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高途（GOTU）与Strategic Education, Inc.（STRA）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Strategic Education, Inc.的2.5倍（$767.1M vs $305.9M）。过去两年高途的营收复合增速更高（141.9% vs -1.0%）
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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
GOTU vs STRA — 直观对比
营收规模更大
GOTU
是对方的2.5倍
$305.9M
两年增速更快
GOTU
近两年复合增速
-1.0%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $767.1M | $305.9M |
| 净利润 | — | $29.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 13.0% |
| 净利率 | — | 9.7% |
| 营收同比 | — | -0.8% |
| 净利润同比 | — | -9.3% |
| 每股收益（稀释后） | — | $1.24 |
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GOTUSTRA
| Q1 26 | — | $305.9M | ||
| Q4 25 | $767.1M | $323.2M | ||
| Q3 25 | $221.8M | $319.9M | ||
| Q2 25 | $194.0M | $321.5M | ||
| Q1 25 | $205.7M | $303.6M | ||
| Q4 24 | $318.7M | $311.5M | ||
| Q3 24 | $172.2M | $306.0M | ||
| Q2 24 | $139.0M | $312.3M |
净利润GOTUSTRA
| Q1 26 | — | $29.7M | ||
| Q4 25 | — | $37.9M | ||
| Q3 25 | $-20.7M | $26.6M | ||
| Q2 25 | $-30.2M | $32.3M | ||
| Q1 25 | — | $29.7M | ||
| Q4 24 | — | $25.3M | ||
| Q3 24 | — | $27.7M | ||
| Q2 24 | $-59.1M | $29.9M |
毛利率GOTUSTRA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 66.1% | — | ||
| Q2 25 | 66.0% | — | ||
| Q1 25 | 69.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 64.4% | — | ||
| Q2 24 | 69.0% | — |
营业利润率GOTUSTRA
| Q1 26 | — | 13.0% | ||
| Q4 25 | — | 16.0% | ||
| Q3 25 | -11.3% | 11.6% | ||
| Q2 25 | -17.4% | 14.2% | ||
| Q1 25 | — | 13.1% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 11.9% | ||
| Q2 24 | -46.0% | 13.4% |
净利率GOTUSTRA
| Q1 26 | — | 9.7% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | -9.3% | 8.3% | ||
| Q2 25 | -15.5% | 10.1% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | — | 9.1% | ||
| Q2 24 | -42.5% | 9.6% |
每股收益（稀释后）GOTUSTRA
| Q1 26 | — | $1.24 | ||
| Q4 25 | — | $1.65 | ||
| Q3 25 | — | $1.15 | ||
| Q2 25 | — | $1.37 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $1.05 | ||
| Q3 24 | — | $1.15 | ||
| Q2 24 | — | $1.24 |
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 | $596.2M | $140.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $1.6B |
| 总资产 | $6.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GOTUSTRA
| Q1 26 | — | $140.8M | ||
| Q4 25 | $596.2M | $148.1M | ||
| Q3 25 | $318.7M | $172.6M | ||
| Q2 25 | $814.4M | $164.9M | ||
| Q1 25 | $1.0B | $182.6M | ||
| Q4 24 | $433.8M | $184.0M | ||
| Q3 24 | $855.8M | $222.1M | ||
| Q2 24 | $1.4B | $256.2M |
股东权益GOTUSTRA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $264.9M | $1.7B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.7B | $1.7B |
总资产GOTUSTRA
| Q1 26 | — | $2.0B | ||
| Q4 25 | $6.2B | $2.0B | ||
| Q3 25 | $5.1B | $2.1B | ||
| Q2 25 | $5.9B | $2.1B | ||
| Q1 25 | $5.2B | $2.1B | ||
| Q4 24 | $798.4M | $2.0B | ||
| Q3 24 | $5.2B | $2.2B | ||
| Q2 24 | $5.8B | $2.2B |
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 | — | $67.7M |
| 自由现金流经营现金流 - 资本支出 | — | $57.3M |
| 自由现金流率自由现金流/营收 | — | 18.7% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.27× |
| 过去12个月自由现金流最近4个季度 | — | $153.9M |
8季度趋势，按日历期对齐
经营现金流GOTUSTRA
| Q1 26 | — | $67.7M | ||
| Q4 25 | — | $39.2M | ||
| Q3 25 | — | $60.1M | ||
| Q2 25 | — | $31.2M | ||
| Q1 25 | — | $67.7M | ||
| Q4 24 | $35.3M | $15.9M | ||
| Q3 24 | — | $51.5M | ||
| Q2 24 | — | $24.3M |
自由现金流GOTUSTRA
| Q1 26 | — | $57.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | — | $49.3M | ||
| Q2 25 | — | $20.4M | ||
| Q1 25 | — | $57.3M | ||
| Q4 24 | $10.9M | $4.7M | ||
| Q3 24 | — | $42.1M | ||
| Q2 24 | — | $13.6M |
自由现金流率GOTUSTRA
| Q1 26 | — | 18.7% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | 3.4% | 1.5% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | 4.3% |
资本支出强度GOTUSTRA
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | 7.7% | 3.6% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.4% |
现金转化率GOTUSTRA
| Q1 26 | — | 2.27× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 0.81× |
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
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |
