vs
Fastly, Inc.(FSLY)与PREFORMED LINE PRODUCTS CO(PLPC)财务数据对比。点击上方公司名可切换其他公司
PREFORMED LINE PRODUCTS CO的季度营收约是Fastly, Inc.的1.0倍($173.1M vs $173.0M),PREFORMED LINE PRODUCTS CO净利率更高(4.9% vs -11.9%,领先16.7%),Fastly, Inc.同比增速更快(19.8% vs 3.6%),PREFORMED LINE PRODUCTS CO自由现金流更多($11.8M vs $4.1M),过去两年Fastly, Inc.的营收复合增速更高(14.3% vs 10.8%)
Fastly是总部位于美国旧金山的云计算服务商,主营内容分发网络(CDN)、图片优化、负载均衡服务,同时提供DDoS攻击防护、机器人流量治理、Web应用防火墙等云安全解决方案,助力企业提升网络访问效率与安全防护能力。
预成型线路产品公司(PLPC)研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件,服务全球多地的公用事业、网络运营商及工业客户,提供可提升网络可靠性与运营效率的解决方案。
FSLY vs PLPC — 直观对比
营收规模更大
PLPC
是对方的1.0倍
$173.0M
营收增速更快
FSLY
高出16.2%
3.6%
净利率更高
PLPC
高出16.7%
-11.9%
自由现金流更多
PLPC
多$7.7M
$4.1M
两年增速更快
FSLY
近两年复合增速
10.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $173.0M | $173.1M |
| 净利润 | $-20.5M | $8.4M |
| 毛利率 | 62.5% | 29.8% |
| 营业利润率 | 23.7% | 6.8% |
| 净利率 | -11.9% | 4.9% |
| 营收同比 | 19.8% | 3.6% |
| 净利润同比 | 47.6% | -19.3% |
| 每股收益(稀释后) | $-0.13 | $1.72 |
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
FSLY
PLPC
| Q1 26 | $173.0M | — | ||
| Q4 25 | $172.6M | $173.1M | ||
| Q3 25 | $158.2M | $178.1M | ||
| Q2 25 | $148.7M | $169.6M | ||
| Q1 25 | $144.5M | $148.5M | ||
| Q4 24 | $140.6M | $167.1M | ||
| Q3 24 | $137.2M | $147.0M | ||
| Q2 24 | $132.4M | $138.7M |
净利润
FSLY
PLPC
| Q1 26 | $-20.5M | — | ||
| Q4 25 | $-15.5M | $8.4M | ||
| Q3 25 | $-29.5M | $2.6M | ||
| Q2 25 | $-37.5M | $12.7M | ||
| Q1 25 | $-39.1M | $11.5M | ||
| Q4 24 | $-32.9M | $10.5M | ||
| Q3 24 | $-38.0M | $7.7M | ||
| Q2 24 | $-43.7M | $9.4M |
毛利率
FSLY
PLPC
| Q1 26 | 62.5% | — | ||
| Q4 25 | 61.4% | 29.8% | ||
| Q3 25 | 58.4% | 29.7% | ||
| Q2 25 | 54.5% | 32.7% | ||
| Q1 25 | 53.2% | 32.8% | ||
| Q4 24 | 53.4% | 33.3% | ||
| Q3 24 | 54.5% | 31.1% | ||
| Q2 24 | 55.1% | 31.9% |
营业利润率
FSLY
PLPC
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | 6.8% | ||
| Q3 25 | -18.2% | 7.4% | ||
| Q2 25 | -24.8% | 10.1% | ||
| Q1 25 | -26.4% | 8.8% | ||
| Q4 24 | -24.4% | 10.5% | ||
| Q3 24 | -29.6% | 7.1% | ||
| Q2 24 | -35.3% | 8.1% |
净利率
FSLY
PLPC
| Q1 26 | -11.9% | — | ||
| Q4 25 | -9.0% | 4.9% | ||
| Q3 25 | -18.6% | 1.5% | ||
| Q2 25 | -25.2% | 7.5% | ||
| Q1 25 | -27.1% | 7.8% | ||
| Q4 24 | -23.4% | 6.3% | ||
| Q3 24 | -27.7% | 5.2% | ||
| Q2 24 | -33.0% | 6.8% |
每股收益(稀释后)
FSLY
PLPC
| Q1 26 | $-0.13 | — | ||
| Q4 25 | $-0.10 | $1.72 | ||
| Q3 25 | $-0.20 | $0.53 | ||
| Q2 25 | $-0.26 | $2.56 | ||
| Q1 25 | $-0.27 | $2.33 | ||
| Q4 24 | $-0.23 | $2.13 | ||
| Q3 24 | $-0.27 | $1.54 | ||
| Q2 24 | $-0.32 | $1.89 |
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 | $146.7M | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $977.1M | $475.5M |
