vs
高盛（GS）与英格拉姆微（INGM）财务数据对比。点击上方公司名可切换其他公司
高盛的季度营收约是英格拉姆微的1.2倍（$17.2B vs $14.0B），高盛净利率更高（32.7% vs 0.7%，领先32.0%），高盛同比增速更快（18.6% vs 13.7%），过去两年英格拉姆微的营收复合增速更高（11.0% vs 10.1%）
高盛集团是美国跨国投资银行及金融服务提供商，创立于1869年，总部位于纽约市曼哈顿下城，在全球多个国际金融中心设有区域总部。按营收计算，高盛是全球规模最大的投资银行之一，位列美国《财富》500强总营收榜单第55位。
英格拉姆微控股是全球知名的信息技术产品及服务分销商，总部位于美国加利福尼亚州欧文市，业务覆盖全球各地。公司前身为1979年在加州成立的Micro D, Inc，最初是传统分销商，主营向经销商推广、销售及交付厂商产品，目前正向聚焦数字体验的平台化业务方向转型。
GS vs INGM — 直观对比
营收规模更大
GS
是对方的1.2倍
$14.0B
营收增速更快
GS
高出4.9%
13.7%
净利率更高
GS
高出32.0%
0.7%
两年增速更快
INGM
近两年复合增速
10.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $17.2B | $14.0B |
| 净利润 | $5.6B | $98.9M |
| 毛利率 | — | 6.6% |
| 营业利润率 | 39.5% | 1.6% |
| 净利率 | 32.7% | 0.7% |
| 营收同比 | 18.6% | 13.7% |
| 净利润同比 | 18.8% | 42.9% |
| 每股收益（稀释后） | — | $0.68 |
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GSINGM
| Q1 26 | $17.2B | $14.0B | ||
| Q4 25 | $13.5B | $14.9B | ||
| Q3 25 | $15.2B | $12.6B | ||
| Q2 25 | $14.6B | $12.8B | ||
| Q1 25 | $15.1B | $12.3B | ||
| Q3 24 | $12.7B | $11.8B | ||
| Q2 24 | $12.7B | $11.5B | ||
| Q1 24 | $14.2B | $11.3B |
净利润GSINGM
| Q1 26 | $5.6B | $98.9M | ||
| Q4 25 | $4.6B | $121.4M | ||
| Q3 25 | $4.1B | $99.5M | ||
| Q2 25 | $3.7B | $37.8M | ||
| Q1 25 | $4.7B | $69.2M | ||
| Q3 24 | $3.0B | $77.0M | ||
| Q2 24 | $3.0B | $54.6M | ||
| Q1 24 | $4.1B | $49.6M |
毛利率GSINGM
| Q1 26 | — | 6.6% | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 6.7% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 7.2% | ||
| Q1 24 | — | 7.4% |
营业利润率GSINGM
| Q1 26 | 39.5% | 1.6% | ||
| Q4 25 | 43.5% | 2.1% | ||
| Q3 25 | 35.5% | 1.8% | ||
| Q2 25 | 34.0% | 1.1% | ||
| Q1 25 | 37.5% | 1.6% | ||
| Q3 24 | 31.4% | 1.9% | ||
| Q2 24 | 30.8% | 1.6% | ||
| Q1 24 | 36.8% | 1.5% |
净利率GSINGM
| Q1 26 | 32.7% | 0.7% | ||
| Q4 25 | 34.3% | 0.8% | ||
| Q3 25 | 27.0% | 0.8% | ||
| Q2 25 | 25.5% | 0.3% | ||
| Q1 25 | 31.5% | 0.6% | ||
| Q3 24 | 23.5% | 0.7% | ||
| Q2 24 | 23.9% | 0.5% | ||
| Q1 24 | 29.1% | 0.4% |
每股收益（稀释后）GSINGM
| Q1 26 | — | $0.68 | ||
| Q4 25 | $14.04 | $0.52 | ||
| Q3 25 | $12.25 | $0.42 | ||
| Q2 25 | $10.91 | $0.16 | ||
| Q1 25 | $14.12 | $0.29 | ||
| Q3 24 | $8.40 | $0.35 | ||
| Q2 24 | $8.62 | $0.25 | ||
| Q1 24 | $11.58 | $0.22 |
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 | $179.0B | $916.0M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $123.0B | $4.2B |
| 总资产 | $2062.0B | $20.9B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资GSINGM
| Q1 26 | $179.0B | $916.0M | ||
| Q4 25 | $164.3B | $1.9B | ||
| Q3 25 | $169.6B | $802.6M | ||
| Q2 25 | $153.0B | $856.7M | ||
| Q1 25 | $167.4B | $881.6M | ||
| Q3 24 | $154.7B | $849.5M | ||
