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勤达睿（KD）与OLD REPUBLIC INTERNATIONAL CORP（ORI）财务数据对比。点击上方公司名可切换其他公司
勤达睿的季度营收约是OLD REPUBLIC INTERNATIONAL CORP的1.6倍（$3.9B vs $2.4B），OLD REPUBLIC INTERNATIONAL CORP净利率更高（13.8% vs 1.5%，领先12.3%），OLD REPUBLIC INTERNATIONAL CORP同比增速更快（6.7% vs 3.1%），过去两年OLD REPUBLIC INTERNATIONAL CORP的营收复合增速更高（13.2% vs 0.1%）
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。
Old Republic International Corp是一家总部位于美国伊利诺伊州芝加哥的保险企业，核心业务覆盖财产保险、产权保险两大领域，深耕行业多年，具备成熟的风险防控能力与完善的服务体系，可为各类客户提供专业可靠的保险产品及相关解决方案。
KD vs ORI — 直观对比
营收规模更大
KD
是对方的1.6倍
$2.4B
营收增速更快
ORI
高出3.7%
3.1%
净利率更高
ORI
高出12.3%
1.5%
两年增速更快
ORI
近两年复合增速
0.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $2.4B |
| 净利润 | $57.0M | $330.0M |
| 毛利率 | 21.8% | — |
| 营业利润率 | 2.4% | — |
| 净利率 | 1.5% | 13.8% |
| 营收同比 | 3.1% | 6.7% |
| 净利润同比 | -73.5% | 34.7% |
| 每股收益（稀释后） | $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KDORI
| Q1 26 | — | $2.4B | ||
| Q4 25 | $3.9B | $2.4B | ||
| Q3 25 | $3.7B | $2.4B | ||
| Q2 25 | $3.7B | $2.2B | ||
| Q1 25 | $3.8B | $2.1B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.8B | $2.3B | ||
| Q2 24 | $3.7B | $1.9B |
净利润KDORI
| Q1 26 | — | $330.0M | ||
| Q4 25 | $57.0M | $206.5M | ||
| Q3 25 | $68.0M | $279.5M | ||
| Q2 25 | $56.0M | $204.4M | ||
| Q1 25 | $69.0M | $245.0M | ||
| Q4 24 | $215.0M | $105.3M | ||
| Q3 24 | $-43.0M | $338.9M | ||
| Q2 24 | $11.0M | $91.8M |
毛利率KDORI
| Q1 26 | — | — | ||
| 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% | — |
营业利润率KDORI
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | — | ||
| Q3 25 | 2.6% | 14.6% | ||
| Q2 25 | 2.5% | 11.8% | ||
| Q1 25 | 3.1% | 14.6% | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | -0.1% | 18.2% | ||
| Q2 24 | 1.7% | 6.1% |
净利率KDORI
| Q1 26 | — | 13.8% | ||
| Q4 25 | 1.5% | 8.6% | ||
| Q3 25 | 1.8% | 11.5% | ||
| Q2 25 | 1.5% | 9.3% | ||
| Q1 25 | 1.8% | 11.6% | ||
| Q4 24 | 5.7% | 5.3% | ||
| Q3 24 | -1.1% | 14.5% | ||
| Q2 24 | 0.3% | 4.9% |
每股收益（稀释后）KDORI
| Q1 26 | — | — | ||
| Q4 25 | $0.25 | $0.82 | ||
| Q3 25 | $0.29 | $1.11 | ||
| Q2 25 | $0.23 | $0.81 | ||
| Q1 25 | $0.30 | $0.98 | ||
| Q4 24 | $0.89 | $0.42 | ||
| Q3 24 | $-0.19 | $1.32 | ||
| Q2 24 | $0.05 | $0.35 |
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 | $1.3B | — |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $1.2B | $5.9M |
| 总资产 | $11.3B | $29.6M |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资KDORI
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
总债务KDORI
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.1B | — |
股东权益KDORI
| Q1 26 | — | $5.9M | ||
| Q4 25 | $1.2B | $5.9B | ||
| Q3 25 | $1.2B | $6.4B | ||
| Q2 25 | $1.2B | $6.2B | ||
| Q1 25 | $1.2B | $5.9B | ||
| Q4 24 | $1.1B | $5.6B | ||
| Q3 24 | $1.1B | $6.4B | ||
| Q2 24 | $996.0M | $6.0B |
总资产KDORI
| Q1 26 | — | $29.6M | ||
| Q4 25 | $11.3B | $29.9B | ||
| Q3 25 | $11.2B | $30.3B | ||
| Q2 25 | $11.5B | $29.3B | ||
| Q1 25 | $10.5B | $28.0B | ||
| Q4 24 | $9.9B | $27.8B | ||
| Q3 24 | $10.4B | $28.8B | ||
| Q2 24 | $10.2B | $27.5B |
负债/权益比KDORI
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | — | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.44× | — | ||
| Q1 25 | 2.50× | — | ||
| Q4 24 | 2.81× | — | ||
| Q3 24 | 2.92× | — | ||
| Q2 24 | 3.12× | — |
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 | $428.0M | — |
| 自由现金流经营现金流 - 资本支出 | $208.0M | — |
| 自由现金流率自由现金流/营收 | 5.4% | — |
| 资本支出强度资本支出/营收 | 5.7% | — |
| 现金转化率经营现金流/净利润 | 7.51× | — |
| 过去12个月自由现金流最近4个季度 | $299.0M | — |
8季度趋势，按日历期对齐
经营现金流KDORI
| Q1 26 | — | — | ||
| Q4 25 | $428.0M | $234.9M | ||
| Q3 25 | $146.0M | $563.9M | ||
| Q2 25 | $-124.0M | $133.8M | ||
| Q1 25 | $581.0M | $231.7M | ||
| Q4 24 | $260.0M | $361.7M | ||
| Q3 24 | $149.0M | $474.8M | ||
| Q2 24 | $-48.0M | $236.5M |
自由现金流KDORI
| Q1 26 | — | — | ||
| Q4 25 | $208.0M | — | ||
| Q3 25 | $17.0M | — | ||
| Q2 25 | $-267.0M | — | ||
| Q1 25 | $341.0M | — | ||
| Q4 24 | $151.0M | — | ||
| Q3 24 | $15.0M | — | ||
| Q2 24 | $-170.0M | — |
自由现金流率KDORI
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | -7.1% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | -4.5% | — |
资本支出强度KDORI
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 3.3% | — |
现金转化率KDORI
| Q1 26 | — | — | ||
| Q4 25 | 7.51× | 1.14× | ||
| Q3 25 | 2.15× | 2.02× | ||
| Q2 25 | -2.21× | 0.65× | ||
| Q1 25 | 8.42× | 0.95× | ||
| Q4 24 | 1.21× | 3.43× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | -4.36× | 2.58× |
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
KD
| Principal Markets Segment | $1.4B | 37% |
| United States Segment | $958.0M | 25% |
| Strategic Markets Segment | $905.0M | 23% |
| Other | $568.0M | 15% |
ORI
| operating | $2.2B | 92% |
| Other | $201.8M | 8% |
