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新美亚（SANM）与Viking Holdings Ltd（VIK）财务数据对比。点击上方公司名可切换其他公司
Viking Holdings Ltd的季度营收约是新美亚的1.2倍（$4.0B vs $3.2B），Viking Holdings Ltd净利率更高（12.9% vs 1.5%，领先11.4%）
新美亚公司是总部位于美国加利福尼亚州圣何塞的电子制造服务（EMS）提供商，服务通信、计算机硬件领域的原始设备制造商（OEM）。集团拥有近80个生产基地，是全球规模最大的印刷电路板和背板独立制造商之一，2022年位列《财富》世界500强第482位。
本公司为注册于百慕大、运营总部设在美国的控股企业，旗下全资拥有诺唯真邮轮、大洋邮轮、丽晶七海邮轮三大邮轮品牌，合并业务规模位列全球第三大邮轮运营商，目前在纽约证券交易所公开上市。
SANM vs VIK — 直观对比
营收规模更大
VIK
是对方的1.2倍
$3.2B
净利率更高
VIK
高出11.4%
1.5%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $4.0B |
| 净利润 | $49.3M | $514.0M |
| 毛利率 | 7.6% | 73.4% |
| 营业利润率 | 2.3% | 15.2% |
| 净利率 | 1.5% | 12.9% |
| 营收同比 | 59.0% | — |
| 净利润同比 | -24.2% | 35.4% |
| 每股收益（稀释后） | $0.89 | $1.15 |
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SANMVIK
| Q4 25 | $3.2B | — | ||
| Q3 25 | $2.1B | $4.0B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $2.0B | $718.2M | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | $3.6B | ||
| Q2 24 | $1.8B | $2.1B | ||
| Q1 24 | $1.8B | — |
净利润SANMVIK
| Q4 25 | $49.3M | — | ||
| Q3 25 | $48.1M | $514.0M | ||
| Q2 25 | $68.6M | $439.2M | ||
| Q1 25 | $64.2M | $-105.5M | ||
| Q4 24 | $65.0M | — | ||
| Q3 24 | $61.4M | $379.7M | ||
| Q2 24 | $51.6M | $159.8M | ||
| Q1 24 | $52.5M | — |
毛利率SANMVIK
| Q4 25 | 7.6% | — | ||
| Q3 25 | 9.1% | 73.4% | ||
| Q2 25 | 8.9% | 55.7% | ||
| Q1 25 | 8.9% | 17.3% | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 8.5% | 74.7% | ||
| Q2 24 | 8.3% | 57.8% | ||
| Q1 24 | 8.4% | — |
营业利润率SANMVIK
| Q4 25 | 2.3% | — | ||
| Q3 25 | 3.7% | 15.2% | ||
| Q2 25 | 4.7% | 23.7% | ||
| Q1 25 | 4.6% | -1.3% | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 4.4% | 13.6% | ||
| Q2 24 | 4.5% | 20.5% | ||
| Q1 24 | 4.1% | — |
净利率SANMVIK
| Q4 25 | 1.5% | — | ||
| Q3 25 | 2.3% | 12.9% | ||
| Q2 25 | 3.4% | 19.1% | ||
| Q1 25 | 3.2% | -14.7% | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 3.0% | 10.6% | ||
| Q2 24 | 2.8% | 7.7% | ||
| Q1 24 | 2.9% | — |
每股收益（稀释后）SANMVIK
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.88 | $1.15 | ||
| Q2 25 | $1.26 | $0.99 | ||
| Q1 25 | $1.16 | $-0.24 | ||
| Q4 24 | $1.16 | — | ||
| Q3 24 | $1.09 | $0.87 | ||
| Q2 24 | $0.91 | $0.38 | ||
| Q1 24 | $0.93 | — |
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 | $1.4B | $3.0B |
| 总债务越低越好 | $2.2B | — |
| 股东权益账面价值 | $2.7B | $803.5M |
| 总资产 | $9.8B | $11.5B |
| 负债/权益比越低杠杆越低 | 0.82× | — |
8季度趋势，按日历期对齐
现金及短期投资SANMVIK
| Q4 25 | $1.4B | — | ||
| Q3 25 | $926.3M | $3.0B | ||
| Q2 25 | $797.9M | $2.6B | ||
| Q1 25 | $647.1M | $2.8B | ||
| Q4 24 | $642.4M | — | ||
| Q3 24 | $625.9M | $2.4B | ||
| Q2 24 | $657.7M | $1.8B | ||
| Q1 24 | $650.9M | — |
总债务SANMVIK
| Q4 25 | $2.2B | — | ||
| Q3 25 | $300.5M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益SANMVIK
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.5B | $803.5M | ||
| Q2 25 | $2.5B | $278.3M | ||
| Q1 25 | $2.4B | $-267.5M | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | $-688.9M | ||
| Q2 24 | $2.3B | $-1.1B | ||
| Q1 24 | $2.3B | — |
总资产SANMVIK
| Q4 25 | $9.8B | — | ||
| Q3 25 | $5.9B | $11.5B | ||
| Q2 25 | $5.2B | $11.1B | ||
| Q1 25 | $5.0B | $10.7B | ||
| Q4 24 | $4.8B | — | ||
| Q3 24 | $4.8B | — | ||
| Q2 24 | $4.7B | — | ||
| Q1 24 | $4.7B | — |
负债/权益比SANMVIK
| Q4 25 | 0.82× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $178.7M | $663.9M |
| 自由现金流经营现金流 - 资本支出 | $91.9M | — |
| 自由现金流率自由现金流/营收 | 2.9% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | 3.63× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $518.3M | — |
8季度趋势，按日历期对齐
经营现金流SANMVIK
| Q4 25 | $178.7M | — | ||
| Q3 25 | $199.1M | $663.9M | ||
| Q2 25 | $200.8M | $470.7M | ||
| Q1 25 | $156.9M | $587.9M | ||
| Q4 24 | $63.9M | — | ||
| Q3 24 | $51.9M | $828.7M | ||
| Q2 24 | $90.0M | $419.8M | ||
| Q1 24 | $72.3M | — |
自由现金流SANMVIK
| Q4 25 | $91.9M | — | ||
| Q3 25 | $136.6M | — | ||
| Q2 25 | $163.7M | — | ||
| Q1 25 | $126.1M | — | ||
| Q4 24 | $46.9M | — | ||
| Q3 24 | $27.2M | — | ||
| Q2 24 | $67.2M | — | ||
| Q1 24 | $42.7M | — |
自由现金流率SANMVIK
| Q4 25 | 2.9% | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 6.4% | — | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 3.7% | — | ||
| Q1 24 | 2.3% | — |
资本支出强度SANMVIK
| Q4 25 | 2.7% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 1.6% | — |
现金转化率SANMVIK
| Q4 25 | 3.63× | — | ||
| Q3 25 | 4.14× | 1.29× | ||
| Q2 25 | 2.93× | 1.07× | ||
| Q1 25 | 2.44× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 0.85× | 2.18× | ||
| Q2 24 | 1.74× | 2.63× | ||
| Q1 24 | 1.38× | — |
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
SANM
| Industrial And Energy Medical Defense And Aerospace And Automotive And Transportation | $1.2B | 38% |
| ZT Systems | $1.1B | 34% |
| Other Segments CPS | $434.3M | 14% |
| CPS Third Party Revenue | $412.7M | 13% |
| Change In Accounting Method Accounted For As Change In Estimate | $2.7M | 0% |
VIK
暂无分部数据
