vs
Fidelity National Information Services（FIS）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
Fidelity National Information Services的季度营收约是罗技的2.0倍（$2.8B vs $1.4B），Fidelity National Information Services净利率更高（18.2% vs 17.7%，领先0.5%），Fidelity National Information Services同比增速更快（8.1% vs 6.1%），Fidelity National Information Services自由现金流更多（$739.0M vs $465.6M），过去两年罗技的营收复合增速更高（18.5% vs 6.8%）
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。
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。
FIS vs LOGI — 直观对比
营收规模更大
FIS
是对方的2.0倍
$1.4B
营收增速更快
FIS
高出2.1%
6.1%
净利率更高
FIS
高出0.5%
17.7%
自由现金流更多
FIS
多$273.4M
$465.6M
两年增速更快
LOGI
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.4B |
| 净利润 | $511.0M | $251.0M |
| 毛利率 | 38.3% | 43.2% |
| 营业利润率 | 18.8% | 20.1% |
| 净利率 | 18.2% | 17.7% |
| 营收同比 | 8.1% | 6.1% |
| 净利润同比 | 97.3% | 25.4% |
| 每股收益（稀释后） | $0.98 | $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FISLOGI
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.2B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.5B | $1.0B | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.5B | $1.1B | ||
| Q1 24 | $2.5B | $1.0B |
净利润FISLOGI
| Q4 25 | $511.0M | $251.0M | ||
| Q3 25 | $264.0M | $170.7M | ||
| Q2 25 | $-470.0M | $146.0M | ||
| Q1 25 | $77.0M | $144.1M | ||
| Q4 24 | $259.0M | $200.1M | ||
| Q3 24 | $224.0M | $145.5M | ||
| Q2 24 | $243.0M | $141.8M | ||
| Q1 24 | $724.0M | $167.6M |
毛利率FISLOGI
| Q4 25 | 38.3% | 43.2% | ||
| Q3 25 | 37.8% | 43.4% | ||
| Q2 25 | 36.4% | 41.7% | ||
| Q1 25 | 34.7% | 43.1% | ||
| Q4 24 | 36.9% | 42.9% | ||
| Q3 24 | 38.0% | 43.6% | ||
| Q2 24 | 38.2% | 42.8% | ||
| Q1 24 | 37.1% | 43.2% |
营业利润率FISLOGI
| Q4 25 | 18.8% | 20.1% | ||
| Q3 25 | 16.8% | 16.1% | ||
| Q2 25 | 15.6% | 14.1% | ||
| Q1 25 | 13.7% | 10.5% | ||
| Q4 24 | 18.5% | 17.5% | ||
| Q3 24 | 19.1% | 14.4% | ||
| Q2 24 | 15.2% | 14.1% | ||
| Q1 24 | 14.6% | 12.9% |
净利率FISLOGI
| Q4 25 | 18.2% | 17.7% | ||
| Q3 25 | 9.7% | 14.4% | ||
| Q2 25 | -18.0% | 12.7% | ||
| Q1 25 | 3.0% | 14.3% | ||
| Q4 24 | 10.0% | 14.9% | ||
| Q3 24 | 8.7% | 13.0% | ||
| Q2 24 | 9.8% | 13.0% | ||
| Q1 24 | 29.3% | 16.6% |
每股收益（稀释后）FISLOGI
| Q4 25 | $0.98 | $1.69 | ||
| Q3 25 | $0.50 | $1.15 | ||
| Q2 25 | $-0.90 | $0.98 | ||
| Q1 25 | $0.15 | $0.94 | ||
| Q4 24 | $0.51 | $1.32 | ||
| Q3 24 | $0.41 | $0.95 | ||
| Q2 24 | $0.44 | $0.92 | ||
| Q1 24 | $1.25 | $1.07 |
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 | $1.8B |
| 总债务越低越好 | $9.1B | — |
| 股东权益账面价值 | $13.9B | $2.3B |
| 总资产 | $33.5B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资FISLOGI
| Q4 25 | $599.0M | $1.8B | ||
| Q3 25 | $571.0M | $1.4B | ||
| Q2 25 | $581.0M | $1.5B | ||
