vs
DAKTRONICS INC（DAKT）与Enphase Energy（ENPH）财务数据对比。点击上方公司名可切换其他公司
Enphase Energy的季度营收约是DAKTRONICS INC的1.2倍（$282.9M vs $229.3M），DAKTRONICS INC净利率更高（7.6% vs -2.6%，领先10.2%），DAKTRONICS INC同比增速更快（10.0% vs -20.6%），Enphase Energy自由现金流更多（$83.0M vs $14.0M），过去两年DAKTRONICS INC的营收复合增速更高（16.0% vs -3.4%）
达科电子是一家总部位于美国南达科他州布鲁金斯的企业，由两名南达科他州立大学教授于1968年创立，主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
Enphase Energy是总部位于美国加利福尼亚州弗里蒙特的能源科技企业，成立于2006年，是全球首家成功实现光伏微型逆变器商业化的企业，主要面向住宅用户研发生产光伏微型逆变器、储能电池及电动汽车充电桩。
DAKT vs ENPH — 直观对比
营收规模更大
ENPH
是对方的1.2倍
$229.3M
营收增速更快
DAKT
高出30.6%
-20.6%
净利率更高
DAKT
高出10.2%
-2.6%
自由现金流更多
ENPH
多$68.9M
$14.0M
两年增速更快
DAKT
近两年复合增速
-3.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $229.3M | $282.9M |
| 净利润 | $17.5M | $-7.4M |
| 毛利率 | 27.0% | 35.5% |
| 营业利润率 | 9.4% | — |
| 净利率 | 7.6% | -2.6% |
| 营收同比 | 10.0% | -20.6% |
| 净利润同比 | -18.3% | -124.9% |
| 每股收益（稀释后） | $0.35 | $-0.06 |
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DAKTENPH
| Q1 26 | — | $282.9M | ||
| Q4 25 | $229.3M | $343.3M | ||
| Q3 25 | $219.0M | $410.4M | ||
| Q2 25 | $172.6M | $363.2M | ||
| Q1 25 | $149.5M | $356.1M | ||
| Q4 24 | $208.3M | $382.7M | ||
| Q3 24 | $226.1M | $380.9M | ||
| Q2 24 | $215.9M | $303.5M |
净利润DAKTENPH
| Q1 26 | — | $-7.4M | ||
| Q4 25 | $17.5M | $38.7M | ||
| Q3 25 | $16.5M | $66.6M | ||
| Q2 25 | $-9.4M | $37.1M | ||
| Q1 25 | $-17.2M | $29.7M | ||
| Q4 24 | $21.4M | $62.2M | ||
| Q3 24 | $-4.9M | $45.8M | ||
| Q2 24 | $2.5M | $10.8M |
毛利率DAKTENPH
| Q1 26 | — | 35.5% | ||
| Q4 25 | 27.0% | 44.3% | ||
| Q3 25 | 29.7% | 47.8% | ||
| Q2 25 | 25.0% | 46.9% | ||
| Q1 25 | 24.6% | 47.2% | ||
| Q4 24 | 26.8% | 51.8% | ||
| Q3 24 | 26.4% | 46.8% | ||
| Q2 24 | 25.7% | 45.2% |
营业利润率DAKTENPH
| Q1 26 | — | — | ||
| Q4 25 | 9.4% | 6.5% | ||
| Q3 25 | 10.6% | 16.1% | ||
| Q2 25 | -1.0% | 10.2% | ||
| Q1 25 | -2.4% | 9.0% | ||
| Q4 24 | 7.6% | 14.3% | ||
| Q3 24 | 10.0% | 13.1% | ||
| Q2 24 | 9.0% | 0.6% |
净利率DAKTENPH
| Q1 26 | — | -2.6% | ||
| Q4 25 | 7.6% | 11.3% | ||
| Q3 25 | 7.5% | 16.2% | ||
| Q2 25 | -5.5% | 10.2% | ||
| Q1 25 | -11.5% | 8.3% | ||
| Q4 24 | 10.3% | 16.2% | ||
| Q3 24 | -2.2% | 12.0% | ||
| Q2 24 | 1.2% | 3.6% |
每股收益（稀释后）DAKTENPH
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.35 | $0.29 | ||
| Q3 25 | $0.33 | $0.50 | ||
| Q2 25 | $0.04 | $0.28 | ||
| Q1 25 | $-0.36 | $0.22 | ||
| Q4 24 | $0.22 | $0.46 | ||
| Q3 24 | $-0.11 | $0.33 | ||
| Q2 24 | $0.18 | $0.08 |
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 | $149.6M | $497.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $297.5M | $1.1B |
| 总资产 | $548.4M | $2.7B |
