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UiPath, Inc.（PATH）与Skyward Specialty Insurance Group, Inc.（SKWD）财务数据对比。点击上方公司名可切换其他公司
Skyward Specialty Insurance Group, Inc.的季度营收约是UiPath, Inc.的1.2倍（$475.9M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs 10.5%，领先37.9%），Skyward Specialty Insurance Group, Inc.同比增速更快（44.8% vs 15.9%），过去两年Skyward Specialty Insurance Group, Inc.的营收复合增速更高（30.4% vs 0.7%）
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
Skyward Specialty Insurance Group是一家专业财产和意外伤害保险提供商，推出商业车险、一般责任险、职业赔偿险、特种财产险等定制化保障方案，主要服务美国各地的中小企业及细分行业客户，专注承保服务不足群体的复杂高难度风险。
PATH vs SKWD — 直观对比
营收规模更大
SKWD
是对方的1.2倍
$411.1M
营收增速更快
SKWD
高出28.9%
15.9%
净利率更高
PATH
高出37.9%
10.5%
两年增速更快
SKWD
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $411.1M | $475.9M |
| 净利润 | $198.8M | $49.7M |
| 毛利率 | 83.3% | — |
| 营业利润率 | 3.2% | 14.9% |
| 净利率 | 48.4% | 10.5% |
| 营收同比 | 15.9% | 44.8% |
| 净利润同比 | 1966.2% | — |
| 每股收益（稀释后） | $0.37 | $1.09 |
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PATHSKWD
| Q1 26 | — | $475.9M | ||
| Q4 25 | $411.1M | $385.6M | ||
| Q3 25 | $361.7M | $382.5M | ||
| Q2 25 | $356.6M | $319.9M | ||
| Q1 25 | $423.6M | $328.5M | ||
| Q4 24 | $354.7M | $304.4M | ||
| Q3 24 | $316.3M | $300.9M | ||
| Q2 24 | $335.1M | $279.9M |
净利润PATHSKWD
| Q1 26 | — | $49.7M | ||
| Q4 25 | $198.8M | $43.2M | ||
| Q3 25 | $1.6M | $45.9M | ||
| Q2 25 | $-22.6M | $38.8M | ||
| Q1 25 | $51.8M | $42.1M | ||
| Q4 24 | $-10.7M | $14.4M | ||
| Q3 24 | $-86.1M | $36.7M | ||
| Q2 24 | $-28.7M | $31.0M |
毛利率PATHSKWD
| Q1 26 | — | — | ||
| Q4 25 | 83.3% | — | ||
| Q3 25 | 82.2% | — | ||
| Q2 25 | 82.1% | — | ||
| Q1 25 | 84.8% | — | ||
| Q4 24 | 82.0% | — | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 83.5% | — |
营业利润率PATHSKWD
| Q1 26 | — | 14.9% | ||
| Q4 25 | 3.2% | 14.2% | ||
| Q3 25 | -5.6% | 15.8% | ||
| Q2 25 | -4.6% | 15.6% | ||
| Q1 25 | 7.9% | 15.7% | ||
| Q4 24 | -12.2% | 6.1% | ||
| Q3 24 | -32.7% | 15.6% | ||
| Q2 24 | -14.8% | 14.4% |
净利率PATHSKWD
| Q1 26 | — | 10.5% | ||
| Q4 25 | 48.4% | 11.2% | ||
| Q3 25 | 0.4% | 12.0% | ||
| Q2 25 | -6.3% | 12.1% | ||
| Q1 25 | 12.2% | 12.8% | ||
| Q4 24 | -3.0% | 4.7% | ||
| Q3 24 | -27.2% | 12.2% | ||
| Q2 24 | -8.6% | 11.1% |
每股收益（稀释后）PATHSKWD
| Q1 26 | — | $1.09 | ||
| Q4 25 | $0.37 | $1.03 | ||
| Q3 25 | $0.00 | $1.10 | ||
| Q2 25 | $-0.04 | $0.93 | ||
| Q1 25 | $0.09 | $1.01 | ||
| Q4 24 | $-0.02 | $0.33 | ||
| Q3 24 | $-0.15 | $0.89 | ||
| Q2 24 | $-0.05 | $0.75 |
