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楼氏电子(KN)与Sonos Inc(SONO)财务数据对比。点击上方公司名可切换其他公司
Sonos Inc的季度营收约是楼氏电子的1.9倍($287.9M vs $153.1M)。楼氏电子净利率更高(6.3% vs -13.1%,领先19.5%)。楼氏电子同比增速更快(15.8% vs 12.7%)。过去两年楼氏电子的营收复合增速更高(-13.5% vs -31.5%)
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。
Sonos Inc是总部位于美国加利福尼亚州圣巴巴拉的音频设备制造商,由约翰·麦克法兰、克雷格·谢尔本、汤姆·卡伦与钟·麦于2002年联合创立,专注于音频技术研发与相关产品生产,旗下产品在全球消费音频市场拥有较高的用户认可度。
KN vs SONO — 直观对比
营收规模更大
SONO
是对方的1.9倍
$153.1M
营收增速更快
KN
高出3.1%
12.7%
净利率更高
KN
高出19.5%
-13.1%
两年增速更快
KN
近两年复合增速
-31.5%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $153.1M | $287.9M |
| 净利润 | $9.7M | $-37.9M |
| 毛利率 | 43.8% | 43.7% |
| 营业利润率 | 10.4% | -12.0% |
| 净利率 | 6.3% | -13.1% |
| 营收同比 | 15.8% | 12.7% |
| 净利润同比 | -53.8% | 28.7% |
| 每股收益(稀释后) | $0.13 | $-0.30 |
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
KN
SONO
| Q1 26 | $153.1M | — | ||
| Q4 25 | $162.2M | — | ||
| Q3 25 | $152.9M | $287.9M | ||
| Q2 25 | $145.9M | $344.8M | ||
| Q1 25 | $132.2M | $259.8M | ||
| Q4 24 | $142.5M | $550.9M | ||
| Q3 24 | $142.5M | $255.4M | ||
| Q2 24 | $204.7M | $397.1M |
净利润
KN
SONO
| Q1 26 | $9.7M | — | ||
| Q4 25 | $21.0M | — | ||
| Q3 25 | $17.4M | $-37.9M | ||
| Q2 25 | $7.8M | $-3.4M | ||
| Q1 25 | $-2.0M | $-70.1M | ||
| Q4 24 | $18.5M | $50.2M | ||
| Q3 24 | $500.0K | $-53.1M | ||
| Q2 24 | $-259.3M | $3.7M |
毛利率
KN
SONO
| Q1 26 | 43.8% | — | ||
| Q4 25 | 44.7% | — | ||
| Q3 25 | 45.7% | 43.7% | ||
| Q2 25 | 41.5% | 43.4% | ||
| Q1 25 | 40.3% | 43.7% | ||
| Q4 24 | 42.7% | 43.8% | ||
| Q3 24 | 44.1% | 40.3% | ||
| Q2 24 | 28.2% | 48.3% |
营业利润率
KN
SONO
| Q1 26 | 10.4% | — | ||
| Q4 25 | 15.9% | — | ||
| Q3 25 | 16.9% | -12.0% | ||
| Q2 25 | 10.1% | -0.8% | ||
| Q1 25 | 3.0% | -23.6% | ||
| Q4 24 | 10.8% | 8.7% | ||
| Q3 24 | 13.1% | -27.2% | ||
| Q2 24 | 6.2% | 3.2% |
净利率
KN
SONO
| Q1 26 | 6.3% | — | ||
| Q4 25 | 12.9% | — | ||
| Q3 25 | 11.4% | -13.1% | ||
| Q2 25 | 5.3% | -1.0% | ||
| Q1 25 | -1.5% | -27.0% | ||
| Q4 24 | 13.0% | 9.1% | ||
| Q3 24 | 0.4% | -20.8% | ||
| Q2 24 | -126.7% | 0.9% |
每股收益(稀释后)
KN
SONO
| Q1 26 | $0.13 | — | ||
| Q4 25 | $0.23 | — | ||
| Q3 25 | $0.20 | $-0.30 | ||
| Q2 25 | $0.09 | $-0.03 | ||
| Q1 25 | $-0.02 | $-0.58 | ||
| Q4 24 | $0.20 | $0.40 | ||
| Q3 24 | $0.01 | $-0.42 | ||
| Q2 24 | $-2.88 | $0.03 |
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 | $174.7M |
| 总债务越低越好 | $131.0M | — |
| 股东权益账面价值 | $780.2M | $355.2M |
| 总资产 | $1.1B | $823.3M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势,按日历期对齐
现金及短期投资
KN
SONO
| Q1 26 | $41.0M | — | ||
