vs
高途(GOTU)与劳瑞德教育集团(LAUR)财务数据对比。点击上方公司名可切换其他公司
高途的季度营收约是劳瑞德教育集团的1.4倍($767.1M vs $541.4M)。过去两年高途的营收复合增速更高(141.9% vs 40.2%)
高途教育是中国一家教育科技企业,成立于2014年,核心业务包括K12阶段学生的在线辅导,同时也面向成人开设外语学习与职业培训类课程,跟谁学是其旗下核心在线教育平台。
劳瑞德教育集团是总部位于美国佛罗里达州迈阿密的教育运营企业,旗下拥有并运营劳瑞德国际大学体系,在墨西哥、秘鲁设有多个校区,目前于纳斯达克证券交易所公开上市。
GOTU vs LAUR — 直观对比
营收规模更大
GOTU
是对方的1.4倍
$541.4M
两年增速更快
GOTU
近两年复合增速
40.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $767.1M | $541.4M |
| 净利润 | — | $171.6M |
| 毛利率 | — | 35.8% |
| 营业利润率 | — | 33.2% |
| 净利率 | — | 31.7% |
| 营收同比 | — | 27.9% |
| 净利润同比 | — | 83.2% |
| 每股收益(稀释后) | — | $1.14 |
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
GOTU
LAUR
| Q4 25 | $767.1M | $541.4M | ||
| Q3 25 | $221.8M | $400.2M | ||
| Q2 25 | $194.0M | $524.2M | ||
| Q1 25 | $205.7M | $236.2M | ||
| Q4 24 | $318.7M | $423.4M | ||
| Q3 24 | $172.2M | $368.6M | ||
| Q2 24 | $139.0M | $499.2M | ||
| Q1 24 | $131.1M | $275.4M |
净利润
GOTU
LAUR
| Q4 25 | — | $171.6M | ||
| Q3 25 | $-20.7M | $34.5M | ||
| Q2 25 | $-30.2M | $95.1M | ||
| Q1 25 | — | $-19.5M | ||
| Q4 24 | — | $93.6M | ||
| Q3 24 | — | $85.5M | ||
| Q2 24 | $-59.1M | $128.1M | ||
| Q1 24 | $-1.7M | $-10.8M |
毛利率
GOTU
LAUR
| Q4 25 | — | 35.8% | ||
| Q3 25 | 66.1% | 20.9% | ||
| Q2 25 | 66.0% | 39.5% | ||
| Q1 25 | 69.7% | -0.9% | ||
| Q4 24 | — | 32.0% | ||
| Q3 24 | 64.4% | 22.4% | ||
| Q2 24 | 69.0% | 36.1% | ||
| Q1 24 | 71.3% | 7.8% |
营业利润率
GOTU
LAUR
| Q4 25 | — | 33.2% | ||
| Q3 25 | -11.3% | 17.9% | ||
| Q2 25 | -17.4% | 36.9% | ||
| Q1 25 | — | -5.6% | ||
| Q4 24 | — | 29.3% | ||
| Q3 24 | — | 19.5% | ||
| Q2 24 | -46.0% | 33.4% | ||
| Q1 24 | -8.2% | 4.0% |
净利率
GOTU
LAUR
| Q4 25 | — | 31.7% | ||
| Q3 25 | -9.3% | 8.6% | ||
| Q2 25 | -15.5% | 18.1% | ||
| Q1 25 | — | -8.3% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | -42.5% | 25.7% | ||
| Q1 24 | -1.3% | -3.9% |
每股收益(稀释后)
GOTU
LAUR
| Q4 25 | — | $1.14 | ||
| Q3 25 | — | $0.23 | ||
| Q2 25 | — | $0.65 | ||
| Q1 25 | — | $-0.13 | ||
| Q4 24 | — | $0.60 | ||
| Q3 24 | — | $0.56 | ||
| Q2 24 | — | $0.83 | ||
| Q1 24 | — | $-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 | $596.2M | $146.7M |
| 总债务越低越好 | — | $73.1M |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $6.2B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
GOTU
LAUR
| Q4 25 | $596.2M | $146.7M | ||
| Q3 25 | $318.7M | $241.0M | ||
| Q2 25 | $814.4M | $135.3M | ||
