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Playtika Holding Corp.（PLTK）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是Playtika Holding Corp.的1.0倍（$766.5M vs $744.7M），SCANSOURCE, INC.净利率更高（2.2% vs -7.7%，领先9.9%），Playtika Holding Corp.同比增速更快（5.5% vs 2.5%），SCANSOURCE, INC.自由现金流更多（$28.9M vs $2.6M），过去两年Playtika Holding Corp.的营收复合增速更高（9.0% vs 0.9%）
Playtika Holding Corp是一家专注于移动端游戏开发与发行的以色列数字娱乐企业，主打休闲社交类手游产品，在全球拥有庞大用户群体。截至2021年，该公司月活跃用户规模已经突破3500万，是行业内影响力突出的移动游戏厂商。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
PLTK vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.0倍
$744.7M
营收增速更快
PLTK
高出2.9%
2.5%
净利率更高
SCSC
高出9.9%
-7.7%
自由现金流更多
SCSC
多$26.3M
$2.6M
两年增速更快
PLTK
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $744.7M | $766.5M |
| 净利润 | $-57.5M | $16.5M |
| 毛利率 | 74.2% | 13.4% |
| 营业利润率 | -6.7% | 2.3% |
| 净利率 | -7.7% | 2.2% |
| 营收同比 | 5.5% | 2.5% |
| 净利润同比 | -287.9% | -3.3% |
| 每股收益（稀释后） | $-0.15 | $0.75 |
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PLTKSCSC
| Q1 26 | $744.7M | — | ||
| Q4 25 | $678.8M | $766.5M | ||
| Q3 25 | $674.6M | $739.6M | ||
| Q2 25 | $696.0M | $812.9M | ||
| Q1 25 | $706.0M | $704.8M | ||
| Q4 24 | $650.3M | $747.5M | ||
| Q3 24 | $620.8M | $775.6M | ||
| Q2 24 | $627.0M | $746.1M |
净利润PLTKSCSC
| Q1 26 | $-57.5M | — | ||
| Q4 25 | $-309.3M | $16.5M | ||
| Q3 25 | $39.1M | $19.9M | ||
| Q2 25 | $33.2M | $20.1M | ||
| Q1 25 | $30.6M | $17.4M | ||
| Q4 24 | $-16.7M | $17.1M | ||
| Q3 24 | $39.3M | $17.0M | ||
| Q2 24 | $86.6M | $16.1M |
毛利率PLTKSCSC
| Q1 26 | 74.2% | — | ||
| Q4 25 | 72.5% | 13.4% | ||
| Q3 25 | 73.6% | 14.5% | ||
| Q2 25 | 71.9% | 12.9% | ||
| Q1 25 | 72.0% | 14.2% | ||
| Q4 24 | 72.5% | 13.6% | ||
| Q3 24 | 72.9% | 13.1% | ||
| Q2 24 | 73.2% | 13.0% |
营业利润率PLTKSCSC
| Q1 26 | -6.7% | — | ||
| Q4 25 | -41.4% | 2.3% | ||
| Q3 25 | 14.6% | 3.5% | ||
| Q2 25 | 15.8% | 3.3% | ||
| Q1 25 | 9.6% | 3.2% | ||
| Q4 24 | 8.5% | 2.5% | ||
| Q3 24 | 15.7% | 2.3% | ||
| Q2 24 | 22.4% | 2.9% |
净利率PLTKSCSC
| Q1 26 | -7.7% | — | ||
| Q4 25 | -45.6% | 2.2% | ||
| Q3 25 | 5.8% | 2.7% | ||
| Q2 25 | 4.8% | 2.5% | ||
| Q1 25 | 4.3% | 2.5% | ||
| Q4 24 | -2.6% | 2.3% | ||
| Q3 24 | 6.3% | 2.2% | ||
| Q2 24 | 13.8% | 2.2% |
每股收益（稀释后）PLTKSCSC
| Q1 26 | $-0.15 | — | ||
| Q4 25 | $-0.83 | $0.75 | ||
| Q3 25 | $0.11 | $0.89 | ||
| Q2 25 | $0.09 | $0.87 | ||
| Q1 25 | $0.08 | $0.74 | ||
| Q4 24 | $-0.04 | $0.70 | ||
| Q3 24 | $0.11 | $0.69 | ||
| Q2 24 | $0.23 | $0.66 |
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 | $779.2M | $83.5M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | — | $910.9M |
