 24 | 6.5% | -0.5% | ||
| Q2 24 | 4.8% | -0.5% |
每股收益（稀释后）CSGSSYM
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.02 | ||
| Q3 25 | $0.73 | $-0.04 | ||
| Q2 25 | $0.44 | $-0.05 | ||
| Q1 25 | $0.57 | $-0.04 | ||
| Q4 24 | $1.20 | $-0.03 | ||
| Q3 24 | $0.67 | $-0.03 | ||
| Q2 24 | $0.48 | $-0.02 |
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 | $1.8B |
| 总债务越低越好 | $539.5M | — |
| 股东权益账面价值 | $283.7M | $663.8M |
| 总资产 | $1.5B | $3.0B |
| 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CSGSSYM
| Q1 26 | — | $1.8B | ||
| Q4 25 | $180.0M | $1.8B | ||
| Q3 25 | $158.4M | $1.2B | ||
| Q2 25 | $145.9M | $777.6M | ||
| Q1 25 | $136.0M | $954.9M | ||
| Q4 24 | $161.8M | $903.0M | ||
| Q3 24 | $118.4M | $727.3M | ||
| Q2 24 | $110.4M | $870.5M |
总债务CSGSSYM
| Q1 26 | — | — | ||
| Q4 25 | $539.5M | — | ||
| Q3 25 | $538.6M | — | ||
| Q2 25 | $537.8M | — | ||
| Q1 25 | $537.6M | — | ||
| Q4 24 | $538.5M | — | ||
| Q3 24 | $539.5M | — | ||
| Q2 24 | $540.5M | — |
股东权益CSGSSYM
| Q1 26 | — | $663.8M | ||
| Q4 25 | $283.7M | $663.8M | ||
| Q3 25 | $289.5M | $221.3M | ||
| Q2 25 | $290.7M | $210.8M | ||
| Q1 25 | $283.1M | $205.4M | ||
| Q4 24 | $282.6M | $196.5M | ||
| Q3 24 | $288.4M | $197.2M | ||
| Q2 24 | $273.3M | $418.7M |
总资产CSGSSYM
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.4B | $1.6B |
负债/权益比CSGSSYM
| Q1 26 | — | — | ||
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 1.91× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.98× | — |
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 | $191.5M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $189.5M |
| 自由现金流率自由现金流/营收 | 17.3% | 30.1% |
| 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× | 14.34× |
| 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CSGSSYM
| Q1 26 | — | $191.5M | ||
| Q4 25 | $59.2M | $191.5M | ||
| Q3 25 | $47.9M | $530.7M | ||
| Q2 25 | $37.3M | $-138.3M | ||
| Q1 25 | $11.5M | $269.6M | ||
| Q4 24 | $82.5M | $205.0M | ||
| Q3 24 | $39.5M | $-99.4M | ||
| Q2 24 | $43.1M | $50.4M |
自由现金流CSGSSYM
| Q1 26 | — | $189.5M | ||
| Q4 25 | $55.8M | — | ||
| Q3 25 | $43.9M | — | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $7.1M | — | ||
| Q4 24 | $76.6M | $197.7M | ||
| Q3 24 | $32.0M | $-120.1M | ||
| Q2 24 | $38.8M | $33.5M |
自由现金流率CSGSSYM
| Q1 26 | — | 30.1% | ||
| Q4 25 | 17.3% | — | ||
| Q3 25 | 14.5% | — | ||
| Q2 25 | 11.6% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 24.2% | 40.6% | ||
| Q3 24 | 10.8% | -23.9% | ||
| Q2 24 | 13.4% | 6.8% |
资本支出强度CSGSSYM
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.9% | 1.5% | ||
| Q3 24 | 2.5% | 4.1% | ||
| Q2 24 | 1.5% | 3.4% |
现金转化率CSGSSYM
| Q1 26 | — | 14.34× | ||
| Q4 25 | 8.46× | 73.61× | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 3.04× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 2.39× | — | ||
| 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% |
SYM
| Systems | $590.3M | 94% |
| Operation services | $28.8M | 5% |
| Software maintenance and support | $10.9M | 2% |
