vs
英特格（ENTG）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是英特格的1.3倍（$1.0B vs $823.9M），思佳讯净利率更高（7.6% vs 6.0%，领先1.7%），思佳讯同比增速更快（8.6% vs -3.1%），思佳讯自由现金流更多（$339.0M vs $134.0M），过去两年英特格的营收复合增速更高（3.4% vs -0.5%）
英特格是面向半导体及其他高科技行业的材料供应商，全球员工约8000人，总部位于美国马萨诸塞州比勒里卡。公司在全球多国及地区布局生产、客户服务与研发设施，覆盖美国、加拿大、中国、德国、以色列、日本、马来西亚、新加坡、韩国、中国台湾等地。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
ENTG vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.3倍
$823.9M
营收增速更快
SWKS
高出11.7%
-3.1%
净利率更高
SWKS
高出1.7%
6.0%
自由现金流更多
SWKS
多$205.0M
$134.0M
两年增速更快
ENTG
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $823.9M | $1.0B |
| 净利润 | $49.4M | $79.2M |
| 毛利率 | 43.8% | 41.3% |
| 营业利润率 | 12.7% | 10.0% |
| 净利率 | 6.0% | 7.6% |
| 营收同比 | -3.1% | 8.6% |
| 净利润同比 | -51.7% | 15.3% |
| 每股收益（稀释后） | $0.33 | $0.53 |
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ENTGSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $823.9M | $1.1B | ||
| Q3 25 | $807.1M | — | ||
| Q2 25 | $792.4M | $965.0M | ||
| Q1 25 | $773.2M | $953.2M | ||
| Q4 24 | $849.8M | $1.1B | ||
| Q3 24 | $807.7M | $1.0B | ||
| Q2 24 | $812.7M | $905.5M |
净利润ENTGSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $49.4M | $141.4M | ||
| Q3 25 | $70.5M | — | ||
| Q2 25 | $52.8M | $105.0M | ||
| Q1 25 | $62.9M | $68.7M | ||
| Q4 24 | $102.2M | $162.0M | ||
| Q3 24 | $77.6M | $60.5M | ||
| Q2 24 | $67.7M | $120.9M |
毛利率ENTGSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 43.8% | 40.7% | ||
| Q3 25 | 43.5% | — | ||
| Q2 25 | 44.4% | 41.6% | ||
| Q1 25 | 46.1% | 41.1% | ||
| Q4 24 | 45.6% | 41.4% | ||
| Q3 24 | 46.0% | 41.9% | ||
| Q2 24 | 46.2% | 40.2% |
营业利润率ENTGSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 12.7% | 10.1% | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 13.4% | 11.5% | ||
| Q1 25 | 15.8% | 10.2% | ||
| Q4 24 | 17.6% | 16.9% | ||
| Q3 24 | 16.9% | 5.8% | ||
| Q2 24 | 16.0% | 14.4% |
净利率ENTGSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 6.0% | 12.9% | ||
| Q3 25 | 8.7% | — | ||
| Q2 25 | 6.7% | 10.9% | ||
| Q1 25 | 8.1% | 7.2% | ||
| Q4 24 | 12.0% | 15.2% | ||
| Q3 24 | 9.6% | 5.9% | ||
| Q2 24 | 8.3% | 13.4% |
每股收益（稀释后）ENTGSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $0.33 | $0.95 | ||
| Q3 25 | $0.46 | — | ||
| Q2 25 | $0.35 | $0.70 | ||
| Q1 25 | $0.41 | $0.43 | ||
| Q4 24 | $0.67 | $1.00 | ||
| Q3 24 | $0.51 | $0.36 | ||
| Q2 24 | $0.45 | $0.75 |
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 | $360.4M | $1.6B |
| 总债务越低越好 | $3.7B | $496.6M |
| 股东权益账面价值 | $4.0B | $5.8B |
| 总资产 | $8.4B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.94× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ENTGSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $360.4M | $1.4B | ||
| Q3 25 | $399.8M | — | ||
| Q2 25 | $376.8M | $1.3B | ||
| Q1 25 | $340.9M | $1.5B | ||
| Q4 24 | $329.2M | $1.7B | ||
| Q3 24 | $432.1M | $1.6B | ||
| Q2 24 | $320.0M | $1.3B |
