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Remitly Global, Inc.（RELY）与SOLAREDGE TECHNOLOGIES, INC.（SEDG）财务数据对比。点击上方公司名可切换其他公司
Remitly Global, Inc.的季度营收约是SOLAREDGE TECHNOLOGIES, INC.的1.3倍（$442.2M vs $335.4M），Remitly Global, Inc.净利率更高（9.3% vs -39.4%，领先48.7%），SOLAREDGE TECHNOLOGIES, INC.同比增速更快（70.9% vs 25.7%），Remitly Global, Inc.自由现金流更多（$143.3M vs $43.3M），过去两年Remitly Global, Inc.的营收复合增速更高（28.2% vs 28.1%）
Remitly Global是总部位于美国西雅图的跨境汇款服务提供商，2011年由马修·奥本海默、乔希·哈格与希瓦斯·古拉蒂共同创立，主要为用户提供覆盖全球170多个国家和地区的国际汇款服务，2021年9月在纳斯达克交易所上市。
SolarEdge Technologies是一家以色列新能源科技企业，核心研发并推出了直流优化逆变器系统，该方案可提升光伏发电的能效表现，助力光伏系统实现更稳定、高效的电力转换，在全球分布式光伏领域拥有广泛的应用场景和市场认可度。
RELY vs SEDG — 直观对比
营收规模更大
RELY
是对方的1.3倍
$335.4M
营收增速更快
SEDG
高出45.3%
25.7%
净利率更高
RELY
高出48.7%
-39.4%
自由现金流更多
RELY
多$99.9M
$43.3M
两年增速更快
RELY
近两年复合增速
28.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $442.2M | $335.4M |
| 净利润 | $41.2M | $-132.1M |
| 毛利率 | — | 22.2% |
| 营业利润率 | 8.8% | -14.4% |
| 净利率 | 9.3% | -39.4% |
| 营收同比 | 25.7% | 70.9% |
| 净利润同比 | 820.1% | 54.0% |
| 每股收益（稀释后） | $0.19 | $-2.21 |
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RELYSEDG
| Q4 25 | $442.2M | $335.4M | ||
| Q3 25 | $419.5M | $340.2M | ||
| Q2 25 | $411.9M | $289.4M | ||
| Q1 25 | $361.6M | $219.5M | ||
| Q4 24 | $351.9M | $196.2M | ||
| Q3 24 | $336.5M | $235.4M | ||
| Q2 24 | $306.4M | $265.4M | ||
| Q1 24 | $269.1M | $204.4M |
净利润RELYSEDG
| Q4 25 | $41.2M | $-132.1M | ||
| Q3 25 | $8.8M | $-50.1M | ||
| Q2 25 | $6.5M | $-124.7M | ||
| Q1 25 | $11.4M | $-98.5M | ||
| Q4 24 | $-5.7M | $-287.4M | ||
| Q3 24 | $1.9M | $-1.2B | ||
| Q2 24 | $-12.1M | $-130.8M | ||
| Q1 24 | $-21.1M | $-157.3M |
毛利率RELYSEDG
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | -57.2% | ||
| Q3 24 | — | -309.1% | ||
| Q2 24 | — | -4.1% | ||
| Q1 24 | — | -12.8% |
营业利润率RELYSEDG
| Q4 25 | 8.8% | -14.4% | ||
| Q3 25 | 2.8% | -10.3% | ||
| Q2 25 | 3.6% | -39.9% | ||
| Q1 25 | 3.4% | -46.8% | ||
| Q4 24 | -1.1% | -134.4% | ||
| Q3 24 | 0.1% | -471.8% | ||
| Q2 24 | -5.1% | -60.4% | ||
| Q1 24 | -7.4% | -85.0% |
净利率RELYSEDG
| Q4 25 | 9.3% | -39.4% | ||
| Q3 25 | 2.1% | -14.7% | ||
| Q2 25 | 1.6% | -43.1% | ||
| Q1 25 | 3.1% | -44.9% | ||
| Q4 24 | -1.6% | -146.5% | ||
| Q3 24 | 0.6% | -522.8% | ||
| Q2 24 | -3.9% | -49.3% | ||
| Q1 24 | -7.8% | -77.0% |
每股收益（稀释后）RELYSEDG
| Q4 25 | $0.19 | $-2.21 | ||
| Q3 25 | $0.04 | $-0.84 | ||
| Q2 25 | $0.03 | $-2.13 | ||
| Q1 25 | $0.05 | $-1.70 | ||
| Q4 24 | $-0.03 | $-5.00 | ||
| Q3 24 | $0.01 | $-21.58 | ||
| Q2 24 | $-0.06 | $-2.31 | ||
| Q1 24 | $-0.11 | $-2.75 |
