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伟创力（FLEX）与标普全球（VG）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标普全球的1.6倍（$7.5B vs $4.6B），标普全球净利率更高（13.6% vs 3.3%，领先10.2%），标普全球同比增速更快（59.0% vs 16.9%），过去两年标普全球的营收复合增速更高（103.8% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌，同时是标普道琼斯指数合资公司的控股股东。
FLEX vs VG — 直观对比
营收规模更大
FLEX
是对方的1.6倍
$4.6B
营收增速更快
VG
高出42.1%
16.9%
净利率更高
VG
高出10.2%
3.3%
两年增速更快
VG
近两年复合增速
8.8%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.5B | $4.6B |
| 净利润 | $250.0M | $625.0M |
| 毛利率 | 9.4% | — |
| 营业利润率 | 5.0% | 26.1% |
| 净利率 | 3.3% | 13.6% |
| 营收同比 | 16.9% | 59.0% |
| 净利润同比 | 12.6% | 20.9% |
| 每股收益（稀释后） | $0.67 | $0.19 |
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FLEXVG
| Q1 26 | $7.5B | $4.6B | ||
| Q4 25 | $7.1B | $4.4B | ||
| Q3 25 | $6.8B | $3.3B | ||
| Q2 25 | $6.6B | $3.1B | ||
| Q1 25 | $6.4B | $2.9B | ||
| Q4 24 | $6.6B | $1.5B | ||
| Q3 24 | $6.5B | $926.0M | ||
| Q2 24 | $6.3B | $1.1B |
净利润FLEXVG
| Q1 26 | $250.0M | $625.0M | ||
| Q4 25 | $239.0M | $1.2B | ||
| Q3 25 | $199.0M | $550.0M | ||
| Q2 25 | $192.0M | $475.0M | ||
| Q1 25 | $222.0M | $517.0M | ||
| Q4 24 | $263.0M | $990.0M | ||
| Q3 24 | $214.0M | $-294.0M | ||
| Q2 24 | $139.0M | $352.0M |
毛利率FLEXVG
| 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FLEXVG
| Q1 26 | 5.0% | 26.1% | ||
| Q4 25 | 5.5% | 38.7% | ||
| Q3 25 | 4.4% | 39.7% | ||
| Q2 25 | 4.7% | 33.5% | ||
| Q1 25 | 4.8% | 37.3% | ||
| Q4 24 | 5.1% | 39.0% | ||
| Q3 24 | 4.5% | 20.4% | ||
| Q2 24 | 3.7% | 32.8% |
净利率FLEXVG
| Q1 26 | 3.3% | 13.6% | ||
| Q4 25 | 3.4% | 26.8% | ||
| Q3 25 | 2.9% | 16.5% | ||
| Q2 25 | 2.9% | 15.3% | ||
| Q1 25 | 3.5% | 17.9% | ||
| Q4 24 | 4.0% | 65.0% | ||
| Q3 24 | 3.3% | -31.7% | ||
| Q2 24 | 2.2% | 31.8% |
每股收益（稀释后）FLEXVG
| Q1 26 | $0.67 | $0.19 | ||
| Q4 25 | $0.64 | $0.41 | ||
| Q3 25 | $0.52 | $0.16 | ||
| Q2 25 | $0.50 | $0.14 | ||
| Q1 25 | $0.56 | $0.15 | ||
| Q4 24 | $0.67 | $0.35 | ||
| Q3 24 | $0.54 | $-0.15 | ||
| Q2 24 | $0.34 | $0.12 |
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 | $1.6B |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $5.1B | $10.7B |
| 总资产 | $22.1B | $56.3B |
| 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FLEXVG
| Q1 26 | $2.4B | $1.6B | ||
| Q4 25 | $3.1B | $2.4B | ||
| Q3 25 | $2.2B | $1.9B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | $2.3B | $3.6B | ||
| Q4 24 | $2.3B | $3.6B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.2B | — |
总债务FLEXVG
| Q1 26 | $3.8B | — | ||
| Q4 25 | $4.4B | $34.2B | ||
| Q3 25 | $3.7B | $32.6B | ||
| Q2 25 | $3.7B | $30.0B | ||
| Q1 25 | $3.7B | $29.3B | ||
| Q4 24 | $3.7B | $29.3B | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.2B | — |
股东权益FLEXVG
| Q1 26 | $5.1B | $10.7B | ||
| Q4 25 | $5.1B | $6.7B | ||
| Q3 25 | $5.0B | $5.7B | ||
| Q2 25 | $5.1B | $5.3B | ||
| Q1 25 | $5.0B | $4.9B | ||
| Q4 24 | $5.0B | $2.9B | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.0B | — |
总资产FLEXVG
| Q1 26 | $22.1B | $56.3B | ||
| Q4 25 | $20.8B | $53.4B | ||
| Q3 25 | $19.5B | $50.1B | ||
| Q2 25 | $19.1B | $46.5B | ||
| Q1 25 | $18.4B | $45.1B | ||
| Q4 24 | $18.3B | $43.5B | ||
| Q3 24 | $18.6B | — | ||
| Q2 24 | $17.7B | — |
负债/权益比FLEXVG
| Q1 26 | 0.73× | — | ||
| Q4 25 | 0.87× | 5.07× | ||
| Q3 25 | 0.73× | 5.73× | ||
| Q2 25 | 0.72× | 5.69× | ||
| Q1 25 | 0.74× | 6.01× | ||
| Q4 24 | 0.74× | 10.11× | ||
| 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FLEXVG
| Q1 26 | $413.0M | — | ||
| Q4 25 | $420.0M | $2.1B | ||
| Q3 25 | $453.0M | $1.9B | ||
| Q2 25 | $399.0M | $1.5B | ||
| Q1 25 | $433.0M | $1.1B | ||
| Q4 24 | $413.0M | — | ||
| Q3 24 | $319.0M | — | ||
| Q2 24 | $340.0M | — |
自由现金流FLEXVG
| Q1 26 | $212.0M | — | ||
| Q4 25 | $272.0M | $-1.5B | ||
| Q3 25 | $303.0M | $-1.4B | ||
| Q2 25 | $266.0M | $-1.5B | ||
| Q1 25 | $321.0M | $-2.4B | ||
| Q4 24 | $301.0M | — | ||
| Q3 24 | $216.0M | — | ||
| Q2 24 | $229.0M | — |
自由现金流率FLEXVG
| Q1 26 | 2.8% | — | ||
| Q4 25 | 3.9% | -34.1% | ||
| Q3 25 | 4.5% | -42.4% | ||
| Q2 25 | 4.0% | -49.1% | ||
| Q1 25 | 5.0% | -81.3% | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 3.6% | — |
资本支出强度FLEXVG
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 81.6% | ||
| Q3 25 | 2.2% | 98.9% | ||
| Q2 25 | 2.0% | 96.1% | ||
| Q1 25 | 1.8% | 119.8% | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.8% | — |
现金转化率FLEXVG
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.76× | 1.77× | ||
| Q3 25 | 2.28× | 3.42× | ||
| Q2 25 | 2.08× | 3.07× | ||
| Q1 25 | 1.95× | 2.15× | ||
| 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
