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LESAKA TECHNOLOGIES INC（LSAK）与ORMAT TECHNOLOGIES, INC.（ORA）财务数据对比。点击上方公司名可切换其他公司
ORMAT TECHNOLOGIES, INC.的季度营收约是LESAKA TECHNOLOGIES INC的1.5倍（$276.0M vs $178.7M），ORMAT TECHNOLOGIES, INC.净利率更高（11.4% vs 2.0%，领先9.3%），ORMAT TECHNOLOGIES, INC.同比增速更快（19.6% vs 1.4%），LESAKA TECHNOLOGIES INC自由现金流更多（$-14.8M vs $-40.0M），过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高（13.7% vs 11.0%）
莱萨卡科技是一家总部位于南非的金融科技公司，目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠，面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
Ormat Technologies是总部位于美国内华达州里诺的跨国企业，主打可再生地热能源技术，累计建成超190座电站，总装机容量超3200兆瓦；截至2021年1月自主运营933兆瓦地热及余热回收电站，还向全球多国供应超千台涡轮增压器。
LSAK vs ORA — 直观对比
营收规模更大
ORA
是对方的1.5倍
$178.7M
营收增速更快
ORA
高出18.2%
1.4%
净利率更高
ORA
高出9.3%
2.0%
自由现金流更多
LSAK
多$25.2M
$-40.0M
两年增速更快
LSAK
近两年复合增速
11.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $178.7M | $276.0M |
| 净利润 | $3.6M | $31.4M |
| 毛利率 | 31.4% | 28.6% |
| 营业利润率 | 1.2% | 15.4% |
| 净利率 | 2.0% | 11.4% |
| 营收同比 | 1.4% | 19.6% |
| 净利润同比 | 111.2% | -23.2% |
| 每股收益（稀释后） | $0.04 | $0.51 |
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LSAKORA
| Q4 25 | $178.7M | $276.0M | ||
| Q3 25 | $171.4M | $249.7M | ||
| Q2 25 | $168.5M | $234.0M | ||
| Q1 25 | $161.4M | $229.8M | ||
| Q4 24 | $176.2M | $230.7M | ||
| Q3 24 | $153.6M | $211.8M | ||
| Q2 24 | $146.0M | $213.0M | ||
| Q1 24 | $138.2M | $224.2M |
净利润LSAKORA
| Q4 25 | $3.6M | $31.4M | ||
| Q3 25 | $-4.3M | $24.1M | ||
| Q2 25 | $-28.4M | $28.0M | ||
| Q1 25 | $-22.1M | $40.4M | ||
| Q4 24 | $-32.5M | $40.8M | ||
| Q3 24 | $-4.5M | $22.1M | ||
| Q2 24 | $-5.0M | $22.2M | ||
| Q1 24 | $-4.0M | $38.6M |
毛利率LSAKORA
| Q4 25 | 31.4% | 28.6% | ||
| Q3 25 | 30.9% | 25.6% | ||
| Q2 25 | 28.9% | 24.3% | ||
| Q1 25 | 27.5% | 31.7% | ||
| Q4 24 | 25.7% | 31.9% | ||
| Q3 24 | 22.6% | 27.8% | ||
| Q2 24 | 22.6% | 28.8% | ||
| Q1 24 | 22.0% | 35.2% |
营业利润率LSAKORA
| Q4 25 | 1.2% | 15.4% | ||
| Q3 25 | 0.2% | 16.2% | ||
| Q2 25 | -16.7% | 15.1% | ||
| Q1 25 | 0.4% | 22.2% | ||
| Q4 24 | 0.3% | 21.3% | ||
| Q3 24 | -0.0% | 16.8% | ||
| Q2 24 | 0.2% | 16.5% | ||
| Q1 24 | 0.6% | 23.5% |
净利率LSAKORA
| Q4 25 | 2.0% | 11.4% | ||
| Q3 25 | -2.5% | 9.7% | ||
| Q2 25 | -16.9% | 12.0% | ||
| Q1 25 | -13.7% | 17.6% | ||
| Q4 24 | -18.4% | 17.7% | ||
| Q3 24 | -3.0% | 10.4% | ||
| Q2 24 | -3.4% | 10.4% | ||
| Q1 24 | -2.9% | 17.2% |
每股收益（稀释后）LSAKORA
| Q4 25 | $0.04 | $0.51 | ||
| Q3 25 | $-0.05 | $0.39 | ||
| Q2 25 | $-0.40 | $0.46 | ||
| Q1 25 | $-0.27 | $0.66 | ||
| Q4 24 | $-0.40 | $0.67 | ||
| Q3 24 | $-0.07 | $0.36 | ||
| Q2 24 | $-0.08 | $0.37 | ||
| Q1 24 | $-0.06 | $0.64 |
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 | $69.5M | $147.4M |
| 总债务越低越好 | $216.8M | $2.7B |
| 股东权益账面价值 | $180.6M | $2.5B |
| 总资产 | $704.6M | $6.2B |
| 负债/权益比越低杠杆越低 | 1.20× | 1.05× |
8季度趋势，按日历期对齐
现金及短期投资LSAKORA
| Q4 25 | $69.5M | $147.4M | ||
| Q3 25 | $72.2M | $79.6M | ||
| Q2 25 | $76.5M | $88.5M | ||
| Q1 25 | $71.0M | $112.7M | ||
| Q4 24 | $60.6M | $94.4M | ||
| Q3 24 | $49.7M | $88.1M | ||
