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慧与（EFSC）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
福尼克斯的季度营收约是慧与的1.1倍（$210.4M vs $185.2M），慧与净利率更高（26.6% vs 10.9%，领先15.8%），过去两年慧与的营收复合增速更高（9.0% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
EFSC vs PLAB — 直观对比
营收规模更大
PLAB
是对方的1.1倍
$185.2M
净利率更高
EFSC
高出15.8%
10.9%
两年增速更快
EFSC
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $210.4M |
| 净利润 | $49.4M | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | — | 22.9% |
| 净利率 | 26.6% | 10.9% |
| 营收同比 | — | -5.5% |
| 净利润同比 | -1.2% | -32.4% |
| 每股收益（稀释后） | $1.30 | $0.39 |
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EFSCPLAB
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | — | ||
| Q3 25 | $206.9M | $210.4M | ||
| Q2 25 | $173.4M | $211.0M | ||
| Q1 25 | $166.0M | $212.1M | ||
| Q4 24 | $167.0M | $222.6M | ||
| Q3 24 | $164.9M | $211.0M | ||
| Q2 24 | $156.0M | $217.0M |
净利润EFSCPLAB
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | — | ||
| Q3 25 | $45.2M | $22.9M | ||
| Q2 25 | $51.4M | $8.9M | ||
| Q1 25 | $50.0M | $42.9M | ||
| Q4 24 | $48.8M | $33.9M | ||
| Q3 24 | $50.6M | $34.4M | ||
| Q2 24 | $45.4M | $36.3M |
毛利率EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% |
营业利润率EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 42.9% | 22.9% | ||
| Q2 25 | 37.0% | 26.4% | ||
| Q1 25 | 36.8% | 24.6% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | 38.1% | 24.7% | ||
| Q2 24 | 36.7% | 25.8% |
净利率EFSCPLAB
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | — | ||
| Q3 25 | 21.9% | 10.9% | ||
| Q2 25 | 29.6% | 4.2% | ||
| Q1 25 | 30.1% | 20.2% | ||
| Q4 24 | 29.2% | 15.2% | ||
| Q3 24 | 30.7% | 16.3% | ||
| Q2 24 | 29.1% | 16.7% |
每股收益（稀释后）EFSCPLAB
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | — | ||
| Q3 25 | $1.19 | $0.39 | ||
| Q2 25 | $1.36 | $0.15 | ||
| Q1 25 | $1.31 | $0.68 | ||
| Q4 24 | $1.27 | $0.54 | ||
| Q3 24 | $1.32 | $0.55 | ||
| Q2 24 | $1.19 | $0.58 |
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 | — | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $2.1B | $1.1B |
| 总资产 | $17.3B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $575.8M | ||
| Q2 25 | — | $558.4M | ||
| Q1 25 | — | $642.2M | ||
| Q4 24 | — | $640.7M | ||
| Q3 24 | — | $606.4M | ||
| Q2 24 | — | $559.9M |
总债务EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M |
股东权益EFSCPLAB
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.8B | $1.0B |
总资产EFSCPLAB
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | — | ||
| Q3 25 | $16.4B | $1.8B | ||
| Q2 25 | $16.1B | $1.7B | ||
| Q1 25 | $15.7B | $1.7B | ||
| Q4 24 | $15.6B | $1.7B | ||
| Q3 24 | $15.0B | $1.6B | ||
| Q2 24 | $14.6B | $1.6B |
负债/权益比EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | — | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势，按日历期对齐
经营现金流EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | — | ||
| Q3 25 | $49.4M | $50.1M | ||
| Q2 25 | $61.3M | $31.5M | ||
| Q1 25 | $40.0M | $78.5M | ||
| Q4 24 | $247.4M | $68.4M | ||
| Q3 24 | $89.0M | $75.1M | ||
| Q2 24 | $76.5M | $76.5M |
自由现金流EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | — | ||
| Q3 25 | $47.1M | $25.2M | ||
| Q2 25 | $59.0M | $-29.1M | ||
| Q1 25 | $35.6M | $43.3M | ||
| Q4 24 | $239.9M | $25.2M | ||
| Q3 24 | $88.2M | $50.7M | ||
| Q2 24 | $74.7M | $56.5M |
自由现金流率EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | — | ||
| Q3 25 | 22.8% | 12.0% | ||
| Q2 25 | 34.0% | -13.8% | ||
| Q1 25 | 21.5% | 20.4% | ||
| Q4 24 | 143.7% | 11.3% | ||
| Q3 24 | 53.5% | 24.0% | ||
| Q2 24 | 47.9% | 26.0% |
资本支出强度EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 1.1% | 11.8% | ||
| Q2 25 | 1.3% | 28.7% | ||
| Q1 25 | 2.7% | 16.6% | ||
| Q4 24 | 4.5% | 19.4% | ||
| Q3 24 | 0.5% | 11.6% | ||
| Q2 24 | 1.1% | 9.2% |
现金转化率EFSCPLAB
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | 2.19× | ||
| Q2 25 | 1.19× | 3.55× | ||
| Q1 25 | 0.80× | 1.83× | ||
| Q4 24 | 5.07× | 2.02× | ||
| Q3 24 | 1.76× | 2.18× | ||
| Q2 24 | 1.68× | 2.11× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
