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Nano Dimension Ltd.(NNDM)与新美亚(SANM)财务数据对比。点击上方公司名可切换其他公司
新美亚的季度营收约是Nano Dimension Ltd.的55.2倍($3.2B vs $57.8M)。新美亚净利率更高(1.5% vs -171.1%,领先172.6%)。新美亚自由现金流更多($91.9M vs $-21.1M)
Nano Dimension Ltd.是知名增材制造电子解决方案供应商,主营高精度3D打印机、配套耗材及相关软件,可生产印刷电路板、微电子元件等器件,服务航空航天、国防、医疗、汽车、工业电子等领域的全球客户。
新美亚公司是总部位于美国加利福尼亚州圣何塞的电子制造服务(EMS)提供商,服务通信、计算机硬件领域的原始设备制造商(OEM)。集团拥有近80个生产基地,是全球规模最大的印刷电路板和背板独立制造商之一,2022年位列《财富》世界500强第482位。
NNDM vs SANM — 直观对比
营收规模更大
SANM
是对方的55.2倍
$57.8M
净利率更高
SANM
高出172.6%
-171.1%
自由现金流更多
SANM
多$113.0M
$-21.1M
损益表 — Q4 2024 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $57.8M | $3.2B |
| 净利润 | $-98.8M | $49.3M |
| 毛利率 | 43.1% | 7.6% |
| 营业利润率 | -155.1% | 2.3% |
| 净利率 | -171.1% | 1.5% |
| 营收同比 | — | 59.0% |
| 净利润同比 | — | -24.2% |
| 每股收益(稀释后) | $-0.45 | $0.89 |
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
NNDM
SANM
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $57.8M | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $28.4M | $1.8B | ||
| Q1 24 | — | $1.8B |
净利润
NNDM
SANM
| Q4 25 | — | $49.3M | ||
| Q3 25 | — | $48.1M | ||
| Q2 25 | — | $68.6M | ||
| Q1 25 | — | $64.2M | ||
| Q4 24 | $-98.8M | $65.0M | ||
| Q3 24 | — | $61.4M | ||
| Q2 24 | $-79.2M | $51.6M | ||
| Q1 24 | — | $52.5M |
毛利率
NNDM
SANM
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 9.1% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | 43.1% | 8.4% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | 45.8% | 8.3% | ||
| Q1 24 | — | 8.4% |
营业利润率
NNDM
SANM
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | -155.1% | 4.4% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 4.1% |
净利率
NNDM
SANM
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | -171.1% | 3.2% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | -279.4% | 2.8% | ||
| Q1 24 | — | 2.9% |
每股收益(稀释后)
NNDM
SANM
| Q4 25 | — | $0.89 | ||
| Q3 25 | — | $0.88 | ||
| Q2 25 | — | $1.26 | ||
| Q1 25 | — | $1.16 | ||
| Q4 24 | $-0.45 | $1.16 | ||
| Q3 24 | — | $1.09 | ||
| Q2 24 | $-0.35 | $0.91 | ||
| Q1 24 | — | $0.93 |
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 | $317.2M | $1.4B |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | $860.0M | $2.7B |
| 总资产 | $902.5M | $9.8B |
| 负债/权益比越低杠杆越低 | — | 0.82× |
8季度趋势,按日历期对齐
现金及短期投资
NNDM
SANM
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $926.3M | ||
| Q2 25 | — | $797.9M | ||
| Q1 25 | — | $647.1M | ||
| Q4 24 | $317.2M | $642.4M | ||
| Q3 24 | — | $625.9M | ||
| Q2 24 | $231.8M | $657.7M | ||
| Q1 24 | — | $650.9M |
总债务
NNDM
SANM
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $300.5M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
NNDM
SANM
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $860.0M | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $870.3M | $2.3B | ||
| Q1 24 | — | $2.3B |
总资产
NNDM
SANM
| Q4 25 | — | $9.8B | ||
| Q3 25 | — | $5.9B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | $902.5M | $4.8B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | $911.0M | $4.7B | ||
| Q1 24 | — | $4.7B |
负债/权益比
NNDM
SANM
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-18.9M | $178.7M |
| 自由现金流经营现金流 - 资本支出 | $-21.1M | $91.9M |
| 自由现金流率自由现金流/营收 | -36.5% | 2.9% |
| 资本支出强度资本支出/营收 | 3.8% | 2.7% |
| 现金转化率经营现金流/净利润 | — | 3.63× |
| 过去12个月自由现金流最近4个季度 | — | $518.3M |
8季度趋势,按日历期对齐
经营现金流
NNDM
SANM
| Q4 25 | — | $178.7M | ||
| Q3 25 | — | $199.1M | ||
| Q2 25 | — | $200.8M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | $-18.9M | $63.9M | ||
| Q3 24 | — | $51.9M | ||
| Q2 24 | $-30.7M | $90.0M | ||
| Q1 24 | — | $72.3M |
自由现金流
NNDM
SANM
| Q4 25 | — | $91.9M | ||
| Q3 25 | — | $136.6M | ||
| Q2 25 | — | $163.7M | ||
| Q1 25 | — | $126.1M | ||
| Q4 24 | $-21.1M | $46.9M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $67.2M | ||
| Q1 24 | — | $42.7M |
自由现金流率
NNDM
SANM
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | 6.4% | ||
| Q4 24 | -36.5% | 2.3% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | — | 2.3% |
资本支出强度
NNDM
SANM
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | 3.8% | 0.9% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.6% |
现金转化率
NNDM
SANM
| Q4 25 | — | 3.63× | ||
| Q3 25 | — | 4.14× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 2.44× | ||
| Q4 24 | — | 0.98× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.38× |
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
NNDM
暂无分部数据
SANM
| Industrial And Energy Medical Defense And Aerospace And Automotive And Transportation | $1.2B | 38% |
| ZT Systems | $1.1B | 34% |
| Other Segments CPS | $434.3M | 14% |
| CPS Third Party Revenue | $412.7M | 13% |
| Change In Accounting Method Accounted For As Change In Estimate | $2.7M | 0% |