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DXP ENTERPRISES INC(DXPE)与思佳讯(SWKS)财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是DXP ENTERPRISES INC的1.8倍($943.7M vs $527.4M),DXP ENTERPRISES INC净利率更高(4.3% vs 3.8%,领先0.6%),DXP ENTERPRISES INC同比增速更快(12.0% vs -1.0%),过去两年DXP ENTERPRISES INC的营收复合增速更高(13.1% vs 2.1%)
DXP Enterprises Inc.是一家领先的工业分销企业,提供维护、维修、运营(MRO)用品、流体处理设备、泵系统及相关技术服务,主要服务制造业、能源、矿业、建筑等领域客户,核心市场覆盖北美地区。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业,公司股票在纳斯达克全球精选市场挂牌交易,股票代码为SWKS,同时也是标普500指数的成分股之一,在全球射频半导体领域拥有较高市场地位。
DXPE vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.8倍
$527.4M
营收增速更快
DXPE
高出13.0%
-1.0%
净利率更高
DXPE
高出0.6%
3.8%
两年增速更快
DXPE
近两年复合增速
2.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $527.4M | $943.7M |
| 净利润 | $22.8M | $35.6M |
| 毛利率 | 31.6% | 40.8% |
| 营业利润率 | 8.8% | 4.5% |
| 净利率 | 4.3% | 3.8% |
| 营收同比 | 12.0% | -1.0% |
| 净利润同比 | 6.9% | -48.2% |
| 每股收益(稀释后) | $1.38 | $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
DXPE
SWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $527.4M | $1.1B | ||
| Q3 25 | $513.7M | — | ||
| Q2 25 | $498.7M | $965.0M | ||
| Q1 25 | $476.6M | $953.2M | ||
| Q4 24 | $470.9M | $1.1B | ||
| Q3 24 | $472.9M | $1.0B |
净利润
DXPE
SWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $22.8M | $141.4M | ||
| Q3 25 | $21.6M | — | ||
| Q2 25 | $23.6M | $105.0M | ||
| Q1 25 | $20.6M | $68.7M | ||
| Q4 24 | $21.4M | $162.0M | ||
| Q3 24 | $21.1M | $60.5M |
毛利率
DXPE
SWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 31.6% | 40.7% | ||
| Q3 25 | 31.4% | — | ||
| Q2 25 | 31.6% | 41.6% | ||
| Q1 25 | 31.5% | 41.1% | ||
| Q4 24 | 31.5% | 41.4% | ||
| Q3 24 | 30.9% | 41.9% |
营业利润率
DXPE
SWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | 8.8% | 10.1% | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 9.2% | 11.5% | ||
| Q1 25 | 8.5% | 10.2% | ||
| Q4 24 | 8.3% | 16.9% | ||
| Q3 24 | 8.4% | 5.8% |
净利率
DXPE
SWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | 4.3% | 12.9% | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 4.7% | 10.9% | ||
| Q1 25 | 4.3% | 7.2% | ||
| Q4 24 | 4.5% | 15.2% | ||
| Q3 24 | 4.5% | 5.9% |
每股收益(稀释后)
DXPE
SWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $1.38 | $0.95 | ||
| Q3 25 | $1.31 | — | ||
| Q2 25 | $1.43 | $0.70 | ||
| Q1 25 | $1.25 | $0.43 | ||
| Q4 24 | $1.28 | $1.00 | ||
| Q3 24 | $1.27 | $0.36 |
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 | $303.8M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $498.4M | $5.8B |
| 总资产 | $1.7B | $7.9B |
| 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
DXPE
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $303.8M | $1.4B | ||
| Q3 25 | $123.8M | — | ||
| Q2 25 | $112.9M | $1.3B | ||
| Q1 25 | $114.3M | $1.5B | ||
| Q4 24 | $148.3M | $1.7B | ||
| Q3 24 | $35.0M | $1.6B |
总债务
DXPE
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M |
股东权益
DXPE
SWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $498.4M | $5.8B | ||
| Q3 25 | $488.3M | — | ||
| Q2 25 | $468.1M | $5.7B | ||
| Q1 25 | $444.7M | $5.9B | ||
| Q4 24 | $422.8M | $6.4B | ||
| Q3 24 | $402.4M | $6.3B |
总资产
DXPE
SWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $1.7B | $7.9B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | $7.7B | ||
| Q1 25 | $1.4B | $7.9B | ||
| Q4 24 | $1.3B | $8.3B | ||
| Q3 24 | $1.2B | $8.3B |
负债/权益比
DXPE
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | $37.8M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $34.5M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 0.6% | 8.7% |
| 现金转化率经营现金流/净利润 | 1.65× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $54.0M | — |
8季度趋势,按日历期对齐
经营现金流
DXPE
SWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $37.8M | $200.0M | ||
| Q3 25 | $34.9M | — | ||
| Q2 25 | $18.6M | $314.2M | ||
| Q1 25 | $3.0M | $409.4M | ||
| Q4 24 | $32.1M | $377.2M | ||
| Q3 24 | $28.3M | $476.1M |
自由现金流
DXPE
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $34.5M | $144.0M | ||
| Q3 25 | $28.1M | — | ||
| Q2 25 | $8.3M | $252.7M | ||
| Q1 25 | $-16.9M | $370.9M | ||
| Q4 24 | $22.7M | $338.2M | ||
| Q3 24 | $24.4M | $393.3M |
自由现金流率
DXPE
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 6.5% | 13.1% | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 1.7% | 26.2% | ||
| Q1 25 | -3.6% | 38.9% | ||
| Q4 24 | 4.8% | 31.7% | ||
| Q3 24 | 5.2% | 38.4% |
资本支出强度
DXPE
SWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 0.6% | 5.1% | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 2.1% | 6.4% | ||
| Q1 25 | 4.2% | 4.0% | ||
| Q4 24 | 2.0% | 3.6% | ||
| Q3 24 | 0.8% | 8.1% |
现金转化率
DXPE
SWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.65× | 1.41× | ||
| Q3 25 | 1.61× | — | ||
| Q2 25 | 0.79× | 2.99× | ||
| Q1 25 | 0.14× | 5.96× | ||
| Q4 24 | 1.50× | 2.33× | ||
| Q3 24 | 1.34× | 7.87× |
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
DXPE
| Service Centers | $356.2M | 68% |
| Innovative Pumping Solutions | $110.0M | 21% |
| Supply Chain Services | $61.2M | 12% |
SWKS
暂无分部数据