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罗技（LOGI）与STIFEL FINANCIAL CORP（SF）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STIFEL FINANCIAL CORP的1.3倍（$1.4B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 17.7%，领先5.8%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 6.1%），罗技自由现金流更多（$465.6M vs $369.0M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 18.5%）
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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
LOGI vs SF — 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
SF
高出17.0%
6.1%
净利率更高
SF
高出5.8%
17.7%
自由现金流更多
LOGI
多$96.7M
$369.0M
两年增速更快
SF
近两年复合增速
18.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $251.0M | $264.4M |
| 毛利率 | 43.2% | — |
| 营业利润率 | 20.1% | 27.3% |
| 净利率 | 17.7% | 23.5% |
| 营收同比 | 6.1% | 23.0% |
| 净利润同比 | 25.4% | 8.3% |
| 每股收益（稀释后） | $1.69 | $2.30 |
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LOGISF
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.2B | $962.6M | ||
| Q2 25 | $1.1B | $838.9M | ||
| Q1 25 | $1.0B | $842.5M | ||
| Q4 24 | $1.3B | $916.0M | ||
| Q3 24 | $1.1B | $810.9M | ||
| Q2 24 | $1.1B | $798.9M | ||
| Q1 24 | $1.0B | $768.1M |
净利润LOGISF
| Q4 25 | $251.0M | $264.4M | ||
| Q3 25 | $170.7M | $211.4M | ||
| Q2 25 | $146.0M | $155.1M | ||
| Q1 25 | $144.1M | $53.0M | ||
| Q4 24 | $200.1M | $244.0M | ||
| Q3 24 | $145.5M | $158.5M | ||
| Q2 24 | $141.8M | $165.3M | ||
| Q1 24 | $167.6M | $163.6M |
毛利率LOGISF
| Q4 25 | 43.2% | — | ||
| Q3 25 | 43.4% | — | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 43.1% | — | ||
| Q4 24 | 42.9% | — | ||
| Q3 24 | 43.6% | — | ||
| Q2 24 | 42.8% | — | ||
| Q1 24 | 43.2% | — |
营业利润率LOGISF
| Q4 25 | 20.1% | 27.3% | ||
| Q3 25 | 16.1% | 29.7% | ||
| Q2 25 | 14.1% | 25.5% | ||
| Q1 25 | 10.5% | 7.5% | ||
| Q4 24 | 17.5% | 29.1% | ||
| Q3 24 | 14.4% | 26.7% | ||
| Q2 24 | 14.1% | 28.4% | ||
| Q1 24 | 12.9% | 28.5% |
净利率LOGISF
| Q4 25 | 17.7% | 23.5% | ||
| Q3 25 | 14.4% | 22.0% | ||
| Q2 25 | 12.7% | 18.5% | ||
| Q1 25 | 14.3% | 6.3% | ||
| Q4 24 | 14.9% | 26.6% | ||
| Q3 24 | 13.0% | 19.5% | ||
| Q2 24 | 13.0% | 20.7% | ||
| Q1 24 | 16.6% | 21.3% |
每股收益（稀释后）LOGISF
| Q4 25 | $1.69 | $2.30 | ||
| Q3 25 | $1.15 | $1.84 | ||
| Q2 25 | $0.98 | $1.34 | ||
| Q1 25 | $0.94 | $0.39 | ||
| Q4 24 | $1.32 | $2.10 | ||
| Q3 24 | $0.95 | $1.34 | ||
| Q2 24 | $0.92 | $1.41 | ||
| Q1 24 | $1.07 | $1.40 |
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 | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $2.3B | $6.0B |
| 总资产 | $4.1B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资LOGISF
| Q4 25 | $1.8B | $2.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.5B | $2.7B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.5B | $2.6B | ||
| Q1 24 | $1.5B | $3.4B |
总债务LOGISF
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益LOGISF
| Q4 25 | $2.3B | $6.0B | ||
| Q3 25 | $2.1B | $5.8B | ||
| Q2 25 | $2.2B | $5.6B | ||
| Q1 25 | $2.1B | $5.5B | ||
| Q4 24 | $2.1B | $5.7B | ||
| Q3 24 | $2.1B | $5.6B | ||
| Q2 24 | $2.2B | $5.4B | ||
| Q1 24 | $2.2B | $5.3B |
总资产LOGISF
| Q4 25 | $4.1B | $41.3B | ||
| Q3 25 | $3.7B | $41.7B | ||
| Q2 25 | $3.7B | $39.9B | ||
| Q1 25 | $3.5B | $40.4B | ||
| Q4 24 | $3.7B | $39.9B | ||
| Q3 24 | $3.6B | $38.9B | ||
| Q2 24 | $3.7B | $37.8B | ||
| Q1 24 | $3.6B | $38.3B |
负债/权益比LOGISF
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $369.0M |
| 自由现金流率自由现金流/营收 | 32.8% | 32.7% |
| 资本支出强度资本支出/营收 | 1.0% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.91× | 1.45× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $1.1B |
8季度趋势，按日历期对齐
经营现金流LOGISF
| Q4 25 | $480.5M | $382.4M | ||
| Q3 25 | $228.8M | $338.3M | ||
| Q2 25 | $125.0M | $607.5M | ||
| Q1 25 | $129.7M | $-211.2M | ||
| Q4 24 | $370.9M | $694.6M | ||
| Q3 24 | $166.0M | $198.3M | ||
| Q2 24 | $176.0M | $207.2M | ||
| Q1 24 | $239.1M | $-609.7M |
自由现金流LOGISF
| Q4 25 | $465.6M | $369.0M | ||
| Q3 25 | $212.3M | $321.1M | ||
| Q2 25 | $108.8M | $592.7M | ||
| Q1 25 | $116.9M | $-227.8M | ||
| Q4 24 | $356.6M | $677.2M | ||
| Q3 24 | $151.5M | $185.6M | ||
| Q2 24 | $161.4M | $173.3M | ||
| Q1 24 | $228.8M | $-619.4M |
自由现金流率LOGISF
| Q4 25 | 32.8% | 32.7% | ||
| Q3 25 | 17.9% | 33.4% | ||
| Q2 25 | 9.5% | 70.6% | ||
| Q1 25 | 11.6% | -27.0% | ||
| Q4 24 | 26.6% | 73.9% | ||
| Q3 24 | 13.6% | 22.9% | ||
| Q2 24 | 14.8% | 21.7% | ||
| Q1 24 | 22.6% | -80.6% |
资本支出强度LOGISF
| Q4 25 | 1.0% | 1.2% | ||
| Q3 25 | 1.4% | 1.8% | ||
| Q2 25 | 1.4% | 1.8% | ||
| Q1 25 | 1.3% | 2.0% | ||
| Q4 24 | 1.1% | 1.9% | ||
| Q3 24 | 1.3% | 1.6% | ||
| Q2 24 | 1.3% | 4.2% | ||
| Q1 24 | 1.0% | 1.3% |
现金转化率LOGISF
| Q4 25 | 1.91× | 1.45× | ||
| Q3 25 | 1.34× | 1.60× | ||
| Q2 25 | 0.86× | 3.92× | ||
| Q1 25 | 0.90× | -3.99× | ||
| Q4 24 | 1.85× | 2.85× | ||
| Q3 24 | 1.14× | 1.25× | ||
| Q2 24 | 1.24× | 1.25× | ||
| Q1 24 | 1.43× | -3.73× |
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% |
SF
暂无分部数据