| 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DAKTENPH
| Q1 26 | — | $497.5M | ||
| Q4 25 | $149.6M | $1.5B | ||
| Q3 25 | $136.9M | $1.5B | ||
| Q2 25 | $127.5M | $1.5B | ||
| Q1 25 | $132.2M | $1.5B | ||
| Q4 24 | $134.4M | $1.6B | ||
| Q3 24 | $96.8M | $1.8B | ||
| Q2 24 | $81.3M | $1.6B |
总债务DAKTENPH
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
股东权益DAKTENPH
| Q1 26 | — | $1.1B | ||
| Q4 25 | $297.5M | $1.1B | ||
| Q3 25 | $279.8M | $995.0M | ||
| Q2 25 | $271.9M | $880.6M | ||
| Q1 25 | $272.3M | $810.7M | ||
| Q4 24 | $260.9M | $833.0M | ||
| Q3 24 | $238.2M | $931.4M | ||
| Q2 24 | $238.8M | $884.5M |
总资产DAKTENPH
| Q1 26 | — | $2.7B | ||
| Q4 25 | $548.4M | $3.5B | ||
| Q3 25 | $545.6M | $3.3B | ||
| Q2 25 | $502.9M | $3.2B | ||
| Q1 25 | $524.2M | $3.1B | ||
| Q4 24 | $551.9M | $3.2B | ||
| Q3 24 | $553.9M | $3.3B | ||
| Q2 24 | $527.9M | $3.2B |
负债/权益比DAKTENPH
| Q1 26 | — | — | ||
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.37× | ||
| Q1 25 | — | 1.48× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 1.47× |
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 | $16.5M | $102.9M |
| 自由现金流经营现金流 - 资本支出 | $14.0M | $83.0M |
| 自由现金流率自由现金流/营收 | 6.1% | 29.3% |
| 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 | 0.94× | — |
| 过去12个月自由现金流最近4个季度 | $61.7M | $145.1M |
8季度趋势，按日历期对齐
经营现金流DAKTENPH
| Q1 26 | — | $102.9M | ||
| Q4 25 | $16.5M | $47.6M | ||
| Q3 25 | $26.1M | $13.9M | ||
| Q2 25 | $22.9M | $26.6M | ||
| Q1 25 | $12.0M | $48.4M | ||
| Q4 24 | $43.3M | $167.3M | ||
| Q3 24 | $19.5M | $170.1M | ||
| Q2 24 | $9.5M | $127.1M |
自由现金流DAKTENPH
| Q1 26 | — | $83.0M | ||
| Q4 25 | $14.0M | $37.8M | ||
| Q3 25 | $21.8M | $5.9M | ||
| Q2 25 | $18.0M | $18.4M | ||
| Q1 25 | $7.8M | $33.8M | ||
| Q4 24 | $38.0M | $159.2M | ||
| Q3 24 | $14.4M | $161.6M | ||
| Q2 24 | $6.1M | $117.4M |
自由现金流率DAKTENPH
| Q1 26 | — | 29.3% | ||
| Q4 25 | 6.1% | 11.0% | ||
| Q3 25 | 10.0% | 1.4% | ||
| Q2 25 | 10.5% | 5.1% | ||
| Q1 25 | 5.2% | 9.5% | ||
| Q4 24 | 18.2% | 41.6% | ||
| Q3 24 | 6.4% | 42.4% | ||
| Q2 24 | 2.8% | 38.7% |
资本支出强度DAKTENPH
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 2.8% | ||
| Q3 25 | 2.0% | 2.0% | ||
| Q2 25 | 2.8% | 2.3% | ||
| Q1 25 | 2.8% | 4.1% | ||
| Q4 24 | 2.6% | 2.1% | ||
| Q3 24 | 2.2% | 2.2% | ||
| Q2 24 | 1.6% | 3.2% |
现金转化率DAKTENPH
| Q1 26 | — | — | ||
| Q4 25 | 0.94× | 1.23× | ||
| Q3 25 | 1.58× | 0.21× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | 2.02× | 2.69× | ||
| Q3 24 | — | 3.72× | ||
| Q2 24 | 3.75× | 11.73× |
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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
ENPH
暂无分部数据
