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PLEXUS CORP（PLXS）与TTM TECHNOLOGIES INC（TTMI）财务数据对比。点击上方公司名可切换其他公司
TTM TECHNOLOGIES INC的季度营收约是PLEXUS CORP的760.4倍（$774.3M vs $1.0M）。PLEXUS CORP净利率更高（4430.5% vs 6.5%，领先4423.9%）。TTM TECHNOLOGIES INC同比增速更快（18.9% vs 6.0%）。PLEXUS CORP自由现金流更多（$13.2M vs $-6.5M）。过去两年TTM TECHNOLOGIES INC的营收复合增速更高（16.7% 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。
TTM科技是总部位于美国加利福尼亚州圣安娜的印刷电路板（PCB）生产商，成立于1998年，位列全球PCB制造商前五，是北美最大的PCB生产企业，同时也是美国军方最大的PCB供应商，服务航空航天、国防、医疗、工业、汽车、计算、网络等多个领域的客户。
PLXS vs TTMI — 直观对比
营收规模更大
TTMI
是对方的760.4倍
$1.0M
营收增速更快
TTMI
高出13.0%
6.0%
净利率更高
PLXS
高出4423.9%
6.5%
自由现金流更多
PLXS
多$19.6M
$-6.5M
两年增速更快
TTMI
近两年复合增速
-96.9%
损益表 — Q3 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0M | $774.3M |
| 净利润 | $45.1M | $50.7M |
| 毛利率 | — | 21.4% |
| 营业利润率 | — | 10.4% |
| 净利率 | 4430.5% | 6.5% |
| 营收同比 | 6.0% | 18.9% |
| 净利润同比 | 79.5% | 880.4% |
| 每股收益（稀释后） | $1.64 | $0.47 |
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PLXSTTMI
| Q4 25 | — | $774.3M | ||
| Q3 25 | — | $752.7M | ||
| Q2 25 | $1.0M | $730.6M | ||
| Q1 25 | $980.2K | $648.7M | ||
| Q4 24 | $976.1K | $651.0M | ||
| Q3 24 | — | $616.5M | ||
| Q2 24 | $960.8K | $570.1M | ||
| Q1 24 | $966.9K | $569.0M |
净利润PLXSTTMI
| Q4 25 | — | $50.7M | ||
| Q3 25 | — | $53.1M | ||
| Q2 25 | $45.1M | $41.5M | ||
| Q1 25 | $39.1M | $32.2M | ||
| Q4 24 | $37.3M | $5.2M | ||
| Q3 24 | — | $14.3M | ||
| Q2 24 | $25.1M | $10.5M | ||
| Q1 24 | $16.2M | $17.3M |
毛利率PLXSTTMI
| Q4 25 | — | 21.4% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | — | 20.3% | ||
| Q1 25 | — | 20.2% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | 21.1% | ||
| Q2 24 | — | 18.2% | ||
| Q1 24 | — | 20.3% |
营业利润率PLXSTTMI
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | 8.5% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 6.1% |
净利率PLXSTTMI
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | 4430.5% | 5.7% | ||
| Q1 25 | 3986.3% | 5.0% | ||
| Q4 24 | 3817.9% | 0.8% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | 2616.7% | 1.8% | ||
| Q1 24 | 1679.5% | 3.0% |
每股收益（稀释后）PLXSTTMI
| Q4 25 | — | $0.47 | ||
| Q3 25 | — | $0.50 | ||
| Q2 25 | $1.64 | $0.40 | ||
| Q1 25 | $1.41 | $0.31 | ||
| Q4 24 | $1.34 | $0.05 | ||
| Q3 24 | — | $0.14 | ||
| Q2 24 | $0.91 | $0.10 | ||
| Q1 24 | $0.58 | $0.17 |
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 | $501.2M |
| 总债务越低越好 | — | $916.2M |
| 股东权益账面价值 | $1.4B | $1.8B |
| 总资产 | $3.1B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资PLXSTTMI
| Q4 25 | — | $501.2M | ||
| Q3 25 | — | $491.1M | ||
| Q2 25 | $237.6M | $448.0M | ||
| Q1 25 | $310.5M | $411.3M | ||
| Q4 24 | $317.2M | $503.9M | ||
