vs
Intuit（INTU）与勤达睿（KD）财务数据对比。点击上方公司名可切换其他公司
Intuit的季度营收约是勤达睿的1.0倍（$3.9B vs $3.9B），Intuit净利率更高（11.5% vs 1.5%，领先10.0%），Intuit同比增速更快（18.3% vs 3.1%），Intuit自由现金流更多（$599.0M vs $208.0M），过去两年Intuit的营收复合增速更高（7.1% vs 0.1%）
Intuit是总部位于美国加利福尼亚州山景城的跨国商业软件企业，专注于财务软件领域，现任首席执行官为萨桑·古达齐。旗下核心产品包括报税软件TurboTax、小微企业会计软件QuickBooks、信用监测及个人理财服务Credit Karma、邮件营销平台Mailchimp，服务覆盖个人及企业财税、营销等多个场景。
勤达睿是总部位于美国纽约的跨国IT基础设施服务提供商，2021年由IBM的基础设施服务业务分拆独立成立。公司业务涵盖大型信息系统的设计、搭建、运维与开发，同时提供商业咨询服务，是目前全球最大的IT基础设施服务提供商、全球第五大咨询服务提供商。
INTU vs KD — 直观对比
营收规模更大
INTU
是对方的1.0倍
$3.9B
营收增速更快
INTU
高出15.3%
3.1%
净利率更高
INTU
高出10.0%
1.5%
自由现金流更多
INTU
多$391.0M
$208.0M
两年增速更快
INTU
近两年复合增速
0.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $3.9B |
| 净利润 | $446.0M | $57.0M |
| 毛利率 | — | 21.8% |
| 营业利润率 | 13.7% | 2.4% |
| 净利率 | 11.5% | 1.5% |
| 营收同比 | 18.3% | 3.1% |
| 净利润同比 | 126.4% | -73.5% |
| 每股收益（稀释后） | $1.59 | $0.25 |
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INTUKD
| Q4 25 | $3.9B | $3.9B | ||
| Q3 25 | $3.8B | $3.7B | ||
| Q2 25 | $7.8B | $3.7B | ||
| Q1 25 | $4.0B | $3.8B | ||
| Q4 24 | $3.3B | $3.7B | ||
| Q3 24 | $3.2B | $3.8B | ||
| Q2 24 | $6.7B | $3.7B | ||
| Q1 24 | $3.4B | $3.9B |
净利润INTUKD
| Q4 25 | $446.0M | $57.0M | ||
| Q3 25 | $381.0M | $68.0M | ||
| Q2 25 | $2.8B | $56.0M | ||
| Q1 25 | $471.0M | $69.0M | ||
| Q4 24 | $197.0M | $215.0M | ||
| Q3 24 | $-20.0M | $-43.0M | ||
| Q2 24 | $2.4B | $11.0M | ||
| Q1 24 | $353.0M | $-45.0M |
毛利率INTUKD
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 20.4% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 21.5% | ||
| Q1 24 | — | 18.6% |
营业利润率INTUKD
| Q4 25 | 13.7% | 2.4% | ||
| Q3 25 | 8.8% | 2.6% | ||
| Q2 25 | 48.0% | 2.5% | ||
| Q1 25 | 15.0% | 3.1% | ||
| Q4 24 | 8.3% | 6.9% | ||
| Q3 24 | -4.7% | -0.1% | ||
| Q2 24 | 46.1% | 1.7% | ||
| Q1 24 | 10.9% | -0.1% |
净利率INTUKD
| Q4 25 | 11.5% | 1.5% | ||
| Q3 25 | 9.9% | 1.8% | ||
| Q2 25 | 36.4% | 1.5% | ||
| Q1 25 | 11.9% | 1.8% | ||
| Q4 24 | 6.0% | 5.7% | ||
| Q3 24 | -0.6% | -1.1% | ||
| Q2 24 | 35.5% | 0.3% | ||
| Q1 24 | 10.4% | -1.2% |
每股收益（稀释后）INTUKD
| Q4 25 | $1.59 | $0.25 | ||
| Q3 25 | $1.28 | $0.29 | ||
| Q2 25 | $10.02 | $0.23 | ||
| Q1 25 | $1.67 | $0.30 | ||
| Q4 24 | $0.70 | $0.89 | ||
| Q3 24 | $-0.09 | $-0.19 | ||
| Q2 24 | $8.42 | $0.05 | ||
| Q1 24 | $1.25 | $-0.19 |
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 | $3.5B | $1.3B |
| 总债务越低越好 | $6.1B | $2.3B |
| 股东权益账面价值 | $19.3B | $1.2B |
| 总资产 | $33.2B | $11.3B |
| 负债/权益比越低杠杆越低 | 0.32× | 1.92× |
8季度趋势，按日历期对齐
现金及短期投资INTUKD
| Q4 25 | $3.5B | $1.3B | ||
| Q3 25 | $2.9B | $1.3B | ||
| Q2 25 | $5.4B | $1.5B | ||
| Q1 25 | $2.4B | $1.8B | ||
| Q4 24 | $2.9B | $1.5B | ||
| Q3 24 | $3.6B | $1.3B | ||
| Q2 24 | $4.2B | $1.3B | ||
| Q1 24 | $1.5B | $1.6B |
总债务INTUKD
| Q4 25 | $6.1B | $2.3B | ||
| Q3 25 | $6.0B | $3.0B | ||
| Q2 25 | $6.4B | $3.0B | ||
