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简柏特（G）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是简柏特的1.3倍（$1.7B vs $1.3B），格罗方德净利率更高（14.8% vs 10.8%，领先3.9%），简柏特同比增速更快（5.6% vs -2.9%），过去两年简柏特的营收复合增速更高（8.0% vs -4.3%）
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
G vs GFS — 直观对比
营收规模更大
GFS
是对方的1.3倍
$1.3B
营收增速更快
G
高出8.6%
-2.9%
净利率更高
GFS
高出3.9%
10.8%
两年增速更快
G
近两年复合增速
-4.3%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.7B |
| 净利润 | $143.1M | $249.0M |
| 毛利率 | 36.6% | 24.8% |
| 营业利润率 | 14.8% | 11.6% |
| 净利率 | 10.8% | 14.8% |
| 营收同比 | 5.6% | -2.9% |
| 净利润同比 | 0.8% | 39.9% |
| 每股收益（稀释后） | $0.82 | $0.44 |
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GGFS
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.2B | $1.6B | ||
| Q1 24 | $1.1B | $1.5B |
净利润GGFS
| Q4 25 | $143.1M | — | ||
| Q3 25 | $145.8M | $249.0M | ||
| Q2 25 | $132.7M | $228.0M | ||
| Q1 25 | $130.9M | $211.0M | ||
| Q4 24 | $141.9M | — | ||
| Q3 24 | $132.8M | $178.0M | ||
| Q2 24 | $122.0M | $155.0M | ||
| Q1 24 | $116.9M | $134.0M |
毛利率GGFS
| Q4 25 | 36.6% | — | ||
| Q3 25 | 36.4% | 24.8% | ||
| Q2 25 | 35.9% | 24.2% | ||
| Q1 25 | 35.3% | 22.4% | ||
| Q4 24 | 35.7% | — | ||
| Q3 24 | 35.6% | 23.8% | ||
| Q2 24 | 35.4% | 24.2% | ||
| Q1 24 | 35.0% | 25.4% |
营业利润率GGFS
| Q4 25 | 14.8% | — | ||
| Q3 25 | 14.8% | 11.6% | ||
| Q2 25 | 14.3% | 11.6% | ||
| Q1 25 | 15.1% | 9.5% | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 15.0% | 10.6% | ||
| Q2 24 | 14.5% | 9.5% | ||
| Q1 24 | 14.1% | 9.5% |
净利率GGFS
| Q4 25 | 10.8% | — | ||
| Q3 25 | 11.3% | 14.8% | ||
| Q2 25 | 10.6% | 13.5% | ||
| Q1 25 | 10.8% | 13.3% | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 11.0% | 10.2% | ||
| Q2 24 | 10.4% | 9.5% | ||
| Q1 24 | 10.3% | 8.7% |
每股收益（稀释后）GGFS
| Q4 25 | $0.82 | — | ||
| Q3 25 | $0.83 | $0.44 | ||
| Q2 25 | $0.75 | $0.41 | ||
| Q1 25 | $0.73 | $0.38 | ||
| Q4 24 | $0.80 | — | ||
| Q3 24 | $0.74 | $0.32 | ||
| Q2 24 | $0.67 | $0.28 | ||
| Q1 24 | $0.64 | $0.24 |
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 | $1.2B | $2.0B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.5B | $11.8B |
| 总资产 | $5.8B | $16.7B |
| 负债/权益比越低杠杆越低 | 0.60× | — |
8季度趋势，按日历期对齐
现金及短期投资GGFS
| Q4 25 | $1.2B | — | ||
| Q3 25 | $740.8M | $2.0B | ||
| Q2 25 | $663.3M | $1.8B | ||
| Q1 25 | $561.6M | $1.6B | ||
| Q4 24 | $671.6M | — | ||
| Q3 24 | $1.0B | $2.3B | ||
| Q2 24 | $914.2M | $2.2B | ||
| Q1 24 | $478.4M | $2.2B |
总债务GGFS
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.2B | — |
股东权益GGFS
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | $11.8B | ||
| Q2 25 | $2.6B | $11.5B | ||
| Q1 25 | $2.5B | $11.1B | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | $11.6B | ||
| Q2 24 | $2.3B | $11.3B | ||
| Q1 24 | $2.3B | $11.3B |
总资产GGFS
| Q4 25 | $5.8B | — | ||
| Q3 25 | $5.4B | $16.7B | ||
| Q2 25 | $5.3B | $16.8B | ||
| Q1 25 | $4.9B | $16.5B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.3B | $18.1B | ||
| Q2 24 | $5.2B | — | ||
| Q1 24 | $4.7B | — |
负债/权益比GGFS
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.68× | — | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.54× | — |
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 | $286.7M | $595.0M |
| 自由现金流经营现金流 - 资本支出 | $269.0M | — |
| 自由现金流率自由现金流/营收 | 20.4% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 2.00× | 2.39× |
| 过去12个月自由现金流最近4个季度 | $734.7M | — |
8季度趋势，按日历期对齐
经营现金流GGFS
| Q4 25 | $286.7M | — | ||
| Q3 25 | $308.4M | $595.0M | ||
| Q2 25 | $177.4M | $431.0M | ||
| Q1 25 | $40.4M | $331.0M | ||
| Q4 24 | $203.2M | — | ||
| Q3 24 | $228.5M | $375.0M | ||
| Q2 24 | $209.3M | $402.0M | ||
| Q1 24 | $-25.6M | $488.0M |
自由现金流GGFS
| Q4 25 | $269.0M | — | ||
| Q3 25 | $292.0M | — | ||
| Q2 25 | $155.1M | — | ||
| Q1 25 | $18.5M | — | ||
| Q4 24 | $183.5M | — | ||
| Q3 24 | $208.7M | — | ||
| Q2 24 | $190.0M | — | ||
| Q1 24 | $-49.6M | — |
自由现金流率GGFS
| Q4 25 | 20.4% | — | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 12.4% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 17.2% | — | ||
| Q2 24 | 16.2% | — | ||
| Q1 24 | -4.4% | — |
资本支出强度GGFS
| Q4 25 | 1.3% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 2.1% | — |
现金转化率GGFS
| Q4 25 | 2.00× | — | ||
| Q3 25 | 2.11× | 2.39× | ||
| Q2 25 | 1.34× | 1.89× | ||
| Q1 25 | 0.31× | 1.57× | ||
| Q4 24 | 1.43× | — | ||
| Q3 24 | 1.72× | 2.11× | ||
| Q2 24 | 1.72× | 2.59× | ||
| Q1 24 | -0.22× | 3.64× |
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
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
