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Fidelity National Information Services（FIS）与Leidos（LDOS）财务数据对比。点击上方公司名可切换其他公司
Leidos的季度营收约是Fidelity National Information Services的1.5倍（$4.2B vs $2.8B），Fidelity National Information Services净利率更高（18.2% vs 7.8%，领先10.4%），Fidelity National Information Services同比增速更快（8.1% vs -3.5%），Fidelity National Information Services自由现金流更多（$739.0M vs $452.0M），过去两年Fidelity National Information Services的营收复合增速更高（6.8% vs 3.1%）
FIS是总部位于美国的跨国企业，深耕金融科技领域，提供多元金融产品及服务。该公司每年处理约750亿笔交易，支撑约9万亿美元的资金流转，为全球超过2万家客户提供服务。
Leidos Holdings, Inc.是总部位于美国弗吉尼亚州雷斯顿的企业，业务覆盖国防、航空、信息技术、生物医学研究领域，提供科研、工程、系统集成及技术服务。其前身为科学应用国际公司（SAIC），2016年8月与洛克希德·马丁旗下IT业务板块合并，成为国防行业规模最大的IT服务提供商。
FIS vs LDOS — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $4.2B |
| 净利润 | $511.0M | $327.0M |
| 毛利率 | 38.3% | 17.4% |
| 营业利润率 | 18.8% | 11.3% |
| 净利率 | 18.2% | 7.8% |
| 营收同比 | 8.1% | -3.5% |
| 净利润同比 | 97.3% | 15.1% |
| 每股收益（稀释后） | $0.98 | $2.54 |
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
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.8B | $4.4B | ||
| Q3 25 | $2.7B | $4.2B | ||
| Q2 25 | $2.6B | $4.2B | ||
| Q1 25 | $2.5B | $4.3B | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | $4.2B | ||
| Q2 24 | $2.5B | $4.1B |
| Q1 26 | — | $327.0M | ||
| Q4 25 | $511.0M | $367.0M | ||
| Q3 25 | $264.0M | $391.0M | ||
| Q2 25 | $-470.0M | $363.0M | ||
| Q1 25 | $77.0M | $284.0M | ||
| Q4 24 | $259.0M | — | ||
| Q3 24 | $224.0M | $364.0M | ||
| Q2 24 | $243.0M | $322.0M |
| Q1 26 | — | 17.4% | ||
| Q4 25 | 38.3% | 18.0% | ||
| Q3 25 | 37.8% | 18.0% | ||
| Q2 25 | 36.4% | 17.5% | ||
| Q1 25 | 34.7% | 15.6% | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 38.0% | 17.8% | ||
| Q2 24 | 38.2% | 16.6% |
| Q1 26 | — | 11.3% | ||
| Q4 25 | 18.8% | 12.0% | ||
| Q3 25 | 16.8% | 13.5% | ||
| Q2 25 | 15.6% | 12.5% | ||
| Q1 25 | 13.7% | 9.7% | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | 19.1% | 12.4% | ||
| Q2 24 | 15.2% | 11.6% |
| Q1 26 | — | 7.8% | ||
| Q4 25 | 18.2% | 8.2% | ||
| Q3 25 | 9.7% | 9.2% | ||
| Q2 25 | -18.0% | 8.6% | ||
| Q1 25 | 3.0% | 6.5% | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 8.7% | 8.7% | ||
| Q2 24 | 9.8% | 7.8% |
| Q1 26 | — | $2.54 | ||
| Q4 25 | $0.98 | $2.82 | ||
| Q3 25 | $0.50 | $3.01 | ||
| Q2 25 | $-0.90 | $2.77 | ||
| Q1 25 | $0.15 | $2.10 | ||
| Q4 24 | $0.51 | — | ||
| Q3 24 | $0.41 | $2.68 | ||
| Q2 24 | $0.44 | $2.37 |
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 | $599.0M | $1.1B |
| 总债务越低越好 | $9.1B | $4.6B |
| 股东权益账面价值 | $13.9B | $4.9B |
| 总资产 | $33.5B | $13.5B |
| 负债/权益比越低杠杆越低 | 0.65× | 0.94× |
8季度趋势，按日历期对齐
| Q1 26 | — | $1.1B | ||
| Q4 25 | $599.0M | $974.0M | ||
| Q3 25 | $571.0M | $930.0M | ||
| Q2 25 | $581.0M | $842.0M | ||
| Q1 25 | $805.0M | $943.0M | ||
| Q4 24 | $834.0M | — | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $2.1B | $823.0M |
| Q1 26 | — | $4.6B | ||
| Q4 25 | $9.1B | $4.6B | ||
| Q3 25 | $8.9B | $5.0B | ||
| Q2 25 | $8.9B | $5.0B | ||
| Q1 25 | $8.7B | $4.1B | ||
| Q4 24 | $9.7B | — | ||
| Q3 24 | $10.5B | $4.1B | ||
| Q2 24 | $10.6B | $4.1B |
| Q1 26 | — | $4.9B | ||
| Q4 25 | $13.9B | $4.9B | ||
| Q3 25 | $13.9B | $4.7B | ||
| Q2 25 | $14.2B | $4.3B | ||
| Q1 25 | $15.1B | $4.4B | ||
| Q4 24 | $15.7B | — | ||
| Q3 24 | $16.6B | $4.6B | ||
| Q2 24 | $17.0B | $4.5B |
| Q1 26 | — | $13.5B | ||
| Q4 25 | $33.5B | $13.5B | ||
| Q3 25 | $33.0B | $13.5B | ||
| Q2 25 | $33.4B | $13.2B | ||
| Q1 25 | $32.8B | $13.1B | ||
| Q4 24 | $33.8B | — | ||
| Q3 24 | $34.3B | $13.3B | ||
| Q2 24 | $34.6B | $12.9B |
| Q1 26 | — | 0.94× | ||
| Q4 25 | 0.65× | 0.94× | ||
| Q3 25 | 0.64× | 1.07× | ||
| Q2 25 | 0.63× | 1.18× | ||
| Q1 25 | 0.57× | 0.92× | ||
| Q4 24 | 0.62× | — | ||
| Q3 24 | 0.63× | 0.88× | ||
| Q2 24 | 0.62× | 0.92× |
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 | $758.0M | $495.0M |
| 自由现金流经营现金流 - 资本支出 | $739.0M | $452.0M |
| 自由现金流率自由现金流/营收 | 26.3% | 10.8% |
| 资本支出强度资本支出/营收 | 0.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.48× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $495.0M | ||
| Q4 25 | $758.0M | — | ||
| Q3 25 | $1.0B | $711.0M | ||
| Q2 25 | $382.0M | $58.0M | ||
| Q1 25 | $457.0M | $299.0M | ||
| Q4 24 | $782.0M | — | ||
| Q3 24 | $641.0M | $656.0M | ||
| Q2 24 | $546.0M | $374.0M |
| Q1 26 | — | $452.0M | ||
| Q4 25 | $739.0M | — | ||
| Q3 25 | $952.0M | $680.0M | ||
| Q2 25 | $343.0M | $36.0M | ||
| Q1 25 | $420.0M | $213.0M | ||
| Q4 24 | $764.0M | — | ||
| Q3 24 | $605.0M | $633.0M | ||
| Q2 24 | $530.0M | $351.0M |
| Q1 26 | — | 10.8% | ||
| Q4 25 | 26.3% | — | ||
| Q3 25 | 35.0% | 16.1% | ||
| Q2 25 | 13.1% | 0.9% | ||
| Q1 25 | 16.6% | 4.9% | ||
| Q4 24 | 29.4% | — | ||
| Q3 24 | 23.5% | 15.2% | ||
| Q2 24 | 21.3% | 8.5% |
| Q1 26 | — | 1.0% | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 2.2% | 0.7% | ||
| Q2 25 | 1.5% | 0.5% | ||
| Q1 25 | 1.5% | 2.0% | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 1.4% | 0.6% | ||
| Q2 24 | 0.6% | 0.6% |
| Q1 26 | — | 1.51× | ||
| Q4 25 | 1.48× | — | ||
| Q3 25 | 3.83× | 1.82× | ||
| Q2 25 | — | 0.16× | ||
| Q1 25 | 5.94× | 1.05× | ||
| Q4 24 | 3.02× | — | ||
| Q3 24 | 2.86× | 1.80× | ||
| Q2 24 | 2.25× | 1.16× |
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
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
LDOS
| US Do D And US Intelligence Community | $1.4B | 32% |
| Cost Reimbursement And Fixed Price Incentive Fee | $1.0B | 24% |
| Commercial And International Segment | $609.0M | 15% |
| Defense Systems Segment | $546.0M | 13% |
| Other | $358.0M | 9% |
| Time And Materials And Fixed Price Level Of Effort | $295.0M | 7% |
| Commercial And Non US Customers | $38.0M | 1% |
