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罗技（LOGI）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.9倍（$1.4B vs $764.6M），罗技净利率更高（17.7% vs 2.2%，领先15.4%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 6.1%），过去两年罗技的营收复合增速更高（18.5% vs 12.7%）
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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
LOGI vs STC — 直观对比
营收规模更大
LOGI
是对方的1.9倍
$764.6M
营收增速更快
STC
高出21.6%
6.1%
净利率更高
LOGI
高出15.4%
2.2%
两年增速更快
LOGI
近两年复合增速
12.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $764.6M |
| 净利润 | $251.0M | $17.0M |
| 毛利率 | 43.2% | — |
| 营业利润率 | 20.1% | — |
| 净利率 | 17.7% | 2.2% |
| 营收同比 | 6.1% | 27.7% |
| 净利润同比 | 25.4% | 448.4% |
| 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LOGISTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $1.4B | $790.6M | ||
| Q3 25 | $1.2B | $796.9M | ||
| Q2 25 | $1.1B | $722.2M | ||
| Q1 25 | $1.0B | $612.0M | ||
| Q4 24 | $1.3B | $665.9M | ||
| Q3 24 | $1.1B | $667.9M | ||
| Q2 24 | $1.1B | $602.2M |
净利润LOGISTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $251.0M | $36.3M | ||
| Q3 25 | $170.7M | $44.3M | ||
| Q2 25 | $146.0M | $31.9M | ||
| Q1 25 | $144.1M | $3.1M | ||
| Q4 24 | $200.1M | $22.7M | ||
| Q3 24 | $145.5M | $30.1M | ||
| Q2 24 | $141.8M | $17.3M |
毛利率LOGISTC
| Q1 26 | — | — | ||
| 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% | — |
营业利润率LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | 20.1% | 6.5% | ||
| Q3 25 | 16.1% | 7.7% | ||
| Q2 25 | 14.1% | 6.5% | ||
| Q1 25 | 10.5% | 1.0% | ||
| Q4 24 | 17.5% | 5.3% | ||
| Q3 24 | 14.4% | 6.4% | ||
| Q2 24 | 14.1% | 4.8% |
净利率LOGISTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 17.7% | 4.6% | ||
| Q3 25 | 14.4% | 5.6% | ||
| Q2 25 | 12.7% | 4.4% | ||
| Q1 25 | 14.3% | 0.5% | ||
| Q4 24 | 14.9% | 3.4% | ||
| Q3 24 | 13.0% | 4.5% | ||
| Q2 24 | 13.0% | 2.9% |
每股收益（稀释后）LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | $1.69 | $1.26 | ||
| Q3 25 | $1.15 | $1.55 | ||
| Q2 25 | $0.98 | $1.13 | ||
| Q1 25 | $0.94 | $0.11 | ||
| Q4 24 | $1.32 | $0.81 | ||
| Q3 24 | $0.95 | $1.07 | ||
| Q2 24 | $0.92 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | — |
| 总资产 | $4.1B | — |
| 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LOGISTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $1.8B | $369.7M | ||
| Q3 25 | $1.4B | $233.2M | ||
| Q2 25 | $1.5B | $223.8M | ||
| Q1 25 | $1.5B | $194.2M | ||
| Q4 24 | $1.5B | $257.5M | ||
| Q3 24 | $1.4B | $228.7M | ||
| Q2 24 | $1.5B | $176.7M |
总债务LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $1.6B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.2B | $1.4B |
总资产LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | $4.1B | $3.3B | ||
| Q3 25 | $3.7B | $2.8B | ||
| Q2 25 | $3.7B | $2.8B | ||
| Q1 25 | $3.5B | $2.7B | ||
| Q4 24 | $3.7B | $2.7B | ||
| Q3 24 | $3.6B | $2.7B | ||
| Q2 24 | $3.7B | $2.6B |
负债/权益比LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $465.6M | — |
| 自由现金流率自由现金流/营收 | 32.8% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | $480.5M | $89.5M | ||
| Q3 25 | $228.8M | $92.6M | ||
| Q2 25 | $125.0M | $53.4M | ||
| Q1 25 | $129.7M | $-29.9M | ||
| Q4 24 | $370.9M | $68.0M | ||
| Q3 24 | $166.0M | $76.1M | ||
| Q2 24 | $176.0M | $21.1M |
自由现金流LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | $465.6M | $62.3M | ||
| Q3 25 | $212.3M | $73.6M | ||
| Q2 25 | $108.8M | $38.7M | ||
| Q1 25 | $116.9M | $-42.2M | ||
| Q4 24 | $356.6M | $55.6M | ||
| Q3 24 | $151.5M | $67.4M | ||
| Q2 24 | $161.4M | $11.9M |
自由现金流率LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | 32.8% | 7.9% | ||
| Q3 25 | 17.9% | 9.2% | ||
| Q2 25 | 9.5% | 5.4% | ||
| Q1 25 | 11.6% | -6.9% | ||
| Q4 24 | 26.6% | 8.4% | ||
| Q3 24 | 13.6% | 10.1% | ||
| Q2 24 | 14.8% | 2.0% |
资本支出强度LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 3.4% | ||
| Q3 25 | 1.4% | 2.4% | ||
| Q2 25 | 1.4% | 2.0% | ||
| Q1 25 | 1.3% | 2.0% | ||
| Q4 24 | 1.1% | 1.9% | ||
| Q3 24 | 1.3% | 1.3% | ||
| Q2 24 | 1.3% | 1.5% |
现金转化率LOGISTC
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | 2.47× | ||
| Q3 25 | 1.34× | 2.09× | ||
| Q2 25 | 0.86× | 1.67× | ||
| Q1 25 | 0.90× | -9.73× | ||
| Q4 24 | 1.85× | 2.99× | ||
| Q3 24 | 1.14× | 2.53× | ||
| Q2 24 | 1.24× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