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 | $542.4M | $493.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $868.8M | $427.5M |
| 总资产 | $1.5B | $2.2B |
| 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RELYSEDG
| Q4 25 | $542.4M | $493.2M | ||
| Q3 25 | $476.9M | $498.6M | ||
| Q2 25 | $515.9M | $758.0M | ||
| Q1 25 | $493.9M | $651.6M | ||
| Q4 24 | $368.1M | $585.9M | ||
| Q3 24 | $324.4M | $678.8M | ||
| Q2 24 | $185.2M | $689.8M | ||
| Q1 24 | $286.0M | $680.6M |
股东权益RELYSEDG
| Q4 25 | $868.8M | $427.5M | ||
| Q3 25 | $797.2M | $479.8M | ||
| Q2 25 | $764.9M | $513.2M | ||
| Q1 25 | $723.5M | $594.2M | ||
| Q4 24 | $665.5M | $658.3M | ||
| Q3 24 | $630.8M | $930.9M | ||
| Q2 24 | $578.9M | $2.1B | ||
| Q1 24 | $549.4M | $2.2B |
总资产RELYSEDG
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $1.1B | $2.5B | ||
| Q4 24 | $1.0B | $2.6B | ||
| Q3 24 | $970.4M | $2.8B | ||
| Q2 24 | $950.2M | $3.9B | ||
| Q1 24 | $1.1B | $4.2B |
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 | $149.6M | $52.6M |
| 自由现金流经营现金流 - 资本支出 | $143.3M | $43.3M |
| 自由现金流率自由现金流/营收 | 32.4% | 12.9% |
| 资本支出强度资本支出/营收 | 1.4% | 2.8% |
| 现金转化率经营现金流/净利润 | 3.63× | — |
| 过去12个月自由现金流最近4个季度 | $288.7M | $80.8M |
8季度趋势，按日历期对齐
经营现金流RELYSEDG
| Q4 25 | $149.6M | $52.6M | ||
| Q3 25 | $1.4M | $25.6M | ||
| Q2 25 | $41.2M | $-7.8M | ||
| Q1 25 | $132.9M | $33.8M | ||
| Q4 24 | $-27.3M | $37.8M | ||
| Q3 24 | $146.8M | $-89.3M | ||
| Q2 24 | $48.9M | $-44.8M | ||
| Q1 24 | $-56.8M | $-217.0M |
自由现金流RELYSEDG
| Q4 25 | $143.3M | $43.3M | ||
| Q3 25 | $-2.1M | $22.8M | ||
| Q2 25 | $28.6M | $-9.1M | ||
| Q1 25 | $118.9M | $23.7M | ||
| Q4 24 | $-30.1M | $25.5M | ||
| Q3 24 | $145.6M | $-136.7M | ||
| Q2 24 | $47.8M | $-67.0M | ||
| Q1 24 | $-57.8M | $-243.4M |
自由现金流率RELYSEDG
| Q4 25 | 32.4% | 12.9% | ||
| Q3 25 | -0.5% | 6.7% | ||
| Q2 25 | 6.9% | -3.1% | ||
| Q1 25 | 32.9% | 10.8% | ||
| Q4 24 | -8.5% | 13.0% | ||
| Q3 24 | 43.3% | -58.1% | ||
| Q2 24 | 15.6% | -25.2% | ||
| Q1 24 | -21.5% | -119.1% |
资本支出强度RELYSEDG
| Q4 25 | 1.4% | 2.8% | ||
| Q3 25 | 0.8% | 0.8% | ||
| Q2 25 | 3.1% | 0.4% | ||
| Q1 25 | 3.9% | 4.6% | ||
| Q4 24 | 0.8% | 6.2% | ||
| Q3 24 | 0.3% | 20.1% | ||
| Q2 24 | 0.4% | 8.4% | ||
| Q1 24 | 0.4% | 12.9% |
现金转化率RELYSEDG
| Q4 25 | 3.63× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 6.30× | — | ||
| Q1 25 | 11.71× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 76.56× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
RELY
暂无分部数据
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