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 | $1.4B | $4.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $1.2B |
| 总资产 | $2.9B | $6.5B |
| 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PATHSKWD
| Q1 26 | — | $4.1M | ||
| Q4 25 | $1.4B | $168.5M | ||
| Q3 25 | $1.4B | $160.1M | ||
| Q2 25 | $1.6B | $136.6M | ||
| Q1 25 | $1.6B | $112.9M | ||
| Q4 24 | $1.6B | $121.6M | ||
| Q3 24 | $1.7B | $105.6M | ||
| Q2 24 | $1.9B | $73.0M |
股东权益PATHSKWD
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.9B | $1.0B | ||
| Q3 25 | $1.7B | $961.4M | ||
| Q2 25 | $1.7B | $899.9M | ||
| Q1 25 | $1.8B | $850.7M | ||
| Q4 24 | $1.7B | $794.0M | ||
| Q3 24 | $1.8B | $797.5M | ||
| Q2 24 | $2.0B | $723.6M |
总资产PATHSKWD
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.9B | $4.8B | ||
| Q3 25 | $2.6B | $4.6B | ||
| Q2 25 | $2.6B | $4.3B | ||
| Q1 25 | $2.9B | $4.0B | ||
| Q4 24 | $2.7B | $3.7B | ||
| Q3 24 | $2.7B | $3.6B | ||
| Q2 24 | $2.8B | $3.4B |
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 | $28.3M | — |
| 自由现金流经营现金流 - 资本支出 | $25.1M | — |
| 自由现金流率自由现金流/营收 | 6.1% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 0.14× | — |
| 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PATHSKWD
| Q1 26 | — | — | ||
| Q4 25 | $28.3M | $408.1M | ||
| Q3 25 | $41.6M | $171.4M | ||
| Q2 25 | $119.0M | $88.2M | ||
| Q1 25 | $146.1M | $96.8M | ||
| Q4 24 | $28.1M | $305.1M | ||
| Q3 24 | $46.4M | $168.0M | ||
| Q2 24 | $100.0M | $21.0M |
自由现金流PATHSKWD
| Q1 26 | — | — | ||
| Q4 25 | $25.1M | $402.6M | ||
| Q3 25 | — | $168.9M | ||
| Q2 25 | $106.2M | $87.1M | ||
| Q1 25 | $138.7M | $96.6M | ||
| Q4 24 | $23.2M | $300.9M | ||
| Q3 24 | $45.0M | $167.6M | ||
| Q2 24 | $98.8M | $18.4M |
自由现金流率PATHSKWD
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 104.4% | ||
| Q3 25 | — | 44.2% | ||
| Q2 25 | 29.8% | 27.2% | ||
| Q1 25 | 32.7% | 29.4% | ||
| Q4 24 | 6.5% | 98.8% | ||
| Q3 24 | 14.2% | 55.7% | ||
| Q2 24 | 29.5% | 6.6% |
资本支出强度PATHSKWD
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 1.4% | ||
| Q3 25 | 0.0% | 0.6% | ||
| Q2 25 | 3.6% | 0.3% | ||
| Q1 25 | 1.7% | 0.1% | ||
| Q4 24 | 1.4% | 1.4% | ||
| Q3 24 | 0.4% | 0.1% | ||
| Q2 24 | 0.4% | 0.9% |
现金转化率PATHSKWD
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | 9.44× | ||
| Q3 25 | 26.25× | 3.73× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | 2.82× | 2.30× | ||
| Q4 24 | — | 21.18× | ||
| Q3 24 | — | 4.58× | ||
| Q2 24 | — | 0.68× |
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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
SKWD
暂无分部数据