| Q1 25 | $805.0M | $1.5B | ||
| Q4 24 | $834.0M | $1.5B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $2.1B | $1.5B | ||
| Q1 24 | $3.3B | $1.5B |
总债务FISLOGI
| Q4 25 | $9.1B | — | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | $9.7B | — | ||
| Q3 24 | $10.5B | — | ||
| Q2 24 | $10.6B | — | ||
| Q1 24 | $10.6B | — |
股东权益FISLOGI
| Q4 25 | $13.9B | $2.3B | ||
| Q3 25 | $13.9B | $2.1B | ||
| Q2 25 | $14.2B | $2.2B | ||
| Q1 25 | $15.1B | $2.1B | ||
| Q4 24 | $15.7B | $2.1B | ||
| Q3 24 | $16.6B | $2.1B | ||
| Q2 24 | $17.0B | $2.2B | ||
| Q1 24 | $18.0B | $2.2B |
总资产FISLOGI
| Q4 25 | $33.5B | $4.1B | ||
| Q3 25 | $33.0B | $3.7B | ||
| Q2 25 | $33.4B | $3.7B | ||
| Q1 25 | $32.8B | $3.5B | ||
| Q4 24 | $33.8B | $3.7B | ||
| Q3 24 | $34.3B | $3.6B | ||
| Q2 24 | $34.6B | $3.7B | ||
| Q1 24 | $35.9B | $3.6B |
负债/权益比FISLOGI
| Q4 25 | 0.65× | — | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 0.62× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | 0.59× | — |
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 | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $739.0M | $465.6M |
| 自由现金流率自由现金流/营收 | 26.3% | 32.8% |
| 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× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $903.6M |
8季度趋势，按日历期对齐
经营现金流FISLOGI
| Q4 25 | $758.0M | $480.5M | ||
| Q3 25 | $1.0B | $228.8M | ||
| Q2 25 | $382.0M | $125.0M | ||
| Q1 25 | $457.0M | $129.7M | ||
| Q4 24 | $782.0M | $370.9M | ||
| Q3 24 | $641.0M | $166.0M | ||
| Q2 24 | $546.0M | $176.0M | ||
| Q1 24 | $206.0M | $239.1M |
自由现金流FISLOGI
| Q4 25 | $739.0M | $465.6M | ||
| Q3 25 | $952.0M | $212.3M | ||
| Q2 25 | $343.0M | $108.8M | ||
| Q1 25 | $420.0M | $116.9M | ||
| Q4 24 | $764.0M | $356.6M | ||
| Q3 24 | $605.0M | $151.5M | ||
| Q2 24 | $530.0M | $161.4M | ||
| Q1 24 | $179.0M | $228.8M |
自由现金流率FISLOGI
| Q4 25 | 26.3% | 32.8% | ||
| Q3 25 | 35.0% | 17.9% | ||
| Q2 25 | 13.1% | 9.5% | ||
| Q1 25 | 16.6% | 11.6% | ||
| Q4 24 | 29.4% | 26.6% | ||
| Q3 24 | 23.5% | 13.6% | ||
| Q2 24 | 21.3% | 14.8% | ||
| Q1 24 | 7.3% | 22.6% |
资本支出强度FISLOGI
| Q4 25 | 0.7% | 1.0% | ||
| Q3 25 | 2.2% | 1.4% | ||
| Q2 25 | 1.5% | 1.4% | ||
| Q1 25 | 1.5% | 1.3% | ||
| Q4 24 | 0.7% | 1.1% | ||
| Q3 24 | 1.4% | 1.3% | ||
| Q2 24 | 0.6% | 1.3% | ||
| Q1 24 | 1.1% | 1.0% |
现金转化率FISLOGI
| Q4 25 | 1.48× | 1.91× | ||
| Q3 25 | 3.83× | 1.34× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | 5.94× | 0.90× | ||
| Q4 24 | 3.02× | 1.85× | ||
| Q3 24 | 2.86× | 1.14× | ||
| Q2 24 | 2.25× | 1.24× | ||
| Q1 24 | 0.28× | 1.43× |
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% |
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% |
