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RESIDEO TECHNOLOGIES, INC.（REZI）与闪迪（SNDK）财务数据对比。点击上方公司名可切换其他公司
闪迪的季度营收约是RESIDEO TECHNOLOGIES, INC.的1.6倍（$3.0B vs $1.9B），闪迪净利率更高（26.5% vs 7.2%，领先19.4%），闪迪同比增速更快（78.5% vs 2.0%），闪迪自由现金流更多（$980.0M vs $262.0M）
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
闪迪是总部位于美国加利福尼亚州米尔皮塔斯的跨国计算机科技企业，主要设计生产闪存相关产品，涵盖存储卡、U盘、固态硬盘等品类。公司1988年由伊莱·哈拉里、桑贾伊·梅洛特拉、袁志坤共同创立，最初名为SunDisk，现品牌名取自创始人桑贾伊的名字与disk的组合。
REZI vs SNDK — 直观对比
营收规模更大
SNDK
是对方的1.6倍
$1.9B
营收增速更快
SNDK
高出76.5%
2.0%
净利率更高
SNDK
高出19.4%
7.2%
自由现金流更多
SNDK
多$718.0M
$262.0M
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.0B |
| 净利润 | $136.0M | $803.0M |
| 毛利率 | 29.6% | 50.9% |
| 营业利润率 | 7.4% | 35.2% |
| 净利率 | 7.2% | 26.5% |
| 营收同比 | 2.0% | 78.5% |
| 净利润同比 | 491.3% | 141.5% |
| 每股收益（稀释后） | $0.99 | $5.15 |
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REZISNDK
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.9B | $2.3B | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q1 25 | $1.8B | $1.7B | ||
| Q4 24 | $1.9B | $1.9B | ||
| Q3 24 | $1.8B | $1.9B | ||
| Q2 24 | $1.6B | — |
净利润REZISNDK
| Q1 26 | — | $803.0M | ||
| Q4 25 | $136.0M | $112.0M | ||
| Q3 25 | $156.0M | — | ||
| Q2 25 | $-825.0M | $-23.0M | ||
| Q1 25 | $6.0M | $-1.9B | ||
| Q4 24 | $23.0M | $104.0M | ||
| Q3 24 | $20.0M | $211.0M | ||
| Q2 24 | $30.0M | — |
毛利率REZISNDK
| Q1 26 | — | 50.9% | ||
| Q4 25 | 29.6% | 29.8% | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 29.3% | 26.2% | ||
| Q1 25 | 28.9% | 22.5% | ||
| Q4 24 | 28.5% | 32.3% | ||
| Q3 24 | 28.7% | 38.6% | ||
| Q2 24 | 28.1% | — |
营业利润率REZISNDK
| Q1 26 | — | 35.2% | ||
| Q4 25 | 7.4% | 7.6% | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 9.1% | 0.9% | ||
| Q1 25 | 7.7% | -111.0% | ||
| Q4 24 | 7.8% | 10.4% | ||
| Q3 24 | 6.9% | 15.5% | ||
| Q2 24 | 7.7% | — |
净利率REZISNDK
| Q1 26 | — | 26.5% | ||
| Q4 25 | 7.2% | 4.9% | ||
| Q3 25 | 8.4% | — | ||
| Q2 25 | -42.5% | -1.2% | ||
| Q1 25 | 0.3% | -114.0% | ||
| Q4 24 | 1.2% | 5.5% | ||
| Q3 24 | 1.1% | 11.2% | ||
| Q2 24 | 1.9% | — |
每股收益（稀释后）REZISNDK
| Q1 26 | — | $5.15 | ||
| Q4 25 | $0.99 | $0.75 | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $-5.59 | $-0.17 | ||
| Q1 25 | $-0.02 | $-13.33 | ||
| Q4 24 | $0.06 | $0.72 | ||
| Q3 24 | $0.07 | $1.46 | ||
| Q2 24 | $0.19 | — |
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 | $661.0M | $1.5B |
| 总债务越低越好 | $3.2B | $603.0M |
| 股东权益账面价值 | $2.9B | $10.2B |
| 总资产 | $8.4B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资REZISNDK
| Q1 26 | — | $1.5B | ||
| Q4 25 | $661.0M | $1.4B | ||
| Q3 25 | $345.0M | — | ||
| Q2 25 | $753.0M | $1.5B | ||
| Q1 25 | $577.0M | $1.5B | ||
| Q4 24 | $692.0M | $804.0M | ||
| Q3 24 | $531.0M | — | ||
| Q2 24 | $413.0M | — |
总债务REZISNDK
| Q1 26 | — | $603.0M | ||
| Q4 25 | $3.2B | $1.4B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — |
股东权益REZISNDK
| Q1 26 | — | $10.2B | ||
| Q4 25 | $2.9B | $9.4B | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.6B | $9.2B | ||
| Q1 25 | $3.3B | $9.2B | ||
| Q4 24 | $3.3B | $12.0B | ||
| Q3 24 | $3.4B | $12.1B | ||
| Q2 24 | $3.3B | — |
总资产REZISNDK
| Q1 26 | — | $13.0B | ||
| Q4 25 | $8.4B | $12.7B | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.5B | $13.0B | ||
| Q1 25 | $8.1B | $13.0B | ||
| Q4 24 | $8.2B | $14.2B | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.0B | — |
负债/权益比REZISNDK
| Q1 26 | — | 0.06× | ||
| Q4 25 | 1.11× | 0.14× | ||
| Q3 25 | 1.17× | — | ||
| Q2 25 | 0.77× | 0.20× | ||
| Q1 25 | 0.60× | 0.21× | ||
| Q4 24 | 0.61× | — | ||
| Q3 24 | 0.60× | — | ||
| Q2 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 | $299.0M | $1.0B |
| 自由现金流经营现金流 - 资本支出 | $262.0M | $980.0M |
| 自由现金流率自由现金流/营收 | 13.8% | 32.4% |
| 资本支出强度资本支出/营收 | 2.0% | 1.3% |
| 现金转化率经营现金流/净利润 | 2.20× | 1.27× |
| 过去12个月自由现金流最近4个季度 | $-1.3B | — |
8季度趋势，按日历期对齐
经营现金流REZISNDK
| Q1 26 | — | $1.0B | ||
| Q4 25 | $299.0M | $488.0M | ||
| Q3 25 | $-1.6B | — | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $-65.0M | $26.0M | ||
| Q4 24 | $203.0M | $95.0M | ||
| Q3 24 | $147.0M | $-131.0M | ||
| Q2 24 | $92.0M | — |
自由现金流REZISNDK
| Q1 26 | — | $980.0M | ||
| Q4 25 | $262.0M | $438.0M | ||
| Q3 25 | $-1.6B | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | $-96.0M | $-18.0M | ||
| Q4 24 | $181.0M | $47.0M | ||
| Q3 24 | $125.0M | $-198.0M | ||
| Q2 24 | $77.0M | — |
自由现金流率REZISNDK
| Q1 26 | — | 32.4% | ||
| Q4 25 | 13.8% | 19.0% | ||
| Q3 25 | -85.8% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | -5.4% | -1.1% | ||
| Q4 24 | 9.7% | 2.5% | ||
| Q3 24 | 6.8% | -10.5% | ||
| Q2 24 | 4.8% | — |
资本支出强度REZISNDK
| Q1 26 | — | 1.3% | ||
| Q4 25 | 2.0% | 2.2% | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.8% | 2.6% | ||
| Q4 24 | 1.2% | 2.6% | ||
| Q3 24 | 1.2% | 3.6% | ||
| Q2 24 | 0.9% | — |
现金转化率REZISNDK
| Q1 26 | — | 1.27× | ||
| Q4 25 | 2.20× | 4.36× | ||
| Q3 25 | -10.07× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -10.83× | — | ||
| Q4 24 | 8.83× | 0.91× | ||
| Q3 24 | 7.35× | -0.62× | ||
| Q2 24 | 3.07× | — |
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
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
SNDK
| Edge | $1.7B | 55% |
| Consumer | $907.0M | 30% |
| Datacenter | $440.0M | 15% |
