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PREFORMED LINE PRODUCTS CO(PLPC)与Waystar Holding Corp.(WAY)财务数据对比。点击上方公司名可切换其他公司
Waystar Holding Corp.的季度营收约是PREFORMED LINE PRODUCTS CO的1.8倍($313.9M vs $173.1M),Waystar Holding Corp.净利率更高(13.8% vs 4.9%,领先8.9%),Waystar Holding Corp.同比增速更快(22.4% vs 3.6%),Waystar Holding Corp.自由现金流更多($90.3M vs $11.8M),过去两年Waystar Holding Corp.的营收复合增速更高(15.7% 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。
Waystar Holding Corp是一家领先的医疗健康支付与营收周期管理解决方案提供商,服务覆盖美国各地的医疗机构、医疗系统和支付方,旗下工具可简化账单处理、理赔申请、患者缴费流程,帮助医疗机构降低行政负担、优化营收表现。
PLPC vs WAY — 直观对比
营收规模更大
WAY
是对方的1.8倍
$173.1M
营收增速更快
WAY
高出18.8%
3.6%
净利率更高
WAY
高出8.9%
4.9%
自由现金流更多
WAY
多$78.5M
$11.8M
两年增速更快
WAY
近两年复合增速
10.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $173.1M | $313.9M |
| 净利润 | $8.4M | $43.3M |
| 毛利率 | 29.8% | — |
| 营业利润率 | 6.8% | 25.6% |
| 净利率 | 4.9% | 13.8% |
| 营收同比 | 3.6% | 22.4% |
| 净利润同比 | -19.3% | 47.9% |
| 每股收益(稀释后) | $1.72 | $0.42 |
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
PLPC
WAY
| Q1 26 | — | $313.9M | ||
| Q4 25 | $173.1M | $303.5M | ||
| Q3 25 | $178.1M | $268.7M | ||
| Q2 25 | $169.6M | $270.7M | ||
| Q1 25 | $148.5M | $256.4M | ||
| Q4 24 | $167.1M | $244.1M | ||
| Q3 24 | $147.0M | $240.1M | ||
| Q2 24 | $138.7M | $234.5M |
净利润
PLPC
WAY
| Q1 26 | — | $43.3M | ||
| Q4 25 | $8.4M | $20.0M | ||
| Q3 25 | $2.6M | $30.6M | ||
| Q2 25 | $12.7M | $32.2M | ||
| Q1 25 | $11.5M | $29.3M | ||
| Q4 24 | $10.5M | $19.1M | ||
| Q3 24 | $7.7M | $5.4M | ||
| Q2 24 | $9.4M | $-27.7M |
毛利率
PLPC
WAY
| Q1 26 | — | — | ||
| Q4 25 | 29.8% | — | ||
| Q3 25 | 29.7% | — | ||
| Q2 25 | 32.7% | — | ||
| Q1 25 | 32.8% | — | ||
| Q4 24 | 33.3% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 31.9% | — |
营业利润率
PLPC
WAY
| Q1 26 | — | 25.6% | ||
| Q4 25 | 6.8% | 19.4% | ||
| Q3 25 | 7.4% | 22.4% | ||
| Q2 25 | 10.1% | 24.0% | ||
| Q1 25 | 8.8% | 25.4% | ||
| Q4 24 | 10.5% | 21.8% | ||
| Q3 24 | 7.1% | 11.3% | ||
| Q2 24 | 8.1% | 3.5% |
净利率
PLPC
WAY
| Q1 26 | — | 13.8% | ||
| Q4 25 | 4.9% | 6.6% | ||
| Q3 25 | 1.5% | 11.4% | ||
| Q2 25 | 7.5% | 11.9% | ||
| Q1 25 | 7.8% | 11.4% | ||
| Q4 24 | 6.3% | 7.8% | ||
| Q3 24 | 5.2% | 2.3% | ||
| Q2 24 | 6.8% | -11.8% |
每股收益(稀释后)
PLPC
WAY
| Q1 26 | — | $0.42 | ||
| Q4 25 | $1.72 | $0.10 | ||
| Q3 25 | $0.53 | $0.17 | ||
| Q2 25 | $2.56 | $0.18 | ||
| Q1 25 | $2.33 | $0.16 | ||
| Q4 24 | $2.13 | $0.18 | ||
| Q3 24 | $1.54 | $0.03 | ||
| 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 | — | $34.3M |
| 总债务越低越好 | $38.3M | $13.5M |
| 股东权益账面价值 | $475.5M | $3.9B |
| 总资产 | $653.6M | $5.8B |
| 负债/权益比越低杠杆越低 | 0.08× | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
PLPC
WAY
