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ExlService Holdings, Inc.（EXLS）与第一太阳能（FSLR）财务数据对比。点击上方公司名可切换其他公司
第一太阳能的季度营收约是ExlService Holdings, Inc.的1.9倍（$1.0B vs $542.6M），第一太阳能净利率更高（33.2% vs 11.1%，领先22.1%），第一太阳能同比增速更快（23.6% vs 12.7%），过去两年ExlService Holdings, Inc.的营收复合增速更高（11.5% vs 1.7%）
ExlService Holdings Inc.是全球知名的分析与数字解决方案服务商，服务覆盖保险、医疗健康、银行金融服务、媒体、零售等多个行业，总部位于纽约，在美国、欧洲、亚洲、拉美、澳大利亚、南非等地拥有超过5.4万名专业从业人员。
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
EXLS vs FSLR — 直观对比
营收规模更大
FSLR
是对方的1.9倍
$542.6M
营收增速更快
FSLR
高出10.9%
12.7%
净利率更高
FSLR
高出22.1%
11.1%
两年增速更快
EXLS
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $542.6M | $1.0B |
| 净利润 | $60.2M | $346.6M |
| 毛利率 | 38.6% | 46.6% |
| 营业利润率 | 14.4% | 33.1% |
| 净利率 | 11.1% | 33.2% |
| 营收同比 | 12.7% | 23.6% |
| 净利润同比 | 18.9% | 65.4% |
| 每股收益（稀释后） | $0.38 | $3.22 |
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EXLSFSLR
| Q1 26 | — | $1.0B | ||
| Q4 25 | $542.6M | $1.7B | ||
| Q3 25 | $529.6M | $1.6B | ||
| Q2 25 | $514.5M | $1.1B | ||
| Q1 25 | $501.0M | $844.6M | ||
| Q4 24 | $481.4M | $1.5B | ||
| Q3 24 | $472.1M | $887.7M | ||
| Q2 24 | $448.4M | $1.0B |
净利润EXLSFSLR
| Q1 26 | — | $346.6M | ||
| Q4 25 | $60.2M | $520.9M | ||
| Q3 25 | $58.2M | $455.9M | ||
| Q2 25 | $66.1M | $341.9M | ||
| Q1 25 | $66.6M | $209.5M | ||
| Q4 24 | $50.7M | $393.1M | ||
| Q3 24 | $53.0M | $313.0M | ||
| Q2 24 | $45.8M | $349.4M |
毛利率EXLSFSLR
| Q1 26 | — | 46.6% | ||
| Q4 25 | 38.6% | 39.5% | ||
| Q3 25 | 38.5% | 38.3% | ||
| Q2 25 | 37.7% | 45.6% | ||
| Q1 25 | 38.6% | 40.8% | ||
| Q4 24 | 38.1% | 37.5% | ||
| Q3 24 | 37.8% | 50.2% | ||
| Q2 24 | 37.1% | 49.4% |
营业利润率EXLSFSLR
| Q1 26 | — | 33.1% | ||
| Q4 25 | 14.4% | 32.6% | ||
| Q3 25 | 14.4% | 29.2% | ||
| Q2 25 | 15.8% | 33.0% | ||
| Q1 25 | 15.7% | 26.2% | ||
| Q4 24 | 14.8% | 30.2% | ||
| Q3 24 | 14.7% | 36.3% | ||
| Q2 24 | 13.7% | 36.9% |
净利率EXLSFSLR
| Q1 26 | — | 33.2% | ||
| Q4 25 | 11.1% | 31.0% | ||
| Q3 25 | 11.0% | 28.6% | ||
| Q2 25 | 12.8% | 31.2% | ||
| Q1 25 | 13.3% | 24.8% | ||
| Q4 24 | 10.5% | 26.0% | ||
| Q3 24 | 11.2% | 35.3% | ||
| Q2 24 | 10.2% | 34.6% |
每股收益（稀释后）EXLSFSLR
| Q1 26 | — | $3.22 | ||
| Q4 25 | $0.38 | $4.84 | ||
| Q3 25 | $0.36 | $4.24 | ||
| Q2 25 | $0.40 | $3.18 | ||
| Q1 25 | $0.40 | $1.95 | ||
| Q4 24 | $0.31 | $3.66 | ||
| Q3 24 | $0.33 | $2.91 | ||
| Q2 24 | $0.28 | $3.25 |
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 | $328.4M | $2.4B |
| 总债务越低越好 | $298.6M | $425.8M |
| 股东权益账面价值 | $912.7M | $9.9B |
| 总资产 | $1.7B | $13.4B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资EXLSFSLR
| Q1 26 | — | $2.4B | ||
| Q4 25 | $328.4M | $2.8B | ||
| Q3 25 | $390.1M | $2.0B | ||
| Q2 25 | $353.3M | $1.1B | ||
| Q1 25 | $331.4M | $837.6M | ||
