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8X8 INC（EGHT）与MACERICH CO（MAC）财务数据对比。点击上方公司名可切换其他公司
MACERICH CO的季度营收约是8X8 INC的1.4倍（$261.7M vs $185.1M），8X8 INC净利率更高（2.8% vs -7.2%，领先9.9%），8X8 INC同比增速更快（3.4% vs -4.4%），过去两年MACERICH CO的营收复合增速更高（12.0% vs 1.6%）
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商，依托云架构为企业提供统一通信、呼叫中心及通信平台即服务（CPaaS）等产品方案，公司总部位于加利福尼亚州坎贝尔，其股票在纳斯达克交易所挂牌交易。
Macerich是一家专注于购物中心投资的房地产投资信托基金，为美国第三大购物中心持有及运营商。截至2024年12月31日，公司共持有43处物业的权益，可租赁总面积达4300万平方英尺，公司名称由创始人Mace Siegel与Richard Cohen的名字组合而来。
EGHT vs MAC — 直观对比
营收规模更大
MAC
是对方的1.4倍
$185.1M
营收增速更快
EGHT
高出7.8%
-4.4%
净利率更高
EGHT
高出9.9%
-7.2%
两年增速更快
MAC
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $261.7M |
| 净利润 | $5.1M | $-18.8M |
| 毛利率 | 63.9% | — |
| 营业利润率 | 5.2% | — |
| 净利率 | 2.8% | -7.2% |
| 营收同比 | 3.4% | -4.4% |
| 净利润同比 | 68.4% | 91.1% |
| 每股收益（稀释后） | $0.04 | $-0.08 |
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EGHTMAC
| Q4 25 | $185.1M | $261.7M | ||
| Q3 25 | $184.1M | $253.3M | ||
| Q2 25 | $181.4M | $249.8M | ||
| Q1 25 | $177.0M | $249.2M | ||
| Q4 24 | $178.9M | $273.7M | ||
| Q3 24 | $181.0M | $220.2M | ||
| Q2 24 | $178.1M | $215.5M | ||
| Q1 24 | $179.4M | $208.8M |
净利润EGHTMAC
| Q4 25 | $5.1M | $-18.8M | ||
| Q3 25 | $767.0K | $-87.4M | ||
| Q2 25 | $-4.3M | $-40.9M | ||
| Q1 25 | $-5.4M | $-50.1M | ||
| Q4 24 | $3.0M | $-211.2M | ||
| Q3 24 | $-14.5M | $-108.2M | ||
| Q2 24 | $-10.3M | $252.0M | ||
| Q1 24 | $-23.6M | $-126.7M |
毛利率EGHTMAC
| Q4 25 | 63.9% | — | ||
| Q3 25 | 64.8% | — | ||
| Q2 25 | 66.4% | — | ||
| Q1 25 | 67.8% | — | ||
| Q4 24 | 67.7% | — | ||
| Q3 24 | 68.1% | — | ||
| Q2 24 | 67.9% | — | ||
| Q1 24 | 68.2% | — |
营业利润率EGHTMAC
| Q4 25 | 5.2% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | -0.8% | — | ||
| Q1 24 | -7.9% | — |
净利率EGHTMAC
| Q4 25 | 2.8% | -7.2% | ||
| Q3 25 | 0.4% | -34.5% | ||
| Q2 25 | -2.4% | -16.4% | ||
| Q1 25 | -3.1% | -20.1% | ||
| Q4 24 | 1.7% | -77.2% | ||
| Q3 24 | -8.0% | -49.1% | ||
| Q2 24 | -5.8% | 116.9% | ||
| Q1 24 | -13.1% | -60.7% |
每股收益（稀释后）EGHTMAC
| Q4 25 | $0.04 | $-0.08 | ||
| Q3 25 | $0.01 | $-0.34 | ||
| Q2 25 | $-0.03 | $-0.16 | ||
| Q1 25 | $-0.04 | $-0.20 | ||
| Q4 24 | $0.02 | $-0.95 | ||
| Q3 24 | $-0.11 | $-0.50 | ||
| Q2 24 | $-0.08 | $1.16 | ||
| Q1 24 | $-0.20 | $-0.59 |
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 | $86.9M | $280.2M |
| 总债务越低越好 | $321.2M | $5.1B |
| 股东权益账面价值 | $142.9M | $2.4B |
| 总资产 | $661.5M | $8.4B |
| 负债/权益比越低杠杆越低 | 2.25× | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资EGHTMAC
| Q4 25 | $86.9M | $280.2M | ||
| Q3 25 | $75.9M | $290.2M | ||
| Q2 25 | $81.3M | $131.1M | ||
| Q1 25 | $88.0M | $253.2M | ||
| Q4 24 | $104.2M | $89.9M | ||
| Q3 24 | $117.4M | $116.5M | ||
| Q2 24 | $130.8M | $70.7M | ||
| Q1 24 | $117.3M | $120.1M |
总债务EGHTMAC
| Q4 25 | $321.2M | $5.1B | ||
| Q3 25 | $325.8M | $5.1B | ||
| Q2 25 | $335.4M | $5.2B | ||
| Q1 25 | $350.0M | $5.2B | ||
| Q4 24 | $364.5M | $4.9B | ||
| Q3 24 | $396.9M | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | $409.7M | $4.1B |
股东权益EGHTMAC
| Q4 25 | $142.9M | $2.4B | ||
| Q3 25 | $133.2M | $2.5B | ||
| Q2 25 | $128.2M | $2.6B | ||
| Q1 25 | $122.2M | $2.7B | ||
| Q4 24 | $113.0M | $2.8B | ||
| Q3 24 | $109.8M | $2.5B | ||
| Q2 24 | $104.6M | $2.5B | ||
| Q1 24 | $102.0M | $2.3B |
总资产EGHTMAC
| Q4 25 | $661.5M | $8.4B | ||
| Q3 25 | $670.8M | $8.4B | ||
| Q2 25 | $684.3M | $8.7B | ||
| Q1 25 | $683.2M | $8.7B | ||
| Q4 24 | $698.2M | $8.6B | ||
| Q3 24 | $740.1M | $7.6B | ||
| Q2 24 | $755.7M | $7.8B | ||
| Q1 24 | $756.0M | $7.4B |
负债/权益比EGHTMAC
| Q4 25 | 2.25× | 2.07× | ||
| Q3 25 | 2.45× | 2.02× | ||
| Q2 25 | 2.62× | 2.02× | ||
| Q1 25 | 2.86× | 1.96× | ||
| Q4 24 | 3.23× | 1.78× | ||
| Q3 24 | 3.61× | 1.73× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | 4.02× | 1.79× |
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 | $20.7M | $50.2M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | — |
| 自由现金流率自由现金流/营收 | 10.3% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 4.07× | — |
| 过去12个月自由现金流最近4个季度 | $43.8M | — |
8季度趋势，按日历期对齐
经营现金流EGHTMAC
| Q4 25 | $20.7M | $50.2M | ||
| Q3 25 | $8.8M | $112.4M | ||
| Q2 25 | $11.9M | $70.5M | ||
| Q1 25 | $5.9M | $88.5M | ||
| Q4 24 | $27.2M | $54.9M | ||
| Q3 24 | $12.3M | $100.0M | ||
| Q2 24 | $18.1M | $67.4M | ||
| Q1 24 | $12.7M | $61.1M |
自由现金流EGHTMAC
| Q4 25 | $19.1M | — | ||
| Q3 25 | $7.7M | — | ||
| Q2 25 | $11.5M | — | ||
| Q1 25 | $5.5M | — | ||
| Q4 24 | $26.8M | — | ||
| Q3 24 | $11.1M | — | ||
| Q2 24 | $17.8M | — | ||
| Q1 24 | $12.3M | — |
自由现金流率EGHTMAC
| Q4 25 | 10.3% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 10.0% | — | ||
| Q1 24 | 6.9% | — |
资本支出强度EGHTMAC
| Q4 25 | 0.9% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.2% | — |
现金转化率EGHTMAC
| Q4 25 | 4.07× | — | ||
| Q3 25 | 11.52× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.01× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | — |
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
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
MAC
暂无分部数据
