vs
Getty图片控股（GETY）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是Getty图片控股的1.5倍（$411.1M vs $282.3M），UiPath, Inc.净利率更高（48.4% vs -32.2%，领先80.6%），UiPath, Inc.同比增速更快（15.9% vs 14.1%），UiPath, Inc.自由现金流更多（$25.1M vs $7.7M），过去两年Getty图片控股的营收复合增速更高（12.7% vs 0.7%）
盖蒂图片控股是全球知名的视觉素材服务商，面向创意从业者、媒体机构与企业客户，提供正版商用图库、编辑类摄影、视频及音乐素材，旗下素材库规模超过4.77亿件，是全球视觉内容行业的龙头供应商之一。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
GETY vs PATH — 直观对比
营收规模更大
PATH
是对方的1.5倍
$282.3M
营收增速更快
PATH
高出1.8%
14.1%
净利率更高
PATH
高出80.6%
-32.2%
自由现金流更多
PATH
多$17.4M
$7.7M
两年增速更快
GETY
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $282.3M | $411.1M |
| 净利润 | $-90.9M | $198.8M |
| 毛利率 | 74.8% | 83.3% |
| 营业利润率 | -8.5% | 3.2% |
| 净利率 | -32.2% | 48.4% |
| 营收同比 | 14.1% | 15.9% |
| 净利润同比 | -467.6% | 1966.2% |
| 每股收益（稀释后） | $-0.22 | $0.37 |
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GETYPATH
| Q4 25 | $282.3M | $411.1M | ||
| Q3 25 | $240.0M | $361.7M | ||
| Q2 25 | $234.9M | $356.6M | ||
| Q1 25 | $224.1M | $423.6M | ||
| Q4 24 | $247.3M | $354.7M | ||
| Q3 24 | $240.5M | $316.3M | ||
| Q2 24 | $229.1M | $335.1M | ||
| Q1 24 | $222.3M | $405.3M |
净利润GETYPATH
| Q4 25 | $-90.9M | $198.8M | ||
| Q3 25 | $21.6M | $1.6M | ||
| Q2 25 | $-34.4M | $-22.6M | ||
| Q1 25 | $-102.6M | $51.8M | ||
| Q4 24 | $24.7M | $-10.7M | ||
| Q3 24 | $-2.5M | $-86.1M | ||
| Q2 24 | $3.7M | $-28.7M | ||
| Q1 24 | $13.6M | $33.9M |
毛利率GETYPATH
| Q4 25 | 74.8% | 83.3% | ||
| Q3 25 | 73.2% | 82.2% | ||
| Q2 25 | 72.1% | 82.1% | ||
| Q1 25 | 73.1% | 84.8% | ||
| Q4 24 | 73.5% | 82.0% | ||
| Q3 24 | 73.4% | 80.0% | ||
| Q2 24 | 72.5% | 83.5% | ||
| Q1 24 | 72.9% | 86.8% |
营业利润率GETYPATH
| Q4 25 | -8.5% | 3.2% | ||
| Q3 25 | 18.8% | -5.6% | ||
| Q2 25 | 15.1% | -4.6% | ||
| Q1 25 | 12.2% | 7.9% | ||
| Q4 24 | 14.5% | -12.2% | ||
| Q3 24 | 23.9% | -32.7% | ||
| Q2 24 | 20.3% | -14.8% | ||
| Q1 24 | 18.5% | 3.7% |
净利率GETYPATH
| Q4 25 | -32.2% | 48.4% | ||
| Q3 25 | 9.0% | 0.4% | ||
| Q2 25 | -14.6% | -6.3% | ||
| Q1 25 | -45.8% | 12.2% | ||
| Q4 24 | 10.0% | -3.0% | ||
| Q3 24 | -1.1% | -27.2% | ||
| Q2 24 | 1.6% | -8.6% | ||
| Q1 24 | 6.1% | 8.4% |
每股收益（稀释后）GETYPATH
| Q4 25 | $-0.22 | $0.37 | ||
| Q3 25 | $0.05 | $0.00 | ||
| Q2 25 | $-0.08 | $-0.04 | ||
| Q1 25 | $-0.25 | $0.09 | ||
| Q4 24 | $0.07 | $-0.02 | ||
| Q3 24 | $-0.01 | $-0.15 | ||
| Q2 24 | $0.01 | $-0.05 | ||
| Q1 24 | $0.03 | $0.07 |
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 | $90.2M | $1.4B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $552.5M | $1.9B |
| 总资产 | $3.2B | $2.9B |
| 负债/权益比越低杠杆越低 | 2.30× | — |
8季度趋势，按日历期对齐
现金及短期投资GETYPATH
| Q4 25 | $90.2M | $1.4B | ||
| Q3 25 | $109.5M | $1.4B | ||
