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PINTEREST, INC.(PINS)与Veralto(VLTO)财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是PINTEREST, INC.的1.4倍($1.4B vs $1.0B),Veralto净利率更高(17.0% vs -7.3%,领先24.3%),PINTEREST, INC.同比增速更快(17.8% vs 4.4%),PINTEREST, INC.自由现金流更多($311.7M vs $258.0M),过去两年PINTEREST, INC.的营收复合增速更高(8.6% vs 5.8%)
Pinterest是美国社交媒体服务商,主打数字图板形式的信息发布与发现功能,用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立,总部位于旧金山。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业,核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产,面向全球多领域客户提供适配的技术产品及配套服务。
PINS vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.4倍
$1.0B
营收增速更快
PINS
高出13.5%
4.4%
净利率更高
VLTO
高出24.3%
-7.3%
自由现金流更多
PINS
多$53.7M
$258.0M
两年增速更快
PINS
近两年复合增速
5.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $-73.6M | $239.0M |
| 毛利率 | 76.3% | 60.1% |
| 营业利润率 | -8.0% | 23.2% |
| 净利率 | -7.3% | 17.0% |
| 营收同比 | 17.8% | 4.4% |
| 净利润同比 | — | 5.3% |
| 每股收益(稀释后) | $-0.12 | $0.95 |
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
PINS
VLTO
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $998.2M | $1.3B | ||
| Q1 25 | $855.0M | — | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $898.4M | $1.3B | ||
| Q2 24 | $853.7M | $1.3B |
净利润
PINS
VLTO
| Q1 26 | $-73.6M | — | ||
| Q4 25 | $277.1M | $239.0M | ||
| Q3 25 | $92.1M | $222.0M | ||
| Q2 25 | $38.8M | $225.0M | ||
| Q1 25 | $8.9M | — | ||
| Q4 24 | $1.8B | $227.0M | ||
| Q3 24 | $30.6M | $219.0M | ||
| Q2 24 | $8.9M | $203.0M |
毛利率
PINS
VLTO
| Q1 26 | 76.3% | — | ||
| Q4 25 | 82.8% | 60.1% | ||
| Q3 25 | 79.8% | 60.0% | ||
| Q2 25 | 79.7% | 60.4% | ||
| Q1 25 | 76.7% | — | ||
| Q4 24 | 82.9% | 59.6% | ||
| Q3 24 | 79.1% | 59.6% | ||
| Q2 24 | 78.3% | 60.1% |
营业利润率
PINS
VLTO
| Q1 26 | -8.0% | — | ||
| Q4 25 | 22.8% | 23.2% | ||
| Q3 25 | 5.6% | 22.8% | ||
| Q2 25 | -0.4% | 24.2% | ||
| Q1 25 | -4.1% | — | ||
| Q4 24 | 22.7% | 22.9% | ||
| Q3 24 | -0.7% | 23.4% | ||
| Q2 24 | -2.5% | 23.2% |
净利率
PINS
VLTO
| Q1 26 | -7.3% | — | ||
| Q4 25 | 21.0% | 17.0% | ||
| Q3 25 | 8.8% | 16.2% | ||
| Q2 25 | 3.9% | 16.9% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 160.1% | 16.9% | ||
| Q3 24 | 3.4% | 16.7% | ||
| Q2 24 | 1.0% | 15.8% |
每股收益(稀释后)
PINS
VLTO
| Q1 26 | $-0.12 | — | ||
| Q4 25 | $0.41 | $0.95 | ||
| Q3 25 | $0.13 | $0.89 | ||
| Q2 25 | $0.06 | $0.90 | ||
| Q1 25 | $0.01 | — | ||
| Q4 24 | $2.66 | $0.91 | ||
| Q3 24 | $0.04 | $0.88 | ||
| Q2 24 | $0.01 | $0.81 |
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 | $378.1M | $1.8B |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $2.9B | $2.8B |
| 总资产 | $4.6B | $7.4B |
| 负债/权益比越低杠杆越低 | — | 0.94× |
8季度趋势,按日历期对齐
现金及短期投资
PINS
VLTO
| Q1 26 | $378.1M | — | ||
| Q4 25 | $969.3M | $1.8B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $1.4B | $1.0B |
总债务
PINS
VLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B |
股东权益
PINS
VLTO
| Q1 26 | $2.9B | — | ||
| Q4 25 | $4.7B | $2.8B | ||
| Q3 25 | $4.8B | $2.7B | ||
| Q2 25 | $4.8B | $2.3B | ||
| Q1 25 | $4.7B | — | ||
| Q4 24 | $4.8B | $2.0B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $3.2B | $1.7B |
总资产
PINS
VLTO
| Q1 26 | $4.6B | — | ||
| Q4 25 | $5.5B | $7.4B | ||
| Q3 25 | $5.5B | $7.2B | ||
| Q2 25 | $5.4B | $6.6B | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | $6.4B | ||
| Q3 24 | $3.5B | $6.3B | ||
| Q2 24 | $3.7B | $5.9B |
负债/权益比
PINS
VLTO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | — | 1.57× |
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 | $328.0M | $270.0M |
| 自由现金流经营现金流 - 资本支出 | $311.7M | $258.0M |
| 自由现金流率自由现金流/营收 | 30.9% | 18.4% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $986.0M |
8季度趋势,按日历期对齐
经营现金流
PINS
VLTO
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | $270.0M | ||
| Q3 25 | $321.7M | $339.0M | ||
| Q2 25 | $207.7M | $157.0M | ||
| Q1 25 | $363.7M | — | ||
| Q4 24 | $254.0M | $285.0M | ||
| Q3 24 | $248.0M | $224.0M | ||
| Q2 24 | $106.4M | $251.0M |
自由现金流
PINS
VLTO
| Q1 26 | $311.7M | — | ||
| Q4 25 | $380.4M | $258.0M | ||
| Q3 25 | $318.4M | $323.0M | ||
| Q2 25 | $196.7M | $142.0M | ||
| Q1 25 | $356.4M | — | ||
| Q4 24 | $250.2M | $263.0M | ||
| Q3 24 | $244.1M | $215.0M | ||
| Q2 24 | $101.6M | $240.0M |
自由现金流率
PINS
VLTO
| Q1 26 | 30.9% | — | ||
| Q4 25 | 28.8% | 18.4% | ||
| Q3 25 | 30.3% | 23.6% | ||
| Q2 25 | 19.7% | 10.7% | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | 21.7% | 19.6% | ||
| Q3 24 | 27.2% | 16.4% | ||
| Q2 24 | 11.9% | 18.6% |
资本支出强度
PINS
VLTO
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 0.9% | ||
| Q3 25 | 0.3% | 1.2% | ||
| Q2 25 | 1.1% | 1.1% | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.3% | 1.6% | ||
| Q3 24 | 0.4% | 0.7% | ||
| Q2 24 | 0.6% | 0.9% |
现金转化率
PINS
VLTO
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 1.13× | ||
| Q3 25 | 3.49× | 1.53× | ||
| Q2 25 | 5.36× | 0.70× | ||
| Q1 25 | 40.77× | — | ||
| Q4 24 | 0.14× | 1.26× | ||
| Q3 24 | 8.12× | 1.02× | ||
| Q2 24 | 11.98× | 1.24× |
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
PINS
暂无分部数据
VLTO
| Product Quality And Innovation Segment | $548.0M | 39% |
| Revenuefrom Contractwith Customer Measurement Recurring | $521.0M | 37% |
| Revenuefrom Contractwith Customer Measurement Nonrecurring | $335.0M | 24% |