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Lightspeed Commerce Inc.（LSPD）与PTC Inc.（PTC）财务数据对比。点击上方公司名可切换其他公司
Lightspeed Commerce Inc.的季度营收约是PTC Inc.的1.2倍（$823.4M vs $685.8M）。PTC Inc.净利率更高（24.3% vs -11.1%，领先35.4%）。过去两年Lightspeed Commerce Inc.的营收复合增速更高（89.1% vs 6.6%）
Lightspeed Commerce是总部位于加拿大魁北克省蒙特利尔的销售点系统及电商软件服务商，2005年由达克斯·达席尔瓦创立，服务覆盖零售、餐饮、酒店等行业，在北美、欧洲、大洋洲等多地设有办公网点。
PTC是1985年成立的美国计算机软件与服务企业，总部位于马萨诸塞州波士顿。公司1988年率先推出参数化关联特征驱动的三维CAD建模软件，1998年发布基于互联网的产品生命周期管理（PLM）产品，目前面向合作伙伴与开发者提供物联网、增强现实（AR）平台及相关产品服务。
LSPD vs PTC — 直观对比
营收规模更大
LSPD
是对方的1.2倍
$685.8M
净利率更高
PTC
高出35.4%
-11.1%
两年增速更快
LSPD
近两年复合增速
6.6%
损益表 — Q3 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $823.4M | $685.8M |
| 净利润 | $-91.3M | $166.5M |
| 毛利率 | 41.1% | 82.8% |
| 营业利润率 | -14.1% | 32.2% |
| 净利率 | -11.1% | 24.3% |
| 营收同比 | — | 21.4% |
| 净利润同比 | — | 102.5% |
| 每股收益（稀释后） | — | $1.39 |
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LSPDPTC
| Q4 25 | $823.4M | $685.8M | ||
| Q3 25 | $543.3M | $893.8M | ||
| Q2 25 | $266.1M | $643.9M | ||
| Q1 25 | $253.4M | $636.4M | ||
| Q4 24 | $679.1M | $565.1M | ||
| Q3 24 | $439.4M | $626.5M | ||
| Q2 24 | $209.1M | $518.6M | ||
| Q1 24 | $230.2M | $603.1M |
净利润LSPDPTC
| Q4 25 | $-91.3M | $166.5M | ||
| Q3 25 | $-64.7M | $347.8M | ||
| Q2 25 | $-35.0M | $141.3M | ||
| Q1 25 | $-575.9M | $162.6M | ||
| Q4 24 | $-131.4M | $82.2M | ||
| Q3 24 | $-91.2M | $126.5M | ||
| Q2 24 | $-48.7M | $69.0M | ||
| Q1 24 | $-32.5M | $114.4M |
毛利率LSPDPTC
| Q4 25 | 41.1% | 82.8% | ||
| Q3 25 | 41.0% | 86.9% | ||
| Q2 25 | 40.7% | 82.9% | ||
| Q1 25 | 44.1% | 83.3% | ||
| Q4 24 | 42.1% | 80.2% | ||
| Q3 24 | 41.9% | 82.0% | ||
| Q2 24 | 42.0% | 78.4% | ||
| Q1 24 | 43.3% | 81.8% |
营业利润率LSPDPTC
| Q4 25 | -14.1% | 32.2% | ||
| Q3 25 | -15.1% | 48.5% | ||
| Q2 25 | -16.6% | 32.6% | ||
| Q1 25 | -228.9% | 35.1% | ||
| Q4 24 | -23.8% | 20.4% | ||
| Q3 24 | -25.1% | 31.0% | ||
| Q2 24 | -27.9% | 18.5% | ||
| Q1 24 | -17.9% | 29.8% |
净利率LSPDPTC
| Q4 25 | -11.1% | 24.3% | ||
| Q3 25 | -11.9% | 38.9% | ||
| Q2 25 | -13.2% | 21.9% | ||
| Q1 25 | -227.3% | 25.6% | ||
| Q4 24 | -19.4% | 14.6% | ||
| Q3 24 | -20.8% | 20.2% | ||
| Q2 24 | -23.3% | 13.3% | ||
| Q1 24 | -14.1% | 19.0% |
每股收益（稀释后）LSPDPTC
| Q4 25 | — | $1.39 | ||
| Q3 25 | — | $2.88 | ||
| Q2 25 | — | $1.17 | ||
| Q1 25 | $0.10 | $1.35 | ||
| Q4 24 | — | $0.68 | ||
| Q3 24 | — | $1.05 | ||
| Q2 24 | $-0.01 | $0.57 | ||
| Q1 24 | $0.06 | $0.95 |
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 | — | $209.7M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | — | $3.8B |
| 总资产 | — | $6.4B |
| 负债/权益比越低杠杆越低 | — | 0.31× |
8季度趋势，按日历期对齐
现金及短期投资LSPDPTC
| Q4 25 | — | $209.7M | ||
| Q3 25 | — | $184.4M | ||
| Q2 25 | — | $199.3M | ||
| Q1 25 | — | $235.2M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $265.8M | ||
| Q2 24 | — | $247.7M | ||
| Q1 24 | — | $249.0M |
总债务LSPDPTC
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.5B |
股东权益LSPDPTC
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $2.9B |
总资产LSPDPTC
| Q4 25 | — | $6.4B | ||
| Q3 25 | — | $6.6B | ||
| Q2 25 | — | $6.2B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.1B | ||
| Q1 24 | — | $6.2B |
负债/权益比LSPDPTC
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.40× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.51× |
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 | — | $269.7M |
| 自由现金流经营现金流 - 资本支出 | — | $267.4M |
| 自由现金流率自由现金流/营收 | — | 39.0% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $888.4M |
8季度趋势，按日历期对齐
经营现金流LSPDPTC
| Q4 25 | — | $269.7M | ||
| Q3 25 | — | $104.0M | ||
| Q2 25 | — | $243.9M | ||
| Q1 25 | $-9.9M | $281.3M | ||
| Q4 24 | — | $238.4M | ||
| Q3 24 | — | $98.1M | ||
| Q2 24 | $-26.1M | $213.8M | ||
| Q1 24 | $-28.5M | $250.7M |
自由现金流LSPDPTC
| Q4 25 | — | $267.4M | ||
| Q3 25 | — | $100.5M | ||
| Q2 25 | — | $242.0M | ||
| Q1 25 | — | $278.5M | ||
| Q4 24 | — | $235.7M | ||
| Q3 24 | — | $93.6M | ||
| Q2 24 | — | $212.2M | ||
| Q1 24 | — | $247.1M |
自由现金流率LSPDPTC
| Q4 25 | — | 39.0% | ||
| Q3 25 | — | 11.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 43.8% | ||
| Q4 24 | — | 41.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 40.9% | ||
| Q1 24 | — | 41.0% |
资本支出强度LSPDPTC
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.6% |
现金转化率LSPDPTC
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 2.90× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 3.10× | ||
| Q1 24 | — | 2.19× |
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
LSPD
暂无分部数据
PTC
| Support And Cloud Services | $393.3M | 57% |
| License | $269.7M | 39% |
| Technology Service | $22.9M | 3% |
| Perpetual License | $5.6M | 1% |
