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Penguin Solutions, Inc.（PENG）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Penguin Solutions, Inc.的1.7倍（$588.0M vs $343.1M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 1.5%，领先13.5%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs 0.6%），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% vs -0.8%）
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。
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。
PENG vs SSD — 直观对比
营收规模更大
SSD
是对方的1.7倍
$343.1M
营收增速更快
SSD
高出8.5%
0.6%
净利率更高
SSD
高出13.5%
1.5%
两年增速更快
PENG
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.1M | $588.0M |
| 净利润 | $5.3M | $88.2M |
| 毛利率 | 28.0% | 45.2% |
| 营业利润率 | 5.7% | 19.5% |
| 净利率 | 1.5% | 15.0% |
| 营收同比 | 0.6% | 9.1% |
| 净利润同比 | 1.0% | 13.3% |
| 每股收益（稀释后） | $0.04 | $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PENGSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $343.1M | $539.3M | ||
| Q3 25 | $337.9M | $623.5M | ||
| Q2 25 | $324.3M | $631.1M | ||
| Q1 25 | $365.5M | $538.9M | ||
| Q4 24 | $341.1M | $517.4M | ||
| Q3 24 | $284.8M | $587.2M | ||
| Q2 24 | $300.6M | $597.0M |
净利润PENGSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $5.3M | $56.2M | ||
| Q3 25 | $9.4M | $107.4M | ||
| Q2 25 | $2.7M | $103.5M | ||
| Q1 25 | $8.1M | $77.9M | ||
| Q4 24 | $5.2M | $55.4M | ||
| Q3 24 | — | $93.5M | ||
| Q2 24 | $5.6M | $97.8M |
毛利率PENGSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 28.0% | 43.4% | ||
| Q3 25 | 28.6% | 46.4% | ||
| Q2 25 | 29.3% | 46.7% | ||
| Q1 25 | 28.6% | 46.8% | ||
| Q4 24 | 28.7% | 44.0% | ||
| Q3 24 | 28.8% | 46.8% | ||
| Q2 24 | 29.6% | 46.7% |
营业利润率PENGSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 5.7% | 13.9% | ||
| Q3 25 | 3.7% | 22.6% | ||
| Q2 25 | 3.0% | 22.2% | ||
| Q1 25 | 5.1% | 19.0% | ||
| Q4 24 | 5.1% | 14.8% | ||
| Q3 24 | -1.2% | 21.3% | ||
| Q2 24 | 3.8% | 22.1% |
净利率PENGSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 1.5% | 10.4% | ||
| Q3 25 | 2.8% | 17.2% | ||
| Q2 25 | 0.8% | 16.4% | ||
| Q1 25 | 2.2% | 14.5% | ||
| Q4 24 | 1.5% | 10.7% | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | 1.9% | 16.4% |
每股收益（稀释后）PENGSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.04 | $1.34 | ||
| Q3 25 | $0.10 | $2.58 | ||
| Q2 25 | $-0.01 | $2.47 | ||
| Q1 25 | $0.09 | $1.85 | ||
| Q4 24 | $0.10 | $1.31 | ||
| Q3 24 | — | $2.21 | ||
| Q2 24 | $0.10 | $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 | $461.5M | $341.0M |
| 总债务越低越好 | $462.3M | — |
| 股东权益账面价值 | $389.7M | $2.1B |
| 总资产 | $1.6B | $3.0B |
| 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PENGSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $461.5M | $384.1M | ||
| Q3 25 | $453.8M | $297.3M | ||
| Q2 25 | $735.5M | $190.4M | ||
| Q1 25 | $647.0M | $150.3M | ||
| Q4 24 | $393.7M | $239.4M | ||
| Q3 24 | $389.5M | $339.4M | ||
| Q2 24 | $467.5M | $354.9M |
总债务PENGSSD
| Q1 26 | — | — | ||
| Q4 25 | $462.3M | $300.0M | ||
| Q3 25 | $461.8M | $371.3M | ||
| Q2 25 | $659.5M | $376.9M | ||
| Q1 25 | $658.8M | $382.5M | ||
| Q4 24 | $658.1M | $388.1M | ||
| Q3 24 | $657.3M | $393.8M | ||
| Q2 24 | $667.0M | $399.4M |
股东权益PENGSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $389.7M | $2.0B | ||
| Q3 25 | $394.2M | $2.0B | ||
| Q2 25 | $584.8M | $1.9B | ||
| Q1 25 | $602.5M | $1.9B | ||
| Q4 24 | $400.4M | $1.8B | ||
| Q3 24 | $391.4M | $1.9B | ||
| Q2 24 | $423.4M | $1.8B |
总资产PENGSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.6B | $3.1B | ||
| Q3 25 | $1.6B | $3.0B | ||
| Q2 25 | $1.8B | $3.0B | ||
| Q1 25 | $1.8B | $2.8B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.5B | $2.9B | ||
| Q2 24 | $1.5B | $2.8B |
负债/权益比PENGSSD
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 0.15× | ||
| Q3 25 | 1.17× | 0.19× | ||
| Q2 25 | 1.13× | 0.20× | ||
| Q1 25 | 1.09× | 0.21× | ||
| Q4 24 | 1.64× | 0.21× | ||
| Q3 24 | 1.68× | 0.21× | ||
| Q2 24 | 1.58× | 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 | $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PENGSSD
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | $155.7M | ||
| Q3 25 | $-70.4M | $170.2M | ||
| Q2 25 | $92.8M | $125.2M | ||
| Q1 25 | $72.9M | $7.6M | ||
| Q4 24 | $13.8M | $115.8M | ||
| Q3 24 | — | $103.3M | ||
| Q2 24 | $57.9M | $111.1M |
自由现金流PENGSSD
| Q1 26 | — | — | ||
| Q4 25 | $28.2M | $119.0M | ||
| Q3 25 | $-73.4M | $133.9M | ||
| Q2 25 | $90.9M | $87.3M | ||
| Q1 25 | $70.5M | $-42.6M | ||
| Q4 24 | $12.0M | $60.3M | ||
| Q3 24 | — | $58.1M | ||
| Q2 24 | $48.9M | $70.9M |
自由现金流率PENGSSD
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | 22.1% | ||
| Q3 25 | -21.7% | 21.5% | ||
| Q2 25 | 28.0% | 13.8% | ||
| Q1 25 | 19.3% | -7.9% | ||
| Q4 24 | 3.5% | 11.7% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | 16.3% | 11.9% |
资本支出强度PENGSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 6.8% | ||
| Q3 25 | 0.9% | 5.8% | ||
| Q2 25 | 0.6% | 6.0% | ||
| Q1 25 | 0.6% | 9.3% | ||
| Q4 24 | 0.5% | 10.7% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | 3.0% | 6.7% |
现金转化率PENGSSD
| Q1 26 | — | — | ||
| Q4 25 | 5.89× | 2.77× | ||
| Q3 25 | -7.47× | 1.58× | ||
| Q2 25 | 34.88× | 1.21× | ||
| Q1 25 | 9.02× | 0.10× | ||
| Q4 24 | 2.65× | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | 10.30× | 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
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
SSD
暂无分部数据
