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PLEXUS CORP（PLXS）与新美亚（SANM）财务数据对比。点击上方公司名可切换其他公司
新美亚的季度营收约是PLEXUS CORP的3132.3倍（$3.2B vs $1.0M）。PLEXUS CORP净利率更高（4430.5% vs 1.5%，领先4428.9%）。新美亚同比增速更快（59.0% vs 6.0%）。新美亚自由现金流更多（$91.9M vs $13.2M）。过去两年新美亚的营收复合增速更高（31.9% vs -96.9%）
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。
新美亚公司是总部位于美国加利福尼亚州圣何塞的电子制造服务（EMS）提供商，服务通信、计算机硬件领域的原始设备制造商（OEM）。集团拥有近80个生产基地，是全球规模最大的印刷电路板和背板独立制造商之一，2022年位列《财富》世界500强第482位。
PLXS vs SANM — 直观对比
营收规模更大
SANM
是对方的3132.3倍
$1.0M
营收增速更快
SANM
高出53.0%
6.0%
净利率更高
PLXS
高出4428.9%
1.5%
自由现金流更多
SANM
多$78.7M
$13.2M
两年增速更快
SANM
近两年复合增速
-96.9%
损益表 — Q3 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0M | $3.2B |
| 净利润 | $45.1M | $49.3M |
| 毛利率 | — | 7.6% |
| 营业利润率 | — | 2.3% |
| 净利率 | 4430.5% | 1.5% |
| 营收同比 | 6.0% | 59.0% |
| 净利润同比 | 79.5% | -24.2% |
| 每股收益（稀释后） | $1.64 | $0.89 |
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PLXSSANM
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $1.0M | $2.0B | ||
| Q1 25 | $980.2K | $2.0B | ||
| Q4 24 | $976.1K | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $960.8K | $1.8B | ||
| Q1 24 | $966.9K | $1.8B |
净利润PLXSSANM
| Q4 25 | — | $49.3M | ||
| Q3 25 | — | $48.1M | ||
| Q2 25 | $45.1M | $68.6M | ||
| Q1 25 | $39.1M | $64.2M | ||
| Q4 24 | $37.3M | $65.0M | ||
| Q3 24 | — | $61.4M | ||
| Q2 24 | $25.1M | $51.6M | ||
| Q1 24 | $16.2M | $52.5M |
毛利率PLXSSANM
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 9.1% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 8.4% |
营业利润率PLXSSANM
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 4.1% |
净利率PLXSSANM
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | 4430.5% | 3.4% | ||
| Q1 25 | 3986.3% | 3.2% | ||
| Q4 24 | 3817.9% | 3.2% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | 2616.7% | 2.8% | ||
| Q1 24 | 1679.5% | 2.9% |
每股收益（稀释后）PLXSSANM
| Q4 25 | — | $0.89 | ||
| Q3 25 | — | $0.88 | ||
| Q2 25 | $1.64 | $1.26 | ||
| Q1 25 | $1.41 | $1.16 | ||
| Q4 24 | $1.34 | $1.16 | ||
| Q3 24 | — | $1.09 | ||
| Q2 24 | $0.91 | $0.91 | ||
| Q1 24 | $0.58 | $0.93 |
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 | $237.6M | $1.4B |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | $1.4B | $2.7B |
| 总资产 | $3.1B | $9.8B |
| 负债/权益比越低杠杆越低 | — | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资PLXSSANM
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $926.3M | ||
| Q2 25 | $237.6M | $797.9M | ||
| Q1 25 | $310.5M | $647.1M | ||
| Q4 24 | $317.2M | $642.4M | ||
| Q3 24 | — | $625.9M | ||
| Q2 24 | $269.9M | $657.7M | ||
| Q1 24 | $265.1M | $650.9M |
总债务PLXSSANM
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $300.5M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益PLXSSANM
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $1.4B | $2.5B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $1.3B | $2.3B | ||
| Q1 24 | $1.3B | $2.3B |
总资产PLXSSANM
| Q4 25 | — | $9.8B | ||
| Q3 25 | — | $5.9B | ||
| Q2 25 | $3.1B | $5.2B | ||
| Q1 25 | $3.1B | $5.0B | ||
| Q4 24 | $3.1B | $4.8B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | $3.2B | $4.7B | ||
| Q1 24 | $3.3B | $4.7B |
负债/权益比PLXSSANM
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $26.9M | $178.7M |
| 自由现金流经营现金流 - 资本支出 | $13.2M | $91.9M |
| 自由现金流率自由现金流/营收 | 1293.1% | 2.9% |
| 资本支出强度资本支出/营收 | 1346.8% | 2.7% |
| 现金转化率经营现金流/净利润 | 0.60× | 3.63× |
| 过去12个月自由现金流最近4个季度 | $171.0M | $518.3M |
8季度趋势，按日历期对齐
经营现金流PLXSSANM
| Q4 25 | — | $178.7M | ||
| Q3 25 | — | $199.1M | ||
| Q2 25 | $26.9M | $200.8M | ||
| Q1 25 | $36.7M | $156.9M | ||
| Q4 24 | $53.6M | $63.9M | ||
| Q3 24 | — | $51.9M | ||
| Q2 24 | $131.6M | $90.0M | ||
| Q1 24 | $87.8M | $72.3M |
自由现金流PLXSSANM
| Q4 25 | — | $91.9M | ||
| Q3 25 | — | $136.6M | ||
| Q2 25 | $13.2M | $163.7M | ||
| Q1 25 | $16.5M | $126.1M | ||
| Q4 24 | $27.1M | $46.9M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | $114.2M | $67.2M | ||
| Q1 24 | $64.9M | $42.7M |
自由现金流率PLXSSANM
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | 1293.1% | 8.0% | ||
| Q1 25 | 1682.9% | 6.4% | ||
| Q4 24 | 2777.2% | 2.3% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | 11891.3% | 3.7% | ||
| Q1 24 | 6715.9% | 2.3% |
资本支出强度PLXSSANM
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | 1346.8% | 1.8% | ||
| Q1 25 | 2060.7% | 1.5% | ||
| Q4 24 | 2717.7% | 0.9% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | 1806.7% | 1.2% | ||
| Q1 24 | 2364.3% | 1.6% |
现金转化率PLXSSANM
| Q4 25 | — | 3.63× | ||
| Q3 25 | — | 4.14× | ||
| Q2 25 | 0.60× | 2.93× | ||
| Q1 25 | 0.94× | 2.44× | ||
| Q4 24 | 1.44× | 0.98× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | 5.23× | 1.74× | ||
| Q1 24 | 5.41× | 1.38× |
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
暂无分部数据
SANM
| Industrial And Energy Medical Defense And Aerospace And Automotive And Transportation | $1.2B | 38% |
| ZT Systems | $1.1B | 34% |
| Other Segments CPS | $434.3M | 14% |
| CPS Third Party Revenue | $412.7M | 13% |
| Change In Accounting Method Accounted For As Change In Estimate | $2.7M | 0% |
