vs
都乐(DOLE)与罗技(LOGI)财务数据对比。点击上方公司名可切换其他公司
都乐的季度营收约是罗技的1.6倍($2.3B vs $1.4B),罗技净利率更高(17.7% vs 0.2%,领先17.4%),都乐同比增速更快(10.5% vs 6.1%),罗技自由现金流更多($465.6M vs $66.5M),过去两年罗技的营收复合增速更高(18.5% vs 3.2%)
都乐 plc 是一家爱尔兰裔美国农业跨国企业,总部位于爱尔兰都柏林,是全球规模领先的果蔬生产商之一。公司拥有3.85万名全职及季节性员工,在75个国家供应约300种产品,2021年营收达65亿美元。
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。
DOLE vs LOGI — 直观对比
营收规模更大
DOLE
是对方的1.6倍
$1.4B
营收增速更快
DOLE
高出4.4%
6.1%
净利率更高
LOGI
高出17.4%
0.2%
自由现金流更多
LOGI
多$399.2M
$66.5M
两年增速更快
LOGI
近两年复合增速
3.2%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $1.4B |
| 净利润 | $5.1M | $251.0M |
| 毛利率 | 6.8% | 43.2% |
| 营业利润率 | 1.1% | 20.1% |
| 净利率 | 0.2% | 17.7% |
| 营收同比 | 10.5% | 6.1% |
| 净利润同比 | -64.6% | 25.4% |
| 每股收益(稀释后) | $0.05 | $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
DOLE
LOGI
| Q4 25 | — | $1.4B | ||
| Q3 25 | $2.3B | $1.2B | ||
| Q2 25 | $2.4B | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.1B | ||
| Q1 24 | $2.1B | $1.0B |
净利润
DOLE
LOGI
| Q4 25 | — | $251.0M | ||
| Q3 25 | $5.1M | $170.7M | ||
| Q2 25 | $10.0M | $146.0M | ||
| Q1 25 | $38.9M | $144.1M | ||
| Q4 24 | — | $200.1M | ||
| Q3 24 | $14.4M | $145.5M | ||
| Q2 24 | $80.1M | $141.8M | ||
| Q1 24 | $70.1M | $167.6M |
毛利率
DOLE
LOGI
| Q4 25 | — | 43.2% | ||
| Q3 25 | 6.8% | 43.4% | ||
| Q2 25 | 9.0% | 41.7% | ||
| Q1 25 | 8.7% | 43.1% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | 8.0% | 43.6% | ||
| Q2 24 | 9.4% | 42.8% | ||
| Q1 24 | 9.2% | 43.2% |
营业利润率
DOLE
LOGI
| Q4 25 | — | 20.1% | ||
| Q3 25 | 1.1% | 16.1% | ||
| Q2 25 | 4.3% | 14.1% | ||
| Q1 25 | 3.2% | 10.5% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | 2.3% | 14.4% | ||
| Q2 24 | 4.0% | 14.1% | ||
| Q1 24 | 5.3% | 12.9% |
净利率
DOLE
LOGI
| Q4 25 | — | 17.7% | ||
| Q3 25 | 0.2% | 14.4% | ||
| Q2 25 | 0.4% | 12.7% | ||
| Q1 25 | 1.9% | 14.3% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | 0.7% | 13.0% | ||
| Q2 24 | 3.8% | 13.0% | ||
| Q1 24 | 3.3% | 16.6% |
每股收益(稀释后)
DOLE
LOGI
| Q4 25 | — | $1.69 | ||
| Q3 25 | $0.05 | $1.15 | ||
| Q2 25 | $0.10 | $0.98 | ||
| Q1 25 | $0.41 | $0.94 | ||
| Q4 24 | — | $1.32 | ||
| Q3 24 | $0.15 | $0.95 | ||
| Q2 24 | $0.84 | $0.92 | ||
| Q1 24 | $0.74 | $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 | $321.0M | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $2.3B |
| 总资产 | $4.5B | $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
DOLE
LOGI
| Q4 25 | — | $1.8B | ||
| Q3 25 | $321.0M | $1.4B | ||
| Q2 25 | $323.1M | $1.5B | ||
| Q1 25 | $261.0M | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $266.4M | $1.4B | ||
| Q2 24 | $225.8M | $1.5B | ||
| Q1 24 | $245.5M | $1.5B |
股东权益
DOLE
LOGI
| Q4 25 | — | $2.3B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.2B | ||
| Q1 24 | $1.3B | $2.2B |
总资产
DOLE
LOGI
| Q4 25 | — | $4.1B | ||
| Q3 25 | $4.5B | $3.7B | ||
| Q2 25 | $4.7B | $3.7B | ||
| Q1 25 | $4.5B | $3.5B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | $4.5B | $3.6B | ||
| Q2 24 | $4.4B | $3.7B | ||
| Q1 24 | $4.5B | $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 | $87.4M | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $66.5M | $465.6M |
| 自由现金流率自由现金流/营收 | 2.9% | 32.8% |
| 资本支出强度资本支出/营收 | 0.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 17.12× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $13.7M | $903.6M |
8季度趋势,按日历期对齐
经营现金流
DOLE
LOGI
| Q4 25 | — | $480.5M | ||
| Q3 25 | $87.4M | $228.8M | ||
| Q2 25 | $18.3M | $125.0M | ||
| Q1 25 | $-78.8M | $129.7M | ||
| Q4 24 | — | $370.9M | ||
| Q3 24 | $101.0M | $166.0M | ||
| Q2 24 | $40.2M | $176.0M | ||
| Q1 24 | $-35.0M | $239.1M |
自由现金流
DOLE
LOGI
| Q4 25 | — | $465.6M | ||
| Q3 25 | $66.5M | $212.3M | ||
| Q2 25 | $-1.0M | $108.8M | ||
| Q1 25 | $-131.6M | $116.9M | ||
| Q4 24 | — | $356.6M | ||
| Q3 24 | $79.9M | $151.5M | ||
| Q2 24 | $22.8M | $161.4M | ||
| Q1 24 | $-53.2M | $228.8M |
自由现金流率
DOLE
LOGI
| Q4 25 | — | 32.8% | ||
| Q3 25 | 2.9% | 17.9% | ||
| Q2 25 | -0.0% | 9.5% | ||
| Q1 25 | -6.3% | 11.6% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | 3.9% | 13.6% | ||
| Q2 24 | 1.1% | 14.8% | ||
| Q1 24 | -2.5% | 22.6% |
资本支出强度
DOLE
LOGI
| Q4 25 | — | 1.0% | ||
| Q3 25 | 0.9% | 1.4% | ||
| Q2 25 | 0.8% | 1.4% | ||
| Q1 25 | 2.5% | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | 1.0% | 1.3% | ||
| Q2 24 | 0.8% | 1.3% | ||
| Q1 24 | 0.9% | 1.0% |
现金转化率
DOLE
LOGI
| Q4 25 | — | 1.91× | ||
| Q3 25 | 17.12× | 1.34× | ||
| Q2 25 | 1.84× | 0.86× | ||
| Q1 25 | -2.02× | 0.90× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | 7.01× | 1.14× | ||
| Q2 24 | 0.50× | 1.24× | ||
| Q1 24 | -0.50× | 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
DOLE
暂无分部数据
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% |