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INSEEGO CORP.(INSG)与REDWOOD TRUST INC(RWT)财务数据对比。点击上方公司名可切换其他公司
INSEEGO CORP.的季度营收约是REDWOOD TRUST INC的1.9倍($48.4M vs $25.9M),REDWOOD TRUST INC净利率更高(77.2% vs 1.0%,领先76.3%),INSEEGO CORP.同比增速更快(0.6% vs -6.1%),过去两年INSEEGO CORP.的营收复合增速更高(13.6% vs -41.0%)
Inseego Corp是全球领先的5G及物联网解决方案提供商,主打移动热点、边缘计算设备及云端设备管理平台产品,客户覆盖全球范围内的电信运营商、企业及公共部门。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司,主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理,核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务,客户以机构投资者和房地产市场参与者为主。
INSG vs RWT — 直观对比
营收规模更大
INSG
是对方的1.9倍
$25.9M
营收增速更快
INSG
高出6.7%
-6.1%
净利率更高
RWT
高出76.3%
1.0%
两年增速更快
INSG
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $48.4M | $25.9M |
| 净利润 | $469.0K | $20.0M |
| 毛利率 | 42.2% | — |
| 营业利润率 | 2.7% | — |
| 净利率 | 1.0% | 77.2% |
| 营收同比 | 0.6% | -6.1% |
| 净利润同比 | 182.9% | 402.6% |
| 每股收益(稀释后) | $-0.02 | $0.11 |
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
INSG
RWT
| Q4 25 | $48.4M | $25.9M | ||
| Q3 25 | $45.9M | $15.0M | ||
| Q2 25 | $40.2M | $13.8M | ||
| Q1 25 | $31.7M | $27.9M | ||
| Q4 24 | $48.1M | $27.6M | ||
| Q3 24 | $54.0M | $25.5M | ||
| Q2 24 | $51.6M | $67.4M | ||
| Q1 24 | $37.5M | $74.5M |
净利润
INSG
RWT
| Q4 25 | $469.0K | $20.0M | ||
| Q3 25 | $1.4M | $-7.7M | ||
| Q2 25 | $507.0K | $-98.5M | ||
| Q1 25 | $-1.6M | $16.1M | ||
| Q4 24 | $-566.0K | $-6.6M | ||
| Q3 24 | $9.0M | $14.8M | ||
| Q2 24 | $624.0K | $15.5M | ||
| Q1 24 | $-4.5M | $30.3M |
毛利率
INSG
RWT
| Q4 25 | 42.2% | — | ||
| Q3 25 | 41.6% | — | ||
| Q2 25 | 41.1% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 37.3% | — | ||
| Q3 24 | 34.8% | — | ||
| Q2 24 | 36.4% | — | ||
| Q1 24 | 35.3% | — |
营业利润率
INSG
RWT
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.7% | -9.0% | ||
| Q2 25 | 3.2% | -679.0% | ||
| Q1 25 | -1.3% | 80.2% | ||
| Q4 24 | 3.7% | -1.3% | ||
| Q3 24 | 1.9% | 86.1% | ||
| Q2 24 | 3.6% | 30.3% | ||
| Q1 24 | -7.9% | 41.3% |
净利率
INSG
RWT
| Q4 25 | 1.0% | 77.2% | ||
| Q3 25 | 3.1% | -51.4% | ||
| Q2 25 | 1.3% | -712.0% | ||
| Q1 25 | -5.0% | 57.8% | ||
| Q4 24 | -1.2% | -24.0% | ||
| Q3 24 | 16.6% | 58.1% | ||
| Q2 24 | 1.2% | 23.0% | ||
| Q1 24 | -11.9% | 40.6% |
每股收益(稀释后)
INSG
RWT
| Q4 25 | $-0.02 | $0.11 | ||
| Q3 25 | $0.03 | $-0.08 | ||
| Q2 25 | $-0.03 | $-0.76 | ||
| Q1 25 | $-0.16 | $0.10 | ||
| Q4 24 | $0.62 | $-0.08 | ||
| Q3 24 | $-0.06 | $0.09 | ||
| Q2 24 | $-0.02 | $0.10 | ||
| Q1 24 | $-0.44 | $0.21 |
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 | $24.9M | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-4.0M | $982.6M |
| 总资产 | $93.8M | $23.7B |
| 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
INSG
RWT
| Q4 25 | $24.9M | $255.7M | ||
| Q3 25 | $14.6M | $226.3M | ||
| Q2 25 | $13.2M | $302.0M | ||
| Q1 25 | $35.1M | $259.9M | ||
| Q4 24 | $39.6M | $245.2M | ||
| Q3 24 | $12.0M | $253.7M | ||
| Q2 24 | $49.0M | $275.6M | ||
| Q1 24 | $12.3M | $275.4M |
总债务
INSG
RWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益
INSG
RWT
| Q4 25 | $-4.0M | $982.6M | ||
| Q3 25 | $-7.7M | $999.0M | ||
| Q2 25 | $-10.5M | $1.1B | ||
| Q1 25 | $-13.0M | $1.2B | ||
| Q4 24 | $-12.9M | $1.2B | ||
| Q3 24 | $-85.1M | $1.2B | ||
| Q2 24 | $-101.8M | $1.2B | ||
| Q1 24 | $-105.6M | $1.2B |
总资产
INSG
RWT
| Q4 25 | $93.8M | $23.7B | ||
| Q3 25 | $85.8M | $22.6B | ||
| Q2 25 | $83.1M | $21.3B | ||
| Q1 25 | $93.0M | $19.9B | ||
| Q4 24 | $100.0M | $18.3B | ||
| Q3 24 | $113.4M | $18.4B | ||
| Q2 24 | $149.6M | $16.5B | ||
| Q1 24 | $122.1M | $15.1B |
负债/权益比
INSG
RWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $12.0M | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | $11.6M | — |
| 自由现金流率自由现金流/营收 | 24.0% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 25.50× | -504.15× |
| 过去12个月自由现金流最近4个季度 | $6.5M | — |
8季度趋势,按日历期对齐
经营现金流
INSG
RWT
| Q4 25 | $12.0M | $-10.1B | ||
| Q3 25 | $3.2M | $-2.7B | ||
| Q2 25 | $-4.5M | $-2.1B | ||
| Q1 25 | $-3.5M | $-2.0B | ||
| Q4 24 | $-14.2M | $-5.9B | ||
| Q3 24 | $14.8M | $-2.1B | ||
| Q2 24 | $27.6M | $-2.0B | ||
| Q1 24 | $5.2M | $-954.2M |
自由现金流
INSG
RWT
| Q4 25 | $11.6M | — | ||
| Q3 25 | $3.1M | — | ||
| Q2 25 | $-4.7M | — | ||
| Q1 25 | $-3.5M | — | ||
| Q4 24 | $-14.3M | — | ||
| Q3 24 | $14.8M | — | ||
| Q2 24 | $27.6M | — | ||
| Q1 24 | — | — |
自由现金流率
INSG
RWT
| Q4 25 | 24.0% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | -11.6% | — | ||
| Q1 25 | -11.0% | — | ||
| Q4 24 | -29.7% | — | ||
| Q3 24 | 27.4% | — | ||
| Q2 24 | 53.5% | — | ||
| Q1 24 | — | — |
资本支出强度
INSG
RWT
| Q4 25 | 0.7% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率
INSG
RWT
| Q4 25 | 25.50× | -504.15× | ||
| Q3 25 | 2.22× | — | ||
| Q2 25 | -8.81× | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.65× | -140.86× | ||
| Q2 24 | 44.31× | -126.56× | ||
| Q1 24 | — | -31.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图