vs
伟创力（FLEX）与高盛（GS）财务数据对比。点击上方公司名可切换其他公司
高盛的季度营收约是伟创力的2.3倍（$17.2B vs $7.5B），高盛净利率更高（32.7% vs 3.3%，领先29.3%），高盛同比增速更快（18.6% vs 16.9%），过去两年高盛的营收复合增速更高（10.1% vs 8.8%）
伟创力（Flex Ltd.）是一家拥有新加坡与美国背景的跨国制造企业，按营收计算为全球第三大电子制造服务（EMS）及原始设计制造商（ODM），仅次于和硕。其美国总部位于得克萨斯州奥斯汀，在30多个国家设有生产基地，员工总数约17.2万人。
高盛集团是美国跨国投资银行及金融服务提供商，创立于1869年，总部位于纽约市曼哈顿下城，在全球多个国际金融中心设有区域总部。按营收计算，高盛是全球规模最大的投资银行之一，位列美国《财富》500强总营收榜单第55位。
FLEX vs GS — 直观对比
营收规模更大
GS
是对方的2.3倍
$7.5B
营收增速更快
GS
高出1.7%
16.9%
净利率更高
GS
高出29.3%
3.3%
两年增速更快
GS
近两年复合增速
8.8%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.5B | $17.2B |
| 净利润 | $250.0M | $5.6B |
| 毛利率 | 9.4% | — |
| 营业利润率 | 5.0% | 39.5% |
| 净利率 | 3.3% | 32.7% |
| 营收同比 | 16.9% | 18.6% |
| 净利润同比 | 12.6% | 18.8% |
| 每股收益（稀释后） | $0.67 | — |
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FLEXGS
| Q1 26 | $7.5B | $17.2B | ||
| Q4 25 | $7.1B | $13.5B | ||
| Q3 25 | $6.8B | $15.2B | ||
| Q2 25 | $6.6B | $14.6B | ||
| Q1 25 | $6.4B | $15.1B | ||
| Q4 24 | $6.6B | — | ||
| Q3 24 | $6.5B | $12.7B | ||
| Q2 24 | $6.3B | $12.7B |
净利润FLEXGS
| Q1 26 | $250.0M | $5.6B | ||
| Q4 25 | $239.0M | $4.6B | ||
| Q3 25 | $199.0M | $4.1B | ||
| Q2 25 | $192.0M | $3.7B | ||
| Q1 25 | $222.0M | $4.7B | ||
| Q4 24 | $263.0M | — | ||
| Q3 24 | $214.0M | $3.0B | ||
| Q2 24 | $139.0M | $3.0B |
毛利率FLEXGS
| Q1 26 | 9.4% | — | ||
| Q4 25 | 9.6% | — | ||
| Q3 25 | 9.0% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | 7.5% | — |
营业利润率FLEXGS
| Q1 26 | 5.0% | 39.5% | ||
| Q4 25 | 5.5% | 43.5% | ||
| Q3 25 | 4.4% | 35.5% | ||
| Q2 25 | 4.7% | 34.0% | ||
| Q1 25 | 4.8% | 37.5% | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 4.5% | 31.4% | ||
| Q2 24 | 3.7% | 30.8% |
净利率FLEXGS
| Q1 26 | 3.3% | 32.7% | ||
| Q4 25 | 3.4% | 34.3% | ||
| Q3 25 | 2.9% | 27.0% | ||
| Q2 25 | 2.9% | 25.5% | ||
| Q1 25 | 3.5% | 31.5% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 3.3% | 23.5% | ||
| Q2 24 | 2.2% | 23.9% |
每股收益（稀释后）FLEXGS
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.64 | $14.04 | ||
| Q3 25 | $0.52 | $12.25 | ||
| Q2 25 | $0.50 | $10.91 | ||
| Q1 25 | $0.56 | $14.12 | ||
| Q4 24 | $0.67 | — | ||
| Q3 24 | $0.54 | $8.40 | ||
| Q2 24 | $0.34 | $8.62 |
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 | $2.4B | $179.0B |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $5.1B | $123.0B |
| 总资产 | $22.1B | $2062.0B |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势，按日历期对齐
现金及短期投资FLEXGS
| Q1 26 | $2.4B | $179.0B | ||
| Q4 25 | $3.1B | $164.3B | ||
| Q3 25 | $2.2B | $169.6B | ||
| Q2 25 | $2.2B | $153.0B | ||
| Q1 25 | $2.3B | $167.4B | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.6B | $154.7B | ||
| Q2 24 | $2.2B | $206.3B |
总债务FLEXGS
| Q1 26 | $3.8B | — | ||
| Q4 25 | $4.4B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.2B | — |
股东权益FLEXGS
| Q1 26 | $5.1B | $123.0B | ||
| Q4 25 | $5.1B | $125.0B | ||
| Q3 25 | $5.0B | $124.4B | ||
| Q2 25 | $5.1B | $124.1B | ||
| Q1 25 | $5.0B | $124.3B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | $121.2B | ||
| Q2 24 | $5.0B | $119.5B |
总资产FLEXGS
| Q1 26 | $22.1B | $2062.0B | ||
| Q4 25 | $20.8B | $1809.3B | ||
| Q3 25 | $19.5B | $1808.0B | ||
| Q2 25 | $19.1B | $1785.0B | ||
| Q1 25 | $18.4B | $1766.2B | ||
| Q4 24 | $18.3B | — | ||
| Q3 24 | $18.6B | $1728.1B | ||
| Q2 24 | $17.7B | $1653.3B |
负债/权益比FLEXGS
| Q1 26 | 0.73× | — | ||
| Q4 25 | 0.87× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.74× | — | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 0.74× | — | ||
| Q2 24 | 0.64× | — |
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 | $413.0M | — |
| 自由现金流经营现金流 - 资本支出 | $212.0M | — |
| 自由现金流率自由现金流/营收 | 2.8% | — |
| 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 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流FLEXGS
| Q1 26 | $413.0M | — | ||
| Q4 25 | $420.0M | $-16.3B | ||
| Q3 25 | $453.0M | $2.7B | ||
| Q2 25 | $399.0M | $5.7B | ||
| Q1 25 | $433.0M | $-37.2B | ||
| Q4 24 | $413.0M | — | ||
| Q3 24 | $319.0M | — | ||
| Q2 24 | $340.0M | — |
自由现金流FLEXGS
| Q1 26 | $212.0M | — | ||
| Q4 25 | $272.0M | $-16.8B | ||
| Q3 25 | $303.0M | $2.1B | ||
| Q2 25 | $266.0M | $5.2B | ||
| Q1 25 | $321.0M | $-37.7B | ||
| Q4 24 | $301.0M | — | ||
| Q3 24 | $216.0M | — | ||
| Q2 24 | $229.0M | — |
自由现金流率FLEXGS
| Q1 26 | 2.8% | — | ||
| Q4 25 | 3.9% | -124.9% | ||
| Q3 25 | 4.5% | 14.0% | ||
| Q2 25 | 4.0% | 35.6% | ||
| Q1 25 | 5.0% | -250.5% | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 3.6% | — |
资本支出强度FLEXGS
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 3.9% | ||
| Q3 25 | 2.2% | 3.7% | ||
| Q2 25 | 2.0% | 3.3% | ||
| Q1 25 | 1.8% | 3.3% | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.8% | — |
现金转化率FLEXGS
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.76× | -3.53× | ||
| Q3 25 | 2.28× | 0.65× | ||
| Q2 25 | 2.08× | 1.52× | ||
| Q1 25 | 1.95× | -7.86× | ||
| Q4 24 | 1.57× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 2.45× | — |
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
FLEX
暂无分部数据
GS
| Management and other fees | $3.1B | 18% |
| FICC intermediation | $2.9B | 17% |
| Equities intermediation | $2.7B | 16% |
| Equities financing | $2.6B | 15% |
| Advisory | $1.5B | 9% |
| FICC financing | $1.1B | 6% |
| Other | $972.0M | 6% |
| Debt underwriting | $811.0M | 5% |
| Private banking and lending | $638.0M | 4% |
| Equity underwriting | $535.0M | 3% |
| Incentive fees | $183.0M | 1% |
| Investments | $180.0M | 1% |
