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罗技（LOGI）与怪兽饮料（MNST）财务数据对比。点击上方公司名可切换其他公司
怪兽饮料的季度营收约是罗技的1.5倍（$2.1B vs $1.4B），怪兽饮料净利率更高（21.1% vs 17.7%，领先3.4%），怪兽饮料同比增速更快（17.6% vs 6.1%），罗技自由现金流更多（$465.6M vs $351.2M），过去两年罗技的营收复合增速更高（18.5% vs 5.9%）
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
怪兽饮料是美国知名饮品企业，旗下拥有魔爪、Relentless、Reign、Burn等多款畅销能量饮料产品。公司1935年创立于美国南加州，前身为Hansen's，最初主营果汁产品，2012年正式更为现名。
LOGI vs MNST — 直观对比
营收规模更大
MNST
是对方的1.5倍
$1.4B
营收增速更快
MNST
高出11.5%
6.1%
净利率更高
MNST
高出3.4%
17.7%
自由现金流更多
LOGI
多$114.4M
$351.2M
两年增速更快
LOGI
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $251.0M | $449.2M |
| 毛利率 | 43.2% | 55.5% |
| 营业利润率 | 20.1% | 25.5% |
| 净利率 | 17.7% | 21.1% |
| 营收同比 | 6.1% | 17.6% |
| 净利润同比 | 25.4% | 65.9% |
| 每股收益（稀释后） | $1.69 | — |
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LOGIMNST
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.0B | $1.9B |
净利润LOGIMNST
| Q4 25 | $251.0M | $449.2M | ||
| Q3 25 | $170.7M | $524.5M | ||
| Q2 25 | $146.0M | $488.8M | ||
| Q1 25 | $144.1M | $443.0M | ||
| Q4 24 | $200.1M | $270.7M | ||
| Q3 24 | $145.5M | $370.9M | ||
| Q2 24 | $141.8M | $425.4M | ||
| Q1 24 | $167.6M | $442.0M |
毛利率LOGIMNST
| Q4 25 | 43.2% | 55.5% | ||
| Q3 25 | 43.4% | 55.7% | ||
| Q2 25 | 41.7% | 55.7% | ||
| Q1 25 | 43.1% | 56.5% | ||
| Q4 24 | 42.9% | 55.3% | ||
| Q3 24 | 43.6% | 53.2% | ||
| Q2 24 | 42.8% | 53.6% | ||
| Q1 24 | 43.2% | 54.1% |
营业利润率LOGIMNST
| Q4 25 | 20.1% | 25.5% | ||
| Q3 25 | 16.1% | 30.7% | ||
| Q2 25 | 14.1% | 29.9% | ||
| Q1 25 | 10.5% | 30.7% | ||
| Q4 24 | 17.5% | 21.0% | ||
| Q3 24 | 14.4% | 25.5% | ||
| Q2 24 | 14.1% | 27.7% | ||
| Q1 24 | 12.9% | 28.5% |
净利率LOGIMNST
| Q4 25 | 17.7% | 21.1% | ||
| Q3 25 | 14.4% | 23.9% | ||
| Q2 25 | 12.7% | 23.1% | ||
| Q1 25 | 14.3% | 23.9% | ||
| Q4 24 | 14.9% | 14.9% | ||
| Q3 24 | 13.0% | 19.7% | ||
| Q2 24 | 13.0% | 22.4% | ||
| Q1 24 | 16.6% | 23.3% |
每股收益（稀释后）LOGIMNST
| Q4 25 | $1.69 | — | ||
| Q3 25 | $1.15 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $0.94 | — | ||
| Q4 24 | $1.32 | — | ||
| Q3 24 | $0.95 | — | ||
| Q2 24 | $0.92 | — | ||
| Q1 24 | $1.07 | — |
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 | $1.8B | $2.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $8.3B |
| 总资产 | $4.1B | $10.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LOGIMNST
| Q4 25 | $1.8B | $2.8B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B | ||
| Q1 24 | $1.5B | $3.6B |
总债务LOGIMNST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $199.1M | ||
| Q4 24 | — | $374.0M | ||
