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Centuri Holdings, Inc.(CTRI)与罗技(LOGI)财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是Centuri Holdings, Inc.的1.7倍($1.4B vs $858.6M),罗技净利率更高(17.7% vs 3.5%,领先14.1%),Centuri Holdings, Inc.同比增速更快(19.7% vs 6.1%),罗技自由现金流更多($465.6M vs $66.3M),过去两年Centuri Holdings, Inc.的营收复合增速更高(27.5% vs 18.5%)
Centuri Holdings前身为Allied Leisure,是美国街机游戏制造商,总部位于佛罗里达州海厄利亚。20世纪80年代初,它是美国排名前六的投币式街机视频游戏设备供应商之一。1980年,原Taito美国总裁埃德·米勒与合伙人比尔·奥利吉斯收购Allied Leisure后,将其更名为Centuri。
罗技国际是总部位于瑞士洛桑的跨国企业,专注于计算机外设及相关软件的研发与生产,在欧洲、亚洲、大洋洲、美洲均设有分支机构,为瑞士市场指数成分股,同时在纳斯达克交易所挂牌上市。
CTRI vs LOGI — 直观对比
营收规模更大
LOGI
是对方的1.7倍
$858.6M
营收增速更快
CTRI
高出13.7%
6.1%
净利率更高
LOGI
高出14.1%
3.5%
自由现金流更多
LOGI
多$399.3M
$66.3M
两年增速更快
CTRI
近两年复合增速
18.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $858.6M | $1.4B |
| 净利润 | $30.4M | $251.0M |
| 毛利率 | 9.4% | 43.2% |
| 营业利润率 | 4.3% | 20.1% |
| 净利率 | 3.5% | 17.7% |
| 营收同比 | 19.7% | 6.1% |
| 净利润同比 | 194.1% | 25.4% |
| 每股收益(稀释后) | $0.34 | $1.69 |
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
CTRI
LOGI
| Q4 25 | $858.6M | $1.4B | ||
| Q3 25 | $850.0M | $1.2B | ||
| Q2 25 | $724.1M | $1.1B | ||
| Q1 25 | $550.1M | $1.0B | ||
| Q4 24 | $717.1M | $1.3B | ||
| Q3 24 | $720.1M | $1.1B | ||
| Q2 24 | $672.1M | $1.1B | ||
| Q1 24 | $528.0M | $1.0B |
净利润
CTRI
LOGI
| Q4 25 | $30.4M | $251.0M | ||
| Q3 25 | $2.1M | $170.7M | ||
| Q2 25 | $8.1M | $146.0M | ||
| Q1 25 | $-17.9M | $144.1M | ||
| Q4 24 | $10.3M | $200.1M | ||
| Q3 24 | $-3.7M | $145.5M | ||
| Q2 24 | $11.7M | $141.8M | ||
| Q1 24 | $-25.1M | $167.6M |
毛利率
CTRI
LOGI
| Q4 25 | 9.4% | 43.2% | ||
| Q3 25 | 9.2% | 43.4% | ||
| Q2 25 | 9.4% | 41.7% | ||
| Q1 25 | 3.7% | 43.1% | ||
| Q4 24 | 9.9% | 42.9% | ||
| Q3 24 | 10.5% | 43.6% | ||
| Q2 24 | 9.0% | 42.8% | ||
| Q1 24 | 2.5% | 43.2% |
营业利润率
CTRI
LOGI
| Q4 25 | 4.3% | 20.1% | ||
| Q3 25 | 4.3% | 16.1% | ||
| Q2 25 | 4.4% | 14.1% | ||
| Q1 25 | -2.3% | 10.5% | ||
| Q4 24 | 4.7% | 17.5% | ||
| Q3 24 | 5.8% | 14.4% | ||
| Q2 24 | 4.9% | 14.1% | ||
| Q1 24 | -4.2% | 12.9% |
净利率
CTRI
LOGI
| Q4 25 | 3.5% | 17.7% | ||
| Q3 25 | 0.2% | 14.4% | ||
| Q2 25 | 1.1% | 12.7% | ||
| Q1 25 | -3.3% | 14.3% | ||
| Q4 24 | 1.4% | 14.9% | ||
| Q3 24 | -0.5% | 13.0% | ||
| Q2 24 | 1.7% | 13.0% | ||
| Q1 24 | -4.7% | 16.6% |
每股收益(稀释后)
CTRI
LOGI
| Q4 25 | $0.34 | $1.69 | ||
| Q3 25 | $0.02 | $1.15 | ||
| Q2 25 | $0.09 | $0.98 | ||
| Q1 25 | $-0.20 | $0.94 | ||
| Q4 24 | $0.17 | $1.32 | ||
| Q3 24 | $-0.04 | $0.95 | ||
| Q2 24 | $0.14 | $0.92 | ||
| Q1 24 | $-0.35 | $1.07 |
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 | $126.6M | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $873.0M | $2.3B |
| 总资产 | $2.4B | $4.1B |
