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KEY TRONIC CORP（KTCC）与新美亚（SANM）财务数据对比。点击上方公司名可切换其他公司
新美亚的季度营收约是KEY TRONIC CORP的33.1倍（$3.2B vs $96.3M）。新美亚净利率更高（1.5% vs -8.9%，领先10.4%）。新美亚同比增速更快（59.0% vs -15.4%）。新美亚自由现金流更多（$91.9M vs $3.1M）。过去两年新美亚的营收复合增速更高（31.9% vs -17.8%）
Key Tronic成立于1969年，最初主营键盘、鼠标等输入设备，目前专注于印刷电路板组装与成品整机组装业务，是美国规模前十的电子制造服务代工厂，可为各类消费家电及电子产品提供完整的产品设计与组装代工服务。
新美亚公司是总部位于美国加利福尼亚州圣何塞的电子制造服务（EMS）提供商，服务通信、计算机硬件领域的原始设备制造商（OEM）。集团拥有近80个生产基地，是全球规模最大的印刷电路板和背板独立制造商之一，2022年位列《财富》世界500强第482位。
KTCC vs SANM — 直观对比
营收规模更大
SANM
是对方的33.1倍
$96.3M
营收增速更快
SANM
高出74.4%
-15.4%
净利率更高
SANM
高出10.4%
-8.9%
自由现金流更多
SANM
多$88.8M
$3.1M
两年增速更快
SANM
近两年复合增速
-17.8%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $96.3M | $3.2B |
| 净利润 | $-8.6M | $49.3M |
| 毛利率 | 0.6% | 7.6% |
| 营业利润率 | -10.7% | 2.3% |
| 净利率 | -8.9% | 1.5% |
| 营收同比 | -15.4% | 59.0% |
| 净利润同比 | -74.4% | -24.2% |
| 每股收益（稀释后） | $-0.79 | $0.89 |
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KTCCSANM
| Q4 25 | $96.3M | $3.2B | ||
| Q3 25 | $98.8M | $2.1B | ||
| Q2 25 | $110.5M | $2.0B | ||
| Q1 25 | $112.0M | $2.0B | ||
| Q4 24 | $113.9M | $2.0B | ||
| Q3 24 | $131.6M | $2.0B | ||
| Q2 24 | $126.6M | $1.8B | ||
| Q1 24 | $142.4M | $1.8B |
净利润KTCCSANM
| Q4 25 | $-8.6M | $49.3M | ||
| Q3 25 | $-2.3M | $48.1M | ||
| Q2 25 | $-3.9M | $68.6M | ||
| Q1 25 | $-604.0K | $64.2M | ||
| Q4 24 | $-4.9M | $65.0M | ||
| Q3 24 | $1.1M | $61.4M | ||
| Q2 24 | $-2.0M | $51.6M | ||
| Q1 24 | $-2.2M | $52.5M |
毛利率KTCCSANM
| Q4 25 | 0.6% | 7.6% | ||
| Q3 25 | 8.4% | 9.1% | ||
| Q2 25 | 6.2% | 8.9% | ||
| Q1 25 | 7.7% | 8.9% | ||
| Q4 24 | 6.8% | 8.4% | ||
| Q3 24 | 10.1% | 8.5% | ||
| Q2 24 | 7.2% | 8.3% | ||
| Q1 24 | 5.7% | 8.4% |
营业利润率KTCCSANM
| Q4 25 | -10.7% | 2.3% | ||
| Q3 25 | -0.6% | 3.7% | ||
| Q2 25 | -2.1% | 4.7% | ||
| Q1 25 | -0.4% | 4.6% | ||
| Q4 24 | -1.0% | 4.4% | ||
| Q3 24 | 3.4% | 4.4% | ||
| Q2 24 | 0.1% | 4.5% | ||
| Q1 24 | -0.4% | 4.1% |
净利率KTCCSANM
| Q4 25 | -8.9% | 1.5% | ||
| Q3 25 | -2.3% | 2.3% | ||
| Q2 25 | -3.6% | 3.4% | ||
| Q1 25 | -0.5% | 3.2% | ||
| Q4 24 | -4.3% | 3.2% | ||
| Q3 24 | 0.9% | 3.0% | ||
| Q2 24 | -1.6% | 2.8% | ||
| Q1 24 | -1.6% | 2.9% |
每股收益（稀释后）KTCCSANM
| Q4 25 | $-0.79 | $0.89 | ||
| Q3 25 | $-0.21 | $0.88 | ||
| Q2 25 | $-0.35 | $1.26 | ||
| Q1 25 | $-0.06 | $1.16 | ||
| Q4 24 | $-0.46 | $1.16 | ||
| Q3 24 | $0.10 | $1.09 | ||
| Q2 24 | $-0.18 | $0.91 | ||
| Q1 24 | $-0.21 | $0.93 |
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 | $788.0K | $1.4B |
| 总债务越低越好 | $97.7M | $2.2B |
| 股东权益账面价值 | $106.2M | $2.7B |
| 总资产 | $325.3M | $9.8B |
| 负债/权益比越低杠杆越低 | 0.92× | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资KTCCSANM
| Q4 25 | $788.0K | $1.4B | ||
| Q3 25 | $1.1M | $926.3M | ||
| Q2 25 | $1.4M | $797.9M | ||
| Q1 25 | $2.5M | $647.1M | ||
| Q4 24 | $4.2M | $642.4M | ||
| Q3 24 | $6.6M | $625.9M | ||
| Q2 24 | $4.8M | $657.7M | ||
