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KEMPER Corp(KMPR)与VIASAT INC(VSAT)财务数据对比。点击上方公司名可切换其他公司
VIASAT INC的季度营收约是KEMPER Corp的1.0倍($1.2B vs $1.1B),VIASAT INC净利率更高(2.2% vs -0.7%,领先2.9%),VIASAT INC同比增速更快(3.0% vs -4.7%),过去两年VIASAT INC的营收复合增速更高(0.3% vs -0.5%)
坎伯公司(Kemper Corporation)是总部位于美国伊利诺伊州芝加哥的保险服务商,总资产近130亿美元,旗下品牌矩阵为个人、家庭及企业客户提供多元保险产品服务。
Viasat Inc.是总部坐落于美国加利福尼亚州卡尔斯巴德的通信企业,业务覆盖美国全境及全球多个国家和地区,面向军用与商业市场提供高速卫星宽带服务及安全网络系统相关解决方案。
KMPR vs VSAT — 直观对比
营收规模更大
VSAT
是对方的1.0倍
$1.1B
营收增速更快
VSAT
高出7.6%
-4.7%
净利率更高
VSAT
高出2.9%
-0.7%
两年增速更快
VSAT
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $-8.0M | $25.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 2.3% |
| 净利率 | -0.7% | 2.2% |
| 营收同比 | -4.7% | 3.0% |
| 净利润同比 | -108.2% | 115.8% |
| 每股收益(稀释后) | $-0.03 | $0.18 |
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
KMPR
VSAT
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.2B |
净利润
KMPR
VSAT
| Q4 25 | $-8.0M | $25.0M | ||
| Q3 25 | $-21.0M | $-61.4M | ||
| Q2 25 | $72.6M | $-56.4M | ||
| Q1 25 | $99.7M | $-246.1M | ||
| Q4 24 | $97.4M | $-158.4M | ||
| Q3 24 | $73.7M | $-137.6M | ||
| Q2 24 | $75.4M | $-32.9M | ||
| Q1 24 | $71.3M | $-100.3M |
营业利润率
KMPR
VSAT
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | -13.4% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | 11.2% | -2.2% | ||
| Q2 24 | 10.1% | 5.3% | ||
| Q1 24 | 7.6% | 0.0% |
净利率
KMPR
VSAT
| Q4 25 | -0.7% | 2.2% | ||
| Q3 25 | -1.7% | -5.4% | ||
| Q2 25 | 5.9% | -4.8% | ||
| Q1 25 | 8.4% | -21.5% | ||
| Q4 24 | 8.2% | -14.1% | ||
| Q3 24 | 6.3% | -12.3% | ||
| Q2 24 | 6.7% | -2.9% | ||
| Q1 24 | 6.2% | -8.7% |
每股收益(稀释后)
KMPR
VSAT
| Q4 25 | $-0.03 | $0.18 | ||
| Q3 25 | $-0.34 | $-0.45 | ||
| Q2 25 | $1.12 | $-0.43 | ||
| Q1 25 | $1.54 | $-1.92 | ||
| Q4 24 | $1.51 | $-1.23 | ||
| Q3 24 | $1.14 | $-1.07 | ||
| Q2 24 | $1.16 | $-0.26 | ||
| Q1 24 | $1.10 | $-1.14 |
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 | $943.5M | $6.2B |
| 股东权益账面价值 | $2.7B | $4.6B |
| 总资产 | $12.5B | $14.9B |
| 负债/权益比越低杠杆越低 | 0.35× | 1.37× |
8季度趋势,按日历期对齐
现金及短期投资
KMPR
VSAT
| Q4 25 | — | $1.3B | ||
| Q3 25 | $371.2M | $1.2B | ||
| Q2 25 | $407.6M | $1.2B | ||
| Q1 25 | $545.3M | $1.6B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $696.9M | $3.5B | ||
| Q2 24 | $539.1M | $1.8B | ||
| Q1 24 | $520.7M | $1.9B |
总债务
KMPR
VSAT
| Q4 25 | $943.5M | $6.2B | ||
| Q3 25 | $943.1M | $6.5B | ||
| Q2 25 | $942.6M | $6.5B | ||
| Q1 25 | $942.1M | $6.5B | ||
