vs
Kimball Electronics, Inc.（KE）与新美亚（SANM）财务数据对比。点击上方公司名可切换其他公司
新美亚的季度营收约是Kimball Electronics, Inc.的9.3倍（$3.2B vs $341.3M）。新美亚净利率更高（1.5% vs 1.1%，领先0.5%）。新美亚同比增速更快（59.0% vs -4.5%）。新美亚自由现金流更多（$91.9M vs $-11.2M）。过去两年新美亚的营收复合增速更高（31.9% vs -10.4%）
金伯尔国际是一家美国企业，旗下拥有金伯尔、国民、Interwoven等多个家具品牌，业务涵盖酒店家具等多元产品线。它的前身是19至20世纪一度成为全球最大钢琴与管风琴制造商的W.W.金伯尔公司，如今转型聚焦商用家具领域发展。
新美亚公司是总部位于美国加利福尼亚州圣何塞的电子制造服务（EMS）提供商，服务通信、计算机硬件领域的原始设备制造商（OEM）。集团拥有近80个生产基地，是全球规模最大的印刷电路板和背板独立制造商之一，2022年位列《财富》世界500强第482位。
KE vs SANM — 直观对比
营收规模更大
SANM
是对方的9.3倍
$341.3M
营收增速更快
SANM
高出63.5%
-4.5%
净利率更高
SANM
高出0.5%
1.1%
自由现金流更多
SANM
多$103.1M
$-11.2M
两年增速更快
SANM
近两年复合增速
-10.4%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $341.3M | $3.2B |
| 净利润 | $3.6M | $49.3M |
| 毛利率 | 8.2% | 7.6% |
| 营业利润率 | 3.2% | 2.3% |
| 净利率 | 1.1% | 1.5% |
| 营收同比 | -4.5% | 59.0% |
| 净利润同比 | 6.0% | -24.2% |
| 每股收益（稀释后） | $0.15 | $0.89 |
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KESANM
| Q4 25 | $341.3M | $3.2B | ||
| Q3 25 | $365.6M | $2.1B | ||
| Q2 25 | $380.5M | $2.0B | ||
| Q1 25 | $374.6M | $2.0B | ||
| Q4 24 | $357.4M | $2.0B | ||
| Q3 24 | $374.3M | $2.0B | ||
| Q2 24 | $430.2M | $1.8B | ||
| Q1 24 | $425.0M | $1.8B |
净利润KESANM
| Q4 25 | $3.6M | $49.3M | ||
| Q3 25 | $10.1M | $48.1M | ||
| Q2 25 | $6.6M | $68.6M | ||
| Q1 25 | $3.8M | $64.2M | ||
| Q4 24 | $3.4M | $65.0M | ||
| Q3 24 | $3.2M | $61.4M | ||
| Q2 24 | $7.5M | $51.6M | ||
| Q1 24 | $-6.1M | $52.5M |
毛利率KESANM
| Q4 25 | 8.2% | 7.6% | ||
| Q3 25 | 7.9% | 9.1% | ||
| Q2 25 | 8.0% | 8.9% | ||
| Q1 25 | 7.2% | 8.9% | ||
| Q4 24 | 6.6% | 8.4% | ||
| Q3 24 | 6.3% | 8.5% | ||
| Q2 24 | 8.5% | 8.3% | ||
| Q1 24 | 7.9% | 8.4% |
营业利润率KESANM
| Q4 25 | 3.2% | 2.3% | ||
| Q3 25 | 4.0% | 3.7% | ||
| Q2 25 | 4.3% | 4.7% | ||
| Q1 25 | 3.1% | 4.6% | ||
| Q4 24 | 2.3% | 4.4% | ||
| Q3 24 | 2.4% | 4.4% | ||
| Q2 24 | 4.6% | 4.5% | ||
| Q1 24 | -1.5% | 4.1% |
净利率KESANM
| Q4 25 | 1.1% | 1.5% | ||
| Q3 25 | 2.8% | 2.3% | ||
| Q2 25 | 1.7% | 3.4% | ||
| Q1 25 | 1.0% | 3.2% | ||
| Q4 24 | 1.0% | 3.2% | ||
| Q3 24 | 0.8% | 3.0% | ||
| Q2 24 | 1.8% | 2.8% | ||
| Q1 24 | -1.4% | 2.9% |
每股收益（稀释后）KESANM
| Q4 25 | $0.15 | $0.89 | ||
| Q3 25 | $0.40 | $0.88 | ||
| Q2 25 | $0.27 | $1.26 | ||
| Q1 25 | $0.15 | $1.16 | ||
| Q4 24 | $0.14 | $1.16 | ||
| Q3 24 | $0.12 | $1.09 | ||
| Q2 24 | $0.29 | $0.91 | ||
| Q1 24 | $-0.24 | $0.93 |
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 | $77.9M | $1.4B |
| 总债务越低越好 | $153.8M | $2.2B |
| 股东权益账面价值 | $579.2M | $2.7B |
| 总资产 | $1.1B | $9.8B |
| 负债/权益比越低杠杆越低 | 0.27× | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资KESANM
| Q4 25 | $77.9M | $1.4B | ||
| Q3 25 | $75.7M | $926.3M | ||
| Q2 25 | $88.8M | $797.9M | ||
| Q1 25 | $51.4M | $647.1M | ||
| Q4 24 | $53.9M | $642.4M | ||
| Q3 24 | $76.6M | $625.9M | ||
| Q2 24 | $78.0M | $657.7M | ||
| Q1 24 | $65.2M | $650.9M |
总债务KESANM
| Q4 25 | $153.8M | $2.2B | ||
| Q3 25 | $137.5M | $300.5M | ||
| Q2 25 | $147.1M | — | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $204.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $294.8M | — | ||
| Q1 24 | — | — |
股东权益KESANM
| Q4 25 | $579.2M | $2.7B | ||
| Q3 25 | $577.1M | $2.5B | ||
| Q2 25 | $569.9M | $2.5B | ||
| Q1 25 | $548.1M | $2.4B | ||
| Q4 24 | $537.5M | $2.4B | ||
| Q3 24 | $547.8M | $2.4B | ||
| Q2 24 | $540.5M | $2.3B | ||
| Q1 24 | $539.1M | $2.3B |
总资产KESANM
| Q4 25 | $1.1B | $9.8B | ||
| Q3 25 | $1.1B | $5.9B | ||
| Q2 25 | $1.1B | $5.2B | ||
| Q1 25 | $1.1B | $5.0B | ||
| Q4 24 | $1.1B | $4.8B | ||
| Q3 24 | $1.1B | $4.8B | ||
| Q2 24 | $1.2B | $4.7B | ||
| Q1 24 | $1.3B | $4.7B |
负债/权益比KESANM
| Q4 25 | 0.27× | 0.82× | ||
| Q3 25 | 0.24× | 0.12× | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | — | — |
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 | $6.9M | $178.7M |
| 自由现金流经营现金流 - 资本支出 | $-11.2M | $91.9M |
| 自由现金流率自由现金流/营收 | -3.3% | 2.9% |
| 资本支出强度资本支出/营收 | 5.3% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.89× | 3.63× |
| 过去12个月自由现金流最近4个季度 | $81.8M | $518.3M |
8季度趋势，按日历期对齐
经营现金流KESANM
| Q4 25 | $6.9M | $178.7M | ||
| Q3 25 | $8.1M | $199.1M | ||
| Q2 25 | $78.1M | $200.8M | ||
| Q1 25 | $30.9M | $156.9M | ||
| Q4 24 | $29.5M | $63.9M | ||
| Q3 24 | $45.5M | $51.9M | ||
| Q2 24 | $48.5M | $90.0M | ||
| Q1 24 | $42.6M | $72.3M |
自由现金流KESANM
| Q4 25 | $-11.2M | $91.9M | ||
| Q3 25 | $-2.5M | $136.6M | ||
| Q2 25 | $68.4M | $163.7M | ||
| Q1 25 | $27.0M | $126.1M | ||
| Q4 24 | $23.1M | $46.9M | ||
| Q3 24 | $32.1M | $27.2M | ||
| Q2 24 | $39.5M | $67.2M | ||
| Q1 24 | $30.0M | $42.7M |
自由现金流率KESANM
| Q4 25 | -3.3% | 2.9% | ||
| Q3 25 | -0.7% | 6.5% | ||
| Q2 25 | 18.0% | 8.0% | ||
| Q1 25 | 7.2% | 6.4% | ||
| Q4 24 | 6.5% | 2.3% | ||
| Q3 24 | 8.6% | 1.4% | ||
| Q2 24 | 9.2% | 3.7% | ||
| Q1 24 | 7.1% | 2.3% |
资本支出强度KESANM
| Q4 25 | 5.3% | 2.7% | ||
| Q3 25 | 2.9% | 3.0% | ||
| Q2 25 | 2.5% | 1.8% | ||
| Q1 25 | 1.0% | 1.5% | ||
| Q4 24 | 1.8% | 0.9% | ||
| Q3 24 | 3.6% | 1.2% | ||
| Q2 24 | 2.1% | 1.2% | ||
| Q1 24 | 3.0% | 1.6% |
现金转化率KESANM
| Q4 25 | 1.89× | 3.63× | ||
| Q3 25 | 0.80× | 4.14× | ||
| Q2 25 | 11.86× | 2.93× | ||
| Q1 25 | 8.11× | 2.44× | ||
| Q4 24 | 8.58× | 0.98× | ||
| Q3 24 | 14.42× | 0.85× | ||
| Q2 24 | 6.43× | 1.74× | ||
| Q1 24 | — | 1.38× |
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
KE
| Automotive | $162.3M | 48% |
| Medical | $96.3M | 28% |
| Industrial | $82.7M | 24% |
SANM
| Industrial And Energy Medical Defense And Aerospace And Automotive And Transportation | $1.2B | 38% |
| ZT Systems | $1.1B | 34% |
| Other Segments CPS | $434.3M | 14% |
| CPS Third Party Revenue | $412.7M | 13% |
| Change In Accounting Method Accounted For As Change In Estimate | $2.7M | 0% |
