vs
镜泰(GNTX)与威世(VSH)财务数据对比。点击上方公司名可切换其他公司
威世的季度营收约是镜泰的1.4倍($800.9M vs $586.8M),镜泰净利率更高(16.0% vs 0.1%,领先15.9%),威世同比增速更快(12.1% vs 1.7%),过去两年威世的营收复合增速更高(3.6% vs 1.2%)
镜泰(Gentex Corp)是美国电子科技企业,面向汽车行业研发生产自动防眩目后视镜、摄像头式驾驶辅助系统等产品,为各类航空市场供应可调光飞机舷窗,同时面向北美消防市场提供光电烟雾探测器、信号设备及HomeLink无线系列产品。
威世(Vishay Intertechnology)是美国知名的分立半导体与被动电子元器件制造商,由企业家菲利克斯·赞德曼创立。公司在以色列、亚洲、欧洲、美洲均设有生产基地,产品覆盖整流器、二极管、MOSFET、光电器件、精选集成电路、电阻器、电容器、电感器等品类,2024年营收达29亿美元,全球全职员工约2.27万人。
GNTX vs VSH — 直观对比
营收规模更大
VSH
是对方的1.4倍
$586.8M
营收增速更快
VSH
高出10.3%
1.7%
净利率更高
GNTX
高出15.9%
0.1%
两年增速更快
VSH
近两年复合增速
1.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $586.8M | $800.9M |
| 净利润 | $93.8M | $986.0K |
| 毛利率 | 34.0% | 19.6% |
| 营业利润率 | 20.1% | 1.8% |
| 净利率 | 16.0% | 0.1% |
| 营收同比 | 1.7% | 12.1% |
| 净利润同比 | -4.7% | 101.5% |
| 每股收益(稀释后) | $0.44 | $0.01 |
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
GNTX
VSH
| Q1 26 | $586.8M | — | ||
| Q4 25 | $644.4M | $800.9M | ||
| Q3 25 | $655.2M | $790.6M | ||
| Q2 25 | $657.9M | $762.3M | ||
| Q1 25 | $576.8M | $715.2M | ||
| Q4 24 | $541.6M | $714.7M | ||
| Q3 24 | $608.5M | $735.4M | ||
| Q2 24 | $572.9M | $741.2M |
净利润
GNTX
VSH
| Q1 26 | $93.8M | — | ||
| Q4 25 | $93.3M | $986.0K | ||
| Q3 25 | $101.0M | $-7.9M | ||
| Q2 25 | $96.0M | $2.0M | ||
| Q1 25 | $94.9M | $-4.1M | ||
| Q4 24 | $87.7M | $-66.1M | ||
| Q3 24 | $122.5M | $-19.3M | ||
| Q2 24 | $86.0M | $23.5M |
毛利率
GNTX
VSH
| Q1 26 | 34.0% | — | ||
| Q4 25 | 34.8% | 19.6% | ||
| Q3 25 | 34.4% | 19.5% | ||
| Q2 25 | 34.2% | 19.5% | ||
| Q1 25 | 33.2% | 19.0% | ||
| Q4 24 | 32.5% | 19.9% | ||
| Q3 24 | 33.5% | 20.5% | ||
| Q2 24 | 32.9% | 22.0% |
营业利润率
GNTX
VSH
| Q1 26 | 20.1% | — | ||
| Q4 25 | 18.6% | 1.8% | ||
| Q3 25 | 18.7% | 2.4% | ||
| Q2 25 | 18.0% | 2.9% | ||
| Q1 25 | 19.6% | 0.1% | ||
| Q4 24 | 16.6% | -7.9% | ||
| Q3 24 | 20.7% | -2.5% | ||
| Q2 24 | 20.1% | 5.1% |
净利率
GNTX
VSH
| Q1 26 | 16.0% | — | ||
| Q4 25 | 14.5% | 0.1% | ||
| Q3 25 | 15.4% | -1.0% | ||
| Q2 25 | 14.6% | 0.3% | ||
| Q1 25 | 16.4% | -0.6% | ||
| Q4 24 | 16.2% | -9.2% | ||
| Q3 24 | 20.1% | -2.6% | ||
| Q2 24 | 15.0% | 3.2% |
每股收益(稀释后)
GNTX
VSH
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.43 | $0.01 | ||
| Q3 25 | $0.46 | $-0.06 | ||
| Q2 25 | $0.43 | $0.01 | ||
| Q1 25 | $0.42 | $-0.03 | ||
| Q4 24 | $0.39 | $-0.48 | ||
| Q3 24 | $0.53 | $-0.14 | ||
| Q2 24 | $0.37 | $0.17 |
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 | $175.0M | $515.0M |
| 总债务越低越好 | — | $950.9M |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | $3.0B | $4.2B |
| 负债/权益比越低杠杆越低 | — | 0.46× |
8季度趋势,按日历期对齐
现金及短期投资
GNTX
VSH
| Q1 26 | $175.0M | — | ||
| Q4 25 | $151.0M | $515.0M | ||
| Q3 25 | $183.4M | $443.9M | ||
| Q2 25 | $141.1M | $473.9M | ||