| Q2 25 | $110.3M | $1.6B | ||
| Q1 25 | $114.6M | $1.6B | ||
| Q4 24 | $121.2M | $1.6B | ||
| Q3 24 | $109.9M | $1.7B | ||
| Q2 24 | $121.7M | $1.9B | ||
| Q1 24 | $134.2M | $1.9B |
总债务GETYPATH
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.4B | — |
股东权益GETYPATH
| Q4 25 | $552.5M | $1.9B | ||
| Q3 25 | $634.6M | $1.7B | ||
| Q2 25 | $611.2M | $1.7B | ||
| Q1 25 | $593.0M | $1.8B | ||
| Q4 24 | $670.2M | $1.7B | ||
| Q3 24 | $683.4M | $1.8B | ||
| Q2 24 | $654.0M | $2.0B | ||
| Q1 24 | $640.8M | $2.0B |
总资产GETYPATH
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $2.6B | $2.6B | ||
| Q2 25 | $2.6B | $2.6B | ||
| Q1 25 | $2.6B | $2.9B | ||
| Q4 24 | $2.6B | $2.7B | ||
| Q3 24 | $2.6B | $2.7B | ||
| Q2 24 | $2.6B | $2.8B | ||
| Q1 24 | $2.6B | $3.0B |
负债/权益比GETYPATH
| Q4 25 | 2.30× | — | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 2.21× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 1.97× | — | ||
| Q2 24 | 2.06× | — | ||
| Q1 24 | 2.16× | — |
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 | $20.6M | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $7.7M | $25.1M |
| 自由现金流率自由现金流/营收 | 2.7% | 6.1% |
| 资本支出强度资本支出/营收 | 4.6% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | $5.7M | — |
8季度趋势，按日历期对齐
经营现金流GETYPATH
| Q4 25 | $20.6M | $28.3M | ||
| Q3 25 | $22.6M | $41.6M | ||
| Q2 25 | $6.5M | $119.0M | ||
| Q1 25 | $15.4M | $146.1M | ||
| Q4 24 | $39.7M | $28.1M | ||
| Q3 24 | $10.7M | $46.4M | ||
| Q2 24 | $46.4M | $100.0M | ||
| Q1 24 | $21.5M | $145.6M |
自由现金流GETYPATH
| Q4 25 | $7.7M | $25.1M | ||
| Q3 25 | $7.9M | — | ||
| Q2 25 | $-9.6M | $106.2M | ||
| Q1 25 | $-322.0K | $138.7M | ||
| Q4 24 | $24.6M | $23.2M | ||
| Q3 24 | $-1.8M | $45.0M | ||
| Q2 24 | $31.1M | $98.8M | ||
| Q1 24 | $7.1M | $141.8M |
自由现金流率GETYPATH
| Q4 25 | 2.7% | 6.1% | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | -4.1% | 29.8% | ||
| Q1 25 | -0.1% | 32.7% | ||
| Q4 24 | 9.9% | 6.5% | ||
| Q3 24 | -0.8% | 14.2% | ||
| Q2 24 | 13.6% | 29.5% | ||
| Q1 24 | 3.2% | 35.0% |
资本支出强度GETYPATH
| Q4 25 | 4.6% | 0.8% | ||
| Q3 25 | 6.1% | 0.0% | ||
| Q2 25 | 6.9% | 3.6% | ||
| Q1 25 | 7.0% | 1.7% | ||
| Q4 24 | 6.1% | 1.4% | ||
| Q3 24 | 5.2% | 0.4% | ||
| Q2 24 | 6.7% | 0.4% | ||
| Q1 24 | 6.5% | 0.9% |
现金转化率GETYPATH
| Q4 25 | — | 0.14× | ||
| Q3 25 | 1.05× | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.82× | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 12.59× | — | ||
| Q1 24 | 1.58× | 4.29× |
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
GETY
| Creative | $149.0M | 53% |
| Editorial | $109.4M | 39% |
| Other | $23.9M | 8% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
