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SOLAREDGE TECHNOLOGIES, INC.（SEDG）与SPORTSMAN'S WAREHOUSE HOLDINGS, INC.（SPWH）财务数据对比。点击上方公司名可切换其他公司
SOLAREDGE TECHNOLOGIES, INC.的季度营收约是SPORTSMAN'S WAREHOUSE HOLDINGS, INC.的1.0倍（$335.4M vs $331.3M），SPORTSMAN'S WAREHOUSE HOLDINGS, INC.净利率更高（0.0% vs -39.4%，领先39.4%），SOLAREDGE TECHNOLOGIES, INC.同比增速更快（70.9% vs 2.2%），SOLAREDGE TECHNOLOGIES, INC.自由现金流更多（$43.3M vs $8.7M），过去两年SOLAREDGE TECHNOLOGIES, INC.的营收复合增速更高（28.1% vs -5.4%）
SolarEdge Technologies是一家以色列新能源科技企业，核心研发并推出了直流优化逆变器系统，该方案可提升光伏发电的能效表现，助力光伏系统实现更稳定、高效的电力转换，在全球分布式光伏领域拥有广泛的应用场景和市场认可度。
运动员仓库控股（Sportsman's Warehouse）是美国户外体育用品零售商，门店遍布全美29个州，主要面向狩猎、射击、露营、垂钓等各类户外休闲运动爱好者，销售户外服饰、鞋履及专业运动装备。
SEDG vs SPWH — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.4M | $331.3M |
| 净利润 | $-132.1M | $8.0K |
| 毛利率 | 22.2% | 32.8% |
| 营业利润率 | -14.4% | 1.3% |
| 净利率 | -39.4% | 0.0% |
| 营收同比 | 70.9% | 2.2% |
| 净利润同比 | 54.0% | -97.8% |
| 每股收益（稀释后） | $-2.21 | $0.00 |
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
| Q4 25 | $335.4M | $331.3M | ||
| Q3 25 | $340.2M | $293.9M | ||
| Q2 25 | $289.4M | $249.1M | ||
| Q1 25 | $219.5M | $340.4M | ||
| Q4 24 | $196.2M | $324.3M | ||
| Q3 24 | $235.4M | $288.7M | ||
| Q2 24 | $265.4M | $244.2M | ||
| Q1 24 | $204.4M | $370.4M |
| Q4 25 | $-132.1M | $8.0K | ||
| Q3 25 | $-50.1M | $-7.1M | ||
| Q2 25 | $-124.7M | $-21.3M | ||
| Q1 25 | $-98.5M | $-8.7M | ||
| Q4 24 | $-287.4M | $-364.0K | ||
| Q3 24 | $-1.2B | $-5.9M | ||
| Q2 24 | $-130.8M | $-18.1M | ||
| Q1 24 | $-157.3M | $-8.7M |
| Q4 25 | 22.2% | 32.8% | ||
| Q3 25 | 21.2% | 32.0% | ||
| Q2 25 | 11.1% | 30.4% | ||
| Q1 25 | 8.0% | 30.4% | ||
| Q4 24 | -57.2% | 31.8% | ||
| Q3 24 | -309.1% | 31.2% | ||
| Q2 24 | -4.1% | 30.2% | ||
| Q1 24 | -12.8% | 26.8% |
| Q4 25 | -14.4% | 1.3% | ||
| Q3 25 | -10.3% | -1.1% | ||
| Q2 25 | -39.9% | -7.9% | ||
| Q1 25 | -46.8% | 1.1% | ||
| Q4 24 | -134.4% | 1.0% | ||
| Q3 24 | -471.8% | -1.5% | ||
| Q2 24 | -60.4% | -8.4% | ||
| Q1 24 | -85.0% | -2.1% |
| Q4 25 | -39.4% | 0.0% | ||
| Q3 25 | -14.7% | -2.4% | ||
| Q2 25 | -43.1% | -8.5% | ||
| Q1 25 | -44.9% | -2.6% | ||
| Q4 24 | -146.5% | -0.1% | ||
| Q3 24 | -522.8% | -2.0% | ||
| Q2 24 | -49.3% | -7.4% | ||
| Q1 24 | -77.0% | -2.4% |
| Q4 25 | $-2.21 | $0.00 | ||
| Q3 25 | $-0.84 | $-0.18 | ||
| Q2 25 | $-2.13 | $-0.56 | ||
| Q1 25 | $-1.70 | $-0.22 | ||
| Q4 24 | $-5.00 | $-0.01 | ||
| Q3 24 | $-21.58 | $-0.16 | ||
| Q2 24 | $-2.31 | $-0.48 | ||
| Q1 24 | $-2.75 | $-0.22 |
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 | $493.2M | $2.2M |
| 总债务越低越好 | — | $44.0M |
| 股东权益账面价值 | $427.5M | $209.5M |
| 总资产 | $2.2B | $913.9M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
| Q4 25 | $493.2M | $2.2M | ||
| Q3 25 | $498.6M | $1.8M | ||
| Q2 25 | $758.0M | $3.6M | ||
| Q1 25 | $651.6M | $2.8M | ||
| Q4 24 | $585.9M | $2.7M | ||
| Q3 24 | $678.8M | $2.6M | ||
| Q2 24 | $689.8M | $2.2M | ||
| Q1 24 | $680.6M | $3.1M |
| Q4 25 | — | $44.0M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | $24.1M | ||
| Q1 25 | — | $24.1M | ||
| Q4 24 | — | $24.0M | ||
| Q3 24 | — | $24.0M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $427.5M | $209.5M | ||
| Q3 25 | $479.8M | $208.9M | ||
| Q2 25 | $513.2M | $215.1M | ||
| Q1 25 | $594.2M | $235.7M | ||
| Q4 24 | $658.3M | $243.6M | ||
| Q3 24 | $930.9M | $243.0M | ||
| Q2 24 | $2.1B | $247.5M | ||
| Q1 24 | $2.2B | $264.6M |
| Q4 25 | $2.2B | $913.9M | ||
| Q3 25 | $2.2B | $948.9M | ||
| Q2 25 | $2.5B | $929.7M | ||
| Q1 25 | $2.5B | $852.1M | ||
| Q4 24 | $2.6B | $967.7M | ||
| Q3 24 | $2.8B | $901.9M | ||
| Q2 24 | $3.9B | $930.4M | ||
| Q1 24 | $4.2B | $886.2M |
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | 0.10× | ||
| 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 | $52.6M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $43.3M | $8.7M |
| 自由现金流率自由现金流/营收 | 12.9% | 2.6% |
| 资本支出强度资本支出/营收 | 2.8% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 2038.00× |
| 过去12个月自由现金流最近4个季度 | $80.8M | $-39.7M |
8季度趋势，按日历期对齐
| Q4 25 | $52.6M | $16.3M | ||
| Q3 25 | $25.6M | $-26.6M | ||
| Q2 25 | $-7.8M | $-60.2M | ||
| Q1 25 | $33.8M | $52.8M | ||
| Q4 24 | $37.8M | $-2.5M | ||
| Q3 24 | $-89.3M | $18.5M | ||
| Q2 24 | $-44.8M | $-34.6M | ||
| Q1 24 | $-217.0M | $68.9M |
| Q4 25 | $43.3M | $8.7M | ||
| Q3 25 | $22.8M | $-33.9M | ||
| Q2 25 | $-9.1M | $-64.0M | ||
| Q1 25 | $23.7M | $49.6M | ||
| Q4 24 | $25.5M | $-6.2M | ||
| Q3 24 | $-136.7M | $14.1M | ||
| Q2 24 | $-67.0M | $-38.0M | ||
| Q1 24 | $-243.4M | $60.2M |
| Q4 25 | 12.9% | 2.6% | ||
| Q3 25 | 6.7% | -11.5% | ||
| Q2 25 | -3.1% | -25.7% | ||
| Q1 25 | 10.8% | 14.6% | ||
| Q4 24 | 13.0% | -1.9% | ||
| Q3 24 | -58.1% | 4.9% | ||
| Q2 24 | -25.2% | -15.5% | ||
| Q1 24 | -119.1% | 16.2% |
| Q4 25 | 2.8% | 2.3% | ||
| Q3 25 | 0.8% | 2.5% | ||
| Q2 25 | 0.4% | 1.5% | ||
| Q1 25 | 4.6% | 1.0% | ||
| Q4 24 | 6.2% | 1.1% | ||
| Q3 24 | 20.1% | 1.5% | ||
| Q2 24 | 8.4% | 1.4% | ||
| Q1 24 | 12.9% | 2.4% |
| Q4 25 | — | 2038.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
SPWH
暂无分部数据