| Q2 24 | $206.3B | — | ||
| Q1 24 | $209.4B | — |
总债务GSINGM
| Q1 26 | — | $3.3B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.5B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GSINGM
| Q1 26 | $123.0B | $4.2B | ||
| Q4 25 | $125.0B | $4.2B | ||
| Q3 25 | $124.4B | $4.1B | ||
| Q2 25 | $124.1B | $4.0B | ||
| Q1 25 | $124.3B | $3.9B | ||
| Q3 24 | $121.2B | $3.6B | ||
| Q2 24 | $119.5B | $3.5B | ||
| Q1 24 | $118.5B | $3.5B |
总资产GSINGM
| Q1 26 | $2062.0B | $20.9B | ||
| Q4 25 | $1809.3B | $21.2B | ||
| Q3 25 | $1808.0B | $19.2B | ||
| Q2 25 | $1785.0B | $19.5B | ||
| Q1 25 | $1766.2B | $18.6B | ||
| Q3 24 | $1728.1B | $18.6B | ||
| Q2 24 | $1653.3B | — | ||
| Q1 24 | $1698.4B | $17.6B |
负债/权益比GSINGM
| Q1 26 | — | 0.79× | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 0.90× | ||
| Q3 24 | — | 1.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-962.3M |
| 自由现金流率自由现金流/营收 | — | -6.9% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $53.2M |
8季度趋势，按日历期对齐
经营现金流GSINGM
| Q1 26 | — | — | ||
| Q4 25 | $-16.3B | $1.6B | ||
| Q3 25 | $2.7B | $-146.0M | ||
| Q2 25 | $5.7B | $-298.0M | ||
| Q1 25 | $-37.2B | $-200.4M | ||
| Q3 24 | — | $-277.0M | ||
| Q2 24 | — | — | ||
| Q1 24 | $-28.0B | $-100.3M |
自由现金流GSINGM
| Q1 26 | — | $-962.3M | ||
| Q4 25 | $-16.8B | $1.5B | ||
| Q3 25 | $2.1B | $-175.0M | ||
| Q2 25 | $5.2B | $-333.2M | ||
| Q1 25 | $-37.7B | $-230.2M | ||
| Q3 24 | — | $-315.0M | ||
| Q2 24 | — | — | ||
| Q1 24 | $-28.5B | $-135.8M |
自由现金流率GSINGM
| Q1 26 | — | -6.9% | ||
| Q4 25 | -124.9% | 10.2% | ||
| Q3 25 | 14.0% | -1.4% | ||
| Q2 25 | 35.6% | -2.6% | ||
| Q1 25 | -250.5% | -1.9% | ||
| Q3 24 | — | -2.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | -200.8% | -1.2% |
资本支出强度GSINGM
| Q1 26 | — | 0.3% | ||
| Q4 25 | 3.9% | 0.2% | ||
| Q3 25 | 3.7% | 0.2% | ||
| Q2 25 | 3.3% | 0.3% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.5% | 0.3% |
现金转化率GSINGM
| Q1 26 | — | — | ||
| Q4 25 | -3.53× | 12.85× | ||
| Q3 25 | 0.65× | -1.47× | ||
| Q2 25 | 1.52× | -7.88× | ||
| Q1 25 | -7.86× | -2.90× | ||
| Q3 24 | — | -3.60× | ||
| Q2 24 | — | — | ||
| Q1 24 | -6.79× | -2.02× |
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
GS
| Management and other fees | $3.1B | 18% |
| FICC intermediation | $2.9B | 17% |
| Equities intermediation | $2.7B | 16% |
| Equities financing | $2.6B | 15% |
| Advisory | $1.5B | 9% |
| FICC financing | $1.1B | 6% |
| Other | $972.0M | 6% |
| Debt underwriting | $811.0M | 5% |
| Private banking and lending | $638.0M | 4% |
| Equity underwriting | $535.0M | 3% |
| Incentive fees | $183.0M | 1% |
| Investments | $180.0M | 1% |
INGM
暂无分部数据
