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罗技（LOGI）与Workday, Inc.（WDAY）财务数据对比。点击上方公司名可切换其他公司
Workday, Inc.的季度营收约是罗技的1.7倍（$2.4B vs $1.4B），罗技净利率更高（17.7% vs 10.4%，领先7.3%），Workday, Inc.同比增速更快（12.6% vs 6.1%），Workday, Inc.自由现金流更多（$550.0M vs $465.6M），过去两年罗技的营收复合增速更高（18.5% vs 12.5%）
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。
Workday是全球领先的企业级云软件供应商，核心产品覆盖人力资本管理、财务管理及企业资源规划解决方案，主要服务教育、医疗、金融、科技等行业的中大型机构，业务遍布北美、欧洲、亚太等全球主要市场。
LOGI vs WDAY — 直观对比
营收规模更大
WDAY
是对方的1.7倍
$1.4B
营收增速更快
WDAY
高出6.5%
6.1%
净利率更高
LOGI
高出7.3%
10.4%
自由现金流更多
WDAY
多$84.4M
$465.6M
两年增速更快
LOGI
近两年复合增速
12.5%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.4B |
| 净利润 | $251.0M | $252.0M |
| 毛利率 | 43.2% | — |
| 营业利润率 | 20.1% | 10.6% |
| 净利率 | 17.7% | 10.4% |
| 营收同比 | 6.1% | 12.6% |
| 净利润同比 | 25.4% | 30.6% |
| 每股收益（稀释后） | $1.69 | $0.94 |
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LOGIWDAY
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.1B | $2.2B | ||
| Q1 25 | $1.0B | $2.2B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.0B | $1.9B |
净利润LOGIWDAY
| Q4 25 | $251.0M | $252.0M | ||
| Q3 25 | $170.7M | $228.0M | ||
| Q2 25 | $146.0M | $68.0M | ||
| Q1 25 | $144.1M | $94.0M | ||
| Q4 24 | $200.1M | $193.0M | ||
| Q3 24 | $145.5M | $132.0M | ||
| Q2 24 | $141.8M | $107.0M | ||
| Q1 24 | $167.6M | $1.2B |
毛利率LOGIWDAY
| 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LOGIWDAY
| Q4 25 | 20.1% | 10.6% | ||
| Q3 25 | 16.1% | 10.6% | ||
| Q2 25 | 14.1% | 1.7% | ||
| Q1 25 | 10.5% | 3.4% | ||
| Q4 24 | 17.5% | 7.6% | ||
| Q3 24 | 14.4% | 5.3% | ||
| Q2 24 | 14.1% | 3.2% | ||
| Q1 24 | 12.9% | 4.1% |
净利率LOGIWDAY
| Q4 25 | 17.7% | 10.4% | ||
| Q3 25 | 14.4% | 9.7% | ||
| Q2 25 | 12.7% | 3.0% | ||
| Q1 25 | 14.3% | 4.3% | ||
| Q4 24 | 14.9% | 8.9% | ||
| Q3 24 | 13.0% | 6.3% | ||
| Q2 24 | 13.0% | 5.4% | ||
| Q1 24 | 16.6% | 61.8% |
每股收益（稀释后）LOGIWDAY
| Q4 25 | $1.69 | $0.94 | ||
| Q3 25 | $1.15 | $0.84 | ||
| Q2 25 | $0.98 | $0.25 | ||
| Q1 25 | $0.94 | $0.34 | ||
| Q4 24 | $1.32 | $0.72 | ||
| Q3 24 | $0.95 | $0.49 | ||
| Q2 24 | $0.92 | $0.40 | ||
| Q1 24 | $1.07 | $4.48 |
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 | $6.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $8.9B |
| 总资产 | $4.1B | $17.8B |
| 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LOGIWDAY
| Q4 25 | $1.8B | $6.8B | ||
| Q3 25 | $1.4B | $8.2B | ||
| Q2 25 | $1.5B | $8.0B | ||
| Q1 25 | $1.5B | $8.0B | ||
| Q4 24 | $1.5B | $7.2B | ||
| Q3 24 | $1.4B | $7.4B | ||
| Q2 24 | $1.5B | $7.2B | ||
| Q1 24 | $1.5B | $7.8B |
总债务LOGIWDAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
股东权益LOGIWDAY
| Q4 25 | $2.3B | $8.9B | ||
| Q3 25 | $2.1B | $9.2B | ||
| Q2 25 | $2.2B | $8.9B | ||
| Q1 25 | $2.1B | $9.0B | ||
| Q4 24 | $2.1B | $8.6B | ||
| Q3 24 | $2.1B | $8.3B | ||
| Q2 24 | $2.2B | $8.2B | ||
| Q1 24 | $2.2B | $8.1B |
总资产LOGIWDAY
| Q4 25 | $4.1B | $17.8B | ||
| Q3 25 | $3.7B | $18.0B | ||
| Q2 25 | $3.7B | $17.2B | ||
| Q1 25 | $3.5B | $18.0B | ||
| Q4 24 | $3.7B | $16.4B | ||
| Q3 24 | $3.6B | $16.2B | ||
| Q2 24 | $3.7B | $15.9B | ||
| Q1 24 | $3.6B | $16.5B |
负债/权益比LOGIWDAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.37× |
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 | $588.0M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $550.0M |
| 自由现金流率自由现金流/营收 | 32.8% | 22.6% |
| 资本支出强度资本支出/营收 | 1.0% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.91× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $2.6B |
8季度趋势，按日历期对齐
经营现金流LOGIWDAY
| Q4 25 | $480.5M | $588.0M | ||
| Q3 25 | $228.8M | $616.0M | ||
| Q2 25 | $125.0M | $457.0M | ||
| Q1 25 | $129.7M | $1.1B | ||
| Q4 24 | $370.9M | $406.0M | ||
| Q3 24 | $166.0M | $571.0M | ||
| Q2 24 | $176.0M | $372.0M | ||
| Q1 24 | $239.1M | $995.6M |
自由现金流LOGIWDAY
| Q4 25 | $465.6M | $550.0M | ||
| Q3 25 | $212.3M | $588.0M | ||
| Q2 25 | $108.8M | $421.0M | ||
| Q1 25 | $116.9M | $1.0B | ||
| Q4 24 | $356.6M | $359.0M | ||
| Q3 24 | $151.5M | $516.0M | ||
| Q2 24 | $161.4M | $291.0M | ||
| Q1 24 | $228.8M | $947.6M |
自由现金流率LOGIWDAY
| Q4 25 | 32.8% | 22.6% | ||
| Q3 25 | 17.9% | 25.0% | ||
| Q2 25 | 9.5% | 18.8% | ||
| Q1 25 | 11.6% | 46.4% | ||
| Q4 24 | 26.6% | 16.6% | ||
| Q3 24 | 13.6% | 24.7% | ||
| Q2 24 | 14.8% | 14.6% | ||
| Q1 24 | 22.6% | 49.3% |
资本支出强度LOGIWDAY
| Q4 25 | 1.0% | 1.6% | ||
| Q3 25 | 1.4% | 1.2% | ||
| Q2 25 | 1.4% | 1.6% | ||
| Q1 25 | 1.3% | 3.9% | ||
| Q4 24 | 1.1% | 2.2% | ||
| Q3 24 | 1.3% | 2.6% | ||
| Q2 24 | 1.3% | 4.1% | ||
| Q1 24 | 1.0% | 2.5% |
现金转化率LOGIWDAY
| Q4 25 | 1.91× | 2.33× | ||
| Q3 25 | 1.34× | 2.70× | ||
| Q2 25 | 0.86× | 6.72× | ||
| Q1 25 | 0.90× | 11.83× | ||
| Q4 24 | 1.85× | 2.10× | ||
| Q3 24 | 1.14× | 4.33× | ||
| Q2 24 | 1.24× | 3.48× | ||
| Q1 24 | 1.43× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
