vs
Forestar Group Inc.（FOR）与LESAKA TECHNOLOGIES INC（LSAK）财务数据对比。点击上方公司名可切换其他公司
LESAKA TECHNOLOGIES INC的季度营收约是Forestar Group Inc.的11.0倍（$3.0B vs $273.0M），Forestar Group Inc.净利率更高（5.6% vs 0.0%，领先5.6%），Forestar Group Inc.同比增速更快（9.0% vs 0.2%），过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高（352.8% vs -9.6%）
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
莱萨卡科技是一家总部位于南非的金融科技公司，目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠，面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
FOR vs LSAK — 直观对比
营收规模更大
LSAK
是对方的11.0倍
$273.0M
营收增速更快
FOR
高出8.8%
0.2%
净利率更高
FOR
高出5.6%
0.0%
两年增速更快
LSAK
近两年复合增速
-9.6%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $273.0M | $3.0B |
| 净利润 | $15.4M | $437.0K |
| 毛利率 | 20.1% | — |
| 营业利润率 | 7.6% | 2.2% |
| 净利率 | 5.6% | 0.0% |
| 营收同比 | 9.0% | 0.2% |
| 净利润同比 | -6.7% | — |
| 每股收益（稀释后） | $0.30 | — |
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FORLSAK
| Q3 26 | — | $3.0B | ||
| Q4 25 | $273.0M | $178.7M | ||
| Q3 25 | $670.5M | $171.4M | ||
| Q2 25 | $390.5M | $168.5M | ||
| Q1 25 | $351.0M | $161.4M | ||
| Q4 24 | $250.4M | $176.2M | ||
| Q3 24 | $551.3M | $153.6M | ||
| Q2 24 | $318.4M | $146.0M |
净利润FORLSAK
| Q3 26 | — | $437.0K | ||
| Q4 25 | $15.4M | $3.6M | ||
| Q3 25 | $86.9M | $-4.3M | ||
| Q2 25 | $32.9M | $-28.4M | ||
| Q1 25 | $31.6M | $-22.1M | ||
| Q4 24 | $16.5M | $-32.5M | ||
| Q3 24 | $81.5M | $-4.5M | ||
| Q2 24 | $38.7M | $-5.0M |
毛利率FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | 20.1% | 31.4% | ||
| Q3 25 | 22.3% | 30.9% | ||
| Q2 25 | 20.4% | 28.9% | ||
| Q1 25 | 22.6% | 27.5% | ||
| Q4 24 | 22.0% | 25.7% | ||
| Q3 24 | 23.9% | 22.6% | ||
| Q2 24 | 22.5% | 22.6% |
营业利润率FORLSAK
| Q3 26 | — | 2.2% | ||
| Q4 25 | 7.6% | 1.2% | ||
| Q3 25 | 16.9% | 0.2% | ||
| Q2 25 | 11.2% | -16.7% | ||
| Q1 25 | 11.6% | 0.4% | ||
| Q4 24 | 8.7% | 0.3% | ||
| Q3 24 | 19.7% | -0.0% | ||
| Q2 24 | 16.2% | 0.2% |
净利率FORLSAK
| Q3 26 | — | 0.0% | ||
| Q4 25 | 5.6% | 2.0% | ||
| Q3 25 | 13.0% | -2.5% | ||
| Q2 25 | 8.4% | -16.9% | ||
| Q1 25 | 9.0% | -13.7% | ||
| Q4 24 | 6.6% | -18.4% | ||
| Q3 24 | 14.8% | -3.0% | ||
| Q2 24 | 12.2% | -3.4% |
每股收益（稀释后）FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | $0.30 | $0.04 | ||
| Q3 25 | $1.70 | $-0.05 | ||
| Q2 25 | $0.65 | $-0.40 | ||
| Q1 25 | $0.62 | $-0.27 | ||
| Q4 24 | $0.32 | $-0.40 | ||
| Q3 24 | $1.59 | $-0.07 | ||
| Q2 24 | $0.76 | $-0.08 |
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 | $211.7M | $1.5B |
| 总债务越低越好 | $793.2M | $3.2B |
| 股东权益账面价值 | $1.8B | — |
| 总资产 | $3.2B | $11.5B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资FORLSAK
| Q3 26 | — | $1.5B | ||
| Q4 25 | $211.7M | $69.5M | ||
| Q3 25 | $379.2M | $72.2M | ||
| Q2 25 | $189.2M | $76.5M | ||
| Q1 25 | $174.3M | $71.0M | ||