总债务ENTGSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $3.7B | $496.4M | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $4.0B | $496.2M | ||
| Q1 25 | $4.0B | $995.1M | ||
| Q4 24 | $4.0B | $994.7M | ||
| Q3 24 | $4.1B | $994.3M | ||
| Q2 24 | $4.1B | $994.0M |
股东权益ENTGSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $4.0B | $5.8B | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.8B | $5.7B | ||
| Q1 25 | $3.7B | $5.9B | ||
| Q4 24 | $3.7B | $6.4B | ||
| Q3 24 | $3.6B | $6.3B | ||
| Q2 24 | $3.5B | $6.3B |
总资产ENTGSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $8.4B | $7.9B | ||
| Q3 25 | $8.4B | — | ||
| Q2 25 | $8.4B | $7.7B | ||
| Q1 25 | $8.4B | $7.9B | ||
| Q4 24 | $8.4B | $8.3B | ||
| Q3 24 | $8.5B | $8.3B | ||
| Q2 24 | $8.3B | $8.2B |
负债/权益比ENTGSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.94× | 0.09× | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.05× | 0.09× | ||
| Q1 25 | 1.06× | 0.17× | ||
| Q4 24 | 1.08× | 0.16× | ||
| Q3 24 | 1.15× | 0.16× | ||
| Q2 24 | 1.18× | 0.16× |
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 | $192.0M | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $134.0M | $339.0M |
| 自由现金流率自由现金流/营收 | 16.3% | 32.7% |
| 资本支出强度资本支出/营收 | 7.0% | 5.5% |
| 现金转化率经营现金流/净利润 | 3.89× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $396.2M | $1.1B |
8季度趋势，按日历期对齐
经营现金流ENTGSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $192.0M | $200.0M | ||
| Q3 25 | $249.5M | — | ||
| Q2 25 | $113.5M | $314.2M | ||
| Q1 25 | $140.4M | $409.4M | ||
| Q4 24 | $176.1M | $377.2M | ||
| Q3 24 | $197.2M | $476.1M | ||
| Q2 24 | $111.2M | $273.4M |
自由现金流ENTGSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $134.0M | $144.0M | ||
| Q3 25 | $182.8M | — | ||
| Q2 25 | $47.0M | $252.7M | ||
| Q1 25 | $32.4M | $370.9M | ||
| Q4 24 | $68.6M | $338.2M | ||
| Q3 24 | $115.0M | $393.3M | ||
| Q2 24 | $51.9M | $249.0M |
自由现金流率ENTGSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 16.3% | 13.1% | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 5.9% | 26.2% | ||
| Q1 25 | 4.2% | 38.9% | ||
| Q4 24 | 8.1% | 31.7% | ||
| Q3 24 | 14.2% | 38.4% | ||
| Q2 24 | 6.4% | 27.5% |
资本支出强度ENTGSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 7.0% | 5.1% | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 8.4% | 6.4% | ||
| Q1 25 | 14.0% | 4.0% | ||
| Q4 24 | 12.7% | 3.6% | ||
| Q3 24 | 10.2% | 8.1% | ||
| Q2 24 | 7.3% | 2.7% |
现金转化率ENTGSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 3.89× | 1.41× | ||
| Q3 25 | 3.54× | — | ||
| Q2 25 | 2.15× | 2.99× | ||
| Q1 25 | 2.23× | 5.96× | ||
| Q4 24 | 1.72× | 2.33× | ||
| Q3 24 | 2.54× | 7.87× | ||
| Q2 24 | 1.64× | 2.26× |
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
ENTG
| Fabs | $516.3M | 63% |
| Equipment And Engineering | $121.8M | 15% |
| Chemical And Materials | $83.8M | 10% |
| Other | $61.7M | 7% |
| Non Semi | $40.3M | 5% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