| Q1 25 | $1.0B | $109.8M | ||
| Q4 24 | $433.8M | $91.3M | ||
| Q3 24 | $855.8M | $134.4M | ||
| Q2 24 | $1.4B | $128.8M | ||
| Q1 24 | $1.2B | $126.2M |
总债务
GOTU
LAUR
| Q4 25 | — | $73.1M | ||
| Q3 25 | — | $70.6M | ||
| Q2 25 | — | $78.1M | ||
| Q1 25 | — | $91.0M | ||
| Q4 24 | — | $59.0M | ||
| Q3 24 | — | $129.8M | ||
| Q2 24 | — | $203.0M | ||
| Q1 24 | — | $176.6M |
股东权益
GOTU
LAUR
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.9B | $908.5M | ||
| Q4 24 | $264.9M | $959.5M | ||
| Q3 24 | $2.1B | $897.7M | ||
| Q2 24 | $2.7B | $918.0M | ||
| Q1 24 | $3.1B | $933.6M |
总资产
GOTU
LAUR
| Q4 25 | $6.2B | $2.2B | ||
| Q3 25 | $5.1B | $2.1B | ||
| Q2 25 | $5.9B | $2.0B | ||
| Q1 25 | $5.2B | $1.9B | ||
| Q4 24 | $798.4M | $1.9B | ||
| Q3 24 | $5.2B | $1.9B | ||
| Q2 24 | $5.8B | $2.1B | ||
| Q1 24 | $5.3B | $2.2B |
负债/权益比
GOTU
LAUR
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.19× |
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 | — | $93.4M |
| 自由现金流经营现金流 - 资本支出 | — | $26.4M |
| 自由现金流率自由现金流/营收 | — | 4.9% |
| 资本支出强度资本支出/营收 | — | 12.4% |
| 现金转化率经营现金流/净利润 | — | 0.54× |
| 过去12个月自由现金流最近4个季度 | — | $263.1M |
8季度趋势,按日历期对齐
经营现金流
GOTU
LAUR
| Q4 25 | — | $93.4M | ||
| Q3 25 | — | $141.0M | ||
| Q2 25 | — | $74.1M | ||
| Q1 25 | — | $57.8M | ||
| Q4 24 | $35.3M | $40.7M | ||
| Q3 24 | — | $118.7M | ||
| Q2 24 | — | $40.2M | ||
| Q1 24 | — | $33.2M |
自由现金流
GOTU
LAUR
| Q4 25 | — | $26.4M | ||
| Q3 25 | — | $122.8M | ||
| Q2 25 | — | $60.8M | ||
| Q1 25 | — | $53.2M | ||
| Q4 24 | $10.9M | $3.4M | ||
| Q3 24 | — | $110.7M | ||
| Q2 24 | — | $29.5M | ||
| Q1 24 | — | $17.3M |
自由现金流率
GOTU
LAUR
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 30.7% | ||
| Q2 25 | — | 11.6% | ||
| Q1 25 | — | 22.5% | ||
| Q4 24 | 3.4% | 0.8% | ||
| Q3 24 | — | 30.0% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | 6.3% |
资本支出强度
GOTU
LAUR
| Q4 25 | — | 12.4% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | 7.7% | 8.8% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 5.8% |
现金转化率
GOTU
LAUR
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 4.09× | ||
| Q2 25 | — | 0.78× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.39× | ||
| Q2 24 | — | 0.31× | ||
| Q1 24 | — | — |
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
GOTU
暂无分部数据
LAUR
| Mexico Segment | $275.9M | 51% |
| Peru Segment | $265.5M | 49% |