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SentinelOne, Inc.（S）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
SentinelOne, Inc.的季度营收约是STRATTEC SECURITY CORP的1.9倍（$258.9M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs -23.3%，领先26.9%），SentinelOne, Inc.同比增速更快（22.9% vs 5.9%），SentinelOne, Inc.自由现金流更多（$20.9M vs $11.3M）
SentinelOne是总部位于美国加利福尼亚州山景城的纽交所上市网络安全企业，2013年成立，CEO为托默·魏因加滕，全球约有2800名员工，在五座城市设有办公点。公司依托机器学习技术监控个人电脑、物联网设备及云工作负载，提供专业网络安全防护服务。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
S vs STRT — 直观对比
营收规模更大
S
是对方的1.9倍
$137.5M
营收增速更快
S
高出17.1%
5.9%
净利率更高
STRT
高出26.9%
-23.3%
自由现金流更多
S
多$9.7M
$11.3M
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $258.9M | $137.5M |
| 净利润 | $-60.3M | $4.9M |
| 毛利率 | 73.8% | 16.5% |
| 营业利润率 | -28.3% | 3.5% |
| 净利率 | -23.3% | 3.6% |
| 营收同比 | 22.9% | 5.9% |
| 净利润同比 | 23.1% | 275.1% |
| 每股收益（稀释后） | $-0.18 | $1.20 |
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SSTRT
| Q4 25 | $258.9M | $137.5M | ||
| Q3 25 | $242.2M | $152.4M | ||
| Q2 25 | $229.0M | $152.0M | ||
| Q1 25 | — | $144.1M | ||
| Q4 24 | — | $129.9M | ||
| Q3 24 | — | $139.1M | ||
| Q1 24 | — | $140.8M | ||
| Q4 23 | — | $118.5M |
净利润SSTRT
| Q4 25 | $-60.3M | $4.9M | ||
| Q3 25 | $-72.0M | $8.5M | ||
| Q2 25 | $-208.2M | $8.3M | ||
| Q1 25 | — | $5.4M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | — | $3.7M | ||
| Q1 24 | — | $1.5M | ||
| Q4 23 | — | $1.0M |
毛利率SSTRT
| Q4 25 | 73.8% | 16.5% | ||
| Q3 25 | 75.0% | 17.3% | ||
| Q2 25 | 75.3% | 16.7% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 13.6% | ||
| Q1 24 | — | 10.4% | ||
| Q4 23 | — | 11.4% |
营业利润率SSTRT
| Q4 25 | -28.3% | 3.5% | ||
| Q3 25 | -33.3% | 6.9% | ||
| Q2 25 | -38.2% | 5.6% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 3.6% | ||
| Q1 24 | — | 1.4% | ||
| Q4 23 | — | 0.0% |
净利率SSTRT
| Q4 25 | -23.3% | 3.6% | ||
| Q3 25 | -29.7% | 5.6% | ||
| Q2 25 | -90.9% | 5.4% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 2.7% | ||
| Q1 24 | — | 1.1% | ||
| Q4 23 | — | 0.9% |
每股收益（稀释后）SSTRT
| Q4 25 | $-0.18 | $1.20 | ||
| Q3 25 | $-0.22 | $2.07 | ||
| Q2 25 | $-0.63 | $2.02 | ||
| Q1 25 | — | $1.32 | ||
| Q4 24 | — | $0.32 | ||
| Q3 24 | — | $0.92 | ||
| Q1 24 | — | $0.37 | ||
| Q4 23 | — | $0.26 |
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 | $649.8M | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $236.8M |
| 总资产 | $2.4B | $392.2M |
| 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SSTRT
| Q4 25 | $649.8M | $99.0M | ||
| Q3 25 | $810.8M | $90.5M | ||
| Q2 25 | $766.9M | $84.6M | ||
| Q1 25 | — | $62.1M | ||
| Q4 24 | — | $42.6M | ||
| Q3 24 | — | $34.4M | ||
| Q1 24 | — | $9.6M | ||
| Q4 23 | — | $11.6M |
股东权益SSTRT
| Q4 25 | $1.5B | $236.8M | ||
| Q3 25 | $1.5B | $230.5M | ||
| Q2 25 | $1.5B | $221.6M | ||
| Q1 25 | — | $210.7M | ||
| Q4 24 | — | $204.5M | ||
| Q3 24 | — | $203.0M | ||
| Q1 24 | — | $193.8M | ||
| Q4 23 | — | $191.4M |
总资产SSTRT
| Q4 25 | $2.4B | $392.2M | ||
| Q3 25 | $2.4B | $390.1M | ||
| Q2 25 | $2.4B | $391.5M | ||
| Q1 25 | — | $387.4M | ||
| Q4 24 | — | $355.9M | ||
| Q3 24 | — | $366.9M | ||
| Q1 24 | — | $348.5M | ||
| Q4 23 | — | $331.8M |
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 | $21.0M | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $20.9M | $11.3M |
| 自由现金流率自由现金流/营收 | 8.1% | 8.2% |
| 资本支出强度资本支出/营收 | 0.0% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $67.8M |
8季度趋势，按日历期对齐
经营现金流SSTRT
| Q4 25 | $21.0M | $13.9M | ||
| Q3 25 | $-1.0M | $11.3M | ||
| Q2 25 | $52.3M | $30.2M | ||
| Q1 25 | — | $20.7M | ||
| Q4 24 | — | $9.4M | ||
| Q3 24 | — | $11.3M | ||
| Q1 24 | — | $-309.0K | ||
| Q4 23 | — | — |
自由现金流SSTRT
| Q4 25 | $20.9M | $11.3M | ||
| Q3 25 | $-1.3M | $9.8M | ||
| Q2 25 | $52.1M | $27.2M | ||
| Q1 25 | — | $19.6M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $9.3M | ||
| Q1 24 | — | $-2.0M | ||
| Q4 23 | — | — |
自由现金流率SSTRT
| Q4 25 | 8.1% | 8.2% | ||
| Q3 25 | -0.5% | 6.4% | ||
| Q2 25 | 22.8% | 17.9% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 6.7% | ||
| Q1 24 | — | -1.4% | ||
| Q4 23 | — | — |
资本支出强度SSTRT
| Q4 25 | 0.0% | 1.9% | ||
| Q3 25 | 0.1% | 1.0% | ||
| Q2 25 | 0.1% | 2.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.5% | ||
| Q1 24 | — | 1.2% | ||
| Q4 23 | — | — |
现金转化率SSTRT
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q1 24 | — | -0.21× | ||
| Q4 23 | — | — |
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
S
| US | $154.8M | 60% |
| Non Us | $104.1M | 40% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
