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慧与（EFSC）与MARCUS CORP（MCS）财务数据对比。点击上方公司名可切换其他公司
MARCUS CORP的季度营收约是慧与的1.0倍（$193.5M vs $185.2M），过去两年MARCUS CORP的营收复合增速更高（18.2% 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。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
EFSC vs MCS — 直观对比
营收规模更大
MCS
是对方的1.0倍
$185.2M
两年增速更快
MCS
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $193.5M |
| 净利润 | $49.4M | — |
| 毛利率 | — | — |
| 营业利润率 | — | 0.9% |
| 净利率 | 26.6% | — |
| 营收同比 | — | 2.8% |
| 净利润同比 | -1.2% | — |
| 每股收益（稀释后） | $1.30 | — |
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EFSCMCS
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $193.5M | ||
| Q3 25 | $206.9M | $210.2M | ||
| Q2 25 | $173.4M | $206.0M | ||
| Q1 25 | $166.0M | $148.8M | ||
| Q4 24 | $167.0M | $188.3M | ||
| Q3 24 | $164.9M | $232.7M | ||
| Q2 24 | $156.0M | $176.0M |
净利润EFSCMCS
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | — | ||
| Q3 25 | $45.2M | $16.2M | ||
| Q2 25 | $51.4M | $7.3M | ||
| Q1 25 | $50.0M | $-16.8M | ||
| Q4 24 | $48.8M | $986.0K | ||
| Q3 24 | $50.6M | $23.3M | ||
| Q2 24 | $45.4M | $-20.2M |
营业利润率EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | 42.9% | 10.8% | ||
| Q2 25 | 37.0% | 6.3% | ||
| Q1 25 | 36.8% | -13.7% | ||
| Q4 24 | — | -1.2% | ||
| Q3 24 | 38.1% | 14.1% | ||
| Q2 24 | 36.7% | 1.3% |
净利率EFSCMCS
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | — | ||
| Q3 25 | 21.9% | 7.7% | ||
| Q2 25 | 29.6% | 3.6% | ||
| Q1 25 | 30.1% | -11.3% | ||
| Q4 24 | 29.2% | 0.5% | ||
| Q3 24 | 30.7% | 10.0% | ||
| Q2 24 | 29.1% | -11.5% |
每股收益（稀释后）EFSCMCS
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | — | ||
| Q3 25 | $1.19 | — | ||
| Q2 25 | $1.36 | — | ||
| Q1 25 | $1.31 | — | ||
| Q4 24 | $1.27 | — | ||
| Q3 24 | $1.32 | — | ||
| Q2 24 | $1.19 | — |
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 | — | $23.4M |
| 总债务越低越好 | — | $159.0M |
| 股东权益账面价值 | $2.1B | $457.4M |
| 总资产 | $17.3B | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | — | $23.4M | ||
| Q3 25 | — | $7.4M | ||
| Q2 25 | — | $14.9M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $40.8M | ||
| Q3 24 | — | $28.4M | ||
| Q2 24 | — | $32.8M |
总债务EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $162.0M | ||
| Q2 25 | — | $179.9M | ||
| Q1 25 | — | $198.9M | ||
| Q4 24 | — | $159.1M | ||
| Q3 24 | — | $173.1M | ||
| Q2 24 | — | $175.7M |
股东权益EFSCMCS
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $457.4M | ||
| Q3 25 | $2.0B | $454.3M | ||
| Q2 25 | $1.9B | $448.4M | ||
| Q1 25 | $1.9B | $441.8M | ||
| Q4 24 | $1.8B | $464.9M | ||
| Q3 24 | $1.8B | $462.3M | ||
| Q2 24 | $1.8B | $449.4M |
总资产EFSCMCS
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $1.0B | ||
| Q3 25 | $16.4B | $1.0B | ||
| Q2 25 | $16.1B | $1.0B | ||
| Q1 25 | $15.7B | $1.0B | ||
| Q4 24 | $15.6B | $1.0B | ||
| Q3 24 | $15.0B | $1.0B | ||
| Q2 24 | $14.6B | $1.1B |
负债/权益比EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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 | — | $48.8M |
| 自由现金流经营现金流 - 资本支出 | — | $26.4M |
| 自由现金流率自由现金流/营收 | — | 13.6% |
| 资本支出强度资本支出/营收 | — | 11.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $989.0K |
8季度趋势，按日历期对齐
经营现金流EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $48.8M | ||
| Q3 25 | $49.4M | $39.1M | ||
| Q2 25 | $61.3M | $31.6M | ||
| Q1 25 | $40.0M | $-35.3M | ||
| Q4 24 | $247.4M | $52.6M | ||
| Q3 24 | $89.0M | $30.5M | ||
| Q2 24 | $76.5M | $36.0M |
自由现金流EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $26.4M | ||
| Q3 25 | $47.1M | $18.2M | ||
| Q2 25 | $59.0M | $14.7M | ||
| Q1 25 | $35.6M | $-58.3M | ||
| Q4 24 | $239.9M | $27.1M | ||
| Q3 24 | $88.2M | $12.0M | ||
| Q2 24 | $74.7M | $16.1M |
自由现金流率EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 13.6% | ||
| Q3 25 | 22.8% | 8.7% | ||
| Q2 25 | 34.0% | 7.1% | ||
| Q1 25 | 21.5% | -39.2% | ||
| Q4 24 | 143.7% | 14.4% | ||
| Q3 24 | 53.5% | 5.2% | ||
| Q2 24 | 47.9% | 9.2% |
资本支出强度EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 11.6% | ||
| Q3 25 | 1.1% | 9.9% | ||
| Q2 25 | 1.3% | 8.2% | ||
| Q1 25 | 2.7% | 15.5% | ||
| Q4 24 | 4.5% | 13.5% | ||
| Q3 24 | 0.5% | 7.9% | ||
| Q2 24 | 1.1% | 11.3% |
现金转化率EFSCMCS
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | 2.41× | ||
| Q2 25 | 1.19× | 4.32× | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | 53.31× | ||
| Q3 24 | 1.76× | 1.31× | ||
| Q2 24 | 1.68× | — |
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% |
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
