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简柏特（EGP）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是简柏特的1.9倍（$362.7M vs $190.3M），简柏特净利率更高（49.7% vs -10.7%，领先60.4%），简柏特自由现金流更多（$126.7M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% vs 9.4%）
简柏特是全球领先的信息技术服务、咨询及外包服务商，总部位于美国纽约，注册地为百慕大，最初创立于印度古尔冈。目前公司全球员工超12.5万名，服务覆盖30余个国家，于纽交所上市，2023年营收达44.8亿美元。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
EGP vs VNET — 直观对比
营收规模更大
VNET
是对方的1.9倍
$190.3M
净利率更高
EGP
高出60.4%
-10.7%
自由现金流更多
EGP
多$319.8M
$-193.1M
两年增速更快
VNET
近两年复合增速
9.4%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $190.3M | $362.7M |
| 净利润 | $94.6M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | 49.7% | -10.7% |
| 营收同比 | 9.1% | — |
| 净利润同比 | 59.2% | — |
| 每股收益（稀释后） | $1.77 | — |
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EGPVNET
| Q1 26 | $190.3M | — | ||
| Q4 25 | $187.5M | — | ||
| Q3 25 | $182.1M | $362.7M | ||
| Q2 25 | $177.3M | — | ||
| Q1 25 | $174.4M | $309.5M | ||
| Q4 24 | $164.0M | — | ||
| Q3 24 | $162.9M | $302.2M | ||
| Q2 24 | $159.1M | $274.4M |
净利润EGPVNET
| Q1 26 | $94.6M | — | ||
| Q4 25 | $67.8M | — | ||
| Q3 25 | $67.0M | $-38.7M | ||
| Q2 25 | $63.3M | — | ||
| Q1 25 | $59.4M | $-2.4M | ||
| Q4 24 | $58.7M | — | ||
| Q3 24 | $55.2M | $-2.1M | ||
| Q2 24 | $55.3M | $-1.1M |
毛利率EGPVNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% |
营业利润率EGPVNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 0.2% |
净利率EGPVNET
| Q1 26 | 49.7% | — | ||
| Q4 25 | 36.1% | — | ||
| Q3 25 | 36.8% | -10.7% | ||
| Q2 25 | 35.7% | — | ||
| Q1 25 | 34.1% | -0.8% | ||
| Q4 24 | 35.8% | — | ||
| Q3 24 | 33.9% | -0.7% | ||
| Q2 24 | 34.8% | -0.4% |
每股收益（稀释后）EGPVNET
| Q1 26 | $1.77 | — | ||
| Q4 25 | $1.27 | — | ||
| Q3 25 | $1.26 | — | ||
| Q2 25 | $1.20 | — | ||
| Q1 25 | $1.14 | — | ||
| Q4 24 | $1.17 | — | ||
| Q3 24 | $1.13 | — | ||
| Q2 24 | $1.14 | — |
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 | $31.4M | $492.1M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $3.6B | $890.8M |
| 总资产 | $5.5B | $6.1B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资EGPVNET
| Q1 26 | $31.4M | — | ||
| Q4 25 | $1.0M | — | ||
| Q3 25 | $3.0M | $492.1M | ||
| Q2 25 | $32.9M | — | ||
| Q1 25 | $20.5M | $544.3M | ||
| Q4 24 | $17.5M | — | ||
| Q3 24 | $17.0M | $219.5M | ||
| Q2 24 | $39.4M | $247.2M |
总债务EGPVNET
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.7B | — |
股东权益EGPVNET
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.5B | $890.8M | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.3B | $927.8M | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $2.8B | $902.9M | ||
| Q2 24 | $2.8B | $900.6M |
总资产EGPVNET
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.4B | $6.1B | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $5.1B | $5.4B | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $4.8B | $4.3B | ||
| Q2 24 | $4.7B | $4.0B |
负债/权益比EGPVNET
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.41× | — | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.57× | 1.28× | ||
| Q2 24 | 0.60× | — |
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 | $142.3M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $126.7M | $-193.1M |
| 自由现金流率自由现金流/营收 | 66.6% | -53.2% |
| 资本支出强度资本支出/营收 | 8.2% | 84.6% |
| 现金转化率经营现金流/净利润 | 1.50× | — |
| 过去12个月自由现金流最近4个季度 | $771.1M | $-589.7M |
8季度趋势，按日历期对齐
经营现金流EGPVNET
| Q1 26 | $142.3M | — | ||
| Q4 25 | $480.7M | — | ||
| Q3 25 | $138.9M | $113.8M | ||
| Q2 25 | $143.4M | — | ||
| Q1 25 | $133.7M | $27.0M | ||
| Q4 24 | $416.6M | — | ||
| Q3 24 | $122.9M | $108.3M | ||
| Q2 24 | $122.9M | $55.8M |
自由现金流EGPVNET
| Q1 26 | $126.7M | — | ||
| Q4 25 | $404.9M | — | ||
| Q3 25 | $120.3M | $-193.1M | ||
| Q2 25 | $119.2M | — | ||
| Q1 25 | $113.9M | $-220.0M | ||
| Q4 24 | $357.3M | — | ||
| Q3 24 | $108.5M | $-95.0M | ||
| Q2 24 | $102.8M | $-81.6M |
自由现金流率EGPVNET
| Q1 26 | 66.6% | — | ||
| Q4 25 | 216.0% | — | ||
| Q3 25 | 66.0% | -53.2% | ||
| Q2 25 | 67.2% | — | ||
| Q1 25 | 65.3% | -71.1% | ||
| Q4 24 | 217.8% | — | ||
| Q3 24 | 66.6% | -31.4% | ||
| Q2 24 | 64.6% | -29.8% |
资本支出强度EGPVNET
| Q1 26 | 8.2% | — | ||
| Q4 25 | 40.5% | — | ||
| Q3 25 | 10.2% | 84.6% | ||
| Q2 25 | 13.7% | — | ||
| Q1 25 | 11.3% | 79.8% | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 8.9% | 67.3% | ||
| Q2 24 | 12.6% | 50.1% |
现金转化率EGPVNET
| Q1 26 | 1.50× | — | ||
| Q4 25 | 7.10× | — | ||
| Q3 25 | 2.07× | — | ||
| Q2 25 | 2.26× | — | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | 7.10× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.22× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
