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勤达睿(KD)与Science Applications International Corp(SAIC)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Science Applications International Corp的2.1倍($3.9B vs $1.9B)。Science Applications International Corp净利率更高(4.2% vs 1.5%,领先2.7%)。勤达睿同比增速更快(3.1% vs 2.6%)。勤达睿自由现金流更多($208.0M vs $120.0M)。过去两年Science Applications International Corp的营收复合增速更高(2.3% 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。
科学应用国际公司(SAIC)是一家总部位于美国弗吉尼亚州雷斯顿的科技企业,主要为政府机构提供专业服务与信息技术支持,在公共部门技术服务领域拥有丰富的行业经验与技术积累。
KD vs SAIC — 直观对比
营收规模更大
KD
是对方的2.1倍
$1.9B
营收增速更快
KD
高出0.4%
2.6%
净利率更高
SAIC
高出2.7%
1.5%
自由现金流更多
KD
多$88.0M
$120.0M
两年增速更快
SAIC
近两年复合增速
0.1%
损益表 — Q3 2026 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $3.9B | $1.9B |
| 净利润 | $57.0M | $78.0M |
| 毛利率 | 21.8% | 12.2% |
| 营业利润率 | 2.4% | 6.9% |
| 净利率 | 1.5% | 4.2% |
| 营收同比 | 3.1% | 2.6% |
| 净利润同比 | -73.5% | -3.7% |
| 每股收益(稀释后) | $0.25 | $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
KD
SAIC
| Q4 25 | $3.9B | $1.9B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | $1.9B | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.8B | $1.8B | ||
| Q2 24 | $3.7B | $1.8B | ||
| Q1 24 | $3.9B | $1.7B |
净利润
KD
SAIC
| Q4 25 | $57.0M | $78.0M | ||
| Q3 25 | $68.0M | — | ||
| Q2 25 | $56.0M | $68.0M | ||
| Q1 25 | $69.0M | — | ||
| Q4 24 | $215.0M | $106.0M | ||
| Q3 24 | $-43.0M | $81.0M | ||
| Q2 24 | $11.0M | $77.0M | ||
| Q1 24 | $-45.0M | $39.0M |
毛利率
KD
SAIC
| Q4 25 | 21.8% | 12.2% | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 21.3% | 11.1% | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 20.4% | 12.0% | ||
| Q3 24 | 19.9% | 11.6% | ||
| Q2 24 | 21.5% | 11.5% | ||
| Q1 24 | 18.6% | 11.1% |
营业利润率
KD
SAIC
| Q4 25 | 2.4% | 6.9% | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 2.5% | 6.4% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 6.9% | 8.1% | ||
| Q3 24 | -0.1% | 7.4% | ||
| Q2 24 | 1.7% | 7.1% | ||
| Q1 24 | -0.1% | 4.5% |
净利率
KD
SAIC
| Q4 25 | 1.5% | 4.2% | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.5% | 3.6% | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 5.7% | 5.4% | ||
| Q3 24 | -1.1% | 4.5% | ||
| Q2 24 | 0.3% | 4.2% | ||
| Q1 24 | -1.2% | 2.2% |
每股收益(稀释后)
KD
SAIC
| Q4 25 | $0.25 | $1.69 | ||
| Q3 25 | $0.29 | — | ||
| Q2 25 | $0.23 | $1.42 | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.89 | $2.13 | ||
| Q3 24 | $-0.19 | $1.58 | ||
| Q2 24 | $0.05 | $1.48 | ||
| Q1 24 | $-0.19 | $0.77 |
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 | $45.0M |
| 总债务越低越好 | $2.3B | $2.5B |
| 股东权益账面价值 | $1.2B | $1.5B |
| 总资产 | $11.3B | $5.4B |
| 负债/权益比越低杠杆越低 | 1.92× | 1.64× |
8季度趋势,按日历期对齐
现金及短期投资
KD
SAIC
| Q4 25 | $1.3B | $45.0M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.5B | $47.0M | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.5B | $46.0M | ||
