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PLEXUS CORP（PLXS）与STIFEL FINANCIAL CORP（SF）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STIFEL FINANCIAL CORP的1.0倍（$1.2B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 4.3%，领先19.2%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 18.7%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 7.2%）
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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
PLXS vs SF — 直观对比
营收规模更大
PLXS
是对方的1.0倍
$1.1B
营收增速更快
SF
高出4.3%
18.7%
净利率更高
SF
高出19.2%
4.3%
两年增速更快
SF
近两年复合增速
7.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.1B |
| 净利润 | $49.8M | $264.4M |
| 毛利率 | 10.2% | — |
| 营业利润率 | 5.3% | 27.3% |
| 净利率 | 4.3% | 23.5% |
| 营收同比 | 18.7% | 23.0% |
| 净利润同比 | 27.5% | 8.3% |
| 每股收益（稀释后） | $1.82 | $2.30 |
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PLXSSF
| Q1 26 | $1.1B | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $962.6M | ||
| Q2 25 | — | $838.9M | ||
| Q1 25 | — | $842.5M | ||
| Q4 24 | — | $916.0M | ||
| Q3 24 | — | $810.9M | ||
| Q2 24 | — | $798.9M |
净利润PLXSSF
| Q1 26 | $41.2M | — | ||
| Q4 25 | — | $264.4M | ||
| Q3 25 | — | $211.4M | ||
| Q2 25 | — | $155.1M | ||
| Q1 25 | — | $53.0M | ||
| Q4 24 | — | $244.0M | ||
| Q3 24 | — | $158.5M | ||
| Q2 24 | — | $165.3M |
毛利率PLXSSF
| Q1 26 | 9.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率PLXSSF
| Q1 26 | 5.1% | — | ||
| Q4 25 | — | 27.3% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 25.5% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 29.1% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 28.4% |
净利率PLXSSF
| Q1 26 | 3.8% | — | ||
| Q4 25 | — | 23.5% | ||
| Q3 25 | — | 22.0% | ||
| Q2 25 | — | 18.5% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | — | 19.5% | ||
| Q2 24 | — | 20.7% |
每股收益（稀释后）PLXSSF
| Q1 26 | $1.51 | — | ||
| Q4 25 | — | $2.30 | ||
| Q3 25 | — | $1.84 | ||
| Q2 25 | — | $1.34 | ||
| Q1 25 | — | $0.39 | ||
| Q4 24 | — | $2.10 | ||
| Q3 24 | — | $1.34 | ||
| Q2 24 | — | $1.41 |
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 | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $1.5B | $6.0B |
| 总资产 | $3.4B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资PLXSSF
| Q1 26 | $248.8M | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.6B |
总债务PLXSSF
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益PLXSSF
| Q1 26 | $1.5B | — | ||
| Q4 25 | — | $6.0B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.6B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | — | $5.6B | ||
| Q2 24 | — | $5.4B |
总资产PLXSSF
| Q1 26 | $3.2B | — | ||
| Q4 25 | — | $41.3B | ||
| Q3 25 | — | $41.7B | ||
| Q2 25 | — | $39.9B | ||
| Q1 25 | — | $40.4B | ||
| Q4 24 | — | $39.9B | ||
| Q3 24 | — | $38.9B | ||
| Q2 24 | — | $37.8B |
负债/权益比PLXSSF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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 | — | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流PLXSSF
| Q1 26 | — | — | ||
| Q4 25 | — | $382.4M | ||
| Q3 25 | — | $338.3M | ||
| Q2 25 | — | $607.5M | ||
| Q1 25 | — | $-211.2M | ||
| Q4 24 | — | $694.6M | ||
| Q3 24 | — | $198.3M | ||
| Q2 24 | — | $207.2M |
自由现金流PLXSSF
| Q1 26 | — | — | ||
| Q4 25 | — | $369.0M | ||
| Q3 25 | — | $321.1M | ||
| Q2 25 | — | $592.7M | ||
| Q1 25 | — | $-227.8M | ||
| Q4 24 | — | $677.2M | ||
| Q3 24 | — | $185.6M | ||
| Q2 24 | — | $173.3M |
自由现金流率PLXSSF
| Q1 26 | — | — | ||
| Q4 25 | — | 32.7% | ||
| Q3 25 | — | 33.4% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | -27.0% | ||
| Q4 24 | — | 73.9% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 21.7% |
资本支出强度PLXSSF
| Q1 26 | — | — | ||
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 4.2% |
现金转化率PLXSSF
| Q1 26 | — | — | ||
| Q4 25 | — | 1.45× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | — | 1.25× | ||
| Q2 24 | — | 1.25× |
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% |
SF
暂无分部数据
