vs

IES Holdings, Inc.(IESC)与欢聚集团(JOYY)财务数据对比。点击上方公司名可切换其他公司

欢聚集团的季度营收约是IES Holdings, Inc.的1.8倍($1.5B vs $871.0M),IES Holdings, Inc.净利率更高(10.5% vs 10.4%,领先0.2%),过去两年欢聚集团的营收复合增速更高(16.8% vs 11.1%)

IES Holdings, Inc.前身为Integrated Electrical Services, Inc.,主营业务为集成电气及技术系统的设计与安装,同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。

欢聚集团是全球化社交媒体科技企业,主营直播、短视频、社交互动类数字娱乐服务,核心产品覆盖东南亚、中东、拉美等多个新兴市场,为全球用户提供丰富的沉浸式互动内容体验。

IESC vs JOYY — 直观对比

营收规模更大
JOYY
JOYY
是对方的1.8倍
JOYY
$1.5B
$871.0M
IESC
净利率更高
IESC
IESC
高出0.2%
IESC
10.5%
10.4%
JOYY
两年增速更快
JOYY
JOYY
近两年复合增速
JOYY
16.8%
11.1%
IESC

损益表 — Q1 FY2026 vs Q3 FY2025

指标
IESC
IESC
JOYY
JOYY
营收
$871.0M
$1.5B
净利润
$91.8M
$160.1M
毛利率
25.3%
36.1%
营业利润率
11.2%
2.4%
净利率
10.5%
10.4%
营收同比
16.2%
净利润同比
59.1%
每股收益(稀释后)
$4.51

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
IESC
IESC
JOYY
JOYY
Q4 25
$871.0M
Q3 25
$897.8M
$1.5B
Q2 25
$890.2M
$1.0B
Q1 25
$834.0M
$494.4M
Q4 24
$749.5M
Q3 24
$775.8M
$1.7B
Q2 24
$768.4M
$1.1B
Q1 24
$705.7M
$564.6M
净利润
IESC
IESC
JOYY
JOYY
Q4 25
$91.8M
Q3 25
$102.3M
$160.1M
Q2 25
$79.3M
$100.9M
Q1 25
$72.6M
$42.9M
Q4 24
$57.7M
Q3 24
$65.5M
$143.9M
Q2 24
$66.6M
$87.9M
Q1 24
$56.8M
$40.2M
毛利率
IESC
IESC
JOYY
JOYY
Q4 25
25.3%
Q3 25
26.0%
36.1%
Q2 25
26.9%
36.3%
Q1 25
25.0%
36.1%
Q4 24
23.8%
Q3 24
24.0%
35.7%
Q2 24
25.3%
34.9%
Q1 24
24.3%
34.6%
营业利润率
IESC
IESC
JOYY
JOYY
Q4 25
11.2%
Q3 25
11.6%
2.4%
Q2 25
12.6%
1.8%
Q1 25
11.1%
2.5%
Q4 24
10.0%
Q3 24
9.7%
1.3%
Q2 24
11.7%
0.5%
Q1 24
11.0%
0.6%
净利率
IESC
IESC
JOYY
JOYY
Q4 25
10.5%
Q3 25
11.4%
10.4%
Q2 25
8.9%
10.1%
Q1 25
8.7%
8.7%
Q4 24
7.7%
Q3 24
8.4%
8.5%
Q2 24
8.7%
7.8%
Q1 24
8.0%
7.1%
每股收益(稀释后)
IESC
IESC
JOYY
JOYY
Q4 25
$4.51
Q3 25
$4.99
Q2 25
$3.81
Q1 25
$3.50
Q4 24
$2.72
Q3 24
$3.06
Q2 24
$2.67
Q1 24
$2.29

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
IESC
IESC
JOYY
JOYY
现金及短期投资手头流动性
$258.7M
$383.8M
总债务越低越好
股东权益账面价值
$961.1M
$6.6B
总资产
$1.7B
$7.5B
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
IESC
IESC
JOYY
JOYY
Q4 25
$258.7M
Q3 25
$231.8M
$383.8M
Q2 25
$168.3M
$401.0M
Q1 25
$88.3M
$801.5M
Q4 24
$112.0M
Q3 24
$135.8M
$481.8M
Q2 24
$44.9M
$607.1M
Q1 24
$106.0M
$728.2M
股东权益
IESC
IESC
JOYY
JOYY
Q4 25
$961.1M
Q3 25
$884.0M
$6.6B
Q2 25
$781.4M
$6.6B
Q1 25
$705.8M
$6.6B
Q4 24
$652.4M
Q3 24
$611.1M
$5.3B
Q2 24
$567.5M
$5.3B
Q1 24
$534.8M
$5.3B
总资产
IESC
IESC
JOYY
JOYY
Q4 25
$1.7B
Q3 25
$1.6B
$7.5B
Q2 25
$1.5B
$7.5B
Q1 25
$1.4B
$7.6B
Q4 24
$1.3B
Q3 24
$1.2B
$8.1B
Q2 24
$1.2B
$8.1B
Q1 24
$1.1B
$8.6B

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
IESC
IESC
JOYY
JOYY
经营现金流最新季度
$27.7M
自由现金流经营现金流 - 资本支出
$-18.9M
自由现金流率自由现金流/营收
-2.2%
资本支出强度资本支出/营收
5.3%
现金转化率经营现金流/净利润
0.30×
过去12个月自由现金流最近4个季度
$175.9M

8季度趋势,按日历期对齐

经营现金流
IESC
IESC
JOYY
JOYY
Q4 25
$27.7M
Q3 25
$132.0M
Q2 25
$92.0M
Q1 25
$24.8M
Q4 24
$37.3M
Q3 24
$92.8M
Q2 24
$82.9M
Q1 24
$33.7M
自由现金流
IESC
IESC
JOYY
JOYY
Q4 25
$-18.9M
Q3 25
$112.0M
Q2 25
$74.8M
Q1 25
$7.9M
Q4 24
$24.1M
Q3 24
$78.5M
Q2 24
$65.4M
Q1 24
$26.9M
自由现金流率
IESC
IESC
JOYY
JOYY
Q4 25
-2.2%
Q3 25
12.5%
Q2 25
8.4%
Q1 25
0.9%
Q4 24
3.2%
Q3 24
10.1%
Q2 24
8.5%
Q1 24
3.8%
资本支出强度
IESC
IESC
JOYY
JOYY
Q4 25
5.3%
Q3 25
2.2%
Q2 25
1.9%
Q1 25
2.0%
Q4 24
1.8%
Q3 24
1.8%
Q2 24
2.3%
Q1 24
1.0%
现金转化率
IESC
IESC
JOYY
JOYY
Q4 25
0.30×
Q3 25
1.29×
Q2 25
1.16×
Q1 25
0.34×
Q4 24
0.65×
Q3 24
1.42×
Q2 24
1.24×
Q1 24
0.59×

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

IESC
IESC

Communications$351.9M40%
Single Family Electrical Contracts$137.0M16%
Custom Engineered Solutions$116.0M13%
Commercialand Industrial$94.8M11%
Single Family Contracts Plumbing HVAC$82.9M10%
Multi Familyand Other$64.2M7%
Industrial Services$24.2M3%

JOYY
JOYY

Live streaming$1.1B74%
Advertising$297.3M19%
Others$109.8M7%

相关对比