| Q3 24 | — | $748.8M | ||
| Q2 24 | — | $748.7M | ||
| Q1 24 | — | — |
股东权益LOGIMNST
| Q4 25 | $2.3B | $8.3B | ||
| Q3 25 | $2.1B | $7.7B | ||
| Q2 25 | $2.2B | $7.2B | ||
| Q1 25 | $2.1B | $6.5B | ||
| Q4 24 | $2.1B | $6.0B | ||
| Q3 24 | $2.1B | $5.8B | ||
| Q2 24 | $2.2B | $5.9B | ||
| Q1 24 | $2.2B | $8.6B |
总资产LOGIMNST
| Q4 25 | $4.1B | $10.0B | ||
| Q3 25 | $3.7B | $9.6B | ||
| Q2 25 | $3.7B | $8.7B | ||
| Q1 25 | $3.5B | $8.2B | ||
| Q4 24 | $3.7B | $7.7B | ||
| Q3 24 | $3.6B | $8.1B | ||
| Q2 24 | $3.7B | $8.1B | ||
| Q1 24 | $3.6B | $10.1B |
负债/权益比LOGIMNST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.03× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.13× | ||
| Q1 24 | — | — |
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 | $480.5M | $379.4M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $351.2M |
| 自由现金流率自由现金流/营收 | 32.8% | 16.5% |
| 资本支出强度资本支出/营收 | 1.0% | 1.3% |
| 现金转化率经营现金流/净利润 | 1.91× | 0.84× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $2.0B |
8季度趋势，按日历期对齐
经营现金流LOGIMNST
| Q4 25 | $480.5M | $379.4M | ||
| Q3 25 | $228.8M | $745.1M | ||
| Q2 25 | $125.0M | $466.0M | ||
| Q1 25 | $129.7M | $507.6M | ||
| Q4 24 | $370.9M | $461.7M | ||
| Q3 24 | $166.0M | $618.4M | ||
| Q2 24 | $176.0M | $436.3M | ||
| Q1 24 | $239.1M | $412.1M |
自由现金流LOGIMNST
| Q4 25 | $465.6M | $351.2M | ||
| Q3 25 | $212.3M | $701.5M | ||
| Q2 25 | $108.8M | $434.6M | ||
| Q1 25 | $116.9M | $478.5M | ||
| Q4 24 | $356.6M | $370.4M | ||
| Q3 24 | $151.5M | $571.4M | ||
| Q2 24 | $161.4M | $376.5M | ||
| Q1 24 | $228.8M | $346.1M |
自由现金流率LOGIMNST
| Q4 25 | 32.8% | 16.5% | ||
| Q3 25 | 17.9% | 31.9% | ||
| Q2 25 | 9.5% | 20.6% | ||
| Q1 25 | 11.6% | 25.8% | ||
| Q4 24 | 26.6% | 20.4% | ||
| Q3 24 | 13.6% | 30.4% | ||
| Q2 24 | 14.8% | 19.8% | ||
| Q1 24 | 22.6% | 18.2% |
资本支出强度LOGIMNST
| Q4 25 | 1.0% | 1.3% | ||
| Q3 25 | 1.4% | 2.0% | ||
| Q2 25 | 1.4% | 1.5% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 1.1% | 5.0% | ||
| Q3 24 | 1.3% | 2.5% | ||
| Q2 24 | 1.3% | 3.1% | ||
| Q1 24 | 1.0% | 3.5% |
现金转化率LOGIMNST
| Q4 25 | 1.91× | 0.84× | ||
| Q3 25 | 1.34× | 1.42× | ||
| Q2 25 | 0.86× | 0.95× | ||
| Q1 25 | 0.90× | 1.15× | ||
| Q4 24 | 1.85× | 1.71× | ||
| Q3 24 | 1.14× | 1.67× | ||
| Q2 24 | 1.24× | 1.03× | ||
| Q1 24 | 1.43× | 0.93× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
MNST
| Monster Energy Drinks Segment | $1.2B | 57% |
| Sales Revenue Product Line | $905.5M | 42% |
| Strategic Brands Segment | $50.3M | 2% |
| Alcohol Brands Segment | $29.0M | 1% |
