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楼氏电子（KN）与Repay Holdings Corp（RPAY）财务数据对比。点击上方公司名可切换其他公司
楼氏电子的季度营收约是Repay Holdings Corp的1.9倍（$153.1M vs $78.6M），楼氏电子净利率更高（6.3% vs -178.3%，领先184.6%），楼氏电子同比增速更快（22.7% vs 0.4%），Repay Holdings Corp自由现金流更多（$23.2M vs $-3.1M），过去两年Repay Holdings Corp的营收复合增速更高（-1.3% vs -13.5%）
楼氏电子是全球领先的微声学、音频处理及精密元件解决方案供应商，产品涵盖MEMS麦克风、平衡电枢扬声器、助听器组件、边缘音频处理芯片等，服务消费电子、汽车、医疗科技、工业等核心领域的全球客户。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
KN vs RPAY — 直观对比
营收规模更大
KN
是对方的1.9倍
$78.6M
营收增速更快
KN
高出22.3%
0.4%
净利率更高
KN
高出184.6%
-178.3%
自由现金流更多
RPAY
多$26.3M
$-3.1M
两年增速更快
RPAY
近两年复合增速
-13.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $153.1M | $78.6M |
| 净利润 | $9.7M | $-140.1M |
| 毛利率 | 43.8% | 74.2% |
| 营业利润率 | 10.4% | -182.2% |
| 净利率 | 6.3% | -178.3% |
| 营收同比 | 22.7% | 0.4% |
| 净利润同比 | 585.0% | -3304.1% |
| 每股收益（稀释后） | $0.13 | $-1.68 |
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KNRPAY
| Q1 26 | $153.1M | — | ||
| Q4 25 | $162.2M | $78.6M | ||
| Q3 25 | $152.9M | $77.7M | ||
| Q2 25 | $145.9M | $75.6M | ||
| Q1 25 | $132.2M | $77.3M | ||
| Q4 24 | $142.5M | $78.3M | ||
| Q3 24 | $142.5M | $79.1M | ||
| Q2 24 | $204.7M | $74.9M |
净利润KNRPAY
| Q1 26 | $9.7M | — | ||
| Q4 25 | $21.0M | $-140.1M | ||
| Q3 25 | $17.4M | $-6.4M | ||
| Q2 25 | $7.8M | $-102.3M | ||
| Q1 25 | $-2.0M | $-7.9M | ||
| Q4 24 | $18.5M | $-4.1M | ||
| Q3 24 | $500.0K | $3.2M | ||
| Q2 24 | $-259.3M | $-4.1M |
毛利率KNRPAY
| Q1 26 | 43.8% | — | ||
| Q4 25 | 44.7% | 74.2% | ||
| Q3 25 | 45.7% | 74.4% | ||
| Q2 25 | 41.5% | 75.7% | ||
| Q1 25 | 40.3% | 75.9% | ||
| Q4 24 | 42.7% | 76.3% | ||
| Q3 24 | 44.1% | 77.8% | ||
| Q2 24 | 28.2% | 78.2% |
营业利润率KNRPAY
| Q1 26 | 10.4% | — | ||
| Q4 25 | 15.9% | -182.2% | ||
| Q3 25 | 16.9% | -3.9% | ||
| Q2 25 | 10.1% | -138.7% | ||
| Q1 25 | 3.0% | -4.7% | ||
| Q4 24 | 10.8% | -1.5% | ||
| Q3 24 | 13.1% | -0.9% | ||
| Q2 24 | 6.2% | -4.6% |
净利率KNRPAY
| Q1 26 | 6.3% | — | ||
| Q4 25 | 12.9% | -178.3% | ||
| Q3 25 | 11.4% | -8.3% | ||
| Q2 25 | 5.3% | -135.2% | ||
| Q1 25 | -1.5% | -10.3% | ||
| Q4 24 | 13.0% | -5.3% | ||
| Q3 24 | 0.4% | 4.1% | ||
| Q2 24 | -126.7% | -5.4% |
每股收益（稀释后）KNRPAY
| Q1 26 | $0.13 | — | ||
| Q4 25 | $0.23 | $-1.68 | ||
| Q3 25 | $0.20 | $-0.08 | ||
| Q2 25 | $0.09 | $-1.15 | ||
| Q1 25 | $-0.02 | $-0.09 | ||
| Q4 24 | $0.20 | $-0.04 | ||
| Q3 24 | $0.01 | $0.03 | ||
| Q2 24 | $-2.88 | $-0.04 |
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 | $41.0M | $115.7M |
| 总债务越低越好 | $131.0M | $280.1M |
| 股东权益账面价值 | $780.2M | $484.4M |
| 总资产 | $1.1B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资KNRPAY
