vs
罗技(LOGI)与欧文斯科宁(OC)财务数据对比。点击上方公司名可切换其他公司
欧文斯科宁的季度营收约是罗技的1.6倍($2.3B vs $1.4B),罗技净利率更高(17.7% vs 1.7%,领先16.0%),罗技同比增速更快(6.1% vs -10.5%),罗技自由现金流更多($465.6M vs $-387.0M),过去两年罗技的营收复合增速更高(18.5% vs -9.9%)
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。
欧文斯科宁是美国知名建材及复合材料企业,1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品,是全球最大的玻璃纤维复合材料生产商,全球员工约1.9万人,自1955年《财富》500强榜单创立以来连年上榜。
LOGI vs OC — 直观对比
营收规模更大
OC
是对方的1.6倍
$1.4B
营收增速更快
LOGI
高出16.5%
-10.5%
净利率更高
LOGI
高出16.0%
1.7%
自由现金流更多
LOGI
多$852.6M
$-387.0M
两年增速更快
LOGI
近两年复合增速
-9.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $2.3B |
| 净利润 | $251.0M | $38.0M |
| 毛利率 | 43.2% | 22.5% |
| 营业利润率 | 20.1% | 5.3% |
| 净利率 | 17.7% | 1.7% |
| 营收同比 | 6.1% | -10.5% |
| 净利润同比 | 25.4% | -11.8% |
| 每股收益(稀释后) | $1.69 | $0.47 |
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
LOGI
OC
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.2B | $2.7B | ||
| Q2 25 | $1.1B | $2.7B | ||
| Q1 25 | $1.0B | $2.5B | ||
| Q4 24 | $1.3B | $2.8B | ||
| Q3 24 | $1.1B | $3.0B | ||
| Q2 24 | $1.1B | $2.8B |
净利润
LOGI
OC
| Q1 26 | — | $38.0M | ||
| Q4 25 | $251.0M | $-298.0M | ||
| Q3 25 | $170.7M | $-494.0M | ||
| Q2 25 | $146.0M | $363.0M | ||
| Q1 25 | $144.1M | $-93.0M | ||
| Q4 24 | $200.1M | $-258.0M | ||
| Q3 24 | $145.5M | $321.0M | ||
| Q2 24 | $141.8M | $285.0M |
毛利率
LOGI
OC
| Q1 26 | — | 22.5% | ||
| Q4 25 | 43.2% | 23.2% | ||
| Q3 25 | 43.4% | 28.2% | ||
| Q2 25 | 41.7% | 31.2% | ||
| Q1 25 | 43.1% | 28.7% | ||
| Q4 24 | 42.9% | 28.1% | ||
| Q3 24 | 43.6% | 29.8% | ||
| Q2 24 | 42.8% | 31.1% |
营业利润率
LOGI
OC
| Q1 26 | — | 5.3% | ||
| Q4 25 | 20.1% | -10.5% | ||
| Q3 25 | 16.1% | -12.2% | ||
| Q2 25 | 14.1% | 18.4% | ||
| Q1 25 | 10.5% | 16.1% | ||
| Q4 24 | 17.5% | -8.5% | ||
| Q3 24 | 14.4% | 16.7% | ||
| Q2 24 | 14.1% | 16.4% |
净利率
LOGI
OC
| Q1 26 | — | 1.7% | ||
| Q4 25 | 17.7% | -13.9% | ||
| Q3 25 | 14.4% | -18.4% | ||
| Q2 25 | 12.7% | 13.2% | ||
| Q1 25 | 14.3% | -3.7% | ||
| Q4 24 | 14.9% | -9.1% | ||
| Q3 24 | 13.0% | 10.5% | ||
| Q2 24 | 13.0% | 10.2% |
每股收益(稀释后)
LOGI
OC
| Q1 26 | — | $0.47 | ||
| Q4 25 | $1.69 | $-3.47 | ||
| Q3 25 | $1.15 | $-5.92 | ||
| Q2 25 | $0.98 | $4.25 | ||
| Q1 25 | $0.94 | $-1.08 | ||
| Q4 24 | $1.32 | $-2.92 | ||
| Q3 24 | $0.95 | $3.65 | ||
| Q2 24 | $0.92 | $3.24 |
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 | $272.0M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $2.3B | $3.7B |
| 总资产 | $4.1B | $13.1B |
| 负债/权益比越低杠杆越低 | — | 1.38× |
8季度趋势,按日历期对齐
现金及短期投资
LOGI
OC
| Q1 26 | — | $272.0M | ||
| Q4 25 | $1.8B | $345.0M | ||
| Q3 25 | $1.4B | $286.0M | ||
| Q2 25 | $1.5B | $230.0M | ||
| Q1 25 | $1.5B | $400.0M | ||
| Q4 24 | $1.5B | $361.0M | ||
| Q3 24 | $1.4B | $499.0M | ||
| Q2 24 | $1.5B | $254.0M |
总债务
LOGI
OC
| Q1 26 | — | $5.1B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $5.0B |
股东权益
LOGI
OC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.3B | $3.9B | ||
| Q3 25 | $2.1B | $4.4B | ||
| Q2 25 | $2.2B | $5.2B | ||
| Q1 25 | $2.1B | $4.9B | ||
| Q4 24 | $2.1B | $5.1B | ||
| Q3 24 | $2.1B | $5.6B | ||
| Q2 24 | $2.2B | $5.5B |
总资产
LOGI
OC
| Q1 26 | — | $13.1B | ||
| Q4 25 | $4.1B | $13.0B | ||
| Q3 25 | $3.7B | $13.5B | ||
| Q2 25 | $3.7B | $14.5B | ||
| Q1 25 | $3.5B | $14.3B | ||
| Q4 24 | $3.7B | $14.1B | ||
| Q3 24 | $3.6B | $15.1B | ||
| Q2 24 | $3.7B | $15.0B |
负债/权益比
LOGI
OC
| Q1 26 | — | 1.38× | ||
| Q4 25 | — | 1.22× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.92× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $-387.0M |
| 自由现金流率自由现金流/营收 | 32.8% | -17.1% |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | $903.6M | $827.0M |
8季度趋势,按日历期对齐
经营现金流
LOGI
OC
| Q1 26 | — | — | ||
| Q4 25 | $480.5M | $590.0M | ||
| Q3 25 | $228.8M | $918.0M | ||
| Q2 25 | $125.0M | $327.0M | ||
| Q1 25 | $129.7M | $-49.0M | ||
| Q4 24 | $370.9M | $676.0M | ||
| Q3 24 | $166.0M | $699.0M | ||
| Q2 24 | $176.0M | $493.0M |
自由现金流
LOGI
OC
| Q1 26 | — | $-387.0M | ||
| Q4 25 | $465.6M | $333.0M | ||
| Q3 25 | $212.3M | $752.0M | ||
| Q2 25 | $108.8M | $129.0M | ||
| Q1 25 | $116.9M | $-252.0M | ||
| Q4 24 | $356.6M | $479.0M | ||
| Q3 24 | $151.5M | $558.0M | ||
| Q2 24 | $161.4M | $336.0M |
自由现金流率
LOGI
OC
| Q1 26 | — | -17.1% | ||
| Q4 25 | 32.8% | 15.5% | ||
| Q3 25 | 17.9% | 28.0% | ||
| Q2 25 | 9.5% | 4.7% | ||
| Q1 25 | 11.6% | -10.0% | ||
| Q4 24 | 26.6% | 16.9% | ||
| Q3 24 | 13.6% | 18.3% | ||
| Q2 24 | 14.8% | 12.0% |
资本支出强度
LOGI
OC
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 12.0% | ||
| Q3 25 | 1.4% | 6.2% | ||
| Q2 25 | 1.4% | 7.2% | ||
| Q1 25 | 1.3% | 8.0% | ||
| Q4 24 | 1.1% | 6.9% | ||
| Q3 24 | 1.3% | 4.6% | ||
| Q2 24 | 1.3% | 5.6% |
现金转化率
LOGI
OC
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | — | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | 0.86× | 0.90× | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 1.85× | — | ||
| Q3 24 | 1.14× | 2.18× | ||
| Q2 24 | 1.24× | 1.73× |
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% |
OC
暂无分部数据