vs
Intuit（INTU）与Lightspeed Commerce Inc.（LSPD）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Lightspeed Commerce Inc.的4.7倍（$3.9B vs $823.4M）。Intuit净利率更高（11.5% vs -11.1%，领先22.6%）。过去两年Lightspeed Commerce Inc.的营收复合增速更高（89.1% vs 7.1%）
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。
Lightspeed Commerce是总部位于加拿大魁北克省蒙特利尔的销售点系统及电商软件服务商，2005年由达克斯·达席尔瓦创立，服务覆盖零售、餐饮、酒店等行业，在北美、欧洲、大洋洲等多地设有办公网点。
INTU vs LSPD — 直观对比
营收规模更大
INTU
是对方的4.7倍
$823.4M
净利率更高
INTU
高出22.6%
-11.1%
两年增速更快
LSPD
近两年复合增速
7.1%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $823.4M |
| 净利润 | $446.0M | $-91.3M |
| 毛利率 | — | 41.1% |
| 营业利润率 | 13.7% | -14.1% |
| 净利率 | 11.5% | -11.1% |
| 营收同比 | 18.3% | — |
| 净利润同比 | 126.4% | — |
| 每股收益（稀释后） | $1.59 | — |
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INTULSPD
| Q4 25 | $3.9B | $823.4M | ||
| Q3 25 | $3.8B | $543.3M | ||
| Q2 25 | $7.8B | $266.1M | ||
| Q1 25 | $4.0B | $253.4M | ||
| Q4 24 | $3.3B | $679.1M | ||
| Q3 24 | $3.2B | $439.4M | ||
| Q2 24 | $6.7B | $209.1M | ||
| Q1 24 | $3.4B | $230.2M |
净利润INTULSPD
| Q4 25 | $446.0M | $-91.3M | ||
| Q3 25 | $381.0M | $-64.7M | ||
| Q2 25 | $2.8B | $-35.0M | ||
| Q1 25 | $471.0M | $-575.9M | ||
| Q4 24 | $197.0M | $-131.4M | ||
| Q3 24 | $-20.0M | $-91.2M | ||
| Q2 24 | $2.4B | $-48.7M | ||
| Q1 24 | $353.0M | $-32.5M |
毛利率INTULSPD
| Q4 25 | — | 41.1% | ||
| Q3 25 | — | 41.0% | ||
| Q2 25 | — | 40.7% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | — | 42.1% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 42.0% | ||
| Q1 24 | — | 43.3% |
营业利润率INTULSPD
| Q4 25 | 13.7% | -14.1% | ||
| Q3 25 | 8.8% | -15.1% | ||
| Q2 25 | 48.0% | -16.6% | ||
| Q1 25 | 15.0% | -228.9% | ||
| Q4 24 | 8.3% | -23.8% | ||
| Q3 24 | -4.7% | -25.1% | ||
| Q2 24 | 46.1% | -27.9% | ||
| Q1 24 | 10.9% | -17.9% |
净利率INTULSPD
| Q4 25 | 11.5% | -11.1% | ||
| Q3 25 | 9.9% | -11.9% | ||
| Q2 25 | 36.4% | -13.2% | ||
| Q1 25 | 11.9% | -227.3% | ||
| Q4 24 | 6.0% | -19.4% | ||
| Q3 24 | -0.6% | -20.8% | ||
| Q2 24 | 35.5% | -23.3% | ||
| Q1 24 | 10.4% | -14.1% |
每股收益（稀释后）INTULSPD
| Q4 25 | $1.59 | — | ||
| Q3 25 | $1.28 | — | ||
| Q2 25 | $10.02 | — | ||
| Q1 25 | $1.67 | $0.10 | ||
| Q4 24 | $0.70 | — | ||
| Q3 24 | $-0.09 | — | ||
| Q2 24 | $8.42 | $-0.01 | ||
| Q1 24 | $1.25 | $0.06 |
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 | — |
| 总债务越低越好 | $6.1B | — |
| 股东权益账面价值 | $19.3B | — |
| 总资产 | $33.2B | — |
| 负债/权益比越低杠杆越低 | 0.32× | — |
8季度趋势，按日历期对齐
现金及短期投资INTULSPD
| Q4 25 | $3.5B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $5.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $4.2B | — | ||
| Q1 24 | $1.5B | — |
总债务INTULSPD
| Q4 25 | $6.1B | — | ||
| Q3 25 | $6.0B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.3B | — | ||
| Q4 24 | $6.1B | — | ||
| Q3 24 | $6.0B | — | ||
| Q2 24 | $6.0B | — | ||
| Q1 24 | $6.0B | — |
股东权益INTULSPD
| Q4 25 | $19.3B | — | ||
| Q3 25 | $19.7B | — | ||
| Q2 25 | $20.1B | — | ||
| Q1 25 | $17.9B | — | ||
| Q4 24 | $18.1B | — | ||
| Q3 24 | $18.4B | — | ||
| Q2 24 | $18.8B | — | ||
| Q1 24 | $16.9B | — |
总资产INTULSPD
| Q4 25 | $33.2B | — | ||
| Q3 25 | $37.0B | — | ||
| Q2 25 | $36.6B | — | ||
| Q1 25 | $31.7B | — | ||
| Q4 24 | $33.2B | — | ||
| Q3 24 | $32.1B | — | ||
| Q2 24 | $31.6B | — | ||
| Q1 24 | $29.7B | — |
负债/权益比INTULSPD
| Q4 25 | 0.32× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.33× | — | ||
| Q2 24 | 0.32× | — | ||
| Q1 24 | 0.35× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $599.0M | — |
| 自由现金流率自由现金流/营收 | 15.4% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.43× | — |
| 过去12个月自由现金流最近4个季度 | $6.4B | — |
8季度趋势，按日历期对齐
经营现金流INTULSPD
| Q4 25 | $637.0M | — | ||
| Q3 25 | $381.0M | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $1.1B | $-9.9M | ||
| Q4 24 | $362.0M | — | ||
| Q3 24 | $417.0M | — | ||
| Q2 24 | $4.0B | $-26.1M | ||
| Q1 24 | $613.0M | $-28.5M |
自由现金流INTULSPD
| Q4 25 | $599.0M | — | ||
| Q3 25 | $366.0M | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $329.0M | — | ||
| Q3 24 | $400.0M | — | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $550.0M | — |
自由现金流率INTULSPD
| Q4 25 | 15.4% | — | ||
| Q3 25 | 9.6% | — | ||
| Q2 25 | 56.2% | — | ||
| Q1 25 | 26.2% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 57.7% | — | ||
| Q1 24 | 16.2% | — |
资本支出强度INTULSPD
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.9% | — |
现金转化率INTULSPD
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | 2.27× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.65× | — | ||
| 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% |
LSPD
暂无分部数据
