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Element Solutions Inc（ESI）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是Element Solutions Inc的1.7倍（$1.4B vs $840.0M），罗技净利率更高（17.7% vs 6.7%，领先11.0%），Element Solutions Inc同比增速更快（41.0% vs 6.1%），罗技自由现金流更多（$465.6M vs $-74.2M），过去两年罗技的营收复合增速更高（18.5% vs 17.1%）
Element Solutions Inc是一家总部位于美国的特种化学品生产企业，专注于特种化学品领域的生产运营，于纽约证券交易所挂牌上市，业务覆盖全球多个市场，为各行业客户提供专业的特种化学品产品及相关解决方案。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
ESI vs LOGI — 直观对比
营收规模更大
LOGI
是对方的1.7倍
$840.0M
营收增速更快
ESI
高出34.9%
6.1%
净利率更高
LOGI
高出11.0%
6.7%
自由现金流更多
LOGI
多$539.8M
$-74.2M
两年增速更快
LOGI
近两年复合增速
17.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $840.0M | $1.4B |
| 净利润 | $56.0M | $251.0M |
| 毛利率 | 38.4% | 43.2% |
| 营业利润率 | 13.3% | 20.1% |
| 净利率 | 6.7% | 17.7% |
| 营收同比 | 41.0% | 6.1% |
| 净利润同比 | -42.9% | 25.4% |
| 每股收益（稀释后） | $0.23 | $1.69 |
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ESILOGI
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $1.4B | ||
| Q3 25 | $656.1M | $1.2B | ||
| Q2 25 | $625.2M | $1.1B | ||
| Q1 25 | $593.7M | $1.0B | ||
| Q4 24 | $624.2M | $1.3B | ||
| Q3 24 | $645.0M | $1.1B | ||
| Q2 24 | $612.7M | $1.1B |
净利润ESILOGI
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $251.0M | ||
| Q3 25 | $39.3M | $170.7M | ||
| Q2 25 | $47.4M | $146.0M | ||
| Q1 25 | $98.0M | $144.1M | ||
| Q4 24 | $54.7M | $200.1M | ||
| Q3 24 | $40.3M | $145.5M | ||
| Q2 24 | $93.2M | $141.8M |
毛利率ESILOGI
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 43.2% | ||
| Q3 25 | 42.2% | 43.4% | ||
| Q2 25 | 42.6% | 41.7% | ||
| Q1 25 | 42.2% | 43.1% | ||
| Q4 24 | 41.0% | 42.9% | ||
| Q3 24 | 41.5% | 43.6% | ||
| Q2 24 | 43.6% | 42.8% |
营业利润率ESILOGI
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 20.1% | ||
| Q3 25 | 15.4% | 16.1% | ||
| Q2 25 | 15.1% | 14.1% | ||
| Q1 25 | 13.0% | 10.5% | ||
| Q4 24 | 12.0% | 17.5% | ||
| Q3 24 | 14.7% | 14.4% | ||
| Q2 24 | 15.7% | 14.1% |
净利率ESILOGI
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 17.7% | ||
| Q3 25 | 6.0% | 14.4% | ||
| Q2 25 | 7.6% | 12.7% | ||
| Q1 25 | 16.5% | 14.3% | ||
| Q4 24 | 8.8% | 14.9% | ||
| Q3 24 | 6.2% | 13.0% | ||
| Q2 24 | 15.2% | 13.0% |
每股收益（稀释后）ESILOGI
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $1.69 | ||
| Q3 25 | $0.16 | $1.15 | ||
| Q2 25 | $0.20 | $0.98 | ||
| Q1 25 | $0.40 | $0.94 | ||
| Q4 24 | $0.22 | $1.32 | ||
| Q3 24 | $0.17 | $0.95 | ||
| Q2 24 | $0.39 | $0.92 |
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 | $177.3M | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $2.3B |
| 总资产 | $5.7B | $4.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ESILOGI
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $1.8B | ||
| Q3 25 | $594.3M | $1.4B | ||
| Q2 25 | $529.9M | $1.5B | ||
| Q1 25 | $499.2M | $1.5B | ||
| Q4 24 | $359.4M | $1.5B | ||
| Q3 24 | $376.0M | $1.4B | ||
| Q2 24 | $309.3M | $1.5B |
总债务ESILOGI
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
股东权益ESILOGI
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $2.3B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.6B | $2.2B | ||
| Q1 25 | $2.5B | $2.1B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $2.2B |
总资产ESILOGI
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $4.1B | ||
| Q3 25 | $5.0B | $3.7B | ||
| Q2 25 | $5.0B | $3.7B | ||
| Q1 25 | $4.8B | $3.5B | ||
| Q4 24 | $4.9B | $3.7B | ||
| Q3 24 | $5.1B | $3.6B | ||
| Q2 24 | $5.0B | $3.7B |
负债/权益比ESILOGI
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
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 | — | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $-74.2M | $465.6M |
| 自由现金流率自由现金流/营收 | -8.8% | 32.8% |
| 资本支出强度资本支出/营收 | 3.0% | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | $903.6M |
8季度趋势，按日历期对齐
经营现金流ESILOGI
| Q1 26 | — | — | ||
| Q4 25 | — | $480.5M | ||
| Q3 25 | $100.1M | $228.8M | ||
| Q2 25 | — | $125.0M | ||
| Q1 25 | $26.0M | $129.7M | ||
| Q4 24 | — | $370.9M | ||
| Q3 24 | $98.5M | $166.0M | ||
| Q2 24 | — | $176.0M |
自由现金流ESILOGI
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $465.6M | ||
| Q3 25 | $83.6M | $212.3M | ||
| Q2 25 | — | $108.8M | ||
| Q1 25 | $15.0M | $116.9M | ||
| Q4 24 | — | $356.6M | ||
| Q3 24 | $85.9M | $151.5M | ||
| Q2 24 | — | $161.4M |
自由现金流率ESILOGI
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 32.8% | ||
| Q3 25 | 12.7% | 17.9% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | 2.5% | 11.6% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | 13.3% | 13.6% | ||
| Q2 24 | — | 14.8% |
资本支出强度ESILOGI
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 1.0% | ||
| Q3 25 | 2.5% | 1.4% | ||
| Q2 25 | 2.8% | 1.4% | ||
| Q1 25 | 1.9% | 1.3% | ||
| Q4 24 | 3.6% | 1.1% | ||
| Q3 24 | 2.0% | 1.3% | ||
| Q2 24 | 2.4% | 1.3% |
现金转化率ESILOGI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.91× | ||
| Q3 25 | 2.55× | 1.34× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | 0.27× | 0.90× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | 2.44× | 1.14× | ||
| Q2 24 | — | 1.24× |
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
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