| Q3 24 | $1.3B | $48.0M | ||
| Q2 24 | $1.3B | $49.0M | ||
| Q1 24 | $1.6B | $94.0M |
总债务
KD
SAIC
| Q4 25 | $2.3B | $2.5B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | $2.3B | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.1B | $2.2B | ||
| Q3 24 | $3.1B | $2.2B | ||
| Q2 24 | $3.1B | $2.1B | ||
| Q1 24 | $3.1B | $2.1B |
股东权益
KD
SAIC
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $996.0M | $1.8B | ||
| Q1 24 | $1.0B | $1.8B |
总资产
KD
SAIC
| Q4 25 | $11.3B | $5.4B | ||
| Q3 25 | $11.2B | — | ||
| Q2 25 | $11.5B | $5.2B | ||
| Q1 25 | $10.5B | — | ||
| Q4 24 | $9.9B | $5.3B | ||
| Q3 24 | $10.4B | $5.3B | ||
| Q2 24 | $10.2B | $5.3B | ||
| Q1 24 | $10.6B | $5.3B |
负债/权益比
KD
SAIC
| Q4 25 | 1.92× | 1.64× | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.44× | 1.52× | ||
| Q1 25 | 2.50× | — | ||
| Q4 24 | 2.81× | 1.34× | ||
| Q3 24 | 2.92× | 1.33× | ||
| Q2 24 | 3.12× | 1.18× | ||
| Q1 24 | 3.07× | 1.18× |
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 | $129.0M |
| 自由现金流经营现金流 - 资本支出 | $208.0M | $120.0M |
| 自由现金流率自由现金流/营收 | 5.4% | 6.4% |
| 资本支出强度资本支出/营收 | 5.7% | 0.5% |
| 现金转化率经营现金流/净利润 | 7.51× | 1.65× |
| 过去12个月自由现金流最近4个季度 | $299.0M | $478.0M |
8季度趋势,按日历期对齐
经营现金流
KD
SAIC
| Q4 25 | $428.0M | $129.0M | ||
| Q3 25 | $146.0M | — | ||
| Q2 25 | $-124.0M | $100.0M | ||
| Q1 25 | $581.0M | — | ||
| Q4 24 | $260.0M | $143.0M | ||
| Q3 24 | $149.0M | $138.0M | ||
| Q2 24 | $-48.0M | $98.0M | ||
| Q1 24 | $145.0M | $63.0M |
自由现金流
KD
SAIC
| Q4 25 | $208.0M | $120.0M | ||
| Q3 25 | $17.0M | — | ||
| Q2 25 | $-267.0M | $92.0M | ||
| Q1 25 | $341.0M | — | ||
| Q4 24 | $151.0M | $134.0M | ||
| Q3 24 | $15.0M | $132.0M | ||
| Q2 24 | $-170.0M | $92.0M | ||
| Q1 24 | $-57.0M | $52.0M |
自由现金流率
KD
SAIC
| Q4 25 | 5.4% | 6.4% | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | -7.1% | 4.9% | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 4.0% | 6.8% | ||
| Q3 24 | 0.4% | 7.3% | ||
| Q2 24 | -4.5% | 5.0% | ||
| Q1 24 | -1.5% | 3.0% |
资本支出强度
KD
SAIC
| Q4 25 | 5.7% | 0.5% | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.8% | 0.4% | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 2.9% | 0.5% | ||
| Q3 24 | 3.6% | 0.3% | ||
| Q2 24 | 3.3% | 0.3% | ||
| Q1 24 | 5.2% | 0.6% |
现金转化率
KD
SAIC
| Q4 25 | 7.51× | 1.65× | ||
| Q3 25 | 2.15× | — | ||
| Q2 25 | -2.21× | 1.47× | ||
| Q1 25 | 8.42× | — | ||
| Q4 24 | 1.21× | 1.35× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | -4.36× | 1.27× | ||
| Q1 24 | — | 1.62× |
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% |
SAIC
| Prime Contractor | $1.3B | 71% |
| Civilian | $427.0M | 23% |
| Subcontractor | $116.0M | 6% |
| Commercial State And Local Agencies | $7.0M | 0% |