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8X8 INC(EGHT)与STRATTEC SECURITY CORP(STRT)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STRATTEC SECURITY CORP的1.3倍($185.1M vs $137.5M),STRATTEC SECURITY CORP净利率更高(3.6% vs 2.8%,领先0.8%),STRATTEC SECURITY CORP同比增速更快(5.9% vs 3.4%),8X8 INC自由现金流更多($19.1M vs $11.3M),过去两年STRATTEC SECURITY CORP的营收复合增速更高(7.7% 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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商,主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品,主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户,业务覆盖北美、欧洲、亚太等地区。
EGHT vs STRT — 直观对比
营收规模更大
EGHT
是对方的1.3倍
$137.5M
营收增速更快
STRT
高出2.4%
3.4%
净利率更高
STRT
高出0.8%
2.8%
自由现金流更多
EGHT
多$7.9M
$11.3M
两年增速更快
STRT
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $137.5M |
| 净利润 | $5.1M | $4.9M |
| 毛利率 | 63.9% | 16.5% |
| 营业利润率 | 5.2% | 3.5% |
| 净利率 | 2.8% | 3.6% |
| 营收同比 | 3.4% | 5.9% |
| 净利润同比 | 68.4% | 275.1% |
| 每股收益(稀释后) | $0.04 | $1.20 |
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
EGHT
STRT
| Q4 25 | $185.1M | $137.5M | ||
| Q3 25 | $184.1M | $152.4M | ||
| Q2 25 | $181.4M | $152.0M | ||
| Q1 25 | $177.0M | $144.1M | ||
| Q4 24 | $178.9M | $129.9M | ||
| Q3 24 | $181.0M | $139.1M | ||
| Q2 24 | $178.1M | — | ||
| Q1 24 | $179.4M | $140.8M |
净利润
EGHT
STRT
| Q4 25 | $5.1M | $4.9M | ||
| Q3 25 | $767.0K | $8.5M | ||
| Q2 25 | $-4.3M | $8.3M | ||
| Q1 25 | $-5.4M | $5.4M | ||
| Q4 24 | $3.0M | $1.3M | ||
| Q3 24 | $-14.5M | $3.7M | ||
| Q2 24 | $-10.3M | — | ||
| Q1 24 | $-23.6M | $1.5M |
毛利率
EGHT
STRT
| Q4 25 | 63.9% | 16.5% | ||
| Q3 25 | 64.8% | 17.3% | ||
| Q2 25 | 66.4% | 16.7% | ||
| Q1 25 | 67.8% | 16.0% | ||
| Q4 24 | 67.7% | 13.2% | ||
| Q3 24 | 68.1% | 13.6% | ||
| Q2 24 | 67.9% | — | ||
| Q1 24 | 68.2% | 10.4% |
营业利润率
EGHT
STRT
| Q4 25 | 5.2% | 3.5% | ||
| Q3 25 | 2.9% | 6.9% | ||
| Q2 25 | 0.3% | 5.6% | ||
| Q1 25 | 0.2% | 4.9% | ||
| Q4 24 | 5.0% | 1.6% | ||
| Q3 24 | 4.0% | 3.6% | ||
| Q2 24 | -0.8% | — | ||
| Q1 24 | -7.9% | 1.4% |
净利率
EGHT
STRT
| Q4 25 | 2.8% | 3.6% | ||
| Q3 25 | 0.4% | 5.6% | ||
| Q2 25 | -2.4% | 5.4% | ||
| Q1 25 | -3.1% | 3.7% | ||
| Q4 24 | 1.7% | 1.0% | ||
| Q3 24 | -8.0% | 2.7% | ||
| Q2 24 | -5.8% | — | ||
| Q1 24 | -13.1% | 1.1% |
每股收益(稀释后)
EGHT
STRT
| Q4 25 | $0.04 | $1.20 | ||
| Q3 25 | $0.01 | $2.07 | ||
| Q2 25 | $-0.03 | $2.02 | ||
| Q1 25 | $-0.04 | $1.32 | ||
| Q4 24 | $0.02 | $0.32 | ||
| Q3 24 | $-0.11 | $0.92 | ||
| Q2 24 | $-0.08 | — | ||
| Q1 24 | $-0.20 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | $321.2M | — |
| 股东权益账面价值 | $142.9M | $236.8M |
| 总资产 | $661.5M | $392.2M |
| 负债/权益比越低杠杆越低 | 2.25× | — |
8季度趋势,按日历期对齐
现金及短期投资
EGHT
STRT
| Q4 25 | $86.9M | $99.0M | ||
| Q3 25 | $75.9M | $90.5M | ||
| Q2 25 | $81.3M | $84.6M | ||
| Q1 25 | $88.0M | $62.1M | ||
| Q4 24 | $104.2M | $42.6M | ||
| Q3 24 | $117.4M | $34.4M | ||
| Q2 24 | $130.8M | — | ||
| Q1 24 | $117.3M | $9.6M |
总债务
EGHT
STRT
| Q4 25 | $321.2M | — | ||
| Q3 25 | $325.8M | — | ||
| Q2 25 | $335.4M | — | ||
| Q1 25 | $350.0M | — | ||
| Q4 24 | $364.5M | — | ||
| Q3 24 | $396.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $409.7M | — |
股东权益
EGHT
STRT
| Q4 25 | $142.9M | $236.8M | ||
| Q3 25 | $133.2M | $230.5M | ||
| Q2 25 | $128.2M | $221.6M | ||
| Q1 25 | $122.2M | $210.7M | ||
| Q4 24 | $113.0M | $204.5M | ||
| Q3 24 | $109.8M | $203.0M | ||
| Q2 24 | $104.6M | — | ||
| Q1 24 | $102.0M | $193.8M |
总资产
EGHT
STRT
| Q4 25 | $661.5M | $392.2M | ||
| Q3 25 | $670.8M | $390.1M | ||
| Q2 25 | $684.3M | $391.5M | ||
| Q1 25 | $683.2M | $387.4M | ||
| Q4 24 | $698.2M | $355.9M | ||
| Q3 24 | $740.1M | $366.9M | ||
| Q2 24 | $755.7M | — | ||
| Q1 24 | $756.0M | $348.5M |
负债/权益比
EGHT
STRT
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.62× | — | ||
| Q1 25 | 2.86× | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 3.61× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 4.02× | — |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $11.3M |
| 自由现金流率自由现金流/营收 | 10.3% | 8.2% |
| 资本支出强度资本支出/营收 | 0.9% | 1.9% |
| 现金转化率经营现金流/净利润 | 4.07× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $43.8M | $67.8M |
8季度趋势,按日历期对齐
经营现金流
EGHT
STRT
| Q4 25 | $20.7M | $13.9M | ||
| Q3 25 | $8.8M | $11.3M | ||
| Q2 25 | $11.9M | $30.2M | ||
| Q1 25 | $5.9M | $20.7M | ||
| Q4 24 | $27.2M | $9.4M | ||
| Q3 24 | $12.3M | $11.3M | ||
| Q2 24 | $18.1M | — | ||
| Q1 24 | $12.7M | $-309.0K |
自由现金流
EGHT
STRT
| Q4 25 | $19.1M | $11.3M | ||
| Q3 25 | $7.7M | $9.8M | ||
| Q2 25 | $11.5M | $27.2M | ||
| Q1 25 | $5.5M | $19.6M | ||
| Q4 24 | $26.8M | $8.5M | ||
| Q3 24 | $11.1M | $9.3M | ||
| Q2 24 | $17.8M | — | ||
| Q1 24 | $12.3M | $-2.0M |
自由现金流率
EGHT
STRT
| Q4 25 | 10.3% | 8.2% | ||
| Q3 25 | 4.2% | 6.4% | ||
| Q2 25 | 6.3% | 17.9% | ||
| Q1 25 | 3.1% | 13.6% | ||
| Q4 24 | 15.0% | 6.6% | ||
| Q3 24 | 6.1% | 6.7% | ||
| Q2 24 | 10.0% | — | ||
| Q1 24 | 6.9% | -1.4% |
资本支出强度
EGHT
STRT
| Q4 25 | 0.9% | 1.9% | ||
| Q3 25 | 0.6% | 1.0% | ||
| Q2 25 | 0.2% | 2.0% | ||
| Q1 25 | 0.2% | 0.8% | ||
| Q4 24 | 0.3% | 0.7% | ||
| Q3 24 | 0.7% | 1.5% | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.2% | 1.2% |
现金转化率
EGHT
STRT
| Q4 25 | 4.07× | 2.81× | ||
| Q3 25 | 11.52× | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | 9.01× | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |