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SAIA INC（SAIA）与Snowflake Inc.（SNOW）财务数据对比。点击上方公司名可切换其他公司
Snowflake Inc.的季度营收约是SAIA INC的1.5倍（$1.2B vs $790.0M），SAIA INC净利率更高（6.0% vs -24.2%，领先30.3%），Snowflake Inc.同比增速更快（28.7% vs 0.1%），Snowflake Inc.自由现金流更多（$113.6M vs $37.5M），过去两年Snowflake Inc.的营收复合增速更高（25.1% vs 2.3%）
Saia是美国知名零担货运企业，1924年创立于路易斯安那州霍马。成立最初五十年仅在路易斯安那州和得克萨斯州运营，1980年后逐步向美国南部多州扩张，后续通过同业并购将服务覆盖至36个州，目前位列美国零担承运商前十，年营收超18亿美元。
Snowflake Inc.是美国云数据平台服务商，创立于加利福尼亚州圣马特奥，总部位于蒙大拿州博兹曼。旗下平台支持数据分析功能，可实现数据集的低延迟并发访问，服务运行在亚马逊云科技、微软Azure、谷歌云三大公有云平台上。
SAIA vs SNOW — 直观对比
营收规模更大
SNOW
是对方的1.5倍
$790.0M
营收增速更快
SNOW
高出28.6%
0.1%
净利率更高
SAIA
高出30.3%
-24.2%
自由现金流更多
SNOW
多$76.1M
$37.5M
两年增速更快
SNOW
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $790.0M | $1.2B |
| 净利润 | $47.5M | $-294.0M |
| 毛利率 | — | 67.8% |
| 营业利润率 | 8.1% | -27.2% |
| 净利率 | 6.0% | -24.2% |
| 营收同比 | 0.1% | 28.7% |
| 净利润同比 | -37.6% | 9.4% |
| 每股收益（稀释后） | $1.77 | $-0.87 |
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SAIASNOW
| Q4 25 | $790.0M | $1.2B | ||
| Q3 25 | $839.6M | $1.1B | ||
| Q2 25 | $817.1M | $1.0B | ||
| Q1 25 | $787.6M | $986.8M | ||
| Q4 24 | $789.0M | $942.1M | ||
| Q3 24 | $842.1M | $868.8M | ||
| Q2 24 | $823.2M | $828.7M | ||
| Q1 24 | $754.8M | $774.7M |
净利润SAIASNOW
| Q4 25 | $47.5M | $-294.0M | ||
| Q3 25 | $86.3M | $-298.0M | ||
| Q2 25 | $71.4M | $-430.1M | ||
| Q1 25 | $49.8M | $-327.5M | ||
| Q4 24 | $76.1M | $-324.3M | ||
| Q3 24 | $92.7M | $-316.9M | ||
| Q2 24 | $102.5M | $-317.0M | ||
| Q1 24 | $90.7M | $-169.4M |
毛利率SAIASNOW
| Q4 25 | — | 67.8% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 66.5% | ||
| Q1 25 | — | 66.2% | ||
| Q4 24 | — | 65.9% | ||
| Q3 24 | — | 66.8% | ||
| Q2 24 | — | 67.1% | ||
| Q1 24 | — | 68.8% |
营业利润率SAIASNOW
| Q4 25 | 8.1% | -27.2% | ||
| Q3 25 | 14.1% | -29.7% | ||
| Q2 25 | 12.2% | -42.9% | ||
| Q1 25 | 8.9% | -39.2% | ||
| Q4 24 | 12.9% | -38.8% | ||
| Q3 24 | 14.9% | -40.9% | ||
| Q2 24 | 16.7% | -42.1% | ||
| Q1 24 | 15.6% | -35.6% |
净利率SAIASNOW
| Q4 25 | 6.0% | -24.2% | ||
| Q3 25 | 10.3% | -26.0% | ||
| Q2 25 | 8.7% | -41.3% | ||
| Q1 25 | 6.3% | -33.2% | ||
| Q4 24 | 9.6% | -34.4% | ||
| Q3 24 | 11.0% | -36.5% | ||
| Q2 24 | 12.5% | -38.3% | ||
| Q1 24 | 12.0% | -21.9% |
每股收益（稀释后）SAIASNOW
| Q4 25 | $1.77 | $-0.87 | ||
| Q3 25 | $3.22 | $-0.89 | ||
| Q2 25 | $2.67 | $-1.29 | ||
| Q1 25 | $1.86 | $-0.98 | ||
| Q4 24 | $2.84 | $-0.98 | ||
| Q3 24 | $3.46 | $-0.95 | ||
| Q2 24 | $3.83 | $-0.95 | ||
| Q1 24 | $3.38 | $-0.51 |
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 | $19.7M | $1.9B |
| 总债务越低越好 | $163.0M | — |
| 股东权益账面价值 | $2.6B | $2.1B |
| 总资产 | $3.5B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.06× | — |
8季度趋势，按日历期对齐
现金及短期投资SAIASNOW
| Q4 25 | $19.7M | $1.9B | ||
| Q3 25 | $35.5M | $1.9B | ||