| 总资产 | $3.7B | $1.7B |
| 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PLTKSCSC
| Q1 26 | $779.2M | — | ||
| Q4 25 | $684.2M | $83.5M | ||
| Q3 25 | $587.9M | $124.9M | ||
| Q2 25 | $500.9M | $126.2M | ||
| Q1 25 | $434.8M | $146.3M | ||
| Q4 24 | $565.8M | $110.5M | ||
| Q3 24 | $1.1B | $145.0M | ||
| Q2 24 | $710.3M | $185.5M |
总债务PLTKSCSC
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
股东权益PLTKSCSC
| Q1 26 | — | — | ||
| Q4 25 | $-411.4M | $910.9M | ||
| Q3 25 | $-74.8M | $914.0M | ||
| Q2 25 | $-87.8M | $906.4M | ||
| Q1 25 | $-117.2M | $901.7M | ||
| Q4 24 | $-131.1M | $900.7M | ||
| Q3 24 | $-98.0M | $920.9M | ||
| Q2 24 | $-112.9M | $924.3M |
总资产PLTKSCSC
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $1.7B | ||
| Q3 25 | $3.7B | $1.7B | ||
| Q2 25 | $3.6B | $1.8B | ||
| Q1 25 | $3.6B | $1.7B | ||
| Q4 24 | $3.6B | $1.7B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.2B | $1.8B |
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 | — | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $2.6M | $28.9M |
| 自由现金流率自由现金流/营收 | 0.3% | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 过去12个月自由现金流最近4个季度 | $525.6M | — |
8季度趋势，按日历期对齐
经营现金流PLTKSCSC
| Q1 26 | — | — | ||
| Q4 25 | $285.9M | $30.8M | ||
| Q3 25 | $116.9M | $23.2M | ||
| Q2 25 | $146.1M | — | ||
| Q1 25 | $18.8M | $66.1M | ||
| Q4 24 | $153.1M | $-6.2M | ||
| Q3 24 | $156.9M | $44.8M | ||
| Q2 24 | $150.5M | — |
自由现金流PLTKSCSC
| Q1 26 | $2.6M | — | ||
| Q4 25 | $275.2M | $28.9M | ||
| Q3 25 | $106.5M | $20.8M | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $8.4M | $64.6M | ||
| Q4 24 | $140.3M | $-8.2M | ||
| Q3 24 | $152.1M | $42.5M | ||
| Q2 24 | $141.2M | — |
自由现金流率PLTKSCSC
| Q1 26 | 0.3% | — | ||
| Q4 25 | 40.5% | 3.8% | ||
| Q3 25 | 15.8% | 2.8% | ||
| Q2 25 | 20.3% | — | ||
| Q1 25 | 1.2% | 9.2% | ||
| Q4 24 | 21.6% | -1.1% | ||
| Q3 24 | 24.5% | 5.5% | ||
| Q2 24 | 22.5% | — |
资本支出强度PLTKSCSC
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.3% | ||
| Q3 25 | 1.5% | 0.3% | ||
| Q2 25 | 0.7% | 0.3% | ||
| Q1 25 | 1.5% | 0.2% | ||
| Q4 24 | 2.0% | 0.3% | ||
| Q3 24 | 0.8% | 0.3% | ||
| Q2 24 | 1.5% | 0.2% |
现金转化率PLTKSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.87× | ||
| Q3 25 | 2.99× | 1.17× | ||
| Q2 25 | 4.40× | — | ||
| Q1 25 | 0.61× | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | 3.99× | 2.64× | ||
| Q2 24 | 1.74× | — |
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
PLTK
暂无分部数据
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
