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8X8 INC（EGHT）与OCTAVE SPECIALTY GROUP INC（OSG）财务数据对比。点击上方公司名可切换其他公司
8X8 INC的季度营收约是OCTAVE SPECIALTY GROUP INC的1.8倍（$185.1M vs $104.2M），8X8 INC净利率更高（2.8% vs -6.6%，领先9.3%），OCTAVE SPECIALTY GROUP INC同比增速更快（66.0% vs 3.4%），过去两年OCTAVE SPECIALTY GROUP INC的营收复合增速更高（42.9% 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。
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
EGHT vs OSG — 直观对比
营收规模更大
EGHT
是对方的1.8倍
$104.2M
营收增速更快
OSG
高出62.5%
3.4%
净利率更高
EGHT
高出9.3%
-6.6%
两年增速更快
OSG
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $104.2M |
| 净利润 | $5.1M | $-6.9M |
| 毛利率 | 63.9% | — |
| 营业利润率 | 5.2% | — |
| 净利率 | 2.8% | -6.6% |
| 营收同比 | 3.4% | 66.0% |
| 净利润同比 | 68.4% | — |
| 每股收益（稀释后） | $0.04 | $-0.13 |
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EGHTOSG
| Q1 26 | — | $104.2M | ||
| Q4 25 | $185.1M | $66.9M | ||
| Q3 25 | $184.1M | $66.6M | ||
| Q2 25 | $181.4M | $55.0M | ||
| Q1 25 | $177.0M | $62.8M | ||
| Q4 24 | $178.9M | $65.2M | ||
| Q3 24 | $181.0M | $70.0M | ||
| Q2 24 | $178.1M | $51.0M |
净利润EGHTOSG
| Q1 26 | — | $-6.9M | ||
| Q4 25 | $5.1M | $-29.7M | ||
| Q3 25 | $767.0K | $-112.6M | ||
| Q2 25 | $-4.3M | $-72.7M | ||
| Q1 25 | $-5.4M | $-44.7M | ||
| Q4 24 | $3.0M | $-20.9M | ||
| Q3 24 | $-14.5M | $-27.5M | ||
| Q2 24 | $-10.3M | $-750.0K |
毛利率EGHTOSG
| Q1 26 | — | — | ||
| 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% | — |
营业利润率EGHTOSG
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | -76.7% | ||
| Q3 25 | 2.9% | -48.2% | ||
| Q2 25 | 0.3% | -41.8% | ||
| Q1 25 | 0.2% | -24.1% | ||
| Q4 24 | 5.0% | -55.5% | ||
| Q3 24 | 4.0% | -29.7% | ||
| Q2 24 | -0.8% | -28.9% |
净利率EGHTOSG
| Q1 26 | — | -6.6% | ||
| Q4 25 | 2.8% | -73.8% | ||
| Q3 25 | 0.4% | -169.1% | ||
| Q2 25 | -2.4% | -132.3% | ||
| Q1 25 | -3.1% | -71.3% | ||
| Q4 24 | 1.7% | -55.1% | ||
| Q3 24 | -8.0% | -39.3% | ||
| Q2 24 | -5.8% | -1.5% |
每股收益（稀释后）EGHTOSG
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.04 | $-0.82 | ||
| Q3 25 | $0.01 | $-2.35 | ||
| Q2 25 | $-0.03 | $-1.54 | ||
| Q1 25 | $-0.04 | $-1.22 | ||
| Q4 24 | $0.02 | $-11.75 | ||
| Q3 24 | $-0.11 | $-0.63 | ||
| Q2 24 | $-0.08 | $-0.02 |
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 | — |
| 总债务越低越好 | $321.2M | $117.1M |
| 股东权益账面价值 | $142.9M | $833.6M |
| 总资产 | $661.5M | $2.3B |
| 负债/权益比越低杠杆越低 | 2.25× | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资EGHTOSG
| Q1 26 | — | — | ||
| Q4 25 | $86.9M | $146.4M | ||
| Q3 25 | $75.9M | $27.5M | ||
| Q2 25 | $81.3M | $22.5M | ||
| Q1 25 | $88.0M | $34.1M | ||
| Q4 24 | $104.2M | $157.2M | ||
| Q3 24 | $117.4M | $40.8M | ||
| Q2 24 | $130.8M | $14.6M |
总债务EGHTOSG
| Q1 26 | — | $117.1M | ||
| Q4 25 | $321.2M | $117.6M | ||
| Q3 25 | $325.8M | — | ||
| Q2 25 | $335.4M | — | ||
| Q1 25 | $350.0M | — | ||
| Q4 24 | $364.5M | $0 | ||
| Q3 24 | $396.9M | $518.0M | ||
| Q2 24 | — | $515.0M |
股东权益EGHTOSG
| Q1 26 | — | $833.6M | ||
| Q4 25 | $142.9M | $715.8M | ||
| Q3 25 | $133.2M | $843.4M | ||
| Q2 25 | $128.2M | $859.8M | ||
| Q1 25 | $122.2M | $852.2M | ||
| Q4 24 | $113.0M | $798.4M | ||
| Q3 24 | $109.8M | $1.5B | ||
| Q2 24 | $104.6M | $1.4B |
总资产EGHTOSG
| Q1 26 | — | $2.3B | ||
| Q4 25 | $661.5M | $2.2B | ||
| Q3 25 | $670.8M | $2.1B | ||
| Q2 25 | $684.3M | $8.5B | ||
| Q1 25 | $683.2M | $8.3B | ||
| Q4 24 | $698.2M | $8.1B | ||
| Q3 24 | $740.1M | $9.3B | ||
| Q2 24 | $755.7M | $8.2B |
负债/权益比EGHTOSG
| Q1 26 | — | 0.14× | ||
| Q4 25 | 2.25× | 0.16× | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.62× | — | ||
| Q1 25 | 2.86× | — | ||
| Q4 24 | 3.23× | 0.00× | ||
| Q3 24 | 3.61× | 0.35× | ||
| Q2 24 | — | 0.38× |
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 | — |
| 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EGHTOSG
| Q1 26 | — | — | ||
| Q4 25 | $20.7M | $-52.3M | ||
| Q3 25 | $8.8M | $-41.2M | ||
| Q2 25 | $11.9M | $2.1M | ||
| Q1 25 | $5.9M | $-12.6M | ||
| Q4 24 | $27.2M | $762.0K | ||
| Q3 24 | $12.3M | $48.9M | ||
| Q2 24 | $18.1M | $20.4M |
自由现金流EGHTOSG
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率EGHTOSG
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度EGHTOSG
| Q1 26 | — | — | ||
| 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% | — |
现金转化率EGHTOSG
| Q1 26 | — | — | ||
| Q4 25 | 4.07× | — | ||
| Q3 25 | 11.52× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.01× | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
