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慧与(EFSC)与Ranpak Holdings Corp.(PACK)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Ranpak Holdings Corp.的2.0倍($185.2M vs $93.7M),过去两年Ranpak Holdings Corp.的营收复合增速更高(13.7% 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。
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品,可为电商及各行业货品运输提供纸质缓冲包装方案,同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德,在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室,产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
EFSC vs PACK — 直观对比
营收规模更大
EFSC
是对方的2.0倍
$93.7M
两年增速更快
PACK
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.2M | $93.7M |
| 净利润 | $49.4M | — |
| 毛利率 | — | 39.0% |
| 营业利润率 | — | -1.0% |
| 净利率 | 26.6% | — |
| 营收同比 | — | 2.3% |
| 净利润同比 | -1.2% | — |
| 每股收益(稀释后) | $1.30 | $-0.11 |
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
EFSC
PACK
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $93.7M | ||
| Q3 25 | $206.9M | $83.6M | ||
| Q2 25 | $173.4M | $77.8M | ||
| Q1 25 | $166.0M | $77.6M | ||
| Q4 24 | $167.0M | $91.6M | ||
| Q3 24 | $164.9M | $78.6M | ||
| Q2 24 | $156.0M | $72.8M |
净利润
EFSC
PACK
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | — | ||
| Q3 25 | $45.2M | $-10.4M | ||
| Q2 25 | $51.4M | $-7.5M | ||
| Q1 25 | $50.0M | $-10.9M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $50.6M | $-8.1M | ||
| Q2 24 | $45.4M | $5.5M |
毛利率
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | — | 39.0% | ||
| Q3 25 | — | 41.1% | ||
| Q2 25 | — | 37.1% | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 45.2% | ||
| Q3 24 | — | 43.8% | ||
| Q2 24 | — | 43.5% |
营业利润率
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | 42.9% | -6.8% | ||
| Q2 25 | 37.0% | -12.5% | ||
| Q1 25 | 36.8% | -10.3% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | 38.1% | -5.3% | ||
| Q2 24 | 36.7% | -7.1% |
净利率
EFSC
PACK
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | — | ||
| Q3 25 | 21.9% | -12.4% | ||
| Q2 25 | 29.6% | -9.6% | ||
| Q1 25 | 30.1% | -14.0% | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | 30.7% | -10.3% | ||
| Q2 24 | 29.1% | 7.6% |
每股收益(稀释后)
EFSC
PACK
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $-0.11 | ||
| Q3 25 | $1.19 | $-0.12 | ||
| Q2 25 | $1.36 | $-0.09 | ||
| Q1 25 | $1.31 | $-0.13 | ||
| Q4 24 | $1.27 | $-0.13 | ||
| Q3 24 | $1.32 | $-0.10 | ||
| 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 | — | $63.0M |
| 总债务越低越好 | — | $401.9M |
| 股东权益账面价值 | $2.1B | $534.9M |
| 总资产 | $17.3B | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.75× |
8季度趋势,按日历期对齐
现金及短期投资
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | — | $63.0M | ||
| Q3 25 | — | $49.9M | ||
| Q2 25 | — | $49.2M | ||
| Q1 25 | — | $65.5M | ||
| Q4 24 | — | $76.1M | ||
| Q3 24 | — | $69.5M | ||
| Q2 24 | — | $65.1M |
总债务
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | — | $401.9M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $403.1M | ||
| Q1 25 | — | $405.2M | ||
| Q4 24 | — | $406.4M | ||
| Q3 24 | — | $403.2M | ||
| Q2 24 | — | $396.1M |
股东权益
EFSC
PACK
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $534.9M | ||
| Q3 25 | $2.0B | $537.8M | ||
| Q2 25 | $1.9B | $539.0M | ||
| Q1 25 | $1.9B | $544.1M | ||
| Q4 24 | $1.8B | $548.1M | ||
| Q3 24 | $1.8B | $564.3M | ||
| Q2 24 | $1.8B | $566.2M |
总资产
EFSC
PACK
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $1.1B | ||
| Q3 25 | $16.4B | $1.1B | ||
| Q2 25 | $16.1B | $1.1B | ||
| Q1 25 | $15.7B | $1.1B | ||
| Q4 24 | $15.6B | $1.1B | ||
| Q3 24 | $15.0B | $1.1B | ||
| Q2 24 | $14.6B | $1.1B |
负债/权益比
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.71× | ||
| Q2 24 | — | 0.70× |
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 | — | $19.5M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $19.5M | ||
| Q3 25 | $49.4M | $8.5M | ||
| Q2 25 | $61.3M | $-3.6M | ||
| Q1 25 | $40.0M | $-1.3M | ||
| Q4 24 | $247.4M | $6.5M | ||
| Q3 24 | $89.0M | $10.1M | ||
| Q2 24 | $76.5M | $19.6M |
自由现金流
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | — | ||
| Q3 25 | $47.1M | — | ||
| Q2 25 | $59.0M | — | ||
| Q1 25 | $35.6M | — | ||
| Q4 24 | $239.9M | — | ||
| Q3 24 | $88.2M | — | ||
| Q2 24 | $74.7M | — |
自由现金流率
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | — | ||
| Q3 25 | 22.8% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 21.5% | — | ||
| Q4 24 | 143.7% | — | ||
| Q3 24 | 53.5% | — | ||
| Q2 24 | 47.9% | — |
资本支出强度
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 1.1% | — |
现金转化率
EFSC
PACK
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.68× | 3.56× |
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% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |