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ESCO TECHNOLOGIES INC(ESE)与INSEEGO CORP.(INSG)财务数据对比。点击上方公司名可切换其他公司
ESCO TECHNOLOGIES INC的季度营收约是INSEEGO CORP.的6.0倍($289.7M vs $48.4M)。ESCO TECHNOLOGIES INC净利率更高(9.9% vs 1.0%,领先8.9%)。ESCO TECHNOLOGIES INC同比增速更快(17.3% vs 0.6%)。ESCO TECHNOLOGIES INC自由现金流更多($63.0M vs $11.6M)。过去两年INSEEGO CORP.的营收复合增速更高(13.6% vs 7.8%)
ESCO是来自新加坡的品牌,专注于实验室领域相关产品及服务的研发、生产与销售,可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持,产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
Inseego Corp是全球领先的5G及物联网解决方案提供商,主打移动热点、边缘计算设备及云端设备管理平台产品,客户覆盖全球范围内的电信运营商、企业及公共部门。
ESE vs INSG — 直观对比
营收规模更大
ESE
是对方的6.0倍
$48.4M
营收增速更快
ESE
高出16.6%
0.6%
净利率更高
ESE
高出8.9%
1.0%
自由现金流更多
ESE
多$51.3M
$11.6M
两年增速更快
INSG
近两年复合增速
7.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $289.7M | $48.4M |
| 净利润 | $28.7M | $469.0K |
| 毛利率 | 41.4% | 42.2% |
| 营业利润率 | 13.2% | 2.7% |
| 净利率 | 9.9% | 1.0% |
| 营收同比 | 17.3% | 0.6% |
| 净利润同比 | 22.2% | 182.9% |
| 每股收益(稀释后) | $1.11 | $-0.02 |
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
ESE
INSG
| Q4 25 | $289.7M | $48.4M | ||
| Q3 25 | $286.5M | $45.9M | ||
| Q2 25 | $296.3M | $40.2M | ||
| Q1 25 | $265.5M | $31.7M | ||
| Q4 24 | $247.0M | $48.1M | ||
| Q3 24 | $298.5M | $54.0M | ||
| Q2 24 | $260.8M | $51.6M | ||
| Q1 24 | $249.1M | $37.5M |
净利润
ESE
INSG
| Q4 25 | $28.7M | $469.0K | ||
| Q3 25 | $218.7M | $1.4M | ||
| Q2 25 | $26.1M | $507.0K | ||
| Q1 25 | $31.0M | $-1.6M | ||
| Q4 24 | $23.5M | $-566.0K | ||
| Q3 24 | $34.3M | $9.0M | ||
| Q2 24 | $29.2M | $624.0K | ||
| Q1 24 | $23.2M | $-4.5M |
毛利率
ESE
INSG
| Q4 25 | 41.4% | 42.2% | ||
| Q3 25 | 45.9% | 41.6% | ||
| Q2 25 | 41.2% | 41.1% | ||
| Q1 25 | 41.1% | 47.3% | ||
| Q4 24 | 39.8% | 37.3% | ||
| Q3 24 | 40.1% | 34.8% | ||
| Q2 24 | 39.6% | 36.4% | ||
| Q1 24 | 38.8% | 35.3% |
营业利润率
ESE
INSG
| Q4 25 | 13.2% | 2.7% | ||
| Q3 25 | 17.2% | 4.7% | ||
| Q2 25 | 11.2% | 3.2% | ||
| Q1 25 | 15.3% | -1.3% | ||
| Q4 24 | 11.4% | 3.7% | ||
| Q3 24 | 14.8% | 1.9% | ||
| Q2 24 | 14.3% | 3.6% | ||
| Q1 24 | 11.7% | -7.9% |
净利率
ESE
INSG
| Q4 25 | 9.9% | 1.0% | ||
| Q3 25 | 76.3% | 3.1% | ||
| Q2 25 | 8.8% | 1.3% | ||
| Q1 25 | 11.7% | -5.0% | ||
| Q4 24 | 9.5% | -1.2% | ||
| Q3 24 | 11.5% | 16.6% | ||
| Q2 24 | 11.2% | 1.2% | ||
| Q1 24 | 9.3% | -11.9% |
每股收益(稀释后)
ESE
INSG
| Q4 25 | $1.11 | $-0.02 | ||
| Q3 25 | $8.43 | $0.03 | ||
| Q2 25 | $1.01 | $-0.03 | ||
| Q1 25 | $1.20 | $-0.16 | ||
| Q4 24 | $0.91 | $0.62 | ||
| Q3 24 | $1.32 | $-0.06 | ||
| Q2 24 | $1.13 | $-0.02 | ||
| Q1 24 | $0.90 | $-0.44 |
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 | $103.8M | $24.9M |
| 总债务越低越好 | $145.5M | — |
| 股东权益账面价值 | $1.6B | $-4.0M |
| 总资产 | $2.4B | $93.8M |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势,按日历期对齐
现金及短期投资
ESE
INSG
| Q4 25 | $103.8M | $24.9M | ||
| Q3 25 | $101.3M | $14.6M | ||
| Q2 25 | $78.7M | $13.2M | ||
| Q1 25 | $57.4M | $35.1M | ||
| Q4 24 | $71.3M | $39.6M | ||
| Q3 24 | $66.0M | $12.0M | ||
| Q2 24 | $63.0M | $49.0M | ||
| Q1 24 | $59.4M | $12.3M |
总债务
ESE
INSG
| Q4 25 | $145.5M | — | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $191.0M | — |
股东权益
ESE
INSG
| Q4 25 | $1.6B | $-4.0M | ||
| Q3 25 | $1.5B | $-7.7M | ||
| Q2 25 | $1.3B | $-10.5M | ||
| Q1 25 | $1.3B | $-13.0M | ||
| Q4 24 | $1.2B | $-12.9M | ||
| Q3 24 | $1.2B | $-85.1M | ||
| Q2 24 | $1.2B | $-101.8M | ||
| Q1 24 | $1.2B | $-105.6M |
总资产
ESE
INSG
| Q4 25 | $2.4B | $93.8M | ||
| Q3 25 | $2.4B | $85.8M | ||
| Q2 25 | $2.5B | $83.1M | ||
| Q1 25 | $1.8B | $93.0M | ||
| Q4 24 | $1.8B | $100.0M | ||
| Q3 24 | $1.8B | $113.4M | ||
| Q2 24 | $1.8B | $149.6M | ||
| Q1 24 | $1.8B | $122.1M |
负债/权益比
ESE
INSG
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 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 | $68.9M | $12.0M |
| 自由现金流经营现金流 - 资本支出 | $63.0M | $11.6M |
| 自由现金流率自由现金流/营收 | 21.7% | 24.0% |
| 资本支出强度资本支出/营收 | 2.0% | 0.7% |
| 现金转化率经营现金流/净利润 | 2.40× | 25.50× |
| 过去12个月自由现金流最近4个季度 | $239.6M | $6.5M |
8季度趋势,按日历期对齐
经营现金流
ESE
INSG
| Q4 25 | $68.9M | $12.0M | ||
| Q3 25 | $109.9M | $3.2M | ||
| Q2 25 | $73.7M | $-4.5M | ||
| Q1 25 | $24.1M | $-3.5M | ||
| Q4 24 | $34.2M | $-14.2M | ||
| Q3 24 | $72.1M | $14.8M | ||
| Q2 24 | $36.2M | $27.6M | ||
| Q1 24 | $10.5M | $5.2M |
自由现金流
ESE
INSG
| Q4 25 | $63.0M | $11.6M | ||
| Q3 25 | $97.8M | $3.1M | ||
| Q2 25 | $64.9M | $-4.7M | ||
| Q1 25 | $14.0M | $-3.5M | ||
| Q4 24 | $29.0M | $-14.3M | ||
| Q3 24 | $60.9M | $14.8M | ||
| Q2 24 | $27.6M | $27.6M | ||
| Q1 24 | $2.0M | — |
自由现金流率
ESE
INSG
| Q4 25 | 21.7% | 24.0% | ||
| Q3 25 | 34.1% | 6.7% | ||
| Q2 25 | 21.9% | -11.6% | ||
| Q1 25 | 5.3% | -11.0% | ||
| Q4 24 | 11.7% | -29.7% | ||
| Q3 24 | 20.4% | 27.4% | ||
| Q2 24 | 10.6% | 53.5% | ||
| Q1 24 | 0.8% | — |
资本支出强度
ESE
INSG
| Q4 25 | 2.0% | 0.7% | ||
| Q3 25 | 4.2% | 0.2% | ||
| Q2 25 | 3.0% | 0.5% | ||
| Q1 25 | 3.8% | 0.1% | ||
| Q4 24 | 2.1% | 0.1% | ||
| Q3 24 | 3.8% | 0.0% | ||
| Q2 24 | 3.3% | 0.0% | ||
| Q1 24 | 3.4% | 0.0% |
现金转化率
ESE
INSG
| Q4 25 | 2.40× | 25.50× | ||
| Q3 25 | 0.50× | 2.22× | ||
| Q2 25 | 2.83× | -8.81× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 2.10× | 1.65× | ||
| Q2 24 | 1.24× | 44.31× | ||
| Q1 24 | 0.45× | — |
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
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
INSG
暂无分部数据