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PLEXUS CORP（PLXS）与SCANSOURCE, INC.（SCSC）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SCANSOURCE, INC.的1.4倍（$1.1B vs $766.5M），PLEXUS CORP净利率更高（3.8% vs 2.2%，领先1.7%），PLEXUS CORP同比增速更快（9.6% vs 2.5%），过去两年PLEXUS CORP的营收复合增速更高（7.9% vs 0.9%）
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。
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。
PLXS vs SCSC — 直观对比
营收规模更大
PLXS
是对方的1.4倍
$766.5M
营收增速更快
PLXS
高出7.1%
2.5%
净利率更高
PLXS
高出1.7%
2.2%
两年增速更快
PLXS
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $766.5M |
| 净利润 | $41.2M | $16.5M |
| 毛利率 | 9.9% | 13.4% |
| 营业利润率 | 5.1% | 2.3% |
| 净利率 | 3.8% | 2.2% |
| 营收同比 | 9.6% | 2.5% |
| 净利润同比 | -19.9% | -3.3% |
| 每股收益（稀释后） | $1.51 | $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PLXSSCSC
| Q1 26 | $1.1B | — | ||
| Q4 25 | — | $766.5M | ||
| Q3 25 | — | $739.6M | ||
| Q2 25 | — | $812.9M | ||
| Q1 25 | — | $704.8M | ||
| Q4 24 | — | $747.5M | ||
| Q3 24 | — | $775.6M | ||
| Q2 24 | — | $746.1M |
净利润PLXSSCSC
| Q1 26 | $41.2M | — | ||
| Q4 25 | — | $16.5M | ||
| Q3 25 | — | $19.9M | ||
| Q2 25 | — | $20.1M | ||
| Q1 25 | — | $17.4M | ||
| Q4 24 | — | $17.1M | ||
| Q3 24 | — | $17.0M | ||
| Q2 24 | — | $16.1M |
毛利率PLXSSCSC
| Q1 26 | 9.9% | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% |
营业利润率PLXSSCSC
| Q1 26 | 5.1% | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 2.9% |
净利率PLXSSCSC
| Q1 26 | 3.8% | — | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 2.2% |
每股收益（稀释后）PLXSSCSC
| Q1 26 | $1.51 | — | ||
| Q4 25 | — | $0.75 | ||
| Q3 25 | — | $0.89 | ||
| Q2 25 | — | $0.87 | ||
| Q1 25 | — | $0.74 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $0.69 | ||
| Q2 24 | — | $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 | $248.8M | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $910.9M |
| 总资产 | $3.2B | $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PLXSSCSC
| Q1 26 | $248.8M | — | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $124.9M | ||
| Q2 25 | — | $126.2M | ||
| Q1 25 | — | $146.3M | ||
| Q4 24 | — | $110.5M | ||
| Q3 24 | — | $145.0M | ||
| Q2 24 | — | $185.5M |
股东权益PLXSSCSC
| Q1 26 | $1.5B | — | ||
| Q4 25 | — | $910.9M | ||
| Q3 25 | — | $914.0M | ||
| Q2 25 | — | $906.4M | ||
| Q1 25 | — | $901.7M | ||
| Q4 24 | — | $900.7M | ||
| Q3 24 | — | $920.9M | ||
| Q2 24 | — | $924.3M |
总资产PLXSSCSC
| Q1 26 | $3.2B | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $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 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流PLXSSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | $30.8M | ||
| Q3 25 | — | $23.2M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $66.1M | ||
| Q4 24 | — | $-6.2M | ||
| Q3 24 | — | $44.8M | ||
| Q2 24 | — | — |
自由现金流PLXSSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — |
自由现金流率PLXSSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — |
资本支出强度PLXSSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% |
现金转化率PLXSSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | — | 2.64× | ||
| Q2 24 | — | — |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
