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PREFORMED LINE PRODUCTS CO（PLPC）与VARONIS SYSTEMS INC（VRNS）财务数据对比。点击上方公司名可切换其他公司
VARONIS SYSTEMS INC的季度营收约是PREFORMED LINE PRODUCTS CO的1.0倍（$173.1M vs $173.1M），VARONIS SYSTEMS INC同比增速更快（26.9% vs 3.6%），VARONIS SYSTEMS INC自由现金流更多（$49.0M vs $11.8M），过去两年VARONIS SYSTEMS INC的营收复合增速更高（15.2% vs 10.8%）
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
Varonis Systems是总部位于美国佛罗里达州迈阿密的软件企业，在以色列赫兹利亚设有研发中心。其推出的数据安全平台可分析数据及数据活动，借此识别由访问权限、SaaS应用配置不当引发的数据暴露风险，并可触发自动化修复流程，助力企业保障数据安全。
PLPC vs VRNS — 直观对比
营收规模更大
VRNS
是对方的1.0倍
$173.1M
营收增速更快
VRNS
高出23.3%
3.6%
自由现金流更多
VRNS
多$37.2M
$11.8M
两年增速更快
VRNS
近两年复合增速
10.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $173.1M | $173.1M |
| 净利润 | $8.4M | — |
| 毛利率 | 29.8% | 76.0% |
| 营业利润率 | 6.8% | -1.7% |
| 净利率 | 4.9% | — |
| 营收同比 | 3.6% | 26.9% |
| 净利润同比 | -19.3% | — |
| 每股收益（稀释后） | $1.72 | — |
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PLPCVRNS
| Q1 26 | — | $173.1M | ||
| Q4 25 | $173.1M | $173.4M | ||
| Q3 25 | $178.1M | $161.6M | ||
| Q2 25 | $169.6M | $152.2M | ||
| Q1 25 | $148.5M | $136.4M | ||
| Q4 24 | $167.1M | $158.5M | ||
| Q3 24 | $147.0M | $148.1M | ||
| Q2 24 | $138.7M | $130.3M |
净利润PLPCVRNS
| Q1 26 | — | — | ||
| Q4 25 | $8.4M | $-27.8M | ||
| Q3 25 | $2.6M | $-29.9M | ||
| Q2 25 | $12.7M | $-35.8M | ||
| Q1 25 | $11.5M | $-35.8M | ||
| Q4 24 | $10.5M | $-13.0M | ||
| Q3 24 | $7.7M | $-18.3M | ||
| Q2 24 | $9.4M | $-23.9M |
毛利率PLPCVRNS
| Q1 26 | — | 76.0% | ||
| Q4 25 | 29.8% | 78.9% | ||
| Q3 25 | 29.7% | 78.2% | ||
| Q2 25 | 32.7% | 79.5% | ||
| Q1 25 | 32.8% | 78.7% | ||
| Q4 24 | 33.3% | 83.6% | ||
| Q3 24 | 31.1% | 83.8% | ||
| Q2 24 | 31.9% | 82.8% |
营业利润率PLPCVRNS
| Q1 26 | — | -1.7% | ||
| Q4 25 | 6.8% | -17.5% | ||
| Q3 25 | 7.4% | -22.2% | ||
| Q2 25 | 10.1% | -24.0% | ||
| Q1 25 | 8.8% | -32.1% | ||
| Q4 24 | 10.5% | -11.1% | ||
| Q3 24 | 7.1% | -16.0% | ||
| Q2 24 | 8.1% | -22.1% |
净利率PLPCVRNS
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | -16.0% | ||
| Q3 25 | 1.5% | -18.5% | ||
| Q2 25 | 7.5% | -23.5% | ||
| Q1 25 | 7.8% | -26.2% | ||
| Q4 24 | 6.3% | -8.2% | ||
| Q3 24 | 5.2% | -12.4% | ||
| Q2 24 | 6.8% | -18.4% |
每股收益（稀释后）PLPCVRNS
| Q1 26 | — | — | ||
| Q4 25 | $1.72 | $-0.23 | ||
| Q3 25 | $0.53 | $-0.26 | ||
| Q2 25 | $2.56 | $-0.32 | ||
| Q1 25 | $2.33 | $-0.32 | ||
| Q4 24 | $2.13 | $-0.12 | ||
| Q3 24 | $1.54 | $-0.16 | ||
| Q2 24 | $1.89 | $-0.21 |
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 | — | $179.3M |
| 总债务越低越好 | $38.3M | — |
| 股东权益账面价值 | $475.5M | $453.5M |
| 总资产 | $653.6M | $1.6B |
| 负债/权益比越低杠杆越低 | 0.08× | — |
8季度趋势，按日历期对齐
现金及短期投资PLPCVRNS
| Q1 26 | — | $179.3M | ||