| Q1 26 | — | $34.3M | ||
| Q4 25 | — | $61.4M | ||
| Q3 25 | — | $421.1M | ||
| Q2 25 | — | $290.3M | ||
| Q1 25 | — | $224.0M | ||
| Q4 24 | — | $182.1M | ||
| Q3 24 | — | $127.1M | ||
| Q2 24 | — | $68.4M |
总债务
PLPC
WAY
| Q1 26 | — | $13.5M | ||
| Q4 25 | $38.3M | $1.5B | ||
| Q3 25 | $36.0M | — | ||
| Q2 25 | $31.8M | — | ||
| Q1 25 | $29.1M | — | ||
| Q4 24 | $20.8M | $1.2B | ||
| Q3 24 | $27.2M | — | ||
| Q2 24 | $31.6M | — |
股东权益
PLPC
WAY
| Q1 26 | — | $3.9B | ||
| Q4 25 | $475.5M | $3.9B | ||
| Q3 25 | $466.3M | $3.2B | ||
| Q2 25 | $460.7M | $3.2B | ||
| Q1 25 | $435.8M | $3.1B | ||
| Q4 24 | $422.3M | $3.1B | ||
| Q3 24 | $429.0M | $3.1B | ||
| Q2 24 | $416.2M | $2.9B |
总资产
PLPC
WAY
| Q1 26 | — | $5.8B | ||
| Q4 25 | $653.6M | $5.8B | ||
| Q3 25 | $644.6M | $4.7B | ||
| Q2 25 | $631.5M | $4.7B | ||
| Q1 25 | $592.5M | $4.6B | ||
| Q4 24 | $573.9M | $4.6B | ||
| Q3 24 | $592.0M | $4.5B | ||
| Q2 24 | $572.6M | $4.6B |
负债/权益比
PLPC
WAY
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.08× | 0.38× | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.05× | 0.40× | ||
| 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 | $84.9M |
| 自由现金流经营现金流 - 资本支出 | $11.8M | $90.3M |
| 自由现金流率自由现金流/营收 | 6.8% | 28.8% |
| 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× | 1.96× |
| 过去12个月自由现金流最近4个季度 | $33.3M | $314.6M |
8季度趋势,按日历期对齐
经营现金流
PLPC
WAY
| Q1 26 | — | $84.9M | ||
| Q4 25 | $21.9M | $66.6M | ||
| Q3 25 | $18.9M | $82.0M | ||
| Q2 25 | $26.9M | $96.8M | ||
| Q1 25 | $5.7M | $64.2M | ||
| Q4 24 | $24.1M | — | ||
| Q3 24 | $9.4M | $78.8M | ||
| Q2 24 | $28.3M | $15.4M |
自由现金流
PLPC
WAY
| Q1 26 | — | $90.3M | ||
| Q4 25 | $11.8M | $57.2M | ||
| Q3 25 | $8.3M | $76.2M | ||
| Q2 25 | $18.6M | $91.0M | ||
| Q1 25 | $-5.3M | $58.8M | ||
| Q4 24 | $20.6M | — | ||
| Q3 24 | $5.8M | $70.2M | ||
| Q2 24 | $24.6M | $8.6M |
自由现金流率
PLPC
WAY
| Q1 26 | — | 28.8% | ||
| Q4 25 | 6.8% | 18.9% | ||
| Q3 25 | 4.7% | 28.3% | ||
| Q2 25 | 10.9% | 33.6% | ||
| Q1 25 | -3.6% | 22.9% | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 3.9% | 29.2% | ||
| Q2 24 | 17.7% | 3.7% |
资本支出强度
PLPC
WAY
| Q1 26 | — | — | ||
| Q4 25 | 5.9% | 3.1% | ||
| Q3 25 | 6.0% | 2.2% | ||
| Q2 25 | 4.9% | 2.1% | ||
| Q1 25 | 7.4% | 2.1% | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 2.4% | 3.6% | ||
| Q2 24 | 2.7% | 2.9% |
现金转化率
PLPC
WAY
| Q1 26 | — | 1.96× | ||
| Q4 25 | 2.60× | 3.33× | ||
| Q3 25 | 7.21× | 2.68× | ||
| Q2 25 | 2.12× | 3.01× | ||
| Q1 25 | 0.49× | 2.20× | ||
| Q4 24 | 2.30× | — | ||
| Q3 24 | 1.22× | 14.56× | ||
| 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
WAY
| Subscription | $172.2M | 55% |
| Volume-based | $139.5M | 44% |