| Q4 24 | $132.0M | $60.6M | ||
| Q3 24 | $481.2M | $49.7M | ||
| Q2 24 | $359.2M | $59.1M |
总债务FORLSAK
| Q3 26 | — | $3.2B | ||
| Q4 25 | $793.2M | $216.8M | ||
| Q3 25 | $802.7M | $208.1M | ||
| Q2 25 | $872.8M | $200.8M | ||
| Q1 25 | $872.5M | $194.7M | ||
| Q4 24 | $806.8M | $148.7M | ||
| Q3 24 | $706.4M | $148.5M | ||
| Q2 24 | $706.1M | $143.2M |
股东权益FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | $1.8B | $180.6M | ||
| Q3 25 | $1.8B | $170.4M | ||
| Q2 25 | $1.7B | $161.6M | ||
| Q1 25 | $1.6B | $185.2M | ||
| Q4 24 | $1.6B | $193.3M | ||
| Q3 24 | $1.6B | $184.2M | ||
| Q2 24 | $1.5B | $175.9M |
总资产FORLSAK
| Q3 26 | — | $11.5B | ||
| Q4 25 | $3.2B | $704.6M | ||
| Q3 25 | $3.1B | $652.9M | ||
| Q2 25 | $3.1B | $653.7M | ||
| Q1 25 | $3.0B | $649.2M | ||
| Q4 24 | $3.0B | $640.6M | ||
| Q3 24 | $2.8B | $551.9M | ||
| Q2 24 | $2.7B | $558.5M |
负债/权益比FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | 0.44× | 1.20× | ||
| Q3 25 | 0.45× | 1.22× | ||
| Q2 25 | 0.52× | 1.24× | ||
| Q1 25 | 0.53× | 1.05× | ||
| Q4 24 | 0.50× | 0.77× | ||
| Q3 24 | 0.44× | 0.81× | ||
| Q2 24 | 0.47× | 0.81× |
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 | $-157.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-157.1M | — |
| 自由现金流率自由现金流/营收 | -57.5% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | -10.19× | — |
| 过去12个月自由现金流最近4个季度 | $93.0M | — |
8季度趋势，按日历期对齐
经营现金流FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | $-157.0M | $-10.9M | ||
| Q3 25 | $256.3M | $8.9M | ||
| Q2 25 | $15.8M | $-9.1M | ||
| Q1 25 | $-19.8M | $10.7M | ||
| Q4 24 | $-450.0M | $-9.2M | ||
| Q3 24 | $119.2M | $-4.1M | ||
| Q2 24 | $-61.7M | $5.7M |
自由现金流FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | $-157.1M | $-14.8M | ||
| Q3 25 | $255.6M | $4.9M | ||
| Q2 25 | $15.0M | $-13.2M | ||
| Q1 25 | $-20.5M | $7.8M | ||
| Q4 24 | — | $-15.5M | ||
| Q3 24 | $118.4M | $-8.1M | ||
| Q2 24 | $-62.3M | $937.0K |
自由现金流率FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | -57.5% | -8.3% | ||
| Q3 25 | 38.1% | 2.9% | ||
| Q2 25 | 3.8% | -7.8% | ||
| Q1 25 | -5.8% | 4.9% | ||
| Q4 24 | — | -8.8% | ||
| Q3 24 | 21.5% | -5.3% | ||
| Q2 24 | -19.6% | 0.6% |
资本支出强度FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | 0.0% | 2.2% | ||
| Q3 25 | 0.1% | 2.3% | ||
| Q2 25 | 0.2% | 2.4% | ||
| Q1 25 | 0.2% | 1.7% | ||
| Q4 24 | 0.0% | 3.6% | ||
| Q3 24 | 0.1% | 2.6% | ||
| Q2 24 | 0.2% | 3.2% |
现金转化率FORLSAK
| Q3 26 | — | — | ||
| Q4 25 | -10.19× | -2.99× | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | -0.63× | — | ||
| Q4 24 | -27.27× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | -1.59× | — |
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
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
LSAK
暂无分部数据