| 总资产 | $1.5B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势,按日历期对齐
现金及短期投资
FSLY
PLPC
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | — | ||
| Q3 25 | $342.9M | — | ||
| Q2 25 | $321.2M | — | ||
| Q1 25 | $307.3M | — | ||
| Q4 24 | $295.9M | — | ||
| Q3 24 | $308.2M | — | ||
| Q2 24 | $311.8M | — |
总债务
FSLY
PLPC
| Q1 26 | — | — | ||
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
股东权益
FSLY
PLPC
| Q1 26 | $977.1M | — | ||
| Q4 25 | $929.6M | $475.5M | ||
| Q3 25 | $937.0M | $466.3M | ||
| Q2 25 | $942.6M | $460.7M | ||
| Q1 25 | $957.0M | $435.8M | ||
| Q4 24 | $965.3M | $422.3M | ||
| Q3 24 | $969.5M | $429.0M | ||
| Q2 24 | $981.2M | $416.2M |
总资产
FSLY
PLPC
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $653.6M | ||
| Q3 25 | $1.5B | $644.6M | ||
| Q2 25 | $1.5B | $631.5M | ||
| Q1 25 | $1.4B | $592.5M | ||
| Q4 24 | $1.5B | $573.9M | ||
| Q3 24 | $1.5B | $592.0M | ||
| Q2 24 | $1.5B | $572.6M |
负债/权益比
FSLY
PLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $28.9M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $4.1M | $11.8M |
| 自由现金流率自由现金流/营收 | 2.4% | 6.8% |
| 资本支出强度资本支出/营收 | 14.3% | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.60× |
| 过去12个月自由现金流最近4个季度 | $55.2M | $33.3M |
8季度趋势,按日历期对齐
经营现金流
FSLY
PLPC
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | $21.9M | ||
| Q3 25 | $28.9M | $18.9M | ||
| Q2 25 | $25.8M | $26.9M | ||
| Q1 25 | $17.3M | $5.7M | ||
| Q4 24 | $5.2M | $24.1M | ||
| Q3 24 | $5.0M | $9.4M | ||
| Q2 24 | $-4.9M | $28.3M |
自由现金流
FSLY
PLPC
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $11.8M | ||
| Q3 25 | $22.9M | $8.3M | ||
| Q2 25 | $15.9M | $18.6M | ||
| Q1 25 | $14.7M | $-5.3M | ||
| Q4 24 | $251.0K | $20.6M | ||
| Q3 24 | $3.0M | $5.8M | ||
| Q2 24 | $-6.7M | $24.6M |
自由现金流率
FSLY
PLPC
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | 6.8% | ||
| Q3 25 | 14.5% | 4.7% | ||
| Q2 25 | 10.7% | 10.9% | ||
| Q1 25 | 10.2% | -3.6% | ||
| Q4 24 | 0.2% | 12.3% | ||
| Q3 24 | 2.2% | 3.9% | ||
| Q2 24 | -5.1% | 17.7% |
资本支出强度
FSLY
PLPC
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 5.9% | ||
| Q3 25 | 3.8% | 6.0% | ||
| Q2 25 | 6.6% | 4.9% | ||
| Q1 25 | 1.8% | 7.4% | ||
| Q4 24 | 3.5% | 2.1% | ||
| Q3 24 | 1.5% | 2.4% | ||
| Q2 24 | 1.3% | 2.7% |
现金转化率
FSLY
PLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.60× | ||
| Q3 25 | — | 7.21× | ||
| Q2 25 | — | 2.12× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 3.02× |
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
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
PLPC
暂无分部数据