vs
EPLUS INC（PLUS）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是EPLUS INC的1.9倍（$1.2B vs $614.8M），EPLUS INC净利率更高（5.7% vs 4.3%，领先1.4%），EPLUS INC同比增速更快（20.3% vs 18.7%），过去两年PLEXUS CORP的营收复合增速更高（7.2% vs 2.3%）
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
PLUS vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.9倍
$614.8M
营收增速更快
PLUS
高出1.6%
18.7%
净利率更高
PLUS
高出1.4%
4.3%
两年增速更快
PLXS
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $614.8M | $1.2B |
| 净利润 | $35.1M | $49.8M |
| 毛利率 | 25.8% | 10.2% |
| 营业利润率 | 7.1% | 5.3% |
| 净利率 | 5.7% | 4.3% |
| 营收同比 | 20.3% | 18.7% |
| 净利润同比 | 45.2% | 27.5% |
| 每股收益（稀释后） | $1.33 | $1.82 |
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PLUSPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $614.8M | — | ||
| Q3 25 | $608.8M | — | ||
| Q2 25 | $637.3M | — | ||
| Q4 24 | $493.2M | — | ||
| Q3 24 | $493.4M | — | ||
| Q2 24 | $535.7M | — | ||
| Q4 23 | $509.1M | — |
净利润PLUSPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $35.1M | — | ||
| Q3 25 | $34.9M | — | ||
| Q2 25 | $37.7M | — | ||
| Q4 24 | $24.1M | — | ||
| Q3 24 | $31.3M | — | ||
| Q2 24 | $27.3M | — | ||
| Q4 23 | $27.3M | — |
毛利率PLUSPLXS
| Q1 26 | — | 9.9% | ||
| Q4 25 | 25.8% | — | ||
| Q3 25 | 26.6% | — | ||
| Q2 25 | 23.3% | — | ||
| Q4 24 | 25.4% | — | ||
| Q3 24 | 25.8% | — | ||
| Q2 24 | 23.7% | — | ||
| Q4 23 | 26.3% | — |
营业利润率PLUSPLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | 7.1% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 5.7% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 5.9% | — | ||
| Q4 23 | 7.5% | — |
净利率PLUSPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 5.9% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 6.3% | — | ||
| Q2 24 | 5.1% | — | ||
| Q4 23 | 5.4% | — |
每股收益（稀释后）PLUSPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $1.33 | — | ||
| Q3 25 | $1.32 | — | ||
| Q2 25 | $1.43 | — | ||
| Q4 24 | $0.91 | — | ||
| Q3 24 | $1.17 | — | ||
| Q2 24 | $1.02 | — | ||
| Q4 23 | $1.02 | — |
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 | $326.3M | $303.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $1.5B |
| 总资产 | $1.8B | $3.4B |
| 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PLUSPLXS
| Q1 26 | — | $248.8M | ||
| Q4 25 | $326.3M | — | ||
| Q3 25 | $402.2M | — | ||
| Q2 25 | $480.2M | — | ||
| Q4 24 | $253.1M | — | ||
| Q3 24 | $187.5M | — | ||
| Q2 24 | $349.9M | — | ||
| Q4 23 | $142.2M | — |
股东权益PLUSPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q4 24 | $962.3M | — | ||
| Q3 24 | $947.0M | — | ||
| Q2 24 | $921.9M | — | ||
| Q4 23 | $877.8M | — |
总资产PLUSPLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — | ||
| Q4 23 | $1.6B | — |
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 | $-87.4M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | -2.49× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PLUSPLXS
| Q1 26 | — | — | ||
| Q4 25 | $-87.4M | — | ||
| Q3 25 | $-34.8M | — | ||
| Q2 25 | $-99.0M | — | ||
| Q4 24 | $65.7M | — | ||
| Q3 24 | $-21.6M | — | ||
| Q2 24 | $97.1M | — | ||
| Q4 23 | $133.2M | — |
现金转化率PLUSPLXS
| Q1 26 | — | — | ||
| Q4 25 | -2.49× | — | ||
| Q3 25 | -1.00× | — | ||
| Q2 25 | -2.63× | — | ||
| Q4 24 | 2.72× | — | ||
| Q3 24 | -0.69× | — | ||
| Q2 24 | 3.55× | — | ||
| Q4 23 | 4.88× | — |
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
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