| Q1 24 | $5.3M | $650.9M |
总债务KTCCSANM
| Q4 25 | $97.7M | $2.2B | ||
| Q3 25 | $100.8M | $300.5M | ||
| Q2 25 | $105.2M | — | ||
| Q1 25 | $113.6M | — | ||
| Q4 24 | $111.1M | — | ||
| Q3 24 | $112.7M | — | ||
| Q2 24 | $119.5M | — | ||
| Q1 24 | $125.3M | — |
股东权益KTCCSANM
| Q4 25 | $106.2M | $2.7B | ||
| Q3 25 | $114.8M | $2.5B | ||
| Q2 25 | $117.1M | $2.5B | ||
| Q1 25 | $119.6M | $2.4B | ||
| Q4 24 | $119.5M | $2.4B | ||
| Q3 24 | $124.3M | $2.4B | ||
| Q2 24 | $124.0M | $2.3B | ||
| Q1 24 | $130.1M | $2.3B |
总资产KTCCSANM
| Q4 25 | $325.3M | $9.8B | ||
| Q3 25 | $324.6M | $5.9B | ||
| Q2 25 | $315.9M | $5.2B | ||
| Q1 25 | $328.6M | $5.0B | ||
| Q4 24 | $327.8M | $4.8B | ||
| Q3 24 | $355.9M | $4.8B | ||
| Q2 24 | $355.3M | $4.7B | ||
| Q1 24 | $370.1M | $4.7B |
负债/权益比KTCCSANM
| Q4 25 | 0.92× | 0.82× | ||
| Q3 25 | 0.88× | 0.12× | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 0.93× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.96× | — | ||
| Q1 24 | 0.96× | — |
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 | $6.4M | $178.7M |
| 自由现金流经营现金流 - 资本支出 | $3.1M | $91.9M |
| 自由现金流率自由现金流/营收 | 3.2% | 2.9% |
| 资本支出强度资本支出/营收 | 3.4% | 2.7% |
| 现金转化率经营现金流/净利润 | — | 3.63× |
| 过去12个月自由现金流最近4个季度 | $11.6M | $518.3M |
8季度趋势，按日历期对齐
经营现金流KTCCSANM
| Q4 25 | $6.4M | $178.7M | ||
| Q3 25 | $7.6M | $199.1M | ||
| Q2 25 | $8.8M | $200.8M | ||
| Q1 25 | $-1.4M | $156.9M | ||
| Q4 24 | $1.6M | $63.9M | ||
| Q3 24 | $9.9M | $51.9M | ||
| Q2 24 | $7.7M | $90.0M | ||
| Q1 24 | $-3.0M | $72.3M |
自由现金流KTCCSANM
| Q4 25 | $3.1M | $91.9M | ||
| Q3 25 | $4.4M | $136.6M | ||
| Q2 25 | $7.7M | $163.7M | ||
| Q1 25 | $-3.6M | $126.1M | ||
| Q4 24 | $1.1M | $46.9M | ||
| Q3 24 | $9.6M | $27.2M | ||
| Q2 24 | $7.1M | $67.2M | ||
| Q1 24 | $-3.8M | $42.7M |
自由现金流率KTCCSANM
| Q4 25 | 3.2% | 2.9% | ||
| Q3 25 | 4.5% | 6.5% | ||
| Q2 25 | 7.0% | 8.0% | ||
| Q1 25 | -3.2% | 6.4% | ||
| Q4 24 | 1.0% | 2.3% | ||
| Q3 24 | 7.3% | 1.4% | ||
| Q2 24 | 5.6% | 3.7% | ||
| Q1 24 | -2.7% | 2.3% |
资本支出强度KTCCSANM
| Q4 25 | 3.4% | 2.7% | ||
| Q3 25 | 3.2% | 3.0% | ||
| Q2 25 | 1.0% | 1.8% | ||
| Q1 25 | 2.0% | 1.5% | ||
| Q4 24 | 0.4% | 0.9% | ||
| Q3 24 | 0.3% | 1.2% | ||
| Q2 24 | 0.4% | 1.2% | ||
| Q1 24 | 0.6% | 1.6% |
现金转化率KTCCSANM
| Q4 25 | — | 3.63× | ||
| Q3 25 | — | 4.14× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 2.44× | ||
| Q4 24 | — | 0.98× | ||
| Q3 24 | 8.85× | 0.85× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.38× |
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
KTCC
| Transferred Over Time | $91.3M | 95% |
| Transferred At Point In Time | $5.0M | 5% |
SANM
| Industrial And Energy Medical Defense And Aerospace And Automotive And Transportation | $1.2B | 38% |
| ZT Systems | $1.1B | 34% |
| Other Segments CPS | $434.3M | 14% |
| CPS Third Party Revenue | $412.7M | 13% |
| Change In Accounting Method Accounted For As Change In Estimate | $2.7M | 0% |
