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北极星（PII）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
北极星的季度营收约是PLEXUS CORP的1.4倍（$1.7B vs $1.2B），PLEXUS CORP净利率更高（4.3% vs -2.8%，领先7.1%），PLEXUS CORP同比增速更快（18.7% vs 8.0%），过去两年PLEXUS CORP的营收复合增速更高（7.2% vs -8.0%）
北极星公司（Polaris Inc.）是总部位于美国明尼苏达州麦地那的机动车制造企业，创立于明尼苏达州罗索，当地目前仍保留其工程研发与生产设施。公司曾通过胜利摩托子公司生产摩托车，2011年收购印第安摩托品牌后转由该子公司运营摩托业务，此前还曾生产私人水上摩托艇产品。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
PII vs PLXS — 直观对比
营收规模更大
PII
是对方的1.4倍
$1.2B
营收增速更快
PLXS
高出10.7%
8.0%
净利率更高
PLXS
高出7.1%
-2.8%
两年增速更快
PLXS
近两年复合增速
-8.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.2B |
| 净利润 | $-47.2M | $49.8M |
| 毛利率 | 20.2% | 10.2% |
| 营业利润率 | 76.5% | 5.3% |
| 净利率 | -2.8% | 4.3% |
| 营收同比 | 8.0% | 18.7% |
| 净利润同比 | 29.0% | 27.5% |
| 每股收益（稀释后） | $-0.83 | $1.82 |
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PIIPLXS
| Q1 26 | $1.7B | $1.1B | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $2.0B | — |
净利润PIIPLXS
| Q1 26 | $-47.2M | $41.2M | ||
| Q4 25 | $-303.6M | — | ||
| Q3 25 | $-15.8M | — | ||
| Q2 25 | $-79.3M | — | ||
| Q1 25 | $-66.8M | — | ||
| Q4 24 | $10.6M | — | ||
| Q3 24 | $27.7M | — | ||
| Q2 24 | $68.7M | — |
毛利率PIIPLXS
| Q1 26 | 20.2% | 9.9% | ||
| Q4 25 | 20.0% | — | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 16.0% | — | ||
| Q4 24 | 20.4% | — | ||
| Q3 24 | 20.6% | — | ||
| Q2 24 | 21.6% | — |
营业利润率PIIPLXS
| Q1 26 | 76.5% | 5.1% | ||
| Q4 25 | -16.7% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | -0.7% | — | ||
| Q1 25 | -2.4% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 6.1% | — |
净利率PIIPLXS
| Q1 26 | -2.8% | 3.8% | ||
| Q4 25 | -15.8% | — | ||
| Q3 25 | -0.9% | — | ||
| Q2 25 | -4.3% | — | ||
| Q1 25 | -4.3% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 3.5% | — |
每股收益（稀释后）PIIPLXS
| Q1 26 | $-0.83 | $1.51 | ||
| Q4 25 | $-5.34 | — | ||
| Q3 25 | $-0.28 | — | ||
| Q2 25 | $-1.39 | — | ||
| Q1 25 | $-1.17 | — | ||
| Q4 24 | $0.18 | — | ||
| Q3 24 | $0.49 | — | ||
| Q2 24 | $1.21 | — |
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 | $282.0M | $303.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $750.4M | $1.5B |
| 总资产 | $5.2B | $3.4B |
| 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PIIPLXS
| Q1 26 | $282.0M | $248.8M | ||
| Q4 25 | $138.0M | — | ||
| Q3 25 | $335.5M | — | ||
| Q2 25 | $324.3M | — | ||
| Q1 25 | $291.7M | — | ||
| Q4 24 | $287.8M | — | ||
| Q3 24 | $291.3M | — | ||
| Q2 24 | $322.7M | — |
总债务PIIPLXS
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $2.1B | — |
股东权益PIIPLXS
| Q1 26 | $750.4M | $1.5B | ||
| Q4 25 | $828.4M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
总资产PIIPLXS
| Q1 26 | $5.2B | $3.2B | ||
| Q4 25 | $4.9B | — | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.4B | — | ||
| Q1 25 | $5.5B | — | ||
| Q4 24 | $5.5B | — | ||
| Q3 24 | $5.6B | — | ||
| Q2 24 | $5.7B | — |
负债/权益比PIIPLXS
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 1.13× | — | ||
| Q2 25 | 1.17× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.27× | — | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 1.56× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-342.5M | — |
| 自由现金流率自由现金流/营收 | -20.6% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $168.0M | — |
8季度趋势，按日历期对齐
经营现金流PIIPLXS
| Q1 26 | — | — | ||
| Q4 25 | $178.7M | — | ||
| Q3 25 | $158.8M | — | ||
| Q2 25 | $320.3M | — | ||
| Q1 25 | $83.2M | — | ||
| Q4 24 | $206.3M | — | ||
| Q3 24 | $21.0M | — | ||
| Q2 24 | $146.3M | — |
自由现金流PIIPLXS
| Q1 26 | $-342.5M | — | ||
| Q4 25 | $114.0M | — | ||
| Q3 25 | $116.7M | — | ||
| Q2 25 | $279.8M | — | ||
| Q1 25 | $47.6M | — | ||
| Q4 24 | $137.3M | — | ||
| Q3 24 | $-32.4M | — | ||
| Q2 24 | $79.1M | — |
自由现金流率PIIPLXS
| Q1 26 | -20.6% | — | ||
| Q4 25 | 5.9% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | -1.9% | — | ||
| Q2 24 | 4.0% | — |
资本支出强度PIIPLXS
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | 2.3% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 3.4% | — |
现金转化率PIIPLXS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 19.46× | — | ||
| Q3 24 | 0.76× | — | ||
| Q2 24 | 2.13× | — |
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
PII
暂无分部数据
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