| Q1 26 | $41.0M | — | ||
| Q4 25 | $54.2M | $115.7M | ||
| Q3 25 | $92.5M | $95.7M | ||
| Q2 25 | $103.2M | $162.6M | ||
| Q1 25 | $101.9M | $165.5M | ||
| Q4 24 | $130.1M | $189.5M | ||
| Q3 24 | $92.6M | $168.7M | ||
| Q2 24 | $84.0M | $147.1M |
总债务KNRPAY
| Q1 26 | $131.0M | — | ||
| Q4 25 | $114.0M | $280.1M | ||
| Q3 25 | $176.3M | $279.5M | ||
| Q2 25 | $190.0M | $279.0M | ||
| Q1 25 | $188.8M | $497.6M | ||
| Q4 24 | $202.5M | $496.8M | ||
| Q3 24 | $225.0M | $496.2M | ||
| Q2 24 | $261.2M | $435.6M |
股东权益KNRPAY
| Q1 26 | $780.2M | — | ||
| Q4 25 | $775.8M | $484.4M | ||
| Q3 25 | $751.8M | $616.9M | ||
| Q2 25 | $746.1M | $633.7M | ||
| Q1 25 | $755.8M | $755.7M | ||
| Q4 24 | $756.0M | $761.3M | ||
| Q3 24 | $777.4M | $754.7M | ||
| Q2 24 | $753.0M | $815.4M |
总资产KNRPAY
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.5B |
负债/权益比KNRPAY
| Q1 26 | 0.17× | — | ||
| Q4 25 | 0.15× | 0.58× | ||
| Q3 25 | 0.23× | 0.45× | ||
| Q2 25 | 0.25× | 0.44× | ||
| Q1 25 | 0.25× | 0.66× | ||
| Q4 24 | 0.27× | 0.65× | ||
| Q3 24 | 0.29× | 0.66× | ||
| Q2 24 | 0.35× | 0.53× |
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 | $0 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $-3.1M | $23.2M |
| 自由现金流率自由现金流/营收 | -2.0% | 29.6% |
| 资本支出强度资本支出/营收 | 7.1% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.00× | — |
| 过去12个月自由现金流最近4个季度 | — | $90.7M |
8季度趋势，按日历期对齐
经营现金流KNRPAY
| Q1 26 | $0 | — | ||
| Q4 25 | — | $23.3M | ||
| Q3 25 | $29.1M | $32.2M | ||
| Q2 25 | $36.4M | $33.1M | ||
| Q1 25 | $1.3M | $2.5M | ||
| Q4 24 | — | $34.3M | ||
| Q3 24 | $52.8M | $60.1M | ||
| Q2 24 | $24.9M | $31.0M |
自由现金流KNRPAY
| Q1 26 | $-3.1M | — | ||
| Q4 25 | — | $23.2M | ||
| Q3 25 | $21.4M | $32.1M | ||
| Q2 25 | $31.3M | $33.0M | ||
| Q1 25 | $-2.7M | $2.4M | ||
| Q4 24 | — | $34.0M | ||
| Q3 24 | $49.1M | $59.8M | ||
| Q2 24 | $21.7M | $30.5M |
自由现金流率KNRPAY
| Q1 26 | -2.0% | — | ||
| Q4 25 | — | 29.6% | ||
| Q3 25 | 14.0% | 41.3% | ||
| Q2 25 | 21.5% | 43.6% | ||
| Q1 25 | -2.0% | 3.0% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | 34.5% | 75.6% | ||
| Q2 24 | 10.6% | 40.7% |
资本支出强度KNRPAY
| Q1 26 | 7.1% | — | ||
| Q4 25 | 9.4% | 0.1% | ||
| Q3 25 | 5.0% | 0.2% | ||
| Q2 25 | 3.5% | 0.1% | ||
| Q1 25 | 3.0% | 0.2% | ||
| Q4 24 | 2.3% | 0.3% | ||
| Q3 24 | 2.6% | 0.3% | ||
| Q2 24 | 1.6% | 0.6% |
现金转化率KNRPAY
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 4.67× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 105.60× | 18.52× | ||
| Q2 24 | — | — |
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
KN
暂无分部数据
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
