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Penguin Solutions, Inc.（PENG）与PIPER SANDLER COMPANIES（PIPR）财务数据对比。点击上方公司名可切换其他公司
PIPER SANDLER COMPANIES的季度营收约是Penguin Solutions, Inc.的1.9倍（$667.0M vs $343.1M），PIPER SANDLER COMPANIES净利率更高（17.1% vs 1.5%，领先15.6%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs 0.6%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% vs 11.8%）
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
PENG vs PIPR — 直观对比
营收规模更大
PIPR
是对方的1.9倍
$343.1M
营收增速更快
PIPR
高出36.8%
0.6%
净利率更高
PIPR
高出15.6%
1.5%
两年增速更快
PIPR
近两年复合增速
11.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.1M | $667.0M |
| 净利润 | $5.3M | $114.0M |
| 毛利率 | 28.0% | — |
| 营业利润率 | 5.7% | 28.3% |
| 净利率 | 1.5% | 17.1% |
| 营收同比 | 0.6% | 37.4% |
| 净利润同比 | 1.0% | 65.0% |
| 每股收益（稀释后） | $0.04 | $6.41 |
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PENGPIPR
| Q4 25 | $343.1M | $667.0M | ||
| Q3 25 | $337.9M | $480.1M | ||
| Q2 25 | $324.3M | $398.6M | ||
| Q1 25 | $365.5M | $358.6M | ||
| Q4 24 | $341.1M | $485.4M | ||
| Q3 24 | $284.8M | $360.9M | ||
| Q2 24 | $300.6M | $340.8M | ||
| Q1 24 | — | $344.4M |
净利润PENGPIPR
| Q4 25 | $5.3M | $114.0M | ||
| Q3 25 | $9.4M | $60.3M | ||
| Q2 25 | $2.7M | $42.2M | ||
| Q1 25 | $8.1M | $64.9M | ||
| Q4 24 | $5.2M | $69.1M | ||
| Q3 24 | — | $34.8M | ||
| Q2 24 | $5.6M | $34.8M | ||
| Q1 24 | — | $42.5M |
毛利率PENGPIPR
| Q4 25 | 28.0% | — | ||
| Q3 25 | 28.6% | — | ||
| Q2 25 | 29.3% | — | ||
| Q1 25 | 28.6% | — | ||
| Q4 24 | 28.7% | — | ||
| Q3 24 | 28.8% | — | ||
| Q2 24 | 29.6% | — | ||
| Q1 24 | — | — |
营业利润率PENGPIPR
| Q4 25 | 5.7% | 28.3% | ||
| Q3 25 | 3.7% | 22.4% | ||
| Q2 25 | 3.0% | 12.3% | ||
| Q1 25 | 5.1% | 8.2% | ||
| Q4 24 | 5.1% | 16.9% | ||
| Q3 24 | -1.2% | 15.4% | ||
| Q2 24 | 3.8% | 8.3% | ||
| Q1 24 | — | 15.2% |
净利率PENGPIPR
| Q4 25 | 1.5% | 17.1% | ||
| Q3 25 | 2.8% | 12.6% | ||
| Q2 25 | 0.8% | 10.6% | ||
| Q1 25 | 2.2% | 18.1% | ||
| Q4 24 | 1.5% | 14.2% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | 1.9% | 10.2% | ||
| Q1 24 | — | 12.3% |
每股收益（稀释后）PENGPIPR
| Q4 25 | $0.04 | $6.41 | ||
| Q3 25 | $0.10 | $3.38 | ||
| Q2 25 | $-0.01 | $2.38 | ||
| Q1 25 | $0.09 | $3.65 | ||
| Q4 24 | $0.10 | $3.88 | ||
| Q3 24 | — | $1.96 | ||
| Q2 24 | $0.10 | $1.97 | ||
| Q1 24 | — | $2.43 |
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 | $461.5M | — |
| 总债务越低越好 | $462.3M | — |
| 股东权益账面价值 | $389.7M | $1.4B |
| 总资产 | $1.6B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势，按日历期对齐
现金及短期投资PENGPIPR
| Q4 25 | $461.5M | — | ||
| Q3 25 | $453.8M | — | ||
| Q2 25 | $735.5M | — | ||
| Q1 25 | $647.0M | — | ||
| Q4 24 | $393.7M | — | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $467.5M | — | ||
| Q1 24 | — | — |
总债务PENGPIPR
| Q4 25 | $462.3M | — | ||
| Q3 25 | $461.8M | — | ||
| Q2 25 | $659.5M | — | ||
| Q1 25 | $658.8M | — | ||
| Q4 24 | $658.1M | — | ||
| Q3 24 | $657.3M | — | ||
| Q2 24 | $667.0M | — | ||
| Q1 24 | — | — |
股东权益PENGPIPR
| Q4 25 | $389.7M | $1.4B | ||
| Q3 25 | $394.2M | $1.3B | ||
| Q2 25 | $584.8M | $1.2B | ||
| Q1 25 | $602.5M | $1.2B | ||
| Q4 24 | $400.4M | $1.2B | ||
| Q3 24 | $391.4M | $1.2B | ||
| Q2 24 | $423.4M | $1.1B | ||
| Q1 24 | — | $1.1B |
总资产PENGPIPR
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.8B | $1.8B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.5B | $1.9B | ||
| Q1 24 | — | $1.8B |
负债/权益比PENGPIPR
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.17× | — | ||
| Q2 25 | 1.13× | — | ||
| Q1 25 | 1.09× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.68× | — | ||
| Q2 24 | 1.58× | — | ||
| 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 | $31.1M | $729.8M |
| 自由现金流经营现金流 - 资本支出 | $28.2M | — |
| 自由现金流率自由现金流/营收 | 8.2% | — |
| 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 | 5.89× | 6.40× |
| 过去12个月自由现金流最近4个季度 | $116.3M | — |
8季度趋势，按日历期对齐
经营现金流PENGPIPR
| Q4 25 | $31.1M | $729.8M | ||
| Q3 25 | $-70.4M | $31.9M | ||
| Q2 25 | $92.8M | $32.1M | ||
| Q1 25 | $72.9M | $-207.2M | ||
| Q4 24 | $13.8M | $163.8M | ||
| Q3 24 | — | $80.1M | ||
| Q2 24 | $57.9M | $266.5M | ||
| Q1 24 | — | $-197.2M |
自由现金流PENGPIPR
| Q4 25 | $28.2M | — | ||
| Q3 25 | $-73.4M | — | ||
| Q2 25 | $90.9M | — | ||
| Q1 25 | $70.5M | — | ||
| Q4 24 | $12.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $48.9M | — | ||
| Q1 24 | — | — |
自由现金流率PENGPIPR
| Q4 25 | 8.2% | — | ||
| Q3 25 | -21.7% | — | ||
| Q2 25 | 28.0% | — | ||
| Q1 25 | 19.3% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 16.3% | — | ||
| Q1 24 | — | — |
资本支出强度PENGPIPR
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | — | — |
现金转化率PENGPIPR
| Q4 25 | 5.89× | 6.40× | ||
| Q3 25 | -7.47× | 0.53× | ||
| Q2 25 | 34.88× | 0.76× | ||
| Q1 25 | 9.02× | -3.19× | ||
| Q4 24 | 2.65× | 2.37× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | 10.30× | 7.66× | ||
| Q1 24 | — | -4.64× |
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
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
