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UiPath, Inc.（PATH）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是UiPath, Inc.的1.4倍（$588.0M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs 15.0%，领先33.4%），UiPath, Inc.同比增速更快（15.9% vs 9.1%），过去两年UiPath, Inc.的营收复合增速更高（0.7% vs -0.8%）
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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
PATH vs SSD — 直观对比
营收规模更大
SSD
是对方的1.4倍
$411.1M
营收增速更快
PATH
高出6.8%
9.1%
净利率更高
PATH
高出33.4%
15.0%
两年增速更快
PATH
近两年复合增速
-0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $411.1M | $588.0M |
| 净利润 | $198.8M | $88.2M |
| 毛利率 | 83.3% | 45.2% |
| 营业利润率 | 3.2% | 19.5% |
| 净利率 | 48.4% | 15.0% |
| 营收同比 | 15.9% | 9.1% |
| 净利润同比 | 1966.2% | 13.3% |
| 每股收益（稀释后） | $0.37 | $2.13 |
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PATHSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $411.1M | $539.3M | ||
| Q3 25 | $361.7M | $623.5M | ||
| Q2 25 | $356.6M | $631.1M | ||
| Q1 25 | $423.6M | $538.9M | ||
| Q4 24 | $354.7M | $517.4M | ||
| Q3 24 | $316.3M | $587.2M | ||
| Q2 24 | $335.1M | $597.0M |
净利润PATHSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $198.8M | $56.2M | ||
| Q3 25 | $1.6M | $107.4M | ||
| Q2 25 | $-22.6M | $103.5M | ||
| Q1 25 | $51.8M | $77.9M | ||
| Q4 24 | $-10.7M | $55.4M | ||
| Q3 24 | $-86.1M | $93.5M | ||
| Q2 24 | $-28.7M | $97.8M |
毛利率PATHSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 83.3% | 43.4% | ||
| Q3 25 | 82.2% | 46.4% | ||
| Q2 25 | 82.1% | 46.7% | ||
| Q1 25 | 84.8% | 46.8% | ||
| Q4 24 | 82.0% | 44.0% | ||
| Q3 24 | 80.0% | 46.8% | ||
| Q2 24 | 83.5% | 46.7% |
营业利润率PATHSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 3.2% | 13.9% | ||
| Q3 25 | -5.6% | 22.6% | ||
| Q2 25 | -4.6% | 22.2% | ||
| Q1 25 | 7.9% | 19.0% | ||
| Q4 24 | -12.2% | 14.8% | ||
| Q3 24 | -32.7% | 21.3% | ||
| Q2 24 | -14.8% | 22.1% |
净利率PATHSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 48.4% | 10.4% | ||
| Q3 25 | 0.4% | 17.2% | ||
| Q2 25 | -6.3% | 16.4% | ||
| Q1 25 | 12.2% | 14.5% | ||
| Q4 24 | -3.0% | 10.7% | ||
| Q3 24 | -27.2% | 15.9% | ||
| Q2 24 | -8.6% | 16.4% |
每股收益（稀释后）PATHSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.37 | $1.34 | ||
| Q3 25 | $0.00 | $2.58 | ||
| Q2 25 | $-0.04 | $2.47 | ||
| Q1 25 | $0.09 | $1.85 | ||
| Q4 24 | $-0.02 | $1.31 | ||
| Q3 24 | $-0.15 | $2.21 | ||
| Q2 24 | $-0.05 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $2.1B |
| 总资产 | $2.9B | $3.0B |
| 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PATHSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $1.4B | $384.1M | ||
| Q3 25 | $1.4B | $297.3M | ||
| Q2 25 | $1.6B | $190.4M | ||
| Q1 25 | $1.6B | $150.3M | ||
| Q4 24 | $1.6B | $239.4M | ||
| Q3 24 | $1.7B | $339.4M | ||
| Q2 24 | $1.9B | $354.9M |
总债务PATHSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益PATHSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.7B | $1.8B | ||
| Q3 24 | $1.8B | $1.9B | ||
| Q2 24 | $2.0B | $1.8B |
总资产PATHSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.6B | $3.0B | ||
| Q2 25 | $2.6B | $3.0B | ||
| Q1 25 | $2.9B | $2.8B | ||
| Q4 24 | $2.7B | $2.7B | ||
| Q3 24 | $2.7B | $2.9B | ||
| Q2 24 | $2.8B | $2.8B |
负债/权益比PATHSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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PATHSSD
| Q1 26 | — | — | ||
| Q4 25 | $28.3M | $155.7M | ||
| Q3 25 | $41.6M | $170.2M | ||
| Q2 25 | $119.0M | $125.2M | ||
| Q1 25 | $146.1M | $7.6M | ||
| Q4 24 | $28.1M | $115.8M | ||
| Q3 24 | $46.4M | $103.3M | ||
| Q2 24 | $100.0M | $111.1M |
自由现金流PATHSSD
| Q1 26 | — | — | ||
| Q4 25 | $25.1M | $119.0M | ||
| Q3 25 | — | $133.9M | ||
| Q2 25 | $106.2M | $87.3M | ||
| Q1 25 | $138.7M | $-42.6M | ||
| Q4 24 | $23.2M | $60.3M | ||
| Q3 24 | $45.0M | $58.1M | ||
| Q2 24 | $98.8M | $70.9M |
自由现金流率PATHSSD
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 22.1% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | 29.8% | 13.8% | ||
| Q1 25 | 32.7% | -7.9% | ||
| Q4 24 | 6.5% | 11.7% | ||
| Q3 24 | 14.2% | 9.9% | ||
| Q2 24 | 29.5% | 11.9% |
资本支出强度PATHSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 6.8% | ||
| Q3 25 | 0.0% | 5.8% | ||
| Q2 25 | 3.6% | 6.0% | ||
| Q1 25 | 1.7% | 9.3% | ||
| Q4 24 | 1.4% | 10.7% | ||
| Q3 24 | 0.4% | 7.7% | ||
| Q2 24 | 0.4% | 6.7% |
现金转化率PATHSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | 2.77× | ||
| Q3 25 | 26.25× | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | 2.82× | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
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% |
SSD
暂无分部数据