| Q3 24 | — | $469.5M | ||
| Q2 24 | $269.9M | $440.4M | ||
| Q1 24 | $265.1M | $450.2M |
总债务PLXSTTMI
| Q4 25 | — | $916.2M | ||
| Q3 25 | — | $916.6M | ||
| Q2 25 | — | $917.1M | ||
| Q1 25 | — | $917.6M | ||
| Q4 24 | — | $914.4M | ||
| Q3 24 | — | $912.8M | ||
| Q2 24 | — | $913.9M | ||
| Q1 24 | — | $914.3M |
股东权益PLXSTTMI
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.3B | $1.5B |
总资产PLXSTTMI
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | $3.1B | $3.6B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $3.1B | $3.5B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | $3.2B | $3.3B | ||
| Q1 24 | $3.3B | $3.3B |
负债/权益比PLXSTTMI
| Q4 25 | — | 0.52× | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.56× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.61× |
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 | $62.9M |
| 自由现金流经营现金流 - 资本支出 | $13.2M | $-6.5M |
| 自由现金流率自由现金流/营收 | 1293.1% | -0.8% |
| 资本支出强度资本支出/营收 | 1346.8% | 9.0% |
| 现金转化率经营现金流/净利润 | 0.60× | 1.24× |
| 过去12个月自由现金流最近4个季度 | $171.0M | $-683.0K |
8季度趋势，按日历期对齐
经营现金流PLXSTTMI
| Q4 25 | — | $62.9M | ||
| Q3 25 | — | $141.8M | ||
| Q2 25 | $26.9M | $97.8M | ||
| Q1 25 | $36.7M | $-10.7M | ||
| Q4 24 | $53.6M | — | ||
| Q3 24 | — | $65.1M | ||
| Q2 24 | $131.6M | $43.9M | ||
| Q1 24 | $87.8M | $47.5M |
自由现金流PLXSTTMI
| Q4 25 | — | $-6.5M | ||
| Q3 25 | — | $42.4M | ||
| Q2 25 | $13.2M | $37.4M | ||
| Q1 25 | $16.5M | $-74.0M | ||
| Q4 24 | $27.1M | — | ||
| Q3 24 | — | $24.2M | ||
| Q2 24 | $114.2M | $-5.4M | ||
| Q1 24 | $64.9M | $1.4M |
自由现金流率PLXSTTMI
| Q4 25 | — | -0.8% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | 1293.1% | 5.1% | ||
| Q1 25 | 1682.9% | -11.4% | ||
| Q4 24 | 2777.2% | — | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | 11891.3% | -1.0% | ||
| Q1 24 | 6715.9% | 0.2% |
资本支出强度PLXSTTMI
| Q4 25 | — | 9.0% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | 1346.8% | 8.3% | ||
| Q1 25 | 2060.7% | 9.8% | ||
| Q4 24 | 2717.7% | — | ||
| Q3 24 | — | 6.6% | ||
| Q2 24 | 1806.7% | 8.7% | ||
| Q1 24 | 2364.3% | 8.1% |
现金转化率PLXSTTMI
| Q4 25 | — | 1.24× | ||
| Q3 25 | — | 2.67× | ||
| Q2 25 | 0.60× | 2.36× | ||
| Q1 25 | 0.94× | -0.33× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | — | 4.55× | ||
| Q2 24 | 5.23× | 4.19× | ||
| Q1 24 | 5.41× | 2.74× |
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
TTMI
| Aerospace And Defense | $317.2M | 41% |
| Data Center Computing | $221.6M | 29% |
| Medical Industrial Instrumentation | $105.0M | 14% |
| Automotive Components | $69.7M | 9% |
| Networking Communication | $50.1M | 6% |
| Radio Frequency And Specialty Components | $10.6M | 1% |
