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Gen Digital（GEN）与RESIDEO TECHNOLOGIES, INC.（REZI）财务数据对比。点击上方公司名可切换其他公司
RESIDEO TECHNOLOGIES, INC.的季度营收约是Gen Digital的1.5倍（$1.9B vs $1.2B），Gen Digital净利率更高（15.5% vs 7.2%，领先8.3%），Gen Digital同比增速更快（28.5% vs 2.0%），过去两年Gen Digital的营收复合增速更高（13.2% vs 12.9%）
Gen Digital是一家跨国软件企业，双总部分别设于美国亚利桑那州坦佩和欧盟捷克布拉格，是财富500强企业及标普500指数成分股，同时在纳斯达克与布拉格证券交易所挂牌上市。公司主营网络安全软件、金融科技及相关服务，旗下拥有诺顿、Avast、LifeLock、AVG、CCleaner等多个知名品牌。
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
GEN vs REZI — 直观对比
营收规模更大
REZI
是对方的1.5倍
$1.2B
营收增速更快
GEN
高出26.5%
2.0%
净利率更高
GEN
高出8.3%
7.2%
两年增速更快
GEN
近两年复合增速
12.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $192.0M | $136.0M |
| 毛利率 | 78.4% | 29.6% |
| 营业利润率 | 34.9% | 7.4% |
| 净利率 | 15.5% | 7.2% |
| 营收同比 | 28.5% | 2.0% |
| 净利润同比 | 6.1% | 491.3% |
| 每股收益（稀释后） | $0.31 | $0.99 |
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GENREZI
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $986.0M | $1.9B | ||
| Q3 24 | $974.0M | $1.8B | ||
| Q2 24 | $965.0M | $1.6B |
净利润GENREZI
| Q1 26 | $192.0M | — | ||
| Q4 25 | $134.0M | $136.0M | ||
| Q3 25 | $135.0M | $156.0M | ||
| Q2 25 | — | $-825.0M | ||
| Q1 25 | $142.0M | $6.0M | ||
| Q4 24 | $159.0M | $23.0M | ||
| Q3 24 | $161.0M | $20.0M | ||
| Q2 24 | $181.0M | $30.0M |
毛利率GENREZI
| Q1 26 | 78.4% | — | ||
| Q4 25 | 78.2% | 29.6% | ||
| Q3 25 | 78.8% | 29.8% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | 80.3% | 28.9% | ||
| Q4 24 | 80.4% | 28.5% | ||
| Q3 24 | 80.1% | 28.7% | ||
| Q2 24 | 80.3% | 28.1% |
营业利润率GENREZI
| Q1 26 | 34.9% | — | ||
| Q4 25 | 35.9% | 7.4% | ||
| Q3 25 | 35.5% | 8.3% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | 41.3% | 7.7% | ||
| Q4 24 | 37.9% | 7.8% | ||
| Q3 24 | 41.3% | 6.9% | ||
| Q2 24 | 43.2% | 7.7% |
净利率GENREZI
| Q1 26 | 15.5% | — | ||
| Q4 25 | 11.0% | 7.2% | ||
| Q3 25 | 10.7% | 8.4% | ||
| Q2 25 | — | -42.5% | ||
| Q1 25 | 14.1% | 0.3% | ||
| Q4 24 | 16.1% | 1.2% | ||
| Q3 24 | 16.5% | 1.1% | ||
| Q2 24 | 18.8% | 1.9% |
每股收益（稀释后）GENREZI
| Q1 26 | $0.31 | — | ||
| Q4 25 | $0.21 | $0.99 | ||
| Q3 25 | $0.22 | $0.85 | ||
| Q2 25 | — | $-5.59 | ||
| Q1 25 | $0.22 | $-0.02 | ||
| Q4 24 | $0.26 | $0.06 | ||
| Q3 24 | $0.26 | $0.07 | ||
| Q2 24 | $0.29 | $0.19 |
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 | — | $661.0M |
| 总债务越低越好 | $8.4B | $3.2B |
| 股东权益账面价值 | $2.3B | $2.9B |
| 总资产 | $15.8B | $8.4B |
| 负债/权益比越低杠杆越低 | 3.61× | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资GENREZI
| Q1 26 | — | — | ||
| Q4 25 | — | $661.0M | ||
| Q3 25 | — | $345.0M | ||
| Q2 25 | — | $753.0M | ||
| Q1 25 | $1.0B | $577.0M | ||
