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索尼互动娱乐(RSI)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
索尼互动娱乐的季度营收约是世纪互联的1.0倍($370.4M vs $362.7M),索尼互动娱乐净利率更高(7.1% vs -10.7%,领先17.7%),过去两年索尼互动娱乐的营收复合增速更高(29.6% vs 17.4%)
索尼互动娱乐有限责任公司隶属于日本企业集团索尼集团,是美国的电子游戏与数字娱乐企业。该公司主打PlayStation品牌系列游戏主机及相关产品,按营收与股权投资规模计算,是全球电子游戏行业规模最大的企业。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
RSI vs VNET — 直观对比
营收规模更大
RSI
是对方的1.0倍
$362.7M
净利率更高
RSI
高出17.7%
-10.7%
两年增速更快
RSI
近两年复合增速
17.4%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $370.4M | $362.7M |
| 净利润 | $26.2M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | 11.6% | 0.5% |
| 净利率 | 7.1% | -10.7% |
| 营收同比 | 41.1% | — |
| 净利润同比 | 70.5% | — |
| 每股收益(稀释后) | $0.08 | — |
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
RSI
VNET
| Q1 26 | $370.4M | — | ||
| Q4 25 | $324.9M | — | ||
| Q3 25 | $277.9M | $362.7M | ||
| Q2 25 | $269.2M | — | ||
| Q1 25 | $262.4M | $309.5M | ||
| Q4 24 | $254.2M | — | ||
| Q3 24 | $232.1M | $302.2M | ||
| Q2 24 | $220.4M | $274.4M |
净利润
RSI
VNET
| Q1 26 | $26.2M | — | ||
| Q4 25 | $5.2M | — | ||
| Q3 25 | $6.1M | $-38.7M | ||
| Q2 25 | $16.7M | — | ||
| Q1 25 | $5.3M | $-2.4M | ||
| Q4 24 | $2.0M | — | ||
| Q3 24 | $1.2M | $-2.1M | ||
| Q2 24 | $-100.0K | $-1.1M |
毛利率
RSI
VNET
| Q1 26 | — | — | ||
| Q4 25 | 34.4% | — | ||
| Q3 25 | 34.0% | 20.9% | ||
| Q2 25 | 35.3% | — | ||
| Q1 25 | 34.9% | 25.2% | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 34.8% | 23.2% | ||
| Q2 24 | 34.4% | 21.3% |
营业利润率
RSI
VNET
| Q1 26 | 11.6% | — | ||
| Q4 25 | 8.9% | — | ||
| Q3 25 | 7.0% | 0.5% | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 5.6% | 0.1% | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 2.8% | 24.5% | ||
| Q2 24 | 1.9% | 0.2% |
净利率
RSI
VNET
| Q1 26 | 7.1% | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 2.2% | -10.7% | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 2.0% | -0.8% | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.5% | -0.7% | ||
| Q2 24 | -0.0% | -0.4% |
每股收益(稀释后)
RSI
VNET
| Q1 26 | $0.08 | — | ||
| Q4 25 | $0.08 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $0.12 | — | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $0.03 | — | ||
| Q3 24 | $0.01 | — | ||
| Q2 24 | $0.00 | — |
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 | $330.6M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $318.6M | $890.8M |
| 总资产 | $677.3M | $6.1B |
| 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
RSI
VNET
| Q1 26 | $330.6M | — | ||
| Q4 25 | $342.5M | — | ||
| Q3 25 | $279.5M | $492.1M | ||
| Q2 25 | $246.4M | — | ||
| Q1 25 | $232.8M | $544.3M | ||
| Q4 24 | $233.5M | — | ||
| Q3 24 | $220.9M | $219.5M | ||
| Q2 24 | $198.4M | $247.2M |
总债务
RSI
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — |
股东权益
RSI
VNET
| Q1 26 | $318.6M | — | ||
| Q4 25 | $147.2M | — | ||
| Q3 25 | $133.1M | $890.8M | ||
| Q2 25 | $122.9M | — | ||
| Q1 25 | $81.3M | $927.8M | ||
| Q4 24 | $78.7M | — | ||
| Q3 24 | $69.8M | $902.9M | ||
| Q2 24 | $63.4M | $900.6M |
总资产
RSI
VNET
| Q1 26 | $677.3M | — | ||
| Q4 25 | $658.5M | — | ||
| Q3 25 | $593.2M | $6.1B | ||
| Q2 25 | $543.0M | — | ||
| Q1 25 | $387.0M | $5.4B | ||
| Q4 24 | $379.5M | — | ||
| Q3 24 | $362.6M | $4.3B | ||
| Q2 24 | $340.7M | $4.0B |
负债/权益比
RSI
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $20.1M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 现金转化率经营现金流/净利润 | 0.77× | — |
| 过去12个月自由现金流最近4个季度 | — | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
RSI
VNET
| Q1 26 | $20.1M | — | ||
| Q4 25 | $69.1M | — | ||
| Q3 25 | $41.4M | $113.8M | ||
| Q2 25 | $25.8M | — | ||
| Q1 25 | $28.7M | $27.0M | ||
| Q4 24 | $25.9M | — | ||
| Q3 24 | $29.4M | $108.3M | ||
| Q2 24 | $20.2M | $55.8M |
自由现金流
RSI
VNET
| Q1 26 | — | — | ||
| Q4 25 | $68.9M | — | ||
| Q3 25 | $41.2M | $-193.1M | ||
| Q2 25 | $25.6M | — | ||
| Q1 25 | $28.6M | $-220.0M | ||
| Q4 24 | $25.7M | — | ||
| Q3 24 | $29.3M | $-95.0M | ||
| Q2 24 | $19.9M | $-81.6M |
自由现金流率
RSI
VNET
| Q1 26 | — | — | ||
| Q4 25 | 21.2% | — | ||
| Q3 25 | 14.8% | -53.2% | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 10.9% | -71.1% | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | 12.6% | -31.4% | ||
| Q2 24 | 9.0% | -29.8% |
资本支出强度
RSI
VNET
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.1% | 84.6% | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.1% | 79.8% | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.1% | 67.3% | ||
| Q2 24 | 0.2% | 50.1% |
现金转化率
RSI
VNET
| Q1 26 | 0.77× | — | ||
| Q4 25 | 13.17× | — | ||
| Q3 25 | 6.84× | — | ||
| Q2 25 | 1.55× | — | ||
| Q1 25 | 5.40× | — | ||
| Q4 24 | 12.79× | — | ||
| Q3 24 | 24.74× | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图