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杜邦(DD)与PLEXUS CORP(PLXS)财务数据对比。点击上方公司名可切换其他公司
杜邦的季度营收约是PLEXUS CORP的1.4倍($1.7B vs $1.2B),杜邦净利率更高(9.8% vs 4.3%,领先5.5%),PLEXUS CORP同比增速更快(18.7% vs 4.0%),过去两年PLEXUS CORP的营收复合增速更高(7.2% vs -27.2%)
杜邦(DuPont de Nemours, Inc.)是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业,最初以火药供应为核心业务起家,在发展过程中对美国特拉华州的建设推进起到了重要作用,业务布局覆盖全球多个地区。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业,专注于开发及推广Plex制造云产品,这是一款面向制造行业的SaaS模式云计算ERP解决方案,可助力制造企业实现数字化运营管理升级。
DD vs PLXS — 直观对比
营收规模更大
DD
是对方的1.4倍
$1.2B
营收增速更快
PLXS
高出14.7%
4.0%
净利率更高
DD
高出5.5%
4.3%
两年增速更快
PLXS
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.2B |
| 净利润 | $164.0M | $49.8M |
| 毛利率 | 35.8% | 10.2% |
| 营业利润率 | — | 5.3% |
| 净利率 | 9.8% | 4.3% |
| 营收同比 | 4.0% | 18.7% |
| 净利润同比 | — | 27.5% |
| 每股收益(稀释后) | $0.36 | $1.82 |
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
DD
PLXS
| Q1 26 | $1.7B | $1.1B | ||
| Q4 25 | $-2.5B | — | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
净利润
DD
PLXS
| Q1 26 | $164.0M | $41.2M | ||
| Q4 25 | $-126.0M | — | ||
| Q3 25 | $-123.0M | — | ||
| Q2 25 | $59.0M | — | ||
| Q1 25 | $-589.0M | — | ||
| Q4 24 | $-118.0M | — | ||
| Q3 24 | $454.0M | — | ||
| Q2 24 | $178.0M | — |
毛利率
DD
PLXS
| Q1 26 | 35.8% | 9.9% | ||
| Q4 25 | — | — | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 37.4% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 37.1% | — |
营业利润率
DD
PLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | 10.6% | — | ||
| Q2 25 | 9.4% | — | ||
| Q1 25 | -14.0% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 18.4% | — | ||
| Q2 24 | 9.3% | — |
净利率
DD
PLXS
| Q1 26 | 9.8% | 3.8% | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | -4.0% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | -19.2% | — | ||
| Q4 24 | -3.8% | — | ||
| Q3 24 | 14.2% | — | ||
| Q2 24 | 5.6% | — |
每股收益(稀释后)
DD
PLXS
| Q1 26 | $0.36 | $1.51 | ||
| Q4 25 | $-0.30 | — | ||
| Q3 25 | $-0.29 | — | ||
| Q2 25 | $0.14 | — | ||
| Q1 25 | $-1.41 | — | ||
| Q4 24 | $-0.28 | — | ||
| Q3 24 | $1.08 | — | ||
| Q2 24 | $0.42 | — |
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 | $710.0M | $303.1M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $14.2B | $1.5B |
| 总资产 | $21.4B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势,按日历期对齐
现金及短期投资
DD
PLXS
| Q1 26 | $710.0M | $248.8M | ||
| Q4 25 | $715.0M | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
总债务
DD
PLXS
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $7.2B | — |
股东权益
DD
PLXS
| Q1 26 | $14.2B | $1.5B | ||
| Q4 25 | $13.9B | — | ||
| Q3 25 | $22.9B | — | ||
| Q2 25 | $23.1B | — | ||
| Q1 25 | $22.8B | — | ||
| Q4 24 | $23.4B | — | ||
| Q3 24 | $24.2B | — | ||
| Q2 24 | $23.3B | — |
总资产
DD
PLXS
| Q1 26 | $21.4B | $3.2B | ||
| Q4 25 | $21.6B | — | ||
| Q3 25 | $38.0B | — | ||
| Q2 25 | $36.6B | — | ||
| Q1 25 | $36.0B | — | ||
| Q4 24 | $36.6B | — | ||
| Q3 24 | $37.5B | — | ||
| Q2 24 | $36.6B | — |
负债/权益比
DD
PLXS
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.23× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.23× | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.31× | — |
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
DD
暂无分部数据
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |