vs
Real Brokerage Inc（REAX）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是Real Brokerage Inc的1.6倍（$934.8M vs $568.5M），森萨塔科技净利率更高（9.3% vs -0.1%，领先9.4%），Real Brokerage Inc同比增速更快（52.6% vs 2.6%），森萨塔科技自由现金流更多（$104.6M vs $8.4M）
该企业是美国房产服务企业，主营房产经纪业务运营与品牌特许经营，业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务，旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌，2026年被Compass, Inc.收购。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
REAX vs ST — 直观对比
营收规模更大
ST
是对方的1.6倍
$568.5M
营收增速更快
REAX
高出50.1%
2.6%
净利率更高
ST
高出9.4%
-0.1%
自由现金流更多
ST
多$96.2M
$8.4M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $568.5M | $934.8M |
| 净利润 | $-447.0K | $87.1M |
| 毛利率 | 7.9% | 30.6% |
| 营业利润率 | -0.1% | 15.1% |
| 净利率 | -0.1% | 9.3% |
| 营收同比 | 52.6% | 2.6% |
| 净利润同比 | 82.7% | 24.6% |
| 每股收益（稀释后） | $0.00 | $0.59 |
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REAXST
| Q1 26 | — | $934.8M | ||
| Q4 25 | — | $917.9M | ||
| Q3 25 | $568.5M | $932.0M | ||
| Q2 25 | $540.7M | $943.4M | ||
| Q1 25 | $354.0M | $911.3M | ||
| Q4 24 | — | $907.7M | ||
| Q3 24 | $372.5M | $982.8M | ||
| Q2 24 | — | $1.0B |
净利润REAXST
| Q1 26 | — | $87.1M | ||
| Q4 25 | — | $63.2M | ||
| Q3 25 | $-447.0K | $-162.5M | ||
| Q2 25 | $1.5M | $60.7M | ||
| Q1 25 | $-5.0M | $69.9M | ||
| Q4 24 | — | $5.8M | ||
| Q3 24 | $-2.6M | $-25.0M | ||
| Q2 24 | — | $71.7M |
毛利率REAXST
| Q1 26 | — | 30.6% | ||
| Q4 25 | — | 29.0% | ||
| Q3 25 | 7.9% | 27.8% | ||
| Q2 25 | 8.9% | 30.3% | ||
| Q1 25 | 9.6% | 29.9% | ||
| Q4 24 | — | 27.1% | ||
| Q3 24 | 8.6% | 28.6% | ||
| Q2 24 | — | 30.0% |
营业利润率REAXST
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | -0.1% | -13.2% | ||
| Q2 25 | 0.3% | 14.6% | ||
| Q1 25 | -1.5% | 13.4% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | -0.7% | -20.3% | ||
| Q2 24 | — | 12.5% |
净利率REAXST
| Q1 26 | — | 9.3% | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | -0.1% | -17.4% | ||
| Q2 25 | 0.3% | 6.4% | ||
| Q1 25 | -1.4% | 7.7% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | -0.7% | -2.5% | ||
| Q2 24 | — | 6.9% |
每股收益（稀释后）REAXST
| Q1 26 | — | $0.59 | ||
| Q4 25 | — | $0.45 | ||
| Q3 25 | $0.00 | $-1.12 | ||
| Q2 25 | $0.01 | $0.41 | ||
| Q1 25 | $-0.02 | $0.47 | ||
| Q4 24 | — | $0.05 | ||
| Q3 24 | $-0.01 | $-0.17 | ||
| Q2 24 | — | $0.47 |
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 | $38.7M | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $53.6M | $2.9B |
| 总资产 | $145.2M | $6.8B |
| 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REAXST
| Q1 26 | — | $635.1M | ||
| Q4 25 | — | $573.0M | ||
| Q3 25 | $38.7M | $791.3M | ||
| Q2 25 | $49.7M | $661.8M | ||
| Q1 25 | $24.7M | $588.1M | ||
| Q4 24 | — | $593.7M | ||
| Q3 24 | $22.6M | $506.2M | ||
| Q2 24 | — | $1.0B |
总债务REAXST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益REAXST
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $53.6M | $2.7B | ||
| Q2 25 | $49.2M | $2.9B | ||
| Q1 25 | $32.8M | $2.8B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | $29.8M | $3.0B | ||
| Q2 24 | — | $3.0B |
总资产REAXST
| Q1 26 | — | $6.8B | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | $145.2M | $7.1B | ||
| Q2 25 | $149.4M | $7.3B | ||
| Q1 25 | $100.5M | $7.2B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | $102.5M | $7.3B | ||
| Q2 24 | — | $8.2B |
负债/权益比REAXST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| 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 | $8.8M | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $8.4M | $104.6M |
| 自由现金流率自由现金流/营收 | 1.5% | 11.2% |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $71.7M | $508.3M |
8季度趋势，按日历期对齐
经营现金流REAXST
| Q1 26 | — | $122.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $8.8M | $159.9M | ||
| Q2 25 | $41.0M | $140.9M | ||
| Q1 25 | $15.9M | $119.2M | ||
| Q4 24 | — | $170.7M | ||
| Q3 24 | $7.2M | $130.9M | ||
| Q2 24 | — | $143.5M |
自由现金流REAXST
| Q1 26 | — | $104.6M | ||
| Q4 25 | — | $151.9M | ||
| Q3 25 | $8.4M | $136.2M | ||
| Q2 25 | $40.8M | $115.5M | ||
| Q1 25 | $15.7M | $86.6M | ||
| Q4 24 | — | $138.9M | ||
| Q3 24 | $6.8M | $91.3M | ||
| Q2 24 | — | $98.4M |
自由现金流率REAXST
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | 1.5% | 14.6% | ||
| Q2 25 | 7.5% | 12.2% | ||
| Q1 25 | 4.4% | 9.5% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | 1.8% | 9.3% | ||
| Q2 24 | — | 9.5% |
资本支出强度REAXST
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | 0.1% | 2.5% | ||
| Q2 25 | 0.0% | 2.7% | ||
| Q1 25 | 0.1% | 3.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | 0.1% | 4.0% | ||
| Q2 24 | — | 4.4% |
现金转化率REAXST
| Q1 26 | — | 1.41× | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | 27.13× | 2.32× | ||
| Q1 25 | — | 1.70× | ||
| Q4 24 | — | 29.50× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.00× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
