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PLEXUS CORP（PLXS）与SUN COMMUNITIES INC（SUI）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SUN COMMUNITIES INC的1.4倍（$944.6M vs $697.2M），PLEXUS CORP净利率更高（4.3% vs 1.7%，领先2.5%），PLEXUS CORP同比增速更快（-18.1% vs -25.8%），过去两年PLEXUS CORP的营收复合增速更高（5.9% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
PLXS vs SUI — 直观对比
营收规模更大
PLXS
是对方的1.4倍
$697.2M
营收增速更快
PLXS
高出7.7%
-25.8%
净利率更高
PLXS
高出2.5%
1.7%
两年增速更快
PLXS
近两年复合增速
-2.1%
损益表 — Q4 FY2023 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $944.6M | $697.2M |
| 净利润 | $40.3M | $12.1M |
| 毛利率 | 10.2% | — |
| 营业利润率 | 5.6% | — |
| 净利率 | 4.3% | 1.7% |
| 营收同比 | -18.1% | -25.8% |
| 净利润同比 | -20.2% | -96.0% |
| 每股收益（稀释后） | $1.45 | $0.07 |
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PLXSSUI
| Q3 25 | — | $697.2M | ||
| Q2 25 | — | $623.5M | ||
| Q1 25 | — | $470.2M | ||
| Q4 24 | — | $745.9M | ||
| Q3 24 | — | $939.9M | ||
| Q2 24 | — | $864.0M | ||
| Q1 24 | — | $671.3M | ||
| Q4 23 | — | $726.7M |
净利润PLXSSUI
| Q3 25 | — | $12.1M | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $-41.2M | ||
| Q4 24 | — | $-228.4M | ||
| Q3 24 | — | $300.5M | ||
| Q2 24 | — | $56.7M | ||
| Q1 24 | — | $-25.2M | ||
| Q4 23 | — | $-429.7M |
净利率PLXSSUI
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 210.8% | ||
| Q1 25 | — | -8.8% | ||
| Q4 24 | — | -30.6% | ||
| Q3 24 | — | 32.0% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | -3.8% | ||
| Q4 23 | — | -59.1% |
每股收益（稀释后）PLXSSUI
| Q3 25 | — | $0.07 | ||
| Q2 25 | — | $10.02 | ||
| Q1 25 | — | $-0.34 | ||
| Q4 24 | — | $-1.80 | ||
| Q3 24 | — | $2.31 | ||
| Q2 24 | — | $0.42 | ||
| Q1 24 | — | $-0.22 | ||
| Q4 23 | — | $-3.51 |
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 | $256.2M | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $7.0B |
| 总资产 | $3.3B | $12.8B |
| 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PLXSSUI
| Q3 25 | — | $542.7M | ||
| Q2 25 | — | $889.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $47.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | $29.2M |
总债务PLXSSUI
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | $7.8B |
股东权益PLXSSUI
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $7.4B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.5B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $6.9B | ||
| Q4 23 | — | $7.1B |
总资产PLXSSUI
| Q3 25 | — | $12.8B | ||
| Q2 25 | — | $13.4B | ||
| Q1 25 | — | $16.5B | ||
| Q4 24 | — | $16.5B | ||
| Q3 24 | — | $17.1B | ||
| Q2 24 | — | $17.0B | ||
| Q1 24 | — | $17.1B | ||
| Q4 23 | — | $16.9B |
负债/权益比PLXSSUI
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | 1.10× |
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 | $165.8M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $61.8M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 11.0% | — |
| 现金转化率经营现金流/净利润 | 4.12× | 16.35× |
| 过去12个月自由现金流最近4个季度 | $58.0M | — |
8季度趋势，按日历期对齐
经营现金流PLXSSUI
| Q3 25 | — | $197.8M | ||
| Q2 25 | — | $256.0M | ||
| Q1 25 | — | $243.9M | ||
| Q4 24 | — | $118.0M | ||
| Q3 24 | — | $189.2M | ||
| Q2 24 | — | $311.3M | ||
| Q1 24 | — | $242.5M | ||
| Q4 23 | — | $117.6M |
现金转化率PLXSSUI
| Q3 25 | — | 16.35× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 5.49× | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
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
| MX | $556.5M | 59% |
| Aerospace Defense | $281.6M | 30% |
| GB | $98.3M | 10% |
| TH | $15.0M | 2% |
SUI
暂无分部数据