| Q4 24 | $883.0M | $692.0M | ||
| Q3 24 | $737.0M | $531.0M | ||
| Q2 24 | $644.0M | $413.0M |
总债务GENREZI
| Q1 26 | $8.4B | — | ||
| Q4 25 | $8.7B | $3.2B | ||
| Q3 25 | $8.9B | $3.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | $8.3B | $2.0B | ||
| Q4 24 | $8.5B | $2.0B | ||
| Q3 24 | $8.5B | $2.0B | ||
| Q2 24 | $8.5B | $2.0B |
股东权益GENREZI
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.5B | $2.9B | ||
| Q3 25 | $2.4B | $2.8B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | $2.3B | $3.3B | ||
| Q4 24 | $2.2B | $3.3B | ||
| Q3 24 | $2.1B | $3.4B | ||
| Q2 24 | $2.0B | $3.3B |
总资产GENREZI
| Q1 26 | $15.8B | — | ||
| Q4 25 | $16.1B | $8.4B | ||
| Q3 25 | $16.4B | $8.2B | ||
| Q2 25 | — | $8.5B | ||
| Q1 25 | $15.5B | $8.1B | ||
| Q4 24 | $15.4B | $8.2B | ||
| Q3 24 | $15.5B | $8.1B | ||
| Q2 24 | $15.4B | $8.0B |
负债/权益比GENREZI
| Q1 26 | 3.61× | — | ||
| Q4 25 | 3.54× | 1.11× | ||
| Q3 25 | 3.75× | 1.17× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | 3.64× | 0.60× | ||
| Q4 24 | 3.94× | 0.61× | ||
| Q3 24 | 4.06× | 0.60× | ||
| Q2 24 | 4.33× | 0.61× |
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 | — | $299.0M |
| 自由现金流经营现金流 - 资本支出 | — | $262.0M |
| 自由现金流率自由现金流/营收 | — | 13.8% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.20× |
| 过去12个月自由现金流最近4个季度 | — | $-1.3B |
8季度趋势，按日历期对齐
经营现金流GENREZI
| Q1 26 | — | — | ||
| Q4 25 | $541.0M | $299.0M | ||
| Q3 25 | $409.0M | $-1.6B | ||
| Q2 25 | — | $200.0M | ||
| Q1 25 | $473.0M | $-65.0M | ||
| Q4 24 | $326.0M | $203.0M | ||
| Q3 24 | $158.0M | $147.0M | ||
| Q2 24 | $264.0M | $92.0M |
自由现金流GENREZI
| Q1 26 | — | — | ||
| Q4 25 | $535.0M | $262.0M | ||
| Q3 25 | $405.0M | $-1.6B | ||
| Q2 25 | — | $180.0M | ||
| Q1 25 | $470.0M | $-96.0M | ||
| Q4 24 | $318.0M | $181.0M | ||
| Q3 24 | $156.0M | $125.0M | ||
| Q2 24 | $262.0M | $77.0M |
自由现金流率GENREZI
| Q1 26 | — | — | ||
| Q4 25 | 43.9% | 13.8% | ||
| Q3 25 | 32.2% | -85.8% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | 46.5% | -5.4% | ||
| Q4 24 | 32.3% | 9.7% | ||
| Q3 24 | 16.0% | 6.8% | ||
| Q2 24 | 27.2% | 4.8% |
资本支出强度GENREZI
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | 0.3% | 1.8% | ||
| Q4 24 | 0.8% | 1.2% | ||
| Q3 24 | 0.2% | 1.2% | ||
| Q2 24 | 0.2% | 0.9% |
现金转化率GENREZI
| Q1 26 | — | — | ||
| Q4 25 | 4.04× | 2.20× | ||
| Q3 25 | 3.03× | -10.07× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.33× | -10.83× | ||
| Q4 24 | 2.05× | 8.83× | ||
| Q3 24 | 0.98× | 7.35× | ||
| Q2 24 | 1.46× | 3.07× |
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
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
