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F5, Inc.（FFIV）与VinFast Auto Ltd.（VFS）财务数据对比。点击上方公司名可切换其他公司
F5, Inc.的季度营收约是VinFast Auto Ltd.的1.1倍（$811.7M vs $718.6M），F5, Inc.净利率更高（18.2% vs -2.8%，领先21.0%）
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
VinFast Auto Ltd.是越南跨国汽车企业，由越南最大私营综合企业集团之一Vingroup创立。Vingroup由越南知名企业家潘日旺创办，业务覆盖地产、零售、医疗、科技等多个领域，是越南本土头部企业集团。
FFIV vs VFS — 直观对比
营收规模更大
FFIV
是对方的1.1倍
$718.6M
净利率更高
FFIV
高出21.0%
-2.8%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $811.7M | $718.6M |
| 净利润 | $148.0M | $-20.0M |
| 毛利率 | 81.4% | — |
| 营业利润率 | 22.1% | -96.1% |
| 净利率 | 18.2% | -2.8% |
| 营收同比 | 11.0% | — |
| 净利润同比 | 1.5% | — |
| 每股收益（稀释后） | $2.58 | — |
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FFIVVFS
| Q1 26 | $811.7M | — | ||
| Q4 25 | $822.5M | — | ||
| Q3 25 | $810.1M | $718.6M | ||
| Q2 25 | $780.4M | $663.0M | ||
| Q1 25 | $731.1M | $656.5M | ||
| Q4 24 | $766.5M | — | ||
| Q3 24 | $746.7M | $511.6M | ||
| Q2 24 | $695.5M | — |
净利润FFIVVFS
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | — | ||
| Q3 25 | $190.5M | $-20.0M | ||
| Q2 25 | $189.9M | $-51.8M | ||
| Q1 25 | $145.5M | $-26.1M | ||
| Q4 24 | $166.4M | — | ||
| Q3 24 | $165.3M | $-10.4M | ||
| Q2 24 | $144.1M | — |
毛利率FFIVVFS
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.2% | — | ||
| Q2 25 | 81.0% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 81.7% | — | ||
| Q3 24 | 80.8% | — | ||
| Q2 24 | 80.4% | — |
营业利润率FFIVVFS
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | — | ||
| Q3 25 | 25.4% | -96.1% | ||
| Q2 25 | 25.2% | -79.0% | ||
| Q1 25 | 21.7% | -74.0% | ||
| Q4 24 | 26.8% | — | ||
| Q3 24 | 25.6% | -65.9% | ||
| Q2 24 | 23.4% | — |
净利率FFIVVFS
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | — | ||
| Q3 25 | 23.5% | -2.8% | ||
| Q2 25 | 24.3% | -7.8% | ||
| Q1 25 | 19.9% | -4.0% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 22.1% | -2.0% | ||
| Q2 24 | 20.7% | — |
每股收益（稀释后）FFIVVFS
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | — | ||
| Q3 25 | $3.25 | — | ||
| Q2 25 | $3.25 | — | ||
| Q1 25 | $2.48 | — | ||
| Q4 24 | $2.82 | — | ||
| Q3 24 | $2.79 | — | ||
| Q2 24 | $2.44 | — |
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 | $1.4B | $8.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | — |
| 总资产 | $6.5B | $183.2M |
| 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FFIVVFS
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $8.8M | ||
| Q2 25 | $1.4B | $650.0M | ||
| Q1 25 | $1.3B | $2.4M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $1.9M | ||
| Q2 24 | $935.6M | — |
股东权益FFIVVFS
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.6B | — | ||
| Q2 25 | $3.5B | $-7.2B | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.0B | — |
总资产FFIVVFS
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | — | ||
| Q3 25 | $6.3B | $183.2M | ||
| Q2 25 | $6.1B | $7.2B | ||
| Q1 25 | $5.9B | $158.2M | ||
| Q4 24 | $5.9B | — | ||
| Q3 24 | $5.6B | $151.8M | ||
| Q2 24 | $5.4B | — |
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 | $525.1M | — |
| 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 | 3.55× | — |
| 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FFIVVFS
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | — | ||
| Q3 25 | $208.1M | — | ||
| Q2 25 | $282.2M | — | ||
| Q1 25 | $256.6M | — | ||
| Q4 24 | $202.8M | — | ||
| Q3 24 | $246.5M | — | ||
| Q2 24 | $159.0M | — |
自由现金流FFIVVFS
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | — | ||
| Q3 25 | $191.9M | — | ||
| Q2 25 | $273.7M | — | ||
| Q1 25 | $246.1M | — | ||
| Q4 24 | $194.7M | — | ||
| Q3 24 | $240.4M | — | ||
| Q2 24 | $153.1M | — |
自由现金流率FFIVVFS
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | — | ||
| Q3 25 | 23.7% | — | ||
| Q2 25 | 35.1% | — | ||
| Q1 25 | 33.7% | — | ||
| Q4 24 | 25.4% | — | ||
| Q3 24 | 32.2% | — | ||
| Q2 24 | 22.0% | — |
资本支出强度FFIVVFS
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — |
现金转化率FFIVVFS
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.10× | — |
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
FFIV
暂无分部数据
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