| Q1 25 | $6.3B | $3.0B | ||
| Q4 24 | $6.1B | $3.1B | ||
| Q3 24 | $6.0B | $3.1B | ||
| Q2 24 | $6.0B | $3.1B | ||
| Q1 24 | $6.0B | $3.1B |
股东权益INTUKD
| Q4 25 | $19.3B | $1.2B | ||
| Q3 25 | $19.7B | $1.2B | ||
| Q2 25 | $20.1B | $1.2B | ||
| Q1 25 | $17.9B | $1.2B | ||
| Q4 24 | $18.1B | $1.1B | ||
| Q3 24 | $18.4B | $1.1B | ||
| Q2 24 | $18.8B | $996.0M | ||
| Q1 24 | $16.9B | $1.0B |
总资产INTUKD
| Q4 25 | $33.2B | $11.3B | ||
| Q3 25 | $37.0B | $11.2B | ||
| Q2 25 | $36.6B | $11.5B | ||
| Q1 25 | $31.7B | $10.5B | ||
| Q4 24 | $33.2B | $9.9B | ||
| Q3 24 | $32.1B | $10.4B | ||
| Q2 24 | $31.6B | $10.2B | ||
| Q1 24 | $29.7B | $10.6B |
负债/权益比INTUKD
| Q4 25 | 0.32× | 1.92× | ||
| Q3 25 | 0.30× | 2.45× | ||
| Q2 25 | 0.32× | 2.44× | ||
| Q1 25 | 0.35× | 2.50× | ||
| Q4 24 | 0.34× | 2.81× | ||
| Q3 24 | 0.33× | 2.92× | ||
| Q2 24 | 0.32× | 3.12× | ||
| Q1 24 | 0.35× | 3.07× |
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 | $637.0M | $428.0M |
| 自由现金流经营现金流 - 资本支出 | $599.0M | $208.0M |
| 自由现金流率自由现金流/营收 | 15.4% | 5.4% |
| 资本支出强度资本支出/营收 | 1.0% | 5.7% |
| 现金转化率经营现金流/净利润 | 1.43× | 7.51× |
| 过去12个月自由现金流最近4个季度 | $6.4B | $299.0M |
8季度趋势，按日历期对齐
经营现金流INTUKD
| Q4 25 | $637.0M | $428.0M | ||
| Q3 25 | $381.0M | $146.0M | ||
| Q2 25 | $4.4B | $-124.0M | ||
| Q1 25 | $1.1B | $581.0M | ||
| Q4 24 | $362.0M | $260.0M | ||
| Q3 24 | $417.0M | $149.0M | ||
| Q2 24 | $4.0B | $-48.0M | ||
| Q1 24 | $613.0M | $145.0M |
自由现金流INTUKD
| Q4 25 | $599.0M | $208.0M | ||
| Q3 25 | $366.0M | $17.0M | ||
| Q2 25 | $4.4B | $-267.0M | ||
| Q1 25 | $1.0B | $341.0M | ||
| Q4 24 | $329.0M | $151.0M | ||
| Q3 24 | $400.0M | $15.0M | ||
| Q2 24 | $3.9B | $-170.0M | ||
| Q1 24 | $550.0M | $-57.0M |
自由现金流率INTUKD
| Q4 25 | 15.4% | 5.4% | ||
| Q3 25 | 9.6% | 0.5% | ||
| Q2 25 | 56.2% | -7.1% | ||
| Q1 25 | 26.2% | 9.0% | ||
| Q4 24 | 10.0% | 4.0% | ||
| Q3 24 | 12.6% | 0.4% | ||
| Q2 24 | 57.7% | -4.5% | ||
| Q1 24 | 16.2% | -1.5% |
资本支出强度INTUKD
| Q4 25 | 1.0% | 5.7% | ||
| Q3 25 | 0.4% | 3.5% | ||
| Q2 25 | 0.5% | 3.8% | ||
| Q1 25 | 0.8% | 6.3% | ||
| Q4 24 | 1.0% | 2.9% | ||
| Q3 24 | 0.5% | 3.6% | ||
| Q2 24 | 0.9% | 3.3% | ||
| Q1 24 | 1.9% | 5.2% |
现金转化率INTUKD
| Q4 25 | 1.43× | 7.51× | ||
| Q3 25 | 1.00× | 2.15× | ||
| Q2 25 | 1.56× | -2.21× | ||
| Q1 25 | 2.27× | 8.42× | ||
| Q4 24 | 1.84× | 1.21× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.65× | -4.36× | ||
| Q1 24 | 1.74× | — |
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
INTU
| Quick Books Online Accounting | $1.2B | 32% |
| Product And Other | $779.0M | 20% |
| Credit Karma | $616.0M | 16% |
| Turbo Tax | $581.0M | 15% |
| Quick Books Desktop Accounting | $408.0M | 11% |
| Pro Tax | $290.0M | 7% |
KD
| Principal Markets Segment | $1.4B | 37% |
| United States Segment | $958.0M | 25% |
| Strategic Markets Segment | $905.0M | 23% |
| Other | $568.0M | 15% |