| Q2 25 | $18.8M | $2.2B | ||
| Q1 25 | $16.5M | $2.6B | ||
| Q4 24 | $19.5M | $2.1B | ||
| Q3 24 | $14.4M | $1.3B | ||
| Q2 24 | $11.2M | $1.3B | ||
| Q1 24 | $12.3M | $1.8B |
总债务SAIASNOW
| Q4 25 | $163.0M | — | ||
| Q3 25 | $218.0M | — | ||
| Q2 25 | $307.1M | — | ||
| Q1 25 | $291.8M | — | ||
| Q4 24 | $195.0M | — | ||
| Q3 24 | $184.2M | — | ||
| Q2 24 | $169.1M | — | ||
| Q1 24 | $76.6M | — |
股东权益SAIASNOW
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.5B | $2.4B | ||
| Q2 25 | $2.4B | $2.4B | ||
| Q1 25 | $2.4B | $3.0B | ||
| Q4 24 | $2.3B | $2.9B | ||
| Q3 24 | $2.2B | $4.1B | ||
| Q2 24 | $2.1B | $4.6B | ||
| Q1 24 | $2.0B | $5.2B |
总资产SAIASNOW
| Q4 25 | $3.5B | $8.2B | ||
| Q3 25 | $3.5B | $8.2B | ||
| Q2 25 | $3.5B | $8.2B | ||
| Q1 25 | $3.4B | $9.0B | ||
| Q4 24 | $3.2B | $8.2B | ||
| Q3 24 | $3.1B | $6.9B | ||
| Q2 24 | $3.0B | $7.3B | ||
| Q1 24 | $2.8B | $8.2B |
负债/权益比SAIASNOW
| Q4 25 | 0.06× | — | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.08× | — | ||
| Q3 24 | 0.08× | — | ||
| Q2 24 | 0.08× | — | ||
| Q1 24 | 0.04× | — |
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 | $137.3M | $137.5M |
| 自由现金流经营现金流 - 资本支出 | $37.5M | $113.6M |
| 自由现金流率自由现金流/营收 | 4.7% | 9.4% |
| 资本支出强度资本支出/营收 | 12.6% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.89× | — |
| 过去12个月自由现金流最近4个季度 | $27.3M | $776.7M |
8季度趋势，按日历期对齐
经营现金流SAIASNOW
| Q4 25 | $137.3M | $137.5M | ||
| Q3 25 | $177.8M | $74.9M | ||
| Q2 25 | $170.7M | $228.4M | ||
| Q1 25 | $109.1M | $432.7M | ||
| Q4 24 | $164.7M | $101.7M | ||
| Q3 24 | $181.7M | $69.9M | ||
| Q2 24 | $130.8M | $355.5M | ||
| Q1 24 | $106.5M | $344.6M |
自由现金流SAIASNOW
| Q4 25 | $37.5M | $113.6M | ||
| Q3 25 | $87.6M | $58.2M | ||
| Q2 25 | $-3.9M | $183.4M | ||
| Q1 25 | $-93.8M | $421.4M | ||
| Q4 24 | $-3.5M | $88.3M | ||
| Q3 24 | $-11.7M | $64.8M | ||
| Q2 24 | $-94.0M | $338.9M | ||
| Q1 24 | $-350.7M | $331.5M |
自由现金流率SAIASNOW
| Q4 25 | 4.7% | 9.4% | ||
| Q3 25 | 10.4% | 5.1% | ||
| Q2 25 | -0.5% | 17.6% | ||
| Q1 25 | -11.9% | 42.7% | ||
| Q4 24 | -0.4% | 9.4% | ||
| Q3 24 | -1.4% | 7.5% | ||
| Q2 24 | -11.4% | 40.9% | ||
| Q1 24 | -46.5% | 42.8% |
资本支出强度SAIASNOW
| Q4 25 | 12.6% | 2.0% | ||
| Q3 25 | 10.8% | 1.5% | ||
| Q2 25 | 21.4% | 4.3% | ||
| Q1 25 | 25.8% | 1.1% | ||
| Q4 24 | 21.3% | 1.4% | ||
| Q3 24 | 23.0% | 0.6% | ||
| Q2 24 | 27.3% | 2.0% | ||
| Q1 24 | 60.6% | 1.7% |
现金转化率SAIASNOW
| Q4 25 | 2.89× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | 2.39× | — | ||
| Q1 25 | 2.19× | — | ||
| Q4 24 | 2.16× | — | ||
| Q3 24 | 1.96× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.17× | — |
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
SAIA
暂无分部数据
SNOW
| Products | $1.2B | 96% |
| Professional Services And Other | $54.5M | 4% |
| Related Party | $6.7M | 1% |
