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PLEXUS CORP（PLXS）与Veralto（VLTO）财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是PLEXUS CORP的1.2倍（$1.4B vs $1.2B），Veralto净利率更高（17.9% vs 4.3%，领先13.6%），PLEXUS CORP同比增速更快（18.7% vs 6.8%），过去两年PLEXUS CORP的营收复合增速更高（7.2% vs 6.8%）
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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
PLXS vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.2倍
$1.2B
营收增速更快
PLXS
高出12.0%
6.8%
净利率更高
VLTO
高出13.6%
4.3%
两年增速更快
PLXS
近两年复合增速
6.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $49.8M | $254.0M |
| 毛利率 | 10.2% | 60.1% |
| 营业利润率 | 5.3% | 23.8% |
| 净利率 | 4.3% | 17.9% |
| 营收同比 | 18.7% | 6.8% |
| 净利润同比 | 27.5% | 12.9% |
| 每股收益（稀释后） | $1.82 | $1.02 |
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PLXSVLTO
| Q1 26 | $1.1B | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.2B |
净利润PLXSVLTO
| Q1 26 | $41.2M | $254.0M | ||
| Q4 25 | — | $239.0M | ||
| Q3 25 | — | $222.0M | ||
| Q2 25 | — | $225.0M | ||
| Q4 24 | — | $227.0M | ||
| Q3 24 | — | $219.0M | ||
| Q2 24 | — | $203.0M | ||
| Q1 24 | — | $184.0M |
毛利率PLXSVLTO
| Q1 26 | 9.9% | 60.1% | ||
| Q4 25 | — | 60.1% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | — | 60.4% | ||
| Q4 24 | — | 59.6% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 60.1% | ||
| Q1 24 | — | 60.0% |
营业利润率PLXSVLTO
| Q1 26 | 5.1% | 23.8% | ||
| Q4 25 | — | 23.2% | ||
| Q3 25 | — | 22.8% | ||
| Q2 25 | — | 24.2% | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 23.4% | ||
| Q2 24 | — | 23.2% | ||
| Q1 24 | — | 23.5% |
净利率PLXSVLTO
| Q1 26 | 3.8% | 17.9% | ||
| Q4 25 | — | 17.0% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | 16.9% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 15.8% | ||
| Q1 24 | — | 14.8% |
每股收益（稀释后）PLXSVLTO
| Q1 26 | $1.51 | $1.02 | ||
| Q4 25 | — | $0.95 | ||
| Q3 25 | — | $0.89 | ||
| Q2 25 | — | $0.90 | ||
| Q4 24 | — | $0.91 | ||
| Q3 24 | — | $0.88 | ||
| Q2 24 | — | $0.81 | ||
| Q1 24 | — | $0.74 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | — |
| 总资产 | $3.4B | — |
| 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PLXSVLTO
| Q1 26 | $248.8M | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.2B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $827.0M |
总债务PLXSVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $2.6B |
股东权益PLXSVLTO
| Q1 26 | $1.5B | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.3B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.5B |
总资产PLXSVLTO
| Q1 26 | $3.2B | — | ||
| Q4 25 | — | $7.4B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.6B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.3B | ||
| Q2 24 | — | $5.9B | ||
| Q1 24 | — | $5.7B |
负债/权益比PLXSVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.14× | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | — | 1.57× | ||
| Q1 24 | — | 1.77× |
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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $170.0M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 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 | — | 0.72× |
| 过去12个月自由现金流最近4个季度 | — | $893.0M |
8季度趋势，按日历期对齐
经营现金流PLXSVLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | — | $270.0M | ||
| Q3 25 | — | $339.0M | ||
| Q2 25 | — | $157.0M | ||
| Q4 24 | — | $285.0M | ||
| Q3 24 | — | $224.0M | ||
| Q2 24 | — | $251.0M | ||
| Q1 24 | — | $115.0M |
自由现金流PLXSVLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | — | $258.0M | ||
| Q3 25 | — | $323.0M | ||
| Q2 25 | — | $142.0M | ||
| Q4 24 | — | $263.0M | ||
| Q3 24 | — | $215.0M | ||
| Q2 24 | — | $240.0M | ||
| Q1 24 | — | $102.0M |
自由现金流率PLXSVLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | — | 18.4% | ||
| Q3 25 | — | 23.6% | ||
| Q2 25 | — | 10.7% | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 18.6% | ||
| Q1 24 | — | 8.2% |
资本支出强度PLXSVLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.1% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.0% |
现金转化率PLXSVLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 0.70× | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 0.63× |
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% |
VLTO
暂无分部数据
