vs
PLEXUS CORP(PLXS)与Reynolds Consumer Products Inc.(REYN)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Reynolds Consumer Products Inc.的1.0倍($1.1B vs $1.0B),Reynolds Consumer Products Inc.净利率更高(11.4% vs 3.8%,领先7.6%),PLEXUS CORP同比增速更快(9.6% vs 1.2%),过去两年Reynolds Consumer Products Inc.的营收复合增速更高(11.4% vs 7.9%)
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。
雷诺消费品公司旗下的Rival是美国小家电制造商,拥有Bionaire、Crock-Pot、Rival等多个知名品牌。1999年成为Holmes产品集团全资子公司,2005年随Holmes被Jarden收购,后Jarden与纽威尔橡胶美合并,现隶属于纽威尔集团。
PLXS vs REYN — 直观对比
营收规模更大
PLXS
是对方的1.0倍
$1.0B
营收增速更快
PLXS
高出8.4%
1.2%
净利率更高
REYN
高出7.6%
3.8%
两年增速更快
REYN
近两年复合增速
7.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $41.2M | $118.0M |
| 毛利率 | 9.9% | 25.7% |
| 营业利润率 | 5.1% | 14.8% |
| 净利率 | 3.8% | 11.4% |
| 营收同比 | 9.6% | 1.2% |
| 净利润同比 | -19.9% | -1.7% |
| 每股收益(稀释后) | $1.51 | $0.55 |
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
PLXS
REYN
| Q1 26 | $1.1B | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $931.0M | ||
| Q2 25 | — | $938.0M | ||
| Q1 25 | — | $818.0M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $910.0M | ||
| Q2 24 | — | $930.0M |
净利润
PLXS
REYN
| Q1 26 | $41.2M | — | ||
| Q4 25 | — | $118.0M | ||
| Q3 25 | — | $79.0M | ||
| Q2 25 | — | $73.0M | ||
| Q1 25 | — | $31.0M | ||
| Q4 24 | — | $120.0M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $97.0M |
毛利率
PLXS
REYN
| Q1 26 | 9.9% | — | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | — | 24.1% | ||
| Q1 25 | — | 23.1% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | — | 26.3% | ||
| Q2 24 | — | 27.5% |
营业利润率
PLXS
REYN
| Q1 26 | 5.1% | — | ||
| Q4 25 | — | 14.8% | ||
| Q3 25 | — | 11.0% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 15.5% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 12.4% |
净利率
PLXS
REYN
| Q1 26 | 3.8% | — | ||
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 9.5% | ||
| Q2 24 | — | 10.4% |
每股收益(稀释后)
PLXS
REYN
| Q1 26 | $1.51 | — | ||
| Q4 25 | — | $0.55 | ||
| Q3 25 | — | $0.38 | ||
| Q2 25 | — | $0.35 | ||
| Q1 25 | — | $0.15 | ||
| Q4 24 | — | $0.57 | ||
| Q3 24 | — | $0.41 | ||
| Q2 24 | — | $0.46 |
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 | $248.8M | $147.0M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $1.5B | $2.3B |
| 总资产 | $3.2B | $4.9B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势,按日历期对齐
现金及短期投资
PLXS
REYN
| Q1 26 | $248.8M | — | ||
| Q4 25 | — | $147.0M | ||
| Q3 25 | — | $53.0M | ||
| Q2 25 | — | $57.0M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | — | $137.0M | ||
| Q3 24 | — | $96.0M | ||
| Q2 24 | — | $101.0M |
总债务
PLXS
REYN
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B |
股东权益
PLXS
REYN
| Q1 26 | $1.5B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B |
总资产
PLXS
REYN
| Q1 26 | $3.2B | — | ||
| Q4 25 | — | $4.9B | ||
| Q3 25 | — | $4.9B | ||
| Q2 25 | — | $4.9B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.9B |
负债/权益比
PLXS
REYN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | 0.77× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.87× |
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 | — | $237.0M |
| 自由现金流经营现金流 - 资本支出 | — | $200.0M |
| 自由现金流率自由现金流/营收 | — | 19.3% |
| 资本支出强度资本支出/营收 | — | 3.6% |
| 现金转化率经营现金流/净利润 | — | 2.01× |
| 过去12个月自由现金流最近4个季度 | — | $316.0M |
8季度趋势,按日历期对齐
经营现金流
PLXS
REYN
| Q1 26 | — | — | ||
| Q4 25 | — | $237.0M | ||
| Q3 25 | — | $93.0M | ||
| Q2 25 | — | $91.0M | ||
| Q1 25 | — | $56.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | — | $124.0M | ||
| Q2 24 | — | $84.0M |
自由现金流
PLXS
REYN
| Q1 26 | — | — | ||
| Q4 25 | — | $200.0M | ||
| Q3 25 | — | $48.0M | ||
| Q2 25 | — | $51.0M | ||
| Q1 25 | — | $17.0M | ||
| Q4 24 | — | $141.0M | ||
| Q3 24 | — | $93.0M | ||
| Q2 24 | — | $65.0M |
自由现金流率
PLXS
REYN
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 13.8% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 7.0% |
资本支出强度
PLXS
REYN
| Q1 26 | — | — | ||
| Q4 25 | — | 3.6% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 2.0% |
现金转化率
PLXS
REYN
| Q1 26 | — | — | ||
| Q4 25 | — | 2.01× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.52× | ||
| Q3 24 | — | 1.44× | ||
| Q2 24 | — | 0.87× |
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
PLXS
| Asia-Pacific | $612.0M | 57% |
| Americas | $345.0M | 32% |
| Europe, Middle East and Africa | $118.0M | 11% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |