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慧与（EFSC）与IMAX（IMAX）财务数据对比。点击上方公司名可切换其他公司
慧与的季度营收约是IMAX的1.5倍（$185.2M vs $125.2M），慧与净利率更高（26.6% vs 0.5%，领先26.1%），过去两年IMAX的营收复合增速更高（25.8% vs 9.0%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
EFSC vs IMAX — 直观对比
营收规模更大
EFSC
是对方的1.5倍
$125.2M
净利率更高
EFSC
高出26.1%
0.5%
两年增速更快
IMAX
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $125.2M |
| 净利润 | $49.4M | $637.0K |
| 毛利率 | — | 57.6% |
| 营业利润率 | — | 19.3% |
| 净利率 | 26.6% | 0.5% |
| 营收同比 | — | 35.1% |
| 净利润同比 | -1.2% | -88.0% |
| 每股收益（稀释后） | $1.30 | $0.02 |
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EFSCIMAX
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $125.2M | ||
| Q3 25 | $206.9M | $106.7M | ||
| Q2 25 | $173.4M | $91.7M | ||
| Q1 25 | $166.0M | $86.7M | ||
| Q4 24 | $167.0M | $92.7M | ||
| Q3 24 | $164.9M | $91.5M | ||
| Q2 24 | $156.0M | $89.0M |
净利润EFSCIMAX
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $637.0K | ||
| Q3 25 | $45.2M | $20.7M | ||
| Q2 25 | $51.4M | $11.3M | ||
| Q1 25 | $50.0M | $2.3M | ||
| Q4 24 | $48.8M | $5.3M | ||
| Q3 24 | $50.6M | $13.9M | ||
| Q2 24 | $45.4M | $3.6M |
毛利率EFSCIMAX
| Q1 26 | — | — | ||
| Q4 25 | — | 57.6% | ||
| Q3 25 | — | 63.1% | ||
| Q2 25 | — | 58.5% | ||
| Q1 25 | — | 61.4% | ||
| Q4 24 | — | 52.2% | ||
| Q3 24 | — | 55.8% | ||
| Q2 24 | — | 49.4% |
营业利润率EFSCIMAX
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | 42.9% | 27.2% | ||
| Q2 25 | 37.0% | 15.6% | ||
| Q1 25 | 36.8% | 19.3% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | 38.1% | 21.2% | ||
| Q2 24 | 36.7% | 3.2% |
净利率EFSCIMAX
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | 0.5% | ||
| Q3 25 | 21.9% | 19.4% | ||
| Q2 25 | 29.6% | 12.3% | ||
| Q1 25 | 30.1% | 2.7% | ||
| Q4 24 | 29.2% | 5.7% | ||
| Q3 24 | 30.7% | 15.2% | ||
| Q2 24 | 29.1% | 4.0% |
每股收益（稀释后）EFSCIMAX
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $0.02 | ||
| Q3 25 | $1.19 | $0.37 | ||
| Q2 25 | $1.36 | $0.20 | ||
| Q1 25 | $1.31 | $0.04 | ||
| Q4 24 | $1.27 | $0.09 | ||
| Q3 24 | $1.32 | $0.26 | ||
| Q2 24 | $1.19 | $0.07 |
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 | — | $151.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $337.9M |
| 总资产 | $17.3B | $894.0M |
| 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EFSCIMAX
| Q1 26 | — | — | ||
| Q4 25 | — | $151.2M | ||
| Q3 25 | — | $143.1M | ||
| Q2 25 | — | $109.3M | ||
| Q1 25 | — | $97.1M | ||
| Q4 24 | — | $100.6M | ||
| Q3 24 | — | $104.5M | ||
| Q2 24 | — | $91.6M |
股东权益EFSCIMAX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $337.9M | ||
| Q3 25 | $2.0B | $349.5M | ||
| Q2 25 | $1.9B | $320.4M | ||
| Q1 25 | $1.9B | $299.5M | ||
| Q4 24 | $1.8B | $299.5M | ||
| Q3 24 | $1.8B | $289.4M | ||
| Q2 24 | $1.8B | $267.2M |
总资产EFSCIMAX
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $894.0M | ||
| Q3 25 | $16.4B | $889.6M | ||
| Q2 25 | $16.1B | $868.6M | ||
| Q1 25 | $15.7B | $848.3M | ||
| Q4 24 | $15.6B | $830.4M | ||
| Q3 24 | $15.0B | $847.6M | ||
| Q2 24 | $14.6B | $827.4M |
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 | — | $29.4M |
| 自由现金流经营现金流 - 资本支出 | — | $28.0M |
| 自由现金流率自由现金流/营收 | — | 22.3% |
| 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 | — | 46.11× |
| 过去12个月自由现金流最近4个季度 | — | $118.9M |
8季度趋势，按日历期对齐
经营现金流EFSCIMAX
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $29.4M | ||
| Q3 25 | $49.4M | $67.5M | ||
| Q2 25 | $61.3M | $23.2M | ||
| Q1 25 | $40.0M | $7.0M | ||
| Q4 24 | $247.4M | $11.5M | ||
| Q3 24 | $89.0M | $35.3M | ||
| Q2 24 | $76.5M | $35.0M |
自由现金流EFSCIMAX
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $28.0M | ||
| Q3 25 | $47.1M | $64.8M | ||
| Q2 25 | $59.0M | $20.9M | ||
| Q1 25 | $35.6M | $5.3M | ||
| Q4 24 | $239.9M | $6.9M | ||
| Q3 24 | $88.2M | $34.2M | ||
| Q2 24 | $74.7M | $33.5M |
自由现金流率EFSCIMAX
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 22.3% | ||
| Q3 25 | 22.8% | 60.7% | ||
| Q2 25 | 34.0% | 22.8% | ||
| Q1 25 | 21.5% | 6.1% | ||
| Q4 24 | 143.7% | 7.4% | ||
| Q3 24 | 53.5% | 37.3% | ||
| Q2 24 | 47.9% | 37.6% |
资本支出强度EFSCIMAX
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 1.1% | ||
| Q3 25 | 1.1% | 2.6% | ||
| Q2 25 | 1.3% | 2.6% | ||
| Q1 25 | 2.7% | 1.9% | ||
| Q4 24 | 4.5% | 5.0% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 1.1% | 1.8% |
现金转化率EFSCIMAX
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | 46.11× | ||
| Q3 25 | 1.09× | 3.27× | ||
| Q2 25 | 1.19× | 2.06× | ||
| Q1 25 | 0.80× | 2.99× | ||
| Q4 24 | 5.07× | 2.16× | ||
| Q3 24 | 1.76× | 2.54× | ||
| Q2 24 | 1.68× | 9.78× |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