| Q4 24 | $1.4B | $6.5B | ||
| Q3 24 | $1.4B | $6.4B | ||
| Q2 24 | $1.4B | $7.1B | ||
| Q1 24 | $1.4B | $7.1B |
股东权益
KMPR
VSAT
| Q4 25 | $2.7B | $4.6B | ||
| Q3 25 | $2.7B | $4.5B | ||
| Q2 25 | $370.0M | $4.6B | ||
| Q1 25 | $366.0M | $4.6B | ||
| Q4 24 | $2.8B | $4.8B | ||
| Q3 24 | $2.8B | $4.9B | ||
| Q2 24 | $358.0M | $5.0B | ||
| Q1 24 | $2.6B | $5.0B |
总资产
KMPR
VSAT
| Q4 25 | $12.5B | $14.9B | ||
| Q3 25 | $12.4B | $14.8B | ||
| Q2 25 | $12.6B | $14.9B | ||
| Q1 25 | $12.5B | $15.4B | ||
| Q4 24 | $12.6B | $15.6B | ||
| Q3 24 | $12.6B | $17.8B | ||
| Q2 24 | $12.6B | $16.1B | ||
| Q1 24 | $12.6B | $16.3B |
负债/权益比
KMPR
VSAT
| Q4 25 | 0.35× | 1.37× | ||
| Q3 25 | 0.35× | 1.44× | ||
| Q2 25 | 2.55× | 1.43× | ||
| Q1 25 | 2.57× | 1.43× | ||
| Q4 24 | 0.50× | 1.37× | ||
| Q3 24 | 0.50× | 1.30× | ||
| Q2 24 | 3.88× | 1.42× | ||
| Q1 24 | 0.54× | 1.42× |
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 | $175.0M | $726.9M |
| 自由现金流经营现金流 - 资本支出 | $166.2M | — |
| 自由现金流率自由现金流/营收 | 14.7% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | — | 29.11× |
| 过去12个月自由现金流最近4个季度 | $553.9M | — |
8季度趋势,按日历期对齐
经营现金流
KMPR
VSAT
| Q4 25 | $175.0M | $726.9M | ||
| Q3 25 | $139.9M | $282.2M | ||
| Q2 25 | $89.6M | $258.5M | ||
| Q1 25 | $180.0M | $298.4M | ||
| Q4 24 | $175.1M | $219.5M | ||
| Q3 24 | $141.9M | $239.2M | ||
| Q2 24 | $22.9M | $151.1M | ||
| Q1 24 | $43.0M | $232.0M |
自由现金流
KMPR
VSAT
| Q4 25 | $166.2M | — | ||
| Q3 25 | $133.4M | — | ||
| Q2 25 | $82.0M | — | ||
| Q1 25 | $172.3M | — | ||
| Q4 24 | $165.4M | — | ||
| Q3 24 | $131.4M | — | ||
| Q2 24 | $5.2M | — | ||
| Q1 24 | $27.7M | — |
自由现金流率
KMPR
VSAT
| Q4 25 | 14.7% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | 2.4% | — |
资本支出强度
KMPR
VSAT
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 1.3% | — |
现金转化率
KMPR
VSAT
| Q4 25 | — | 29.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.80× | — | ||
| Q3 24 | 1.93× | — | ||
| Q2 24 | 0.30× | — | ||
| Q1 24 | 0.60× | — |
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
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
VSAT
| Products | $334.2M | 29% |
| Aviation Services | $303.7M | 26% |
| Government Satcom Services | $202.4M | 17% |
| Maritime Services | $114.9M | 10% |
| Information Security And Cyber Defense Products | $97.0M | 8% |
| Tactical Networking Products | $93.9M | 8% |
| Navarino Uk And Jsat Mobile | $15.5M | 1% |
| Advanced Technologies And Other Products | $6.1M | 1% |