| 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
CTRI
LOGI
| Q4 25 | $126.6M | $1.8B | ||
| Q3 25 | $16.1M | $1.4B | ||
| Q2 25 | $28.3M | $1.5B | ||
| Q1 25 | $15.3M | $1.5B | ||
| Q4 24 | $49.0M | $1.5B | ||
| Q3 24 | $52.5M | $1.4B | ||
| Q2 24 | $30.9M | $1.5B | ||
| Q1 24 | $18.4M | $1.5B |
股东权益
CTRI
LOGI
| Q4 25 | $873.0M | $2.3B | ||
| Q3 25 | $585.2M | $2.1B | ||
| Q2 25 | $567.1M | $2.2B | ||
| Q1 25 | $536.5M | $2.1B | ||
| Q4 24 | $555.6M | $2.1B | ||
| Q3 24 | $527.3M | $2.1B | ||
| Q2 24 | $530.4M | $2.2B | ||
| Q1 24 | $197.8M | $2.2B |
总资产
CTRI
LOGI
| Q4 25 | $2.4B | $4.1B | ||
| Q3 25 | $2.2B | $3.7B | ||
| Q2 25 | $2.1B | $3.7B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $2.1B | $3.7B | ||
| Q3 24 | $2.1B | $3.6B | ||
| Q2 24 | $2.2B | $3.7B | ||
| Q1 24 | $2.1B | $3.6B |
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 | $83.9M | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $66.3M | $465.6M |
| 自由现金流率自由现金流/营收 | 7.7% | 32.8% |
| 资本支出强度资本支出/营收 | 2.0% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.76× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $-8.2M | $903.6M |
8季度趋势,按日历期对齐
经营现金流
CTRI
LOGI
| Q4 25 | $83.9M | $480.5M | ||
| Q3 25 | $5.2M | $228.8M | ||
| Q2 25 | $-27.7M | $125.0M | ||
| Q1 25 | $16.7M | $129.7M | ||
| Q4 24 | $61.0M | $370.9M | ||
| Q3 24 | $180.2M | $166.0M | ||
| Q2 24 | $-56.6M | $176.0M | ||
| Q1 24 | $-26.5M | $239.1M |
自由现金流
CTRI
LOGI
| Q4 25 | $66.3M | $465.6M | ||
| Q3 25 | $-18.4M | $212.3M | ||
| Q2 25 | $-48.5M | $108.8M | ||
| Q1 25 | $-7.7M | $116.9M | ||
| Q4 24 | $27.8M | $356.6M | ||
| Q3 24 | $160.7M | $151.5M | ||
| Q2 24 | $-76.9M | $161.4M | ||
| Q1 24 | $-52.7M | $228.8M |
自由现金流率
CTRI
LOGI
| Q4 25 | 7.7% | 32.8% | ||
| Q3 25 | -2.2% | 17.9% | ||
| Q2 25 | -6.7% | 9.5% | ||
| Q1 25 | -1.4% | 11.6% | ||
| Q4 24 | 3.9% | 26.6% | ||
| Q3 24 | 22.3% | 13.6% | ||
| Q2 24 | -11.4% | 14.8% | ||
| Q1 24 | -10.0% | 22.6% |
资本支出强度
CTRI
LOGI
| Q4 25 | 2.0% | 1.0% | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 2.9% | 1.4% | ||
| Q1 25 | 4.4% | 1.3% | ||
| Q4 24 | 4.6% | 1.1% | ||
| Q3 24 | 2.7% | 1.3% | ||
| Q2 24 | 3.0% | 1.3% | ||
| Q1 24 | 5.0% | 1.0% |
现金转化率
CTRI
LOGI
| Q4 25 | 2.76× | 1.91× | ||
| Q3 25 | 2.48× | 1.34× | ||
| Q2 25 | -3.43× | 0.86× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | 5.90× | 1.85× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | -4.84× | 1.24× | ||
| Q1 24 | — | 1.43× |
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
CTRI
| Master Services Agreement | $660.7M | 77% |
| Non Union Electric Segment | $163.4M | 19% |
| Related Party | $25.6M | 3% |
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |