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光辉国际（KFY）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是光辉国际的1.4倍（$1.0B vs $729.8M），光辉国际净利率更高（9.9% vs 7.6%，领先2.3%），思佳讯同比增速更快（8.6% vs 7.0%），思佳讯自由现金流更多（$339.0M vs $100.7M），过去两年光辉国际的营收复合增速更高（3.8% vs -0.5%）
光辉国际是一家总部位于美国加利福尼亚州洛杉矶的管理咨询企业，成立于1969年。截至2019年，公司在全球53个国家设有111个办事处，员工总数达8198名，旗下设有咨询、数字化、高管寻访、招聘流程外包及专业人才寻访四大业务板块，为全球客户提供全方位的人力资源及管理解决方案。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
KFY vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.4倍
$729.8M
营收增速更快
SWKS
高出1.6%
7.0%
净利率更高
KFY
高出2.3%
7.6%
自由现金流更多
SWKS
多$238.3M
$100.7M
两年增速更快
KFY
近两年复合增速
-0.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $729.8M | $1.0B |
| 净利润 | $72.4M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 13.5% | 10.0% |
| 净利率 | 9.9% | 7.6% |
| 营收同比 | 7.0% | 8.6% |
| 净利润同比 | 19.1% | 15.3% |
| 每股收益（稀释后） | $1.36 | $0.53 |
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KFYSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $729.8M | $1.1B | ||
| Q3 25 | $715.5M | — | ||
| Q2 25 | $719.8M | $965.0M | ||
| Q1 25 | $676.5M | $953.2M | ||
| Q4 24 | $682.0M | $1.1B | ||
| Q3 24 | $682.8M | $1.0B | ||
| Q2 24 | $699.9M | $905.5M |
净利润KFYSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $72.4M | $141.4M | ||
| Q3 25 | $66.6M | — | ||
| Q2 25 | $64.2M | $105.0M | ||
| Q1 25 | $58.4M | $68.7M | ||
| Q4 24 | $60.8M | $162.0M | ||
| Q3 24 | $62.6M | $60.5M | ||
| Q2 24 | $65.2M | $120.9M |
毛利率KFYSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率KFYSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 13.5% | 10.1% | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 14.5% | 11.5% | ||
| Q1 25 | 11.6% | 10.2% | ||
| Q4 24 | 12.8% | 16.9% | ||
| Q3 24 | 11.1% | 5.8% | ||
| Q2 24 | 11.9% | 14.4% |
净利率KFYSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 9.9% | 12.9% | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 8.9% | 10.9% | ||
| Q1 25 | 8.6% | 7.2% | ||
| Q4 24 | 8.9% | 15.2% | ||
| Q3 24 | 9.2% | 5.9% | ||
| Q2 24 | 9.3% | 13.4% |
每股收益（稀释后）KFYSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $1.36 | $0.95 | ||
| Q3 25 | $1.26 | — | ||
| Q2 25 | $1.19 | $0.70 | ||
| Q1 25 | $1.10 | $0.43 | ||
| Q4 24 | $1.14 | $1.00 | ||
| Q3 24 | $1.17 | $0.36 | ||
| Q2 24 | $1.25 | $0.75 |
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 | $801.1M | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $1.9B | $5.8B |
| 总资产 | $3.7B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资KFYSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $801.1M | $1.4B | ||
| Q3 25 | $721.1M | — | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $820.0M | $1.5B | ||
| Q4 24 | $735.5M | $1.7B | ||
| Q3 24 | $674.0M | $1.6B | ||
| Q2 24 | $983.7M | $1.3B |
总债务KFYSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益KFYSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.9B | $5.8B | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | $5.7B | ||
| Q1 25 | $1.8B | $5.9B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.8B | $6.3B | ||
| Q2 24 | $1.7B | $6.3B |
总资产KFYSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $3.7B | $7.9B | ||
| Q3 25 | $3.6B | — | ||
| Q2 25 | $3.9B | $7.7B | ||
| Q1 25 | $3.6B | $7.9B | ||
| Q4 24 | $3.5B | $8.3B | ||
| Q3 24 | $3.4B | $8.3B | ||
| Q2 24 | $3.7B | $8.2B |
负债/权益比KFYSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $121.4M | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $100.7M | $339.0M |
| 自由现金流率自由现金流/营收 | 13.8% | 32.7% |
| 资本支出强度资本支出/营收 | 2.8% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.68× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $272.6M | $1.1B |
8季度趋势，按日历期对齐
经营现金流KFYSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $121.4M | $200.0M | ||
| Q3 25 | $-237.4M | — | ||
| Q2 25 | $255.8M | $314.2M | ||
| Q1 25 | $213.7M | $409.4M | ||
| Q4 24 | $122.0M | $377.2M | ||
| Q3 24 | $-227.2M | $476.1M | ||
| Q2 24 | $261.9M | $273.4M |
自由现金流KFYSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $100.7M | $144.0M | ||
| Q3 25 | $-260.0M | — | ||
| Q2 25 | $235.5M | $252.7M | ||
| Q1 25 | $196.4M | $370.9M | ||
| Q4 24 | $107.7M | $338.2M | ||
| Q3 24 | $-237.7M | $393.3M | ||
| Q2 24 | $250.0M | $249.0M |
自由现金流率KFYSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 13.8% | 13.1% | ||
| Q3 25 | -36.3% | — | ||
| Q2 25 | 32.7% | 26.2% | ||
| Q1 25 | 29.0% | 38.9% | ||
| Q4 24 | 15.8% | 31.7% | ||
| Q3 24 | -34.8% | 38.4% | ||
| Q2 24 | 35.7% | 27.5% |
资本支出强度KFYSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 2.8% | 5.1% | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 2.8% | 6.4% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 2.1% | 3.6% | ||
| Q3 24 | 1.5% | 8.1% | ||
| Q2 24 | 1.7% | 2.7% |
现金转化率KFYSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.68× | 1.41× | ||
| Q3 25 | -3.56× | — | ||
| Q2 25 | 3.98× | 2.99× | ||
| Q1 25 | 3.66× | 5.96× | ||
| Q4 24 | 2.01× | 2.33× | ||
| Q3 24 | -3.63× | 7.87× | ||
| Q2 24 | 4.02× | 2.26× |
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
KFY
| Industrial | $234.0M | 32% |
| Technology Service | $104.5M | 14% |
| RPO | $92.3M | 13% |
| Digital | $91.2M | 13% |
| Consumer Goods | $85.0M | 12% |
| Executive Search EMEA | $52.2M | 7% |
| Education Non Profit And General | $43.2M | 6% |
| Executive Search Asia Pacific | $24.3M | 3% |
| Reimbursed Out Of Pocket Engagement Expenses | $8.1M | 1% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
