vs
PLEXUS CORP（PLXS）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.9倍（$1.2B vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 4.3%，领先30.2%），PLEXUS CORP同比增速更快（18.7% vs 4.8%），过去两年PLEXUS CORP的营收复合增速更高（7.2% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
PLXS vs RPRX — 直观对比
营收规模更大
PLXS
是对方的1.9倍
$622.0M
营收增速更快
PLXS
高出14.0%
4.8%
净利率更高
RPRX
高出30.2%
4.3%
两年增速更快
PLXS
近两年复合增速
4.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $622.0M |
| 净利润 | $49.8M | $214.2M |
| 毛利率 | 10.2% | — |
| 营业利润率 | 5.3% | 62.4% |
| 净利率 | 4.3% | 34.4% |
| 营收同比 | 18.7% | 4.8% |
| 净利润同比 | 27.5% | 2.9% |
| 每股收益（稀释后） | $1.82 | $0.49 |
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PLXSRPRX
| Q1 26 | $1.1B | — | ||
| Q4 25 | — | $622.0M | ||
| Q3 25 | — | $609.3M | ||
| Q2 25 | — | $578.7M | ||
| Q1 25 | — | $568.2M | ||
| Q4 24 | — | $593.6M | ||
| Q3 24 | — | $564.7M | ||
| Q2 24 | — | $537.3M |
净利润PLXSRPRX
| Q1 26 | $41.2M | — | ||
| Q4 25 | — | $214.2M | ||
| Q3 25 | — | $288.2M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | — | $238.3M | ||
| Q4 24 | — | $208.2M | ||
| Q3 24 | — | $544.0M | ||
| Q2 24 | — | $102.0M |
毛利率PLXSRPRX
| Q1 26 | 9.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率PLXSRPRX
| Q1 26 | 5.1% | — | ||
| Q4 25 | — | 62.4% | ||
| Q3 25 | — | 70.1% | ||
| Q2 25 | — | 36.3% | ||
| Q1 25 | — | 94.0% | ||
| Q4 24 | — | 60.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 50.2% |
净利率PLXSRPRX
| Q1 26 | 3.8% | — | ||
| Q4 25 | — | 34.4% | ||
| Q3 25 | — | 47.3% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | 41.9% | ||
| Q4 24 | — | 35.1% | ||
| Q3 24 | — | 96.3% | ||
| Q2 24 | — | 19.0% |
每股收益（稀释后）PLXSRPRX
| Q1 26 | $1.51 | — | ||
| Q4 25 | — | $0.49 | ||
| Q3 25 | — | $0.67 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $0.55 | ||
| Q4 24 | — | $0.46 | ||
| Q3 24 | — | $1.21 | ||
| Q2 24 | — | $0.23 |
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 | $303.1M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $1.5B | $9.7B |
| 总资产 | $3.4B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资PLXSRPRX
| Q1 26 | $248.8M | — | ||
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $938.9M | ||
| Q2 25 | — | $631.9M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $929.0M | ||
| Q3 24 | — | $950.1M | ||
| Q2 24 | — | $1.8B |
总债务PLXSRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益PLXSRPRX
| Q1 26 | $1.5B | — | ||
| Q4 25 | — | $9.7B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $9.8B | ||
| Q4 24 | — | $10.3B | ||
| Q3 24 | — | $10.3B | ||
| Q2 24 | — | $9.8B |
总资产PLXSRPRX
| Q1 26 | $3.2B | — | ||
| Q4 25 | — | $19.6B | ||
| Q3 25 | — | $19.3B | ||
| Q2 25 | — | $18.3B | ||
| Q1 25 | — | $17.6B | ||
| Q4 24 | — | $18.2B | ||
| Q3 24 | — | $18.0B | ||
| Q2 24 | — | $17.7B |
负债/权益比PLXSRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× |
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 | — | $827.1M |
| 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 | — | 3.86× |
| 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PLXSRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | $827.1M | ||
| Q3 25 | — | $702.6M | ||
| Q2 25 | — | $364.0M | ||
| Q1 25 | — | $596.1M | ||
| Q4 24 | — | $742.5M | ||
| Q3 24 | — | $703.6M | ||
| Q2 24 | — | $658.2M |
现金转化率PLXSRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | 3.86× | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× |
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 | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