| Q4 25 | — | $883.7M | ||
| Q3 25 | — | $671.3M | ||
| Q2 25 | — | $770.9M | ||
| Q1 25 | — | $567.6M | ||
| Q4 24 | — | $529.0M | ||
| Q3 24 | — | $844.8M | ||
| Q2 24 | — | $582.5M |
总债务PLPCVRNS
| Q1 26 | — | — | ||
| Q4 25 | $38.3M | — | ||
| Q3 25 | $36.0M | — | ||
| Q2 25 | $31.8M | — | ||
| Q1 25 | $29.1M | — | ||
| Q4 24 | $20.8M | — | ||
| Q3 24 | $27.2M | — | ||
| Q2 24 | $31.6M | — |
股东权益PLPCVRNS
| Q1 26 | — | $453.5M | ||
| Q4 25 | $475.5M | $598.7M | ||
| Q3 25 | $466.3M | $604.8M | ||
| Q2 25 | $460.7M | $341.5M | ||
| Q1 25 | $435.8M | $367.7M | ||
| Q4 24 | $422.3M | $455.7M | ||
| Q3 24 | $429.0M | $428.6M | ||
| Q2 24 | $416.2M | $458.6M |
总资产PLPCVRNS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $653.6M | $1.8B | ||
| Q3 25 | $644.6M | $1.7B | ||
| Q2 25 | $631.5M | $1.6B | ||
| Q1 25 | $592.5M | $1.6B | ||
| Q4 24 | $573.9M | $1.7B | ||
| Q3 24 | $592.0M | $1.5B | ||
| Q2 24 | $572.6M | $1.1B |
负债/权益比PLPCVRNS
| Q1 26 | — | — | ||
| Q4 25 | 0.08× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.05× | — | ||
| Q3 24 | 0.06× | — | ||
| Q2 24 | 0.08× | — |
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 | $21.9M | $55.0M |
| 自由现金流经营现金流 - 资本支出 | $11.8M | $49.0M |
| 自由现金流率自由现金流/营收 | 6.8% | 28.3% |
| 资本支出强度资本支出/营收 | 5.9% | — |
| 现金转化率经营现金流/净利润 | 2.60× | — |
| 过去12个月自由现金流最近4个季度 | $33.3M | $118.2M |
8季度趋势，按日历期对齐
经营现金流PLPCVRNS
| Q1 26 | — | $55.0M | ||
| Q4 25 | $21.9M | $24.7M | ||
| Q3 25 | $18.9M | $33.4M | ||
| Q2 25 | $26.9M | $21.3M | ||
| Q1 25 | $5.7M | $68.0M | ||
| Q4 24 | $24.1M | $24.3M | ||
| Q3 24 | $9.4M | $22.5M | ||
| Q2 24 | $28.3M | $11.7M |
自由现金流PLPCVRNS
| Q1 26 | — | $49.0M | ||
| Q4 25 | $11.8M | $20.7M | ||
| Q3 25 | $8.3M | $30.4M | ||
| Q2 25 | $18.6M | $18.0M | ||
| Q1 25 | $-5.3M | $65.7M | ||
| Q4 24 | $20.6M | $19.9M | ||
| Q3 24 | $5.8M | $21.3M | ||
| Q2 24 | $24.6M | $10.9M |
自由现金流率PLPCVRNS
| Q1 26 | — | 28.3% | ||
| Q4 25 | 6.8% | 12.0% | ||
| Q3 25 | 4.7% | 18.8% | ||
| Q2 25 | 10.9% | 11.8% | ||
| Q1 25 | -3.6% | 48.1% | ||
| Q4 24 | 12.3% | 12.6% | ||
| Q3 24 | 3.9% | 14.4% | ||
| Q2 24 | 17.7% | 8.4% |
资本支出强度PLPCVRNS
| Q1 26 | — | — | ||
| Q4 25 | 5.9% | 2.3% | ||
| Q3 25 | 6.0% | 1.8% | ||
| Q2 25 | 4.9% | 2.2% | ||
| Q1 25 | 7.4% | 1.7% | ||
| Q4 24 | 2.1% | 2.7% | ||
| Q3 24 | 2.4% | 0.8% | ||
| Q2 24 | 2.7% | 0.6% |
现金转化率PLPCVRNS
| Q1 26 | — | — | ||
| Q4 25 | 2.60× | — | ||
| Q3 25 | 7.21× | — | ||
| Q2 25 | 2.12× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 2.30× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 3.02× | — |
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
PLPC
暂无分部数据
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
