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PLEXUS CORP（PLXS）与Tri Pointe Homes, Inc.（TPH）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Tri Pointe Homes, Inc.的1.1倍（$1.1B vs $972.6M），Tri Pointe Homes, Inc.净利率更高（6.2% vs 3.8%，领先2.3%），PLEXUS CORP同比增速更快（9.6% vs -22.4%），过去两年PLEXUS CORP的营收复合增速更高（7.9% vs 1.8%）
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。
Tri Pointe Homes, Inc.是总部位于美国内华达州inclinet村的住宅建筑企业，为购房者提供融资及保险服务，业务覆盖亚利桑那、加利福尼亚、内华达、华盛顿、科罗拉多、得克萨斯、哥伦比亚特区、马里兰、北卡罗来纳、南卡罗来纳、弗吉尼亚等地区，按房屋交付量计算是美国第18大住宅建筑商。
PLXS vs TPH — 直观对比
营收规模更大
PLXS
是对方的1.1倍
$972.6M
营收增速更快
PLXS
高出32.0%
-22.4%
净利率更高
TPH
高出2.3%
3.8%
两年增速更快
PLXS
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $972.6M |
| 净利润 | $41.2M | $60.2M |
| 毛利率 | 9.9% | — |
| 营业利润率 | 5.1% | 8.1% |
| 净利率 | 3.8% | 6.2% |
| 营收同比 | 9.6% | -22.4% |
| 净利润同比 | -19.9% | -53.4% |
| 每股收益（稀释后） | $1.51 | $0.70 |
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PLXSTPH
| Q1 26 | $1.1B | — | ||
| Q4 25 | — | $972.6M | ||
| Q3 25 | — | $854.7M | ||
| Q2 25 | — | $902.4M | ||
| Q1 25 | — | $740.9M | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B |
净利润PLXSTPH
| Q1 26 | $41.2M | — | ||
| Q4 25 | — | $60.2M | ||
| Q3 25 | — | $56.1M | ||
| Q2 25 | — | $60.7M | ||
| Q1 25 | — | $64.0M | ||
| Q4 24 | — | $129.2M | ||
| Q3 24 | — | $111.8M | ||
| Q2 24 | — | $118.0M |
毛利率PLXSTPH
| Q1 26 | 9.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率PLXSTPH
| Q1 26 | 5.1% | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | — | 8.5% | ||
| Q1 25 | — | 10.4% | ||
| Q4 24 | — | 13.4% | ||
| Q3 24 | — | 12.6% | ||
| Q2 24 | — | 12.9% |
净利率PLXSTPH
| Q1 26 | 3.8% | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | — | 10.2% |
每股收益（稀释后）PLXSTPH
| Q1 26 | $1.51 | — | ||
| Q4 25 | — | $0.70 | ||
| Q3 25 | — | $0.64 | ||
| Q2 25 | — | $0.68 | ||
| Q1 25 | — | $0.70 | ||
| Q4 24 | — | $1.37 | ||
| Q3 24 | — | $1.18 | ||
| Q2 24 | — | $1.25 |
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 | $982.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $3.3B |
| 总资产 | $3.2B | $5.0B |
| 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PLXSTPH
| Q1 26 | $248.8M | — | ||
| Q4 25 | — | $982.8M | ||
| Q3 25 | — | $792.0M | ||
| Q2 25 | — | $622.6M | ||
| Q1 25 | — | $812.9M | ||
| Q4 24 | — | $970.0M | ||
| Q3 24 | — | $676.0M | ||
| Q2 24 | — | $492.9M |
总债务PLXSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $646.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PLXSTPH
| Q1 26 | $1.5B | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.1B |
总资产PLXSTPH
| Q1 26 | $3.2B | — | ||
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.6B |
负债/权益比PLXSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $221.0M |
| 自由现金流经营现金流 - 资本支出 | — | $213.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 3.67× |
| 过去12个月自由现金流最近4个季度 | — | $128.5M |
8季度趋势，按日历期对齐
经营现金流PLXSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | $221.0M | ||
| Q3 25 | — | $45.9M | ||
| Q2 25 | — | $-74.3M | ||
| Q1 25 | — | $-31.2M | ||
| Q4 24 | — | $360.3M | ||
| Q3 24 | — | $167.9M | ||
| Q2 24 | — | $23.1M |
自由现金流PLXSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | $213.2M | ||
| Q3 25 | — | $39.1M | ||
| Q2 25 | — | $-84.5M | ||
| Q1 25 | — | $-39.3M | ||
| Q4 24 | — | $355.9M | ||
| Q3 24 | — | $161.5M | ||
| Q2 24 | — | $17.0M |
自由现金流率PLXSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | -9.4% | ||
| Q1 25 | — | -5.3% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | — | 14.1% | ||
| Q2 24 | — | 1.5% |
资本支出强度PLXSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.5% |
现金转化率PLXSTPH
| Q1 26 | — | — | ||
| Q4 25 | — | 3.67× | ||
| Q3 25 | — | 0.82× | ||
| Q2 25 | — | -1.22× | ||
| Q1 25 | — | -0.49× | ||
| Q4 24 | — | 2.79× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | 0.20× |
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% |
TPH
| West | $547.8M | 56% |
| Central | $245.1M | 25% |
| East | $161.8M | 17% |
| Financial Services Segment | $18.0M | 2% |
| Land | $7.9M | 1% |