| Q4 25 | $54.2M | — | ||
| Q3 25 | $92.5M | $174.7M | ||
| Q2 25 | $103.2M | $201.3M | ||
| Q1 25 | $101.9M | $173.2M | ||
| Q4 24 | $130.1M | $280.0M | ||
| Q3 24 | $92.6M | $169.7M | ||
| Q2 24 | $84.0M | $227.1M |
总债务
KN
SONO
| Q1 26 | $131.0M | — | ||
| Q4 25 | $114.0M | — | ||
| Q3 25 | $176.3M | — | ||
| Q2 25 | $190.0M | — | ||
| Q1 25 | $188.8M | — | ||
| Q4 24 | $202.5M | — | ||
| Q3 24 | $225.0M | — | ||
| Q2 24 | $261.2M | — |
股东权益
KN
SONO
| Q1 26 | $780.2M | — | ||
| Q4 25 | $775.8M | — | ||
| Q3 25 | $751.8M | $355.2M | ||
| Q2 25 | $746.1M | $399.3M | ||
| Q1 25 | $755.8M | $382.9M | ||
| Q4 24 | $756.0M | $469.1M | ||
| Q3 24 | $777.4M | $428.6M | ||
| Q2 24 | $753.0M | $464.4M |
总资产
KN
SONO
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $823.3M | ||
| Q2 25 | $1.1B | $834.4M | ||
| Q1 25 | $1.1B | $792.2M | ||
| Q4 24 | $1.1B | $963.6M | ||
| Q3 24 | $1.2B | $916.3M | ||
| Q2 24 | $1.2B | $961.1M |
负债/权益比
KN
SONO
| Q1 26 | 0.17× | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.35× | — |
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 | $2.9M |
| 自由现金流经营现金流 - 资本支出 | $-3.1M | — |
| 自由现金流率自由现金流/营收 | -2.0% | — |
| 资本支出强度资本支出/营收 | 7.1% | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
KN
SONO
| Q1 26 | $0 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $29.1M | $2.9M | ||
| Q2 25 | $36.4M | $37.4M | ||
| Q1 25 | $1.3M | $-59.7M | ||
| Q4 24 | — | $156.2M | ||
| Q3 24 | $52.8M | $-37.7M | ||
| Q2 24 | $24.9M | $63.5M |
自由现金流
KN
SONO
| Q1 26 | $-3.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $21.4M | — | ||
| Q2 25 | $31.3M | $32.7M | ||
| Q1 25 | $-2.7M | $-65.2M | ||
| Q4 24 | — | $143.1M | ||
| Q3 24 | $49.1M | — | ||
| Q2 24 | $21.7M | $40.3M |
自由现金流率
KN
SONO
| Q1 26 | -2.0% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 21.5% | 9.5% | ||
| Q1 25 | -2.0% | -25.1% | ||
| Q4 24 | — | 26.0% | ||
| Q3 24 | 34.5% | — | ||
| Q2 24 | 10.6% | 10.1% |
资本支出强度
KN
SONO
| Q1 26 | 7.1% | — | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.5% | 1.4% | ||
| Q1 25 | 3.0% | 2.1% | ||
| Q4 24 | 2.3% | 2.4% | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 1.6% | 5.8% |
现金转化率
KN
SONO
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 4.67× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.11× | ||
| Q3 24 | 105.60× | — | ||
| Q2 24 | — | 17.12× |
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
SONO
| Sonos Speakers | $206.5M | 72% |
| Sonos System Products | $65.2M | 23% |
| Partner Products And Other Revenue | $16.2M | 6% |