| Q2 24 | $59.1M | $66.3M | ||
| Q1 24 | $55.2M | $201.5M |
总债务LSAKORA
| Q4 25 | $216.8M | $2.7B | ||
| Q3 25 | $208.1M | — | ||
| Q2 25 | $200.8M | — | ||
| Q1 25 | $194.7M | — | ||
| Q4 24 | $148.7M | $2.3B | ||
| Q3 24 | $148.5M | — | ||
| Q2 24 | $143.2M | — | ||
| Q1 24 | $135.7M | — |
股东权益LSAKORA
| Q4 25 | $180.6M | $2.5B | ||
| Q3 25 | $170.4M | $2.5B | ||
| Q2 25 | $161.6M | $2.5B | ||
| Q1 25 | $185.2M | $2.5B | ||
| Q4 24 | $193.3M | $2.4B | ||
| Q3 24 | $184.2M | $2.4B | ||
| Q2 24 | $175.9M | $2.4B | ||
| Q1 24 | $173.1M | $2.4B |
总资产LSAKORA
| Q4 25 | $704.6M | $6.2B | ||
| Q3 25 | $652.9M | $6.1B | ||
| Q2 25 | $653.7M | $6.0B | ||
| Q1 25 | $649.2M | $5.8B | ||
| Q4 24 | $640.6M | $5.7B | ||
| Q3 24 | $551.9M | $5.6B | ||
| Q2 24 | $558.5M | $5.5B | ||
| Q1 24 | $551.5M | $5.5B |
负债/权益比LSAKORA
| Q4 25 | 1.20× | 1.05× | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 0.77× | 0.97× | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.81× | — | ||
| Q1 24 | 0.78× | — |
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 | $-10.9M | $105.0M |
| 自由现金流经营现金流 - 资本支出 | $-14.8M | $-40.0M |
| 自由现金流率自由现金流/营收 | -8.3% | -14.5% |
| 资本支出强度资本支出/营收 | 2.2% | 52.6% |
| 现金转化率经营现金流/净利润 | -2.99× | 3.35× |
| 过去12个月自由现金流最近4个季度 | $-15.3M | $-284.7M |
8季度趋势，按日历期对齐
经营现金流LSAKORA
| Q4 25 | $-10.9M | $105.0M | ||
| Q3 25 | $8.9M | $45.2M | ||
| Q2 25 | $-9.1M | $96.9M | ||
| Q1 25 | $10.7M | $88.0M | ||
| Q4 24 | $-9.2M | $158.6M | ||
| Q3 24 | $-4.1M | $106.4M | ||
| Q2 24 | $5.7M | $30.7M | ||
| Q1 24 | $19.2M | $115.2M |
自由现金流LSAKORA
| Q4 25 | $-14.8M | $-40.0M | ||
| Q3 25 | $4.9M | $-102.1M | ||
| Q2 25 | $-13.2M | $-37.9M | ||
| Q1 25 | $7.8M | $-104.6M | ||
| Q4 24 | $-15.5M | $30.9M | ||
| Q3 24 | $-8.1M | $-3.3M | ||
| Q2 24 | $937.0K | $-116.1M | ||
| Q1 24 | $16.2M | $11.8M |
自由现金流率LSAKORA
| Q4 25 | -8.3% | -14.5% | ||
| Q3 25 | 2.9% | -40.9% | ||
| Q2 25 | -7.8% | -16.2% | ||
| Q1 25 | 4.9% | -45.5% | ||
| Q4 24 | -8.8% | 13.4% | ||
| Q3 24 | -5.3% | -1.6% | ||
| Q2 24 | 0.6% | -54.5% | ||
| Q1 24 | 11.7% | 5.3% |
资本支出强度LSAKORA
| Q4 25 | 2.2% | 52.6% | ||
| Q3 25 | 2.3% | 59.0% | ||
| Q2 25 | 2.4% | 57.6% | ||
| Q1 25 | 1.7% | 83.8% | ||
| Q4 24 | 3.6% | 55.4% | ||
| Q3 24 | 2.6% | 51.8% | ||
| Q2 24 | 3.2% | 69.0% | ||
| Q1 24 | 2.1% | 46.1% |
现金转化率LSAKORA
| Q4 25 | -2.99× | 3.35× | ||
| Q3 25 | — | 1.87× | ||
| Q2 25 | — | 3.45× | ||
| Q1 25 | — | 2.18× | ||
| Q4 24 | — | 3.89× | ||
| Q3 24 | — | 4.82× | ||
| Q2 24 | — | 1.38× | ||
| Q1 24 | — | 2.99× |
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
LSAK
| Telecom Products And Services | $82.0M | 46% |
| Processing Fees | $37.6M | 21% |
| Enterprise Segment | $14.5M | 8% |
| Rest Of Africa | $10.9M | 6% |
| Technology Products | $8.6M | 5% |
| Insurance Revenue | $7.9M | 4% |
| Lending Revenue | $7.2M | 4% |
| Other | $6.7M | 4% |
| Interest From Customer | $2.1M | 1% |
| Other Products And Services | $1.2M | 1% |
ORA
| Electricity | $186.6M | 68% |
| Products | $63.1M | 23% |
| Energy Storage Segment | $26.3M | 10% |
| Product Segment | $1.2M | 0% |
