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慧与（EFSC）与OneStream, Inc.（OS）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OneStream, Inc.的1.1倍（$185.2M vs $163.7M），慧与净利率更高（26.6% vs 0.6%，领先26.0%），过去两年OneStream, Inc.的营收复合增速更高（21.8% 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。
Blue Stream面向美国佛罗里达州科勒尔斯普林斯、韦斯顿两地的居民及商业客户，提供有线电视、有线固话、数字录像服务，以及最高速率达1G的宽带互联网接入服务，深耕当地通信市场，为用户提供稳定可靠的多元通信解决方案。
EFSC vs OS — 直观对比
营收规模更大
EFSC
是对方的1.1倍
$163.7M
净利率更高
EFSC
高出26.0%
0.6%
两年增速更快
OS
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $163.7M |
| 净利润 | $49.4M | $999.0K |
| 毛利率 | — | 69.8% |
| 营业利润率 | — | -3.2% |
| 净利率 | 26.6% | 0.6% |
| 营收同比 | — | 23.6% |
| 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EFSCOS
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $163.7M | ||
| Q3 25 | $206.9M | $154.3M | ||
| Q2 25 | $173.4M | $147.6M | ||
| Q1 25 | $166.0M | $136.3M | ||
| Q4 24 | $167.0M | $132.5M | ||
| Q3 24 | $164.9M | $129.1M | ||
| Q2 24 | $156.0M | $117.5M |
净利润EFSCOS
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $999.0K | ||
| Q3 25 | $45.2M | $-8.8M | ||
| Q2 25 | $51.4M | $-18.4M | ||
| Q1 25 | $50.0M | $-24.0M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $50.6M | $-171.9M | ||
| Q2 24 | $45.4M | $-7.8M |
毛利率EFSCOS
| Q1 26 | — | — | ||
| Q4 25 | — | 69.8% | ||
| Q3 25 | — | 68.1% | ||
| Q2 25 | — | 68.6% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 66.8% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 68.5% |
营业利润率EFSCOS
| Q1 26 | — | — | ||
| Q4 25 | — | -3.2% | ||
| Q3 25 | 42.9% | -11.3% | ||
| Q2 25 | 37.0% | -21.8% | ||
| Q1 25 | 36.8% | -29.3% | ||
| Q4 24 | — | -35.8% | ||
| Q3 24 | 38.1% | -197.6% | ||
| Q2 24 | 36.7% | -9.8% |
净利率EFSCOS
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | 0.6% | ||
| Q3 25 | 21.9% | -5.7% | ||
| Q2 25 | 29.6% | -12.5% | ||
| Q1 25 | 30.1% | -17.6% | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | 30.7% | -133.1% | ||
| Q2 24 | 29.1% | -6.7% |
每股收益（稀释后）EFSCOS
| 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 | $-1.06 | ||
| 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 | — | $693.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $504.7M |
| 总资产 | $17.3B | $1.0B |
| 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EFSCOS
| Q1 26 | — | — | ||
| Q4 25 | — | $693.6M | ||
| Q3 25 | — | $653.9M | ||
| Q2 25 | — | $652.1M | ||
| Q1 25 | — | $593.9M | ||
| Q4 24 | — | $544.2M | ||
| Q3 24 | — | $495.5M | ||
| Q2 24 | — | $140.5M |
股东权益EFSCOS
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $504.7M | ||
| Q3 25 | $2.0B | $472.1M | ||
| Q2 25 | $1.9B | $458.2M | ||
| Q1 25 | $1.9B | $412.9M | ||
| Q4 24 | $1.8B | $386.2M | ||
| Q3 24 | $1.8B | $458.2M | ||
| Q2 24 | $1.8B | $97.5M |
总资产EFSCOS
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $1.0B | ||
| Q3 25 | $16.4B | $949.4M | ||
| Q2 25 | $16.1B | $910.5M | ||
| Q1 25 | $15.7B | $867.3M | ||
| Q4 24 | $15.6B | $823.2M | ||
| Q3 24 | $15.0B | $750.1M | ||
| Q2 24 | $14.6B | $379.7M |
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 | — | $25.8M |
| 自由现金流经营现金流 - 资本支出 | — | $25.6M |
| 自由现金流率自由现金流/营收 | — | 15.7% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 25.79× |
| 过去12个月自由现金流最近4个季度 | — | $95.6M |
8季度趋势，按日历期对齐
经营现金流EFSCOS
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $25.8M | ||
| Q3 25 | $49.4M | $5.0M | ||
| Q2 25 | $61.3M | $29.7M | ||
| Q1 25 | $40.0M | $36.2M | ||
| Q4 24 | $247.4M | — | ||
| Q3 24 | $89.0M | $2.4M | ||
| Q2 24 | $76.5M | $8.1M |
自由现金流EFSCOS
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $25.6M | ||
| Q3 25 | $47.1M | $4.8M | ||
| Q2 25 | $59.0M | $29.4M | ||
| Q1 25 | $35.6M | $35.8M | ||
| Q4 24 | $239.9M | — | ||
| Q3 24 | $88.2M | $1.3M | ||
| Q2 24 | $74.7M | $7.7M |
自由现金流率EFSCOS
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 15.7% | ||
| Q3 25 | 22.8% | 3.1% | ||
| Q2 25 | 34.0% | 19.9% | ||
| Q1 25 | 21.5% | 26.3% | ||
| Q4 24 | 143.7% | — | ||
| Q3 24 | 53.5% | 1.0% | ||
| Q2 24 | 47.9% | 6.6% |
资本支出强度EFSCOS
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 0.1% | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 1.3% | 0.2% | ||
| Q1 25 | 2.7% | 0.3% | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 0.5% | 0.8% | ||
| Q2 24 | 1.1% | 0.3% |
现金转化率EFSCOS
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | 25.79× | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | — | ||
| 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% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
