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PIPER SANDLER COMPANIES（PIPR）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是PIPER SANDLER COMPANIES的1.4倍（$934.8M vs $667.0M），PIPER SANDLER COMPANIES净利率更高（17.1% vs 9.3%，领先7.8%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs 2.6%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
PIPR vs ST — 直观对比
营收规模更大
ST
是对方的1.4倍
$667.0M
营收增速更快
PIPR
高出34.8%
2.6%
净利率更高
PIPR
高出7.8%
9.3%
两年增速更快
PIPR
近两年复合增速
-5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $667.0M | $934.8M |
| 净利润 | $114.0M | $87.1M |
| 毛利率 | — | 30.6% |
| 营业利润率 | 28.3% | 15.1% |
| 净利率 | 17.1% | 9.3% |
| 营收同比 | 37.4% | 2.6% |
| 净利润同比 | 65.0% | 24.6% |
| 每股收益（稀释后） | $6.41 | $0.59 |
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PIPRST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $667.0M | $917.9M | ||
| Q3 25 | $480.1M | $932.0M | ||
| Q2 25 | $398.6M | $943.4M | ||
| Q1 25 | $358.6M | $911.3M | ||
| Q4 24 | $485.4M | $907.7M | ||
| Q3 24 | $360.9M | $982.8M | ||
| Q2 24 | $340.8M | $1.0B |
净利润PIPRST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $114.0M | $63.2M | ||
| Q3 25 | $60.3M | $-162.5M | ||
| Q2 25 | $42.2M | $60.7M | ||
| Q1 25 | $64.9M | $69.9M | ||
| Q4 24 | $69.1M | $5.8M | ||
| Q3 24 | $34.8M | $-25.0M | ||
| Q2 24 | $34.8M | $71.7M |
毛利率PIPRST
| Q1 26 | — | 30.6% | ||
| Q4 25 | — | 29.0% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 27.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 30.0% |
营业利润率PIPRST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 28.3% | 10.9% | ||
| Q3 25 | 22.4% | -13.2% | ||
| Q2 25 | 12.3% | 14.6% | ||
| Q1 25 | 8.2% | 13.4% | ||
| Q4 24 | 16.9% | 8.1% | ||
| Q3 24 | 15.4% | -20.3% | ||
| Q2 24 | 8.3% | 12.5% |
净利率PIPRST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 17.1% | 6.9% | ||
| Q3 25 | 12.6% | -17.4% | ||
| Q2 25 | 10.6% | 6.4% | ||
| Q1 25 | 18.1% | 7.7% | ||
| Q4 24 | 14.2% | 0.6% | ||
| Q3 24 | 9.6% | -2.5% | ||
| Q2 24 | 10.2% | 6.9% |
每股收益（稀释后）PIPRST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $6.41 | $0.45 | ||
| Q3 25 | $3.38 | $-1.12 | ||
| Q2 25 | $2.38 | $0.41 | ||
| Q1 25 | $3.65 | $0.47 | ||
| Q4 24 | $3.88 | $0.05 | ||
| Q3 24 | $1.96 | $-0.17 | ||
| Q2 24 | $1.97 | $0.47 |
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 | — | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $2.9B |
| 总资产 | $2.6B | $6.8B |
| 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PIPRST
| Q1 26 | — | $635.1M | ||
| Q4 25 | — | $573.0M | ||
| Q3 25 | — | $791.3M | ||
| Q2 25 | — | $661.8M | ||
| Q1 25 | — | $588.1M | ||
| Q4 24 | — | $593.7M | ||
| Q3 24 | — | $506.2M | ||
| Q2 24 | — | $1.0B |
总债务PIPRST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PIPRST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.4B | $2.8B | ||
| Q3 25 | $1.3B | $2.7B | ||
| Q2 25 | $1.2B | $2.9B | ||
| Q1 25 | $1.2B | $2.8B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.1B | $3.0B |
总资产PIPRST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $2.6B | $6.8B | ||
| Q3 25 | $2.2B | $7.1B | ||
| Q2 25 | $2.0B | $7.3B | ||
| Q1 25 | $1.8B | $7.2B | ||
| Q4 24 | $2.3B | $7.1B | ||
| Q3 24 | $2.0B | $7.3B | ||
| Q2 24 | $1.9B | $8.2B |
负债/权益比PIPRST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 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 | $729.8M | $122.5M |
| 自由现金流经营现金流 - 资本支出 | — | $104.6M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 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 | 6.40× | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势，按日历期对齐
经营现金流PIPRST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $729.8M | $201.5M | ||
| Q3 25 | $31.9M | $159.9M | ||
| Q2 25 | $32.1M | $140.9M | ||
| Q1 25 | $-207.2M | $119.2M | ||
| Q4 24 | $163.8M | $170.7M | ||
| Q3 24 | $80.1M | $130.9M | ||
| Q2 24 | $266.5M | $143.5M |
自由现金流PIPRST
| Q1 26 | — | $104.6M | ||
| Q4 25 | — | $151.9M | ||
| Q3 25 | — | $136.2M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $86.6M | ||
| Q4 24 | — | $138.9M | ||
| Q3 24 | — | $91.3M | ||
| Q2 24 | — | $98.4M |
自由现金流率PIPRST
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 14.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 9.5% |
资本支出强度PIPRST
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.4% |
现金转化率PIPRST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 6.40× | 3.19× | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.76× | 2.32× | ||
| Q1 25 | -3.19× | 1.70× | ||
| Q4 24 | 2.37× | 29.50× | ||
| Q3 24 | 2.30× | — | ||
| Q2 24 | 7.66× | 2.00× |
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
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% |
ST
暂无分部数据
