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Penguin Solutions, Inc.（PENG）与SLM Corp（SLM）财务数据对比。点击上方公司名可切换其他公司
SLM Corp的季度营收约是Penguin Solutions, Inc.的1.6倍（$560.0M vs $343.1M），SLM Corp净利率更高（55.0% vs 1.5%，领先53.5%），过去两年SLM Corp的营收复合增速更高（22.7% 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。
尼康旗下SLM Solutions AG总部位于德国吕贝克，是金属3D打印机领域的上市生产商，共同拥有SLM文字商标，集团股份自2014年5月9日起在法兰克福证券交易所高级市场板块挂牌交易。
PENG vs SLM — 直观对比
营收规模更大
SLM
是对方的1.6倍
$343.1M
净利率更高
SLM
高出53.5%
1.5%
两年增速更快
SLM
近两年复合增速
11.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.1M | $560.0M |
| 净利润 | $5.3M | $308.0M |
| 毛利率 | 28.0% | — |
| 营业利润率 | 5.7% | 69.6% |
| 净利率 | 1.5% | 55.0% |
| 营收同比 | 0.6% | — |
| 净利润同比 | 1.0% | 1.0% |
| 每股收益（稀释后） | $0.04 | $1.54 |
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PENGSLM
| Q1 26 | — | $560.0M | ||
| Q4 25 | $343.1M | $377.1M | ||
| Q3 25 | $337.9M | $373.0M | ||
| Q2 25 | $324.3M | $376.8M | ||
| Q1 25 | $365.5M | $375.0M | ||
| Q4 24 | $341.1M | $362.2M | ||
| Q3 24 | $284.8M | $359.4M | ||
| Q2 24 | $300.6M | $372.2M |
净利润PENGSLM
| Q1 26 | — | $308.0M | ||
| Q4 25 | $5.3M | $233.2M | ||
| Q3 25 | $9.4M | $135.8M | ||
| Q2 25 | $2.7M | $71.3M | ||
| Q1 25 | $8.1M | $304.5M | ||
| Q4 24 | $5.2M | $111.6M | ||
| Q3 24 | — | $-45.2M | ||
| Q2 24 | $5.6M | $252.0M |
毛利率PENGSLM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率PENGSLM
| Q1 26 | — | 69.6% | ||
| Q4 25 | 5.7% | 83.8% | ||
| Q3 25 | 3.7% | 49.8% | ||
| Q2 25 | 3.0% | 23.3% | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 5.1% | 36.5% | ||
| Q3 24 | -1.2% | -16.6% | ||
| Q2 24 | 3.8% | 91.0% |
净利率PENGSLM
| Q1 26 | — | 55.0% | ||
| Q4 25 | 1.5% | 61.8% | ||
| Q3 25 | 2.8% | 36.4% | ||
| Q2 25 | 0.8% | 18.9% | ||
| Q1 25 | 2.2% | 81.2% | ||
| Q4 24 | 1.5% | 30.8% | ||
| Q3 24 | — | -12.6% | ||
| Q2 24 | 1.9% | 67.7% |
每股收益（稀释后）PENGSLM
| Q1 26 | — | $1.54 | ||
| Q4 25 | $0.04 | $1.11 | ||
| Q3 25 | $0.10 | $0.63 | ||
| Q2 25 | $-0.01 | $0.32 | ||
| Q1 25 | $0.09 | $1.40 | ||
| Q4 24 | $0.10 | $0.53 | ||
| Q3 24 | — | $-0.23 | ||
| Q2 24 | $0.10 | $1.11 |
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 | $5.2B |
| 总债务越低越好 | $462.3M | $6.2B |
| 股东权益账面价值 | $389.7M | $2.4B |
| 总资产 | $1.6B | $29.4B |
| 负债/权益比越低杠杆越低 | 1.19× | 2.53× |
8季度趋势，按日历期对齐
现金及短期投资PENGSLM
| Q1 26 | — | $5.2B | ||
| Q4 25 | $461.5M | $4.2B | ||
| Q3 25 | $453.8M | $3.5B | ||
| Q2 25 | $735.5M | $4.1B | ||
| Q1 25 | $647.0M | $3.7B | ||
| Q4 24 | $393.7M | $4.7B | ||
| Q3 24 | $389.5M | $4.5B | ||
| Q2 24 | $467.5M | $5.3B |
总债务PENGSLM
| Q1 26 | — | $6.2B | ||
| Q4 25 | $462.3M | $5.4B | ||
| Q3 25 | $461.8M | $6.8B | ||
| Q2 25 | $659.5M | $6.4B | ||
| Q1 25 | $658.8M | $6.1B | ||
| Q4 24 | $658.1M | $6.4B | ||
| Q3 24 | $657.3M | $6.0B | ||
| Q2 24 | $667.0M | $5.4B |
股东权益PENGSLM
| Q1 26 | — | $2.4B | ||
| Q4 25 | $389.7M | $2.5B | ||
| Q3 25 | $394.2M | $2.3B | ||
| Q2 25 | $584.8M | $2.4B | ||
| Q1 25 | $602.5M | $2.4B | ||
| Q4 24 | $400.4M | $2.2B | ||
| Q3 24 | $391.4M | $2.1B | ||
| Q2 24 | $423.4M | $2.3B |
总资产PENGSLM
| Q1 26 | — | $29.4B | ||
| Q4 25 | $1.6B | $29.7B | ||
| Q3 25 | $1.6B | $29.6B | ||
| Q2 25 | $1.8B | $29.6B | ||
| Q1 25 | $1.8B | $28.9B | ||
| Q4 24 | $1.6B | $30.1B | ||
| Q3 24 | $1.5B | $30.0B | ||
| Q2 24 | $1.5B | $28.8B |
负债/权益比PENGSLM
| Q1 26 | — | 2.53× | ||
| Q4 25 | 1.19× | 2.19× | ||
| Q3 25 | 1.17× | 2.92× | ||
| Q2 25 | 1.13× | 2.70× | ||
| Q1 25 | 1.09× | 2.56× | ||
| Q4 24 | 1.64× | 2.98× | ||
| Q3 24 | 1.68× | 2.83× | ||
| Q2 24 | 1.58× | 2.37× |
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 | — |
| 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× | — |
| 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PENGSLM
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | $-64.5M | ||
| Q3 25 | $-70.4M | $-49.3M | ||
| Q2 25 | $92.8M | $-138.7M | ||
| Q1 25 | $72.9M | $-146.1M | ||
| Q4 24 | $13.8M | $4.5M | ||
| Q3 24 | — | $-113.4M | ||
| Q2 24 | $57.9M | $-143.8M |
自由现金流PENGSLM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率PENGSLM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度PENGSLM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率PENGSLM
| Q1 26 | — | — | ||
| Q4 25 | 5.89× | -0.28× | ||
| Q3 25 | -7.47× | -0.36× | ||
| Q2 25 | 34.88× | -1.95× | ||
| Q1 25 | 9.02× | -0.48× | ||
| Q4 24 | 2.65× | 0.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | 10.30× | -0.57× |
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% |
SLM
| Net Interest Income | $375.0M | 67% |
| Noninterest Income | $185.0M | 33% |