| Q4 24 | $340.6M | $1.6B | ||
| Q3 24 | $325.8M | $1.0B | ||
| Q2 24 | $276.1M | $1.7B |
总债务EXLSFSLR
| Q1 26 | — | $425.8M | ||
| Q4 25 | $298.6M | — | ||
| Q3 25 | $354.8M | — | ||
| Q2 25 | $260.0M | — | ||
| Q1 25 | $307.3M | — | ||
| Q4 24 | $288.5M | — | ||
| Q3 24 | $344.7M | — | ||
| Q2 24 | — | — |
股东权益EXLSFSLR
| Q1 26 | — | $9.9B | ||
| Q4 25 | $912.7M | $9.5B | ||
| Q3 25 | $952.4M | $9.0B | ||
| Q2 25 | $1.1B | $8.5B | ||
| Q1 25 | $1.0B | $8.2B | ||
| Q4 24 | $929.9M | $8.0B | ||
| Q3 24 | $907.6M | $7.6B | ||
| Q2 24 | $852.6M | $7.3B |
总资产EXLSFSLR
| Q1 26 | — | $13.4B | ||
| Q4 25 | $1.7B | $13.3B | ||
| Q3 25 | $1.7B | $13.5B | ||
| Q2 25 | $1.7B | $12.9B | ||
| Q1 25 | $1.7B | $12.1B | ||
| Q4 24 | $1.6B | $12.1B | ||
| Q3 24 | $1.6B | $11.4B | ||
| Q2 24 | $1.5B | $11.0B |
负债/权益比EXLSFSLR
| Q1 26 | — | 0.04× | ||
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | — | — |
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 | $117.4M | $-214.9M |
| 自由现金流经营现金流 - 资本支出 | $106.5M | — |
| 自由现金流率自由现金流/营收 | 19.6% | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 现金转化率经营现金流/净利润 | 1.95× | -0.62× |
| 过去12个月自由现金流最近4个季度 | $298.1M | — |
8季度趋势，按日历期对齐
经营现金流EXLSFSLR
| Q1 26 | — | $-214.9M | ||
| Q4 25 | $117.4M | $1.2B | ||
| Q3 25 | $120.7M | $1.3B | ||
| Q2 25 | $109.4M | $149.6M | ||
| Q1 25 | $3.2M | $-608.0M | ||
| Q4 24 | $105.3M | $811.0M | ||
| Q3 24 | $110.1M | $-53.7M | ||
| Q2 24 | $74.9M | $193.0M |
自由现金流EXLSFSLR
| Q1 26 | — | — | ||
| Q4 25 | $106.5M | $1.1B | ||
| Q3 25 | $106.4M | $1.1B | ||
| Q2 25 | $95.0M | $-138.6M | ||
| Q1 25 | $-9.7M | $-813.9M | ||
| Q4 24 | $95.3M | $497.5M | ||
| Q3 24 | $97.3M | $-487.7M | ||
| Q2 24 | $62.8M | $-172.1M |
自由现金流率EXLSFSLR
| Q1 26 | — | — | ||
| Q4 25 | 19.6% | 63.6% | ||
| Q3 25 | 20.1% | 67.1% | ||
| Q2 25 | 18.5% | -12.6% | ||
| Q1 25 | -1.9% | -96.4% | ||
| Q4 24 | 19.8% | 32.9% | ||
| Q3 24 | 20.6% | -54.9% | ||
| Q2 24 | 14.0% | -17.0% |
资本支出强度EXLSFSLR
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 10.2% | ||
| Q3 25 | 2.7% | 12.8% | ||
| Q2 25 | 2.8% | 26.3% | ||
| Q1 25 | 2.6% | 24.4% | ||
| Q4 24 | 2.1% | 20.7% | ||
| Q3 24 | 2.7% | 48.9% | ||
| Q2 24 | 2.7% | 36.1% |
现金转化率EXLSFSLR
| Q1 26 | — | -0.62× | ||
| Q4 25 | 1.95× | 2.38× | ||
| Q3 25 | 2.08× | 2.79× | ||
| Q2 25 | 1.66× | 0.44× | ||
| Q1 25 | 0.05× | -2.90× | ||
| Q4 24 | 2.08× | 2.06× | ||
| Q3 24 | 2.08× | -0.17× | ||
| Q2 24 | 1.63× | 0.55× |
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
EXLS
| Insurance | $185.8M | 34% |
| Healthcare And Life Sciences | $142.2M | 26% |
| Banking Capital Markets And Diversified Industries | $122.6M | 23% |
| International Growth Markets | $92.0M | 17% |
FSLR
暂无分部数据
