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慧与（EFSC）与Penguin Solutions, Inc.（PENG）财务数据对比。点击上方公司名可切换其他公司
Penguin Solutions, Inc.的季度营收约是慧与的1.9倍（$343.1M vs $185.2M），慧与净利率更高（26.6% vs 1.5%，领先25.1%），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% 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。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
EFSC vs PENG — 直观对比
营收规模更大
PENG
是对方的1.9倍
$185.2M
净利率更高
EFSC
高出25.1%
1.5%
两年增速更快
PENG
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $343.1M |
| 净利润 | $49.4M | $5.3M |
| 毛利率 | — | 28.0% |
| 营业利润率 | — | 5.7% |
| 净利率 | 26.6% | 1.5% |
| 营收同比 | — | 0.6% |
| 净利润同比 | -1.2% | 1.0% |
| 每股收益（稀释后） | $1.30 | $0.04 |
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EFSCPENG
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $343.1M | ||
| Q3 25 | $206.9M | $337.9M | ||
| Q2 25 | $173.4M | $324.3M | ||
| Q1 25 | $166.0M | $365.5M | ||
| Q4 24 | $167.0M | $341.1M | ||
| Q3 24 | $164.9M | $284.8M | ||
| Q2 24 | $156.0M | $300.6M |
净利润EFSCPENG
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $5.3M | ||
| Q3 25 | $45.2M | $9.4M | ||
| Q2 25 | $51.4M | $2.7M | ||
| Q1 25 | $50.0M | $8.1M | ||
| Q4 24 | $48.8M | $5.2M | ||
| Q3 24 | $50.6M | — | ||
| Q2 24 | $45.4M | $5.6M |
毛利率EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 28.8% | ||
| Q2 24 | — | 29.6% |
营业利润率EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 42.9% | 3.7% | ||
| Q2 25 | 37.0% | 3.0% | ||
| Q1 25 | 36.8% | 5.1% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | 38.1% | -1.2% | ||
| Q2 24 | 36.7% | 3.8% |
净利率EFSCPENG
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | 1.5% | ||
| Q3 25 | 21.9% | 2.8% | ||
| Q2 25 | 29.6% | 0.8% | ||
| Q1 25 | 30.1% | 2.2% | ||
| Q4 24 | 29.2% | 1.5% | ||
| Q3 24 | 30.7% | — | ||
| Q2 24 | 29.1% | 1.9% |
每股收益（稀释后）EFSCPENG
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $0.04 | ||
| Q3 25 | $1.19 | $0.10 | ||
| Q2 25 | $1.36 | $-0.01 | ||
| Q1 25 | $1.31 | $0.09 | ||
| Q4 24 | $1.27 | $0.10 | ||
| Q3 24 | $1.32 | — | ||
| Q2 24 | $1.19 | $0.10 |
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 | — | $461.5M |
| 总债务越低越好 | — | $462.3M |
| 股东权益账面价值 | $2.1B | $389.7M |
| 总资产 | $17.3B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | — | $461.5M | ||
| Q3 25 | — | $453.8M | ||
| Q2 25 | — | $735.5M | ||
| Q1 25 | — | $647.0M | ||
| Q4 24 | — | $393.7M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $467.5M |
总债务EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | — | $462.3M | ||
| Q3 25 | — | $461.8M | ||
| Q2 25 | — | $659.5M | ||
| Q1 25 | — | $658.8M | ||
| Q4 24 | — | $658.1M | ||
| Q3 24 | — | $657.3M | ||
| Q2 24 | — | $667.0M |
股东权益EFSCPENG
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $389.7M | ||
| Q3 25 | $2.0B | $394.2M | ||
| Q2 25 | $1.9B | $584.8M | ||
| Q1 25 | $1.9B | $602.5M | ||
| Q4 24 | $1.8B | $400.4M | ||
| Q3 24 | $1.8B | $391.4M | ||
| Q2 24 | $1.8B | $423.4M |
总资产EFSCPENG
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $1.6B | ||
| Q3 25 | $16.4B | $1.6B | ||
| Q2 25 | $16.1B | $1.8B | ||
| Q1 25 | $15.7B | $1.8B | ||
| Q4 24 | $15.6B | $1.6B | ||
| Q3 24 | $15.0B | $1.5B | ||
| Q2 24 | $14.6B | $1.5B |
负债/权益比EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | 1.09× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.68× | ||
| Q2 24 | — | 1.58× |
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 | — | $31.1M |
| 自由现金流经营现金流 - 资本支出 | — | $28.2M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 5.89× |
| 过去12个月自由现金流最近4个季度 | — | $116.3M |
8季度趋势，按日历期对齐
经营现金流EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $31.1M | ||
| Q3 25 | $49.4M | $-70.4M | ||
| Q2 25 | $61.3M | $92.8M | ||
| Q1 25 | $40.0M | $72.9M | ||
| Q4 24 | $247.4M | $13.8M | ||
| Q3 24 | $89.0M | — | ||
| Q2 24 | $76.5M | $57.9M |
自由现金流EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $28.2M | ||
| Q3 25 | $47.1M | $-73.4M | ||
| Q2 25 | $59.0M | $90.9M | ||
| Q1 25 | $35.6M | $70.5M | ||
| Q4 24 | $239.9M | $12.0M | ||
| Q3 24 | $88.2M | — | ||
| Q2 24 | $74.7M | $48.9M |
自由现金流率EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 8.2% | ||
| Q3 25 | 22.8% | -21.7% | ||
| Q2 25 | 34.0% | 28.0% | ||
| Q1 25 | 21.5% | 19.3% | ||
| Q4 24 | 143.7% | 3.5% | ||
| Q3 24 | 53.5% | — | ||
| Q2 24 | 47.9% | 16.3% |
资本支出强度EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 0.8% | ||
| Q3 25 | 1.1% | 0.9% | ||
| Q2 25 | 1.3% | 0.6% | ||
| Q1 25 | 2.7% | 0.6% | ||
| Q4 24 | 4.5% | 0.5% | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 1.1% | 3.0% |
现金转化率EFSCPENG
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | 5.89× | ||
| Q3 25 | 1.09× | -7.47× | ||
| Q2 25 | 1.19× | 34.88× | ||
| Q1 25 | 0.80× | 9.02× | ||
| Q4 24 | 5.07× | 2.65× | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.68× | 10.30× |
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% |
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