| Q1 25 | $307.1M | $609.4M | ||
| Q4 24 | $255.6M | $590.3M | ||
| Q3 24 | $200.1M | $643.8M | ||
| Q2 24 | $275.8M | $672.7M |
总债务
GNTX
VSH
| Q1 26 | — | — | ||
| Q4 25 | — | $950.9M | ||
| Q3 25 | — | $919.7M | ||
| Q2 25 | — | $914.5M | ||
| Q1 25 | — | $988.2M | ||
| Q4 24 | — | $905.0M | ||
| Q3 24 | — | $820.8M | ||
| Q2 24 | — | $820.6M |
股东权益
GNTX
VSH
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.1B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.5B | $2.0B | ||
| Q4 24 | $2.5B | $2.0B | ||
| Q3 24 | $2.4B | $2.2B | ||
| Q2 24 | $2.4B | $2.2B |
总资产
GNTX
VSH
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $4.2B | ||
| Q3 25 | $2.9B | $4.2B | ||
| Q2 25 | $2.8B | $4.2B | ||
| Q1 25 | $2.8B | $4.2B | ||
| Q4 24 | $2.8B | $4.1B | ||
| Q3 24 | $2.7B | $4.2B | ||
| Q2 24 | $2.7B | $4.2B |
负债/权益比
GNTX
VSH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.38× |
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 | — | $149.4M |
| 自由现金流经营现金流 - 资本支出 | — | $54.6M |
| 自由现金流率自由现金流/营收 | — | 6.8% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | — | 151.48× |
| 过去12个月自由现金流最近4个季度 | — | $-89.0M |
8季度趋势,按日历期对齐
经营现金流
GNTX
VSH
| Q1 26 | — | — | ||
| Q4 25 | $125.5M | $149.4M | ||
| Q3 25 | $147.0M | $27.6M | ||
| Q2 25 | $166.1M | $-8.8M | ||
| Q1 25 | $148.5M | $16.1M | ||
| Q4 24 | $154.4M | $67.7M | ||
| Q3 24 | $84.7M | $50.6M | ||
| Q2 24 | $129.3M | $-24.7M |
自由现金流
GNTX
VSH
| Q1 26 | — | — | ||
| Q4 25 | $99.8M | $54.6M | ||
| Q3 25 | $111.4M | $-24.7M | ||
| Q2 25 | $135.0M | $-73.4M | ||
| Q1 25 | $111.8M | $-45.5M | ||
| Q4 24 | $112.7M | $-77.2M | ||
| Q3 24 | $45.4M | $-9.0M | ||
| Q2 24 | $97.5M | $-87.3M |
自由现金流率
GNTX
VSH
| Q1 26 | — | — | ||
| Q4 25 | 15.5% | 6.8% | ||
| Q3 25 | 17.0% | -3.1% | ||
| Q2 25 | 20.5% | -9.6% | ||
| Q1 25 | 19.4% | -6.4% | ||
| Q4 24 | 20.8% | -10.8% | ||
| Q3 24 | 7.5% | -1.2% | ||
| Q2 24 | 17.0% | -11.8% |
资本支出强度
GNTX
VSH
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 11.8% | ||
| Q3 25 | 5.4% | 6.6% | ||
| Q2 25 | 4.7% | 8.5% | ||
| Q1 25 | 6.4% | 8.6% | ||
| Q4 24 | 7.7% | 20.3% | ||
| Q3 24 | 6.5% | 8.1% | ||
| Q2 24 | 5.5% | 8.4% |
现金转化率
GNTX
VSH
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | 151.48× | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.73× | -4.39× | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 1.76× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 1.50× | -1.05× |
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
GNTX
暂无分部数据
VSH
| Resistors Segment | $189.4M | 24% |
| Diodes Segment | $154.2M | 19% |
| Capacitors Segment | $136.5M | 17% |
| Other | $126.4M | 16% |
| Inductors Segment | $92.6M | 12% |
| Optoelectronic Components Segment | $55.7M | 7% |
| EMS Companies | $51.6M | 6% |