vs
因美纳（ILMN）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
因美纳的季度营收约是思佳讯的1.2倍（$1.1B vs $943.7M），因美纳净利率更高（12.3% vs 3.8%，领先8.5%），因美纳同比增速更快（4.8% vs -1.0%），过去两年思佳讯的营收复合增速更高（2.1% vs -1.3%）
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业，成立于1998年4月，专注研发、生产及销售用于分析基因变异与生物功能的集成系统，产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域，业务遍及全球超155个国家和地区。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
ILMN vs SWKS — 直观对比
营收规模更大
ILMN
是对方的1.2倍
$943.7M
营收增速更快
ILMN
高出5.8%
-1.0%
净利率更高
ILMN
高出8.5%
3.8%
两年增速更快
SWKS
近两年复合增速
-1.3%
损益表 — Q1 FY2027 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $943.7M |
| 净利润 | $134.0M | $35.6M |
| 毛利率 | 66.1% | 40.8% |
| 营业利润率 | 19.2% | 4.5% |
| 净利率 | 12.3% | 3.8% |
| 营收同比 | 4.8% | -1.0% |
| 净利润同比 | — | -48.2% |
| 每股收益（稀释后） | $0.87 | $0.24 |
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ILMNSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | $1.1B | $1.0B | ||
| Q4 25 | $1.2B | $1.1B | ||
| Q2 25 | — | $965.0M | ||
| Q1 25 | — | $953.2M | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $905.5M |
净利润ILMNSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | $134.0M | $79.2M | ||
| Q4 25 | $334.0M | $141.4M | ||
| Q2 25 | — | $105.0M | ||
| Q1 25 | — | $68.7M | ||
| Q4 24 | $186.0M | $162.0M | ||
| Q3 24 | $705.0M | $60.5M | ||
| Q2 24 | $-2.0B | $120.9M |
毛利率ILMNSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | 66.1% | 41.3% | ||
| Q4 25 | 65.5% | 40.7% | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | 65.9% | 41.4% | ||
| Q3 24 | 69.0% | 41.9% | ||
| Q2 24 | 64.8% | 40.2% |
营业利润率ILMNSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | 19.2% | 10.0% | ||
| Q4 25 | 17.4% | 10.1% | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | 15.8% | 16.9% | ||
| Q3 24 | 68.6% | 5.8% | ||
| Q2 24 | -147.2% | 14.4% |
净利率ILMNSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | 12.3% | 7.6% | ||
| Q4 25 | 28.8% | 12.9% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | 16.8% | 15.2% | ||
| Q3 24 | 65.3% | 5.9% | ||
| Q2 24 | -178.8% | 13.4% |
每股收益（稀释后）ILMNSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | $0.87 | $0.53 | ||
| Q4 25 | $2.16 | $0.95 | ||
| Q2 25 | — | $0.70 | ||
| Q1 25 | — | $0.43 | ||
| Q4 24 | $1.16 | $1.00 | ||
| Q3 24 | $4.42 | $0.36 | ||
| Q2 24 | $-12.48 | $0.75 |
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 | $1.2B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $5.8B |
| 总资产 | $6.6B | $7.9B |
| 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ILMNSWKS
| Q2 26 | — | — | ||
| Q1 26 | $1.2B | $1.6B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $93.0M | $1.7B | ||
| Q3 24 | $70.0M | $1.6B | ||
| Q2 24 | $74.0M | $1.3B |
总债务ILMNSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益ILMNSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | $2.7B | $5.8B | ||
| Q4 25 | $2.7B | $5.8B | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | $2.4B | $6.4B | ||
| Q3 24 | $2.1B | $6.3B | ||
| Q2 24 | $1.4B | $6.3B |
总资产ILMNSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | $6.6B | $7.9B | ||
| Q4 25 | $6.6B | $7.9B | ||
| Q2 25 | — | $7.7B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | $6.3B | $8.3B | ||
| Q3 24 | $6.0B | $8.3B | ||
| Q2 24 | $6.1B | $8.2B |
负债/权益比ILMNSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $289.0M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $251.0M | — |
| 自由现金流率自由现金流/营收 | 23.0% | — |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | 2.16× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流ILMNSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | $289.0M | $395.5M | ||
| Q4 25 | $321.0M | $200.0M | ||
| Q2 25 | — | $314.2M | ||
| Q1 25 | — | $409.4M | ||
| Q4 24 | $364.0M | $377.2M | ||
| Q3 24 | $316.0M | $476.1M | ||
| Q2 24 | $80.0M | $273.4M |
自由现金流ILMNSWKS
| Q2 26 | — | — | ||
| Q1 26 | $251.0M | $339.0M | ||
| Q4 25 | $267.0M | $144.0M | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | $335.0M | $338.2M | ||
| Q3 24 | $284.0M | $393.3M | ||
| Q2 24 | $49.0M | $249.0M |
自由现金流率ILMNSWKS
| Q2 26 | — | — | ||
| Q1 26 | 23.0% | 32.7% | ||
| Q4 25 | 23.0% | 13.1% | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | 30.3% | 31.7% | ||
| Q3 24 | 26.3% | 38.4% | ||
| Q2 24 | 4.4% | 27.5% |
资本支出强度ILMNSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | 2.6% | 3.6% | ||
| Q3 24 | 3.0% | 8.1% | ||
| Q2 24 | 2.8% | 2.7% |
现金转化率ILMNSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | 2.16× | 4.99× | ||
| Q4 25 | 0.96× | 1.41× | ||
| Q2 25 | — | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | 1.96× | 2.33× | ||
| Q3 24 | 0.45× | 7.87× | ||
| Q2 24 | — | 2.26× |
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
ILMN
| Product revenue | $917.0M | 84% |
| Service and other revenue | $174.0M | 16% |
SWKS
暂无分部数据
