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Identiv, Inc.(INVE)与罗技(LOGI)财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是Identiv, Inc.的230.5倍($1.4B vs $6.2M)。罗技净利率更高(17.7% vs -60.3%,领先78.0%)。罗技同比增速更快(6.1% vs -7.9%)。罗技自由现金流更多($465.6M vs $2.8M)。过去两年罗技的营收复合增速更高(18.5% vs -3.8%)
Identiv是一家在纳斯达克上市的公开交易物联网技术公司,专注于物联网领域相关技术研发与业务落地,为相关行业提供专业的技术解决方案与产品服务。
罗技国际是总部位于瑞士洛桑的跨国企业,专注于计算机外设及相关软件的研发与生产,在欧洲、亚洲、大洋洲、美洲均设有分支机构,为瑞士市场指数成分股,同时在纳斯达克交易所挂牌上市。
INVE vs LOGI — 直观对比
营收规模更大
LOGI
是对方的230.5倍
$6.2M
营收增速更快
LOGI
高出14.0%
-7.9%
净利率更高
LOGI
高出78.0%
-60.3%
自由现金流更多
LOGI
多$462.8M
$2.8M
两年增速更快
LOGI
近两年复合增速
-3.8%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $6.2M | $1.4B |
| 净利润 | $-3.7M | $251.0M |
| 毛利率 | 18.1% | 43.2% |
| 营业利润率 | -76.4% | 20.1% |
| 净利率 | -60.3% | 17.7% |
| 营收同比 | -7.9% | 6.1% |
| 净利润同比 | -948.2% | 25.4% |
| 每股收益(稀释后) | $-0.17 | $1.69 |
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
INVE
LOGI
| Q4 25 | $6.2M | $1.4B | ||
| Q3 25 | $5.0M | $1.2B | ||
| Q2 25 | $5.0M | $1.1B | ||
| Q1 25 | $5.3M | $1.0B | ||
| Q4 24 | $6.7M | $1.3B | ||
| Q3 24 | $6.5M | $1.1B | ||
| Q2 24 | $6.7M | $1.1B | ||
| Q1 24 | $6.7M | $1.0B |
净利润
INVE
LOGI
| Q4 25 | $-3.7M | $251.0M | ||
| Q3 25 | $-3.5M | $170.7M | ||
| Q2 25 | $-6.0M | $146.0M | ||
| Q1 25 | $-4.8M | $144.1M | ||
| Q4 24 | $-355.0K | $200.1M | ||
| Q3 24 | $85.9M | $145.5M | ||
| Q2 24 | $-6.2M | $141.8M | ||
| Q1 24 | $-4.6M | $167.6M |
毛利率
INVE
LOGI
| Q4 25 | 18.1% | 43.2% | ||
| Q3 25 | 10.7% | 43.4% | ||
| Q2 25 | -9.4% | 41.7% | ||
| Q1 25 | 2.5% | 43.1% | ||
| Q4 24 | -14.9% | 42.9% | ||
| Q3 24 | 3.6% | 43.6% | ||
| Q2 24 | 9.1% | 42.8% | ||
| Q1 24 | 7.3% | 43.2% |
营业利润率
INVE
LOGI
| Q4 25 | -76.4% | 20.1% | ||
| Q3 25 | -111.4% | 16.1% | ||
| Q2 25 | -126.7% | 14.1% | ||
| Q1 25 | -103.8% | 10.5% | ||
| Q4 24 | -98.9% | 17.5% | ||
| Q3 24 | -146.2% | 14.4% | ||
| Q2 24 | -99.7% | 14.1% | ||
| Q1 24 | -76.0% | 12.9% |
净利率
INVE
LOGI
| Q4 25 | -60.3% | 17.7% | ||
| Q3 25 | -68.9% | 14.4% | ||
| Q2 25 | -119.9% | 12.7% | ||
| Q1 25 | -90.9% | 14.3% | ||
| Q4 24 | -5.3% | 14.9% | ||
| Q3 24 | 1315.8% | 13.0% | ||
| Q2 24 | -92.2% | 13.0% | ||
| Q1 24 | -68.5% | 16.6% |
每股收益(稀释后)
INVE
LOGI
| Q4 25 | $-0.17 | $1.69 | ||
| Q3 25 | $-0.15 | $1.15 | ||
| Q2 25 | $-0.26 | $0.98 | ||
| Q1 25 | $-0.21 | $0.94 | ||
| Q4 24 | $0.00 | $1.32 | ||
| Q3 24 | $3.62 | $0.95 | ||
| Q2 24 | $-0.27 | $0.92 | ||
| Q1 24 | $-0.21 | $1.07 |
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 | $128.6M | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $140.7M | $2.3B |
