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MSC INDUSTRIAL DIRECT CO INC（MSM）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是MSC INDUSTRIAL DIRECT CO INC的1.2倍（$1.2B vs $965.7M），MSC INDUSTRIAL DIRECT CO INC净利率更高（5.4% vs 4.3%，领先1.1%），PLEXUS CORP同比增速更快（18.7% vs 4.0%），过去两年PLEXUS CORP的营收复合增速更高（7.2% vs -3.4%）
MSC工业直销公司（MSC）通过旗下主要子公司MSC工业供应公司，是美国规模最大的工业设备分销商之一，可提供超过150万种金属加工及其他工业类产品，广泛服务于工业制造、维修运维等领域的客户需求。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
MSM vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.2倍
$965.7M
营收增速更快
PLXS
高出14.7%
4.0%
净利率更高
MSM
高出1.1%
4.3%
两年增速更快
PLXS
近两年复合增速
-3.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $965.7M | $1.2B |
| 净利润 | $51.8M | $49.8M |
| 毛利率 | 40.7% | 10.2% |
| 营业利润率 | 7.9% | 5.3% |
| 净利率 | 5.4% | 4.3% |
| 营收同比 | 4.0% | 18.7% |
| 净利润同比 | 11.1% | 27.5% |
| 每股收益（稀释后） | $0.93 | $1.82 |
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MSMPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $965.7M | — | ||
| Q3 25 | $978.2M | — | ||
| Q2 25 | $971.1M | — | ||
| Q4 24 | $928.5M | — | ||
| Q2 24 | $979.4M | — | ||
| Q1 24 | $935.3M | — | ||
| Q4 23 | $954.0M | — |
净利润MSMPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $51.8M | — | ||
| Q3 25 | $56.5M | — | ||
| Q2 25 | $56.8M | — | ||
| Q4 24 | $46.6M | — | ||
| Q2 24 | $71.7M | — | ||
| Q1 24 | $61.8M | — | ||
| Q4 23 | $69.3M | — |
毛利率MSMPLXS
| Q1 26 | — | 9.9% | ||
| Q4 25 | 40.7% | — | ||
| Q3 25 | 40.4% | — | ||
| Q2 25 | 41.0% | — | ||
| Q4 24 | 40.7% | — | ||
| Q2 24 | 40.9% | — | ||
| Q1 24 | 41.5% | — | ||
| Q4 23 | 41.2% | — |
营业利润率MSMPLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | 7.9% | — | ||
| Q3 25 | 8.6% | — | ||
| Q2 25 | 8.5% | — | ||
| Q4 24 | 7.8% | — | ||
| Q2 24 | 10.9% | — | ||
| Q1 24 | 9.7% | — | ||
| Q4 23 | 10.6% | — |
净利率MSMPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 5.9% | — | ||
| Q4 24 | 5.0% | — | ||
| Q2 24 | 7.3% | — | ||
| Q1 24 | 6.6% | — | ||
| Q4 23 | 7.3% | — |
每股收益（稀释后）MSMPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $0.93 | — | ||
| Q3 25 | $1.02 | — | ||
| Q2 25 | $1.02 | — | ||
| Q4 24 | $0.83 | — | ||
| Q2 24 | $1.27 | — | ||
| Q1 24 | $1.10 | — | ||
| Q4 23 | $1.22 | — |
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 | $40.3M | $303.1M |
| 总债务越低越好 | $214.1M | — |
| 股东权益账面价值 | $1.4B | $1.5B |
| 总资产 | $2.5B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势，按日历期对齐
现金及短期投资MSMPLXS
| Q1 26 | — | $248.8M | ||
| Q4 25 | $40.3M | — | ||
| Q3 25 | $56.2M | — | ||
| Q2 25 | $71.7M | — | ||
| Q4 24 | $57.3M | — | ||
| Q2 24 | $25.9M | — | ||
| Q1 24 | $22.2M | — | ||
| Q4 23 | $25.8M | — |
总债务MSMPLXS
| Q1 26 | — | — | ||
| Q4 25 | $214.1M | — | ||
| Q3 25 | $168.8M | — | ||
| Q2 25 | $285.0M | — | ||
| Q4 24 | $289.9M | — | ||
| Q2 24 | $299.8M | — | ||
| Q1 24 | $294.5M | — | ||
| Q4 23 | $294.4M | — |
股东权益MSMPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — | ||
| Q4 23 | $1.4B | — |
总资产MSMPLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — | ||
| Q4 23 | $2.5B | — |
负债/权益比MSMPLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.21× | — | ||
| Q4 23 | 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 | $29.4M | — |
| 自由现金流经营现金流 - 资本支出 | $7.4M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | 0.57× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MSMPLXS
| Q1 26 | — | — | ||
| Q4 25 | $29.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $151.6M | — | ||
| Q4 24 | $101.9M | — | ||
| Q2 24 | $143.5M | — | ||
| Q1 24 | $78.7M | — | ||
| Q4 23 | $81.2M | — |
自由现金流MSMPLXS
| Q1 26 | — | — | ||
| Q4 25 | $7.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $100.7M | — | ||
| Q4 24 | $81.7M | — | ||
| Q2 24 | $114.0M | — | ||
| Q1 24 | $53.4M | — | ||
| Q4 23 | $62.7M | — |
自由现金流率MSMPLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 10.4% | — | ||
| Q4 24 | 8.8% | — | ||
| Q2 24 | 11.6% | — | ||
| Q1 24 | 5.7% | — | ||
| Q4 23 | 6.6% | — |
资本支出强度MSMPLXS
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.2% | — | ||
| Q4 24 | 2.2% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 2.7% | — | ||
| Q4 23 | 1.9% | — |
现金转化率MSMPLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.57× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.67× | — | ||
| Q4 24 | 2.18× | — | ||
| Q2 24 | 2.00× | — | ||
| Q1 24 | 1.27× | — | ||
| Q4 23 | 1.17× | — |
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
MSM
暂无分部数据
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
