vs
伊萨（ESAB）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是伊萨的1.6倍（$1.2B vs $745.6M），伊萨净利率更高（6.6% vs 4.3%，领先2.3%），PLEXUS CORP同比增速更快（18.7% vs 9.9%），过去两年PLEXUS CORP的营收复合增速更高（7.2% vs 4.0%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
ESAB vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.6倍
$745.6M
营收增速更快
PLXS
高出8.8%
9.9%
净利率更高
ESAB
高出2.3%
4.3%
两年增速更快
PLXS
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $745.6M | $1.2B |
| 净利润 | $49.2M | $49.8M |
| 毛利率 | 36.9% | 10.2% |
| 营业利润率 | 12.1% | 5.3% |
| 净利率 | 6.6% | 4.3% |
| 营收同比 | 9.9% | 18.7% |
| 净利润同比 | -29.3% | 27.5% |
| 每股收益（稀释后） | $0.78 | $1.82 |
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ESABPLXS
| Q1 26 | $745.6M | $1.1B | ||
| Q4 25 | $727.8M | — | ||
| Q3 25 | $715.6M | — | ||
| Q2 25 | $678.1M | — | ||
| Q4 24 | $670.8M | — | ||
| Q3 24 | $673.3M | — | ||
| Q2 24 | $707.1M | — | ||
| Q1 24 | $689.7M | — |
净利润ESABPLXS
| Q1 26 | $49.2M | $41.2M | ||
| Q4 25 | $54.8M | — | ||
| Q3 25 | $66.9M | — | ||
| Q2 25 | $67.4M | — | ||
| Q4 24 | $53.7M | — | ||
| Q3 24 | $68.2M | — | ||
| Q2 24 | $82.9M | — | ||
| Q1 24 | $60.0M | — |
毛利率ESABPLXS
| Q1 26 | 36.9% | 9.9% | ||
| Q4 25 | 37.0% | — | ||
| Q3 25 | 37.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 38.2% | — | ||
| Q1 24 | 37.0% | — |
营业利润率ESABPLXS
| Q1 26 | 12.1% | 5.1% | ||
| Q4 25 | 14.6% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 16.2% | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | 16.9% | — | ||
| Q1 24 | 16.0% | — |
净利率ESABPLXS
| Q1 26 | 6.6% | 3.8% | ||
| Q4 25 | 7.5% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 9.9% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 11.7% | — | ||
| Q1 24 | 8.7% | — |
每股收益（稀释后）ESABPLXS
| Q1 26 | $0.78 | $1.51 | ||
| Q4 25 | $0.90 | — | ||
| Q3 25 | $1.09 | — | ||
| Q2 25 | $1.10 | — | ||
| Q4 24 | $0.87 | — | ||
| Q3 24 | $1.11 | — | ||
| Q2 24 | $1.35 | — | ||
| Q1 24 | $0.98 | — |
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 | $1.0B | $303.1M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.2B | $1.5B |
| 总资产 | $5.6B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.91× | — |
8季度趋势，按日历期对齐
现金及短期投资ESABPLXS
| Q1 26 | $1.0B | $248.8M | ||
| Q4 25 | $218.2M | — | ||
| Q3 25 | $258.2M | — | ||
| Q2 25 | $291.3M | — | ||
| Q4 24 | $249.4M | — | ||
| Q3 24 | $253.7M | — | ||
| Q2 24 | $228.5M | — | ||
| Q1 24 | $76.5M | — |
总债务ESABPLXS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $992.8M | — |
股东权益ESABPLXS
| Q1 26 | $2.2B | $1.5B | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $1.9B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.6B | — |
总资产ESABPLXS
| Q1 26 | $5.6B | $3.2B | ||
| Q4 25 | $4.9B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.2B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.0B | — | ||
| Q1 24 | $3.8B | — |
负债/权益比ESABPLXS
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.61× | — |
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 | $46.9M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.95× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESABPLXS
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | — | ||
| Q3 25 | $46.6M | — | ||
| Q2 25 | $35.4M | — | ||
| Q4 24 | $126.9M | — | ||
| Q3 24 | $101.0M | — | ||
| Q2 24 | $83.0M | — | ||
| Q1 24 | $44.5M | — |
自由现金流ESABPLXS
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | — | ||
| Q2 25 | $28.1M | — | ||
| Q4 24 | $102.2M | — | ||
| Q3 24 | $90.4M | — | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | $37.1M | — |
自由现金流率ESABPLXS
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 4.1% | — | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 13.4% | — | ||
| Q2 24 | 10.5% | — | ||
| Q1 24 | 5.4% | — |
资本支出强度ESABPLXS
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.1% | — |
现金转化率ESABPLXS
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.53× | — | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.74× | — |
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
ESAB
暂无分部数据
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