| 总资产 | $151.3M | $4.1B |
| 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
INVE
LOGI
| Q4 25 | $128.6M | $1.8B | ||
| Q3 25 | $126.3M | $1.4B | ||
| Q2 25 | $129.3M | $1.5B | ||
| Q1 25 | $132.4M | $1.5B | ||
| Q4 24 | $135.6M | $1.5B | ||
| Q3 24 | $145.4M | $1.4B | ||
| Q2 24 | $18.4M | $1.5B | ||
| Q1 24 | $21.6M | $1.5B |
股东权益
INVE
LOGI
| Q4 25 | $140.7M | $2.3B | ||
| Q3 25 | $143.7M | $2.1B | ||
| Q2 25 | $146.4M | $2.2B | ||
| Q1 25 | $150.5M | $2.1B | ||
| Q4 24 | $154.1M | $2.1B | ||
| Q3 24 | $156.7M | $2.1B | ||
| Q2 24 | $65.1M | $2.2B | ||
| Q1 24 | $70.2M | $2.2B |
总资产
INVE
LOGI
| Q4 25 | $151.3M | $4.1B | ||
| Q3 25 | $151.0M | $3.7B | ||
| Q2 25 | $153.9M | $3.7B | ||
| Q1 25 | $158.7M | $3.5B | ||
| Q4 24 | $163.2M | $3.7B | ||
| Q3 24 | $177.0M | $3.6B | ||
| Q2 24 | $97.8M | $3.7B | ||
| Q1 24 | $101.8M | $3.6B |
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 | ||
|---|---|---|
| 经营现金流最新季度 | $3.0M | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $2.8M | $465.6M |
| 自由现金流率自由现金流/营收 | 45.8% | 32.8% |
| 资本支出强度资本支出/营收 | 3.3% | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | $-7.8M | $903.6M |
8季度趋势,按日历期对齐
经营现金流
INVE
LOGI
| Q4 25 | $3.0M | $480.5M | ||
| Q3 25 | $-2.9M | $228.8M | ||
| Q2 25 | $-3.6M | $125.0M | ||
| Q1 25 | $-3.3M | $129.7M | ||
| Q4 24 | $-5.9M | $370.9M | ||
| Q3 24 | $-7.2M | $166.0M | ||
| Q2 24 | $-993.0K | $176.0M | ||
| Q1 24 | $-1.3M | $239.1M |
自由现金流
INVE
LOGI
| Q4 25 | $2.8M | $465.6M | ||
| Q3 25 | $-3.2M | $212.3M | ||
| Q2 25 | $-3.8M | $108.8M | ||
| Q1 25 | $-3.6M | $116.9M | ||
| Q4 24 | $-6.5M | $356.6M | ||
| Q3 24 | $-7.7M | $151.5M | ||
| Q2 24 | $-1.1M | $161.4M | ||
| Q1 24 | $-1.5M | $228.8M |
自由现金流率
INVE
LOGI
| Q4 25 | 45.8% | 32.8% | ||
| Q3 25 | -64.5% | 17.9% | ||
| Q2 25 | -75.8% | 9.5% | ||
| Q1 25 | -68.0% | 11.6% | ||
| Q4 24 | -97.7% | 26.6% | ||
| Q3 24 | -118.2% | 13.6% | ||
| Q2 24 | -16.7% | 14.8% | ||
| Q1 24 | -23.0% | 22.6% |
资本支出强度
INVE
LOGI
| Q4 25 | 3.3% | 1.0% | ||
| Q3 25 | 7.0% | 1.4% | ||
| Q2 25 | 5.0% | 1.4% | ||
| Q1 25 | 5.7% | 1.3% | ||
| Q4 24 | 9.3% | 1.1% | ||
| Q3 24 | 7.7% | 1.3% | ||
| Q2 24 | 2.0% | 1.3% | ||
| Q1 24 | 3.5% | 1.0% |
现金转化率
INVE
LOGI
| Q4 25 | — | 1.91× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | -0.08× | 1.14× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 1.43× |
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
INVE
| Other | $3.4M | 55% |
| Europe And Middle East | $2.2M | 36% |
| Asia Pacific | $575.0K | 9% |
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |