vs
罗技(LOGI)与百利高(PRGO)财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是百利高的1.3倍($1.4B vs $1.1B),罗技净利率更高(17.7% vs -127.8%,领先145.5%),罗技同比增速更快(6.1% vs -2.5%),罗技自由现金流更多($465.6M vs $148.6M),过去两年罗技的营收复合增速更高(18.5% vs 1.3%)
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。
百利高(Perrigo)是一家注册于爱尔兰的非处方仿制药生产商,主打自有品牌OTC药品业务。公司70%的净销售额来自美国医疗市场,为优化税务布局将法定总部设在爱尔兰,该地区销售额仅占总营收的0.6%,2013年曾完成美国历史上第六大企业税收倒置交易。
LOGI vs PRGO — 直观对比
营收规模更大
LOGI
是对方的1.3倍
$1.1B
营收增速更快
LOGI
高出8.6%
-2.5%
净利率更高
LOGI
高出145.5%
-127.8%
自由现金流更多
LOGI
多$317.0M
$148.6M
两年增速更快
LOGI
近两年复合增速
1.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $251.0M | $-1.4B |
| 毛利率 | 43.2% | 32.6% |
| 营业利润率 | 20.1% | -116.0% |
| 净利率 | 17.7% | -127.8% |
| 营收同比 | 6.1% | -2.5% |
| 净利润同比 | 25.4% | -3093.9% |
| 每股收益(稀释后) | $1.69 | $-10.23 |
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
PRGO
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.0B | $1.1B |
净利润
LOGI
PRGO
| Q4 25 | $251.0M | $-1.4B | ||
| Q3 25 | $170.7M | $7.5M | ||
| Q2 25 | $146.0M | $-8.4M | ||
| Q1 25 | $144.1M | $-6.4M | ||
| Q4 24 | $200.1M | $-44.4M | ||
| Q3 24 | $145.5M | $-21.0M | ||
| Q2 24 | $141.8M | $-108.4M | ||
| Q1 24 | $167.6M | $2.0M |
毛利率
LOGI
PRGO
| Q4 25 | 43.2% | 32.6% | ||
| Q3 25 | 43.4% | 36.1% | ||
| Q2 25 | 41.7% | 34.4% | ||
| Q1 25 | 43.1% | 37.6% | ||
| Q4 24 | 42.9% | 33.9% | ||
| Q3 24 | 43.6% | 37.2% | ||
| Q2 24 | 42.8% | 37.0% | ||
| Q1 24 | 43.2% | 33.1% |
营业利润率
LOGI
PRGO
| Q4 25 | 20.1% | -116.0% | ||
| Q3 25 | 16.1% | 7.0% | ||
| Q2 25 | 14.1% | 4.3% | ||
| Q1 25 | 10.5% | 4.5% | ||
| Q4 24 | 17.5% | 10.0% | ||
| Q3 24 | 14.4% | 7.4% | ||
| Q2 24 | 14.1% | -2.5% | ||
| Q1 24 | 12.9% | -5.1% |
净利率
LOGI
PRGO
| Q4 25 | 17.7% | -127.8% | ||
| Q3 25 | 14.4% | 0.7% | ||
| Q2 25 | 12.7% | -0.8% | ||
| Q1 25 | 14.3% | -0.6% | ||
| Q4 24 | 14.9% | -3.9% | ||
| Q3 24 | 13.0% | -1.9% | ||
| Q2 24 | 13.0% | -10.2% | ||
| Q1 24 | 16.6% | 0.2% |
每股收益(稀释后)
LOGI
PRGO
| Q4 25 | $1.69 | $-10.23 | ||
| Q3 25 | $1.15 | $0.05 | ||
| Q2 25 | $0.98 | $-0.06 | ||
| Q1 25 | $0.94 | $-0.05 | ||
| Q4 24 | $1.32 | $-0.32 | ||
| Q3 24 | $0.95 | $-0.15 | ||
| Q2 24 | $0.92 | $-0.79 | ||
| Q1 24 | $1.07 | $0.01 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $2.9B |
| 总资产 | $4.1B | $8.5B |
| 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
LOGI
PRGO
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.4B | $432.1M | ||
| Q2 25 | $1.5B | $454.2M | ||
| Q1 25 | $1.5B | $409.9M | ||
| Q4 24 | $1.5B | $558.8M | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.5B | $542.8M | ||
| Q1 24 | $1.5B | $658.5M |
股东权益
LOGI
PRGO
| Q4 25 | $2.3B | $2.9B | ||
| Q3 25 | $2.1B | $4.4B | ||
| Q2 25 | $2.2B | $4.5B | ||
| Q1 25 | $2.1B | $4.4B | ||
| Q4 24 | $2.1B | $4.3B | ||
| Q3 24 | $2.1B | $4.6B | ||
| Q2 24 | $2.2B | $4.5B | ||
| Q1 24 | $2.2B | $4.7B |
总资产
LOGI
PRGO
| Q4 25 | $4.1B | $8.5B | ||
| Q3 25 | $3.7B | $10.1B | ||
| Q2 25 | $3.7B | $10.1B | ||
| Q1 25 | $3.5B | $9.8B | ||
| Q4 24 | $3.7B | $9.6B | ||
| Q3 24 | $3.6B | $11.2B | ||
| Q2 24 | $3.7B | $10.4B | ||
| Q1 24 | $3.6B | $10.6B |
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 | $175.4M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $148.6M |
| 自由现金流率自由现金流/营收 | 32.8% | 13.4% |
| 资本支出强度资本支出/营收 | 1.0% | 2.4% |
| 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 | $145.1M |
8季度趋势,按日历期对齐
经营现金流
LOGI
PRGO
| Q4 25 | $480.5M | $175.4M | ||
| Q3 25 | $228.8M | $51.7M | ||
| Q2 25 | $125.0M | $75.9M | ||
| Q1 25 | $129.7M | $-64.5M | ||
| Q4 24 | $370.9M | $312.6M | ||
| Q3 24 | $166.0M | $42.2M | ||
| Q2 24 | $176.0M | $9.5M | ||
| Q1 24 | $239.1M | $-1.4M |
自由现金流
LOGI
PRGO
| Q4 25 | $465.6M | $148.6M | ||
| Q3 25 | $212.3M | $29.8M | ||
| Q2 25 | $108.8M | $56.7M | ||
| Q1 25 | $116.9M | $-90.0M | ||
| Q4 24 | $356.6M | $274.9M | ||
| Q3 24 | $151.5M | $15.1M | ||
| Q2 24 | $161.4M | $-18.9M | ||
| Q1 24 | $228.8M | $-26.5M |
自由现金流率
LOGI
PRGO
| Q4 25 | 32.8% | 13.4% | ||
| Q3 25 | 17.9% | 2.9% | ||
| Q2 25 | 9.5% | 5.4% | ||
| Q1 25 | 11.6% | -8.6% | ||
| Q4 24 | 26.6% | 24.2% | ||
| Q3 24 | 13.6% | 1.4% | ||
| Q2 24 | 14.8% | -1.8% | ||
| Q1 24 | 22.6% | -2.4% |
资本支出强度
LOGI
PRGO
| Q4 25 | 1.0% | 2.4% | ||
| Q3 25 | 1.4% | 2.1% | ||
| Q2 25 | 1.4% | 1.8% | ||
| Q1 25 | 1.3% | 2.4% | ||
| Q4 24 | 1.1% | 3.3% | ||
| Q3 24 | 1.3% | 2.5% | ||
| Q2 24 | 1.3% | 2.7% | ||
| Q1 24 | 1.0% | 2.3% |
现金转化率
LOGI
PRGO
| Q4 25 | 1.91× | — | ||
| Q3 25 | 1.34× | 6.89× | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 1.85× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 1.43× | -0.70× |
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% |
PRGO
| Consumer Self Care Americas | $697.0M | 63% |
| Digestive Health | $123.9M | 11% |
| Nutrition | $108.3M | 10% |
| Healthy Lifestyle | $94.8M | 9% |
| Pain And Sleep Aids | $87.1M | 8% |