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伟创力（FLEX）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
伟创力的季度营收约是Raymond James Financial的1.8倍（$7.1B vs $3.9B），Raymond James Financial净利率更高（14.1% vs 3.4%，领先10.7%），Raymond James Financial同比增速更快（13.0% vs 7.7%），过去两年伟创力的营收复合增速更高（25.2% vs 1.3%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
FLEX vs RJF — 直观对比
营收规模更大
FLEX
是对方的1.8倍
$3.9B
营收增速更快
RJF
高出5.3%
7.7%
净利率更高
RJF
高出10.7%
3.4%
两年增速更快
FLEX
近两年复合增速
1.3%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.1B | $3.9B |
| 净利润 | $239.0M | $544.0M |
| 毛利率 | 9.6% | — |
| 营业利润率 | 5.5% | — |
| 净利率 | 3.4% | 14.1% |
| 营收同比 | 7.7% | 13.0% |
| 净利润同比 | -9.1% | 10.0% |
| 每股收益（稀释后） | $0.64 | $2.83 |
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FLEXRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $7.1B | $4.2B | ||
| Q3 25 | $6.8B | $4.2B | ||
| Q2 25 | $6.6B | $3.8B | ||
| Q1 25 | $6.4B | $3.8B | ||
| Q4 24 | $6.6B | $4.0B | ||
| Q3 24 | $6.5B | $4.0B | ||
| Q2 24 | $6.3B | $3.8B |
净利润FLEXRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $239.0M | $563.0M | ||
| Q3 25 | $199.0M | $604.0M | ||
| Q2 25 | $192.0M | $436.0M | ||
| Q1 25 | $222.0M | $495.0M | ||
| Q4 24 | $263.0M | $600.0M | ||
| Q3 24 | $214.0M | $602.0M | ||
| Q2 24 | $139.0M | $492.0M |
毛利率FLEXRJF
| Q1 26 | — | — | ||
| 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FLEXRJF
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 4.4% | — | ||
| Q2 25 | 4.7% | 14.7% | ||
| Q1 25 | 4.8% | 17.5% | ||
| Q4 24 | 5.1% | 18.6% | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 3.7% | 17.1% |
净利率FLEXRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 3.4% | 13.5% | ||
| Q3 25 | 2.9% | 14.4% | ||
| Q2 25 | 2.9% | 11.3% | ||
| Q1 25 | 3.5% | 12.9% | ||
| Q4 24 | 4.0% | 14.9% | ||
| Q3 24 | 3.3% | 15.0% | ||
| Q2 24 | 2.2% | 13.1% |
每股收益（稀释后）FLEXRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $0.64 | $2.79 | ||
| Q3 25 | $0.52 | $2.96 | ||
| Q2 25 | $0.50 | $2.12 | ||
| Q1 25 | $0.56 | $2.36 | ||
| Q4 24 | $0.67 | $2.86 | ||
| Q3 24 | $0.54 | $2.85 | ||
| Q2 24 | $0.34 | $2.31 |
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 | $3.1B | $5.4B |
| 总债务越低越好 | $4.4B | — |
| 股东权益账面价值 | $5.1B | $52.0M |
| 总资产 | $20.8B | $91.9B |
| 负债/权益比越低杠杆越低 | 0.87× | — |
8季度趋势，按日历期对齐
现金及短期投资FLEXRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $3.1B | $9.9B | ||
| Q3 25 | $2.2B | $11.4B | ||
| Q2 25 | $2.2B | $9.2B | ||
| Q1 25 | $2.3B | $9.7B | ||
| Q4 24 | $2.3B | $10.0B | ||
| Q3 24 | $2.6B | $11.0B | ||
| Q2 24 | $2.2B | $9.1B |
总债务FLEXRJF
| Q1 26 | — | — | ||
| 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FLEXRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $5.1B | $12.6B | ||
| Q3 25 | $5.0B | $12.5B | ||
| Q2 25 | $5.1B | $12.3B | ||
| Q1 25 | $5.0B | $12.2B | ||
| Q4 24 | $5.0B | $11.9B | ||
| Q3 24 | $5.0B | $11.7B | ||
| Q2 24 | $5.0B | $11.2B |
总资产FLEXRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $20.8B | $88.8B | ||
| Q3 25 | $19.5B | $88.2B | ||
| Q2 25 | $19.1B | $84.8B | ||
| Q1 25 | $18.4B | $83.1B | ||
| Q4 24 | $18.3B | $82.3B | ||
| Q3 24 | $18.6B | $83.0B | ||
| Q2 24 | $17.7B | $80.6B |
负债/权益比FLEXRJF
| Q1 26 | — | — | ||
| 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 | $420.0M | — |
| 自由现金流经营现金流 - 资本支出 | $272.0M | — |
| 自由现金流率自由现金流/营收 | 3.9% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 1.76× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流FLEXRJF
| Q1 26 | — | — | ||
| Q4 25 | $420.0M | $-10.0M | ||
| Q3 25 | $453.0M | $796.0M | ||
| Q2 25 | $399.0M | $691.0M | ||
| Q1 25 | $433.0M | $117.0M | ||
| Q4 24 | $413.0M | $830.0M | ||
| Q3 24 | $319.0M | $510.0M | ||
| Q2 24 | $340.0M | $711.0M |
自由现金流FLEXRJF
| Q1 26 | — | — | ||
| Q4 25 | $272.0M | $-56.0M | ||
| Q3 25 | $303.0M | $752.0M | ||
| Q2 25 | $266.0M | $634.0M | ||
| Q1 25 | $321.0M | $71.0M | ||
| Q4 24 | $301.0M | $789.0M | ||
| Q3 24 | $216.0M | $460.0M | ||
| Q2 24 | $229.0M | $655.0M |
自由现金流率FLEXRJF
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | -1.3% | ||
| Q3 25 | 4.5% | 17.9% | ||
| Q2 25 | 4.0% | 16.5% | ||
| Q1 25 | 5.0% | 1.8% | ||
| Q4 24 | 4.6% | 19.6% | ||
| Q3 24 | 3.3% | 11.5% | ||
| Q2 24 | 3.6% | 17.4% |
资本支出强度FLEXRJF
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 1.1% | ||
| Q3 25 | 2.2% | 1.1% | ||
| Q2 25 | 2.0% | 1.5% | ||
| Q1 25 | 1.8% | 1.2% | ||
| Q4 24 | 1.7% | 1.0% | ||
| Q3 24 | 1.6% | 1.2% | ||
| Q2 24 | 1.8% | 1.5% |
现金转化率FLEXRJF
| Q1 26 | — | — | ||
| Q4 25 | 1.76× | -0.02× | ||
| Q3 25 | 2.28× | 1.32× | ||
| Q2 25 | 2.08× | 1.58× | ||
| Q1 25 | 1.95× | 0.24× | ||
| Q4 24 | 1.57× | 1.38× | ||
| Q3 24 | 1.49× | 0.85× | ||
| Q2 24 | 2.45× | 1.45× |
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
| Flex Reliability Solutions FRS | $3.2B | 46% |
| Transferred At Point In Time | $2.7B | 38% |
| Transferred Over Time | $1.1B | 16% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
