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Kimco Realty（KIM）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Kimco Realty的1.9倍（$1.0B vs $542.5M），Kimco Realty净利率更高（27.9% vs 7.6%，领先20.2%），思佳讯同比增速更快（8.6% vs 3.2%），过去两年Kimco Realty的营收复合增速更高（3.8% vs -0.5%）
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
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。
KIM vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.9倍
$542.5M
营收增速更快
SWKS
高出5.4%
3.2%
净利率更高
KIM
高出20.2%
7.6%
两年增速更快
KIM
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $542.5M | $1.0B |
| 净利润 | $151.2M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 36.4% | 10.0% |
| 净利率 | 27.9% | 7.6% |
| 营收同比 | 3.2% | 8.6% |
| 净利润同比 | -9.0% | 15.3% |
| 每股收益（稀释后） | — | $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KIMSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $542.5M | $1.1B | ||
| Q3 25 | $535.9M | — | ||
| Q2 25 | $525.2M | $965.0M | ||
| Q1 25 | $536.6M | $953.2M | ||
| Q4 24 | $525.4M | $1.1B | ||
| Q3 24 | $507.6M | $1.0B | ||
| Q2 24 | $500.2M | $905.5M |
净利润KIMSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $151.2M | $141.4M | ||
| Q3 25 | $137.8M | — | ||
| Q2 25 | $163.0M | $105.0M | ||
| Q1 25 | $132.8M | $68.7M | ||
| Q4 24 | $166.0M | $162.0M | ||
| Q3 24 | $136.0M | $60.5M | ||
| Q2 24 | $119.7M | $120.9M |
毛利率KIMSWKS
| 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KIMSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 36.4% | 10.1% | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 39.2% | 11.5% | ||
| Q1 25 | 33.6% | 10.2% | ||
| Q4 24 | 31.7% | 16.9% | ||
| Q3 24 | 33.7% | 5.8% | ||
| Q2 24 | 32.1% | 14.4% |
净利率KIMSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 27.9% | 12.9% | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 31.0% | 10.9% | ||
| Q1 25 | 24.8% | 7.2% | ||
| Q4 24 | 31.6% | 15.2% | ||
| Q3 24 | 26.8% | 5.9% | ||
| Q2 24 | 23.9% | 13.4% |
每股收益（稀释后）KIMSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | — | $0.95 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0.70 | ||
| Q1 25 | — | $0.43 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $0.36 | ||
| Q2 24 | — | $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 | $211.6M | $1.6B |
| 总债务越低越好 | $7.7B | $496.6M |
| 股东权益账面价值 | $10.4B | $5.8B |
| 总资产 | $19.7B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.74× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资KIMSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $211.6M | $1.4B | ||
| Q3 25 | $159.3M | — | ||
| Q2 25 | $226.6M | $1.3B | ||
| Q1 25 | $131.3M | $1.5B | ||
| Q4 24 | $688.6M | $1.7B | ||
| Q3 24 | $789.0M | $1.6B | ||
| Q2 24 | $126.4M | $1.3B |
总债务KIMSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $7.7B | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | $8.0B | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益KIMSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $10.4B | $5.8B | ||
| Q3 25 | $10.5B | — | ||
| Q2 25 | $10.5B | $5.7B | ||
| Q1 25 | $10.6B | $5.9B | ||
| Q4 24 | $10.7B | $6.4B | ||
| Q3 24 | $10.5B | $6.3B | ||
| Q2 24 | $10.6B | $6.3B |
总资产KIMSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $19.7B | $7.9B | ||
| Q3 25 | $19.9B | — | ||
| Q2 25 | $19.8B | $7.7B | ||
| Q1 25 | $19.7B | $7.9B | ||
| Q4 24 | $20.3B | $8.3B | ||
| Q3 24 | $20.1B | $8.3B | ||
| Q2 24 | $19.5B | $8.2B |
负债/权益比KIMSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.74× | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | 0.75× | 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 | $258.4M | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | 0.0% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.71× | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流KIMSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $258.4M | $200.0M | ||
| Q3 25 | $332.4M | — | ||
| Q2 25 | $305.4M | $314.2M | ||
| Q1 25 | $223.8M | $409.4M | ||
| Q4 24 | $239.5M | $377.2M | ||
| Q3 24 | $295.9M | $476.1M | ||
| Q2 24 | $294.1M | $273.4M |
自由现金流KIMSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | $205.4M | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M | ||
| Q2 24 | — | $249.0M |
自由现金流率KIMSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | 38.3% | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% | ||
| Q2 24 | — | 27.5% |
资本支出强度KIMSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 0.0% | 5.1% | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | 6.4% | ||
| Q1 25 | 3.4% | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 2.7% |
现金转化率KIMSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.71× | 1.41× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 1.87× | 2.99× | ||
| Q1 25 | 1.69× | 5.96× | ||
| Q4 24 | 1.44× | 2.33× | ||
| Q3 24 | 2.18× | 7.87× | ||
| Q2 24 | 2.46× | 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
KIM
暂无分部数据
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
