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PLEXUS CORP（PLXS）与VinFast Auto Ltd.（VFS）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VinFast Auto Ltd.的1.6倍（$1.2B vs $718.6M），PLEXUS CORP净利率更高（4.3% vs -2.8%，领先7.1%）
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。
VinFast Auto Ltd.是越南跨国汽车企业，由越南最大私营综合企业集团之一Vingroup创立。Vingroup由越南知名企业家潘日旺创办，业务覆盖地产、零售、医疗、科技等多个领域，是越南本土头部企业集团。
PLXS vs VFS — 直观对比
营收规模更大
PLXS
是对方的1.6倍
$718.6M
净利率更高
PLXS
高出7.1%
-2.8%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $718.6M |
| 净利润 | $49.8M | $-20.0M |
| 毛利率 | 10.2% | — |
| 营业利润率 | 5.3% | -96.1% |
| 净利率 | 4.3% | -2.8% |
| 营收同比 | 18.7% | — |
| 净利润同比 | 27.5% | — |
| 每股收益（稀释后） | $1.82 | — |
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PLXSVFS
| Q1 26 | $1.1B | — | ||
| Q3 25 | — | $718.6M | ||
| Q2 25 | — | $663.0M | ||
| Q1 25 | — | $656.5M | ||
| Q3 24 | — | $511.6M | ||
| Q1 24 | — | $302.6M | ||
| Q3 23 | $1.0B | — | ||
| Q2 23 | $1.1B | — |
净利润PLXSVFS
| Q1 26 | $41.2M | — | ||
| Q3 25 | — | $-20.0M | ||
| Q2 25 | — | $-51.8M | ||
| Q1 25 | — | $-26.1M | ||
| Q3 24 | — | $-10.4M | ||
| Q1 24 | — | $-618.3M | ||
| Q3 23 | $15.8M | — | ||
| Q2 23 | $40.8M | — |
毛利率PLXSVFS
| Q1 26 | 9.9% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | 8.9% | — | ||
| Q2 23 | 9.4% | — |
营业利润率PLXSVFS
| Q1 26 | 5.1% | — | ||
| Q3 25 | — | -96.1% | ||
| Q2 25 | — | -79.0% | ||
| Q1 25 | — | -74.0% | ||
| Q3 24 | — | -65.9% | ||
| Q1 24 | — | -139.4% | ||
| Q3 23 | 2.7% | — | ||
| Q2 23 | 5.2% | — |
净利率PLXSVFS
| Q1 26 | 3.8% | — | ||
| Q3 25 | — | -2.8% | ||
| Q2 25 | — | -7.8% | ||
| Q1 25 | — | -4.0% | ||
| Q3 24 | — | -2.0% | ||
| Q1 24 | — | -204.3% | ||
| Q3 23 | 1.5% | — | ||
| Q2 23 | 3.7% | — |
每股收益（稀释后）PLXSVFS
| Q1 26 | $1.51 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | $0.56 | — | ||
| Q2 23 | $1.45 | — |
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 | $8.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | — |
| 总资产 | $3.4B | $183.2M |
| 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PLXSVFS
| Q1 26 | $248.8M | — | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | — | $650.0M | ||
| Q1 25 | — | $2.4M | ||
| Q3 24 | — | $1.9M | ||
| Q1 24 | — | $3.0M | ||
| Q3 23 | $253.0M | — | ||
| Q2 23 | $269.7M | — |
股东权益PLXSVFS
| Q1 26 | $1.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-7.2B | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | $1.2B | — | ||
| Q2 23 | $1.2B | — |
总资产PLXSVFS
| Q1 26 | $3.2B | — | ||
| Q3 25 | — | $183.2M | ||
| Q2 25 | — | $7.2B | ||
| Q1 25 | — | $158.2M | ||
| Q3 24 | — | $151.8M | ||
| Q1 24 | — | $145.6M | ||
| Q3 23 | $3.4B | — | ||
| Q2 23 | $3.4B | — |
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% |
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
