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SOLAREDGE TECHNOLOGIES, INC.（SEDG）与TOMPKINS FINANCIAL CORP（TMP）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TOMPKINS FINANCIAL CORP的1.7倍（$335.4M vs $194.8M），TOMPKINS FINANCIAL CORP净利率更高（49.4% vs -39.4%，领先88.8%），TOMPKINS FINANCIAL CORP同比增速更快（152.7% vs 70.9%），SOLAREDGE TECHNOLOGIES, INC.自由现金流更多（$43.3M vs $31.9M），过去两年TOMPKINS FINANCIAL CORP的营收复合增速更高（63.6% vs 28.1%）
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。
汤普金斯金融公司是一家小型多元化金融服务企业，总部位于纽约州伊萨卡，是汤普金斯信托银行及其他多家银行、一家保险代理机构和财富管理部门的母公司。
SEDG vs TMP — 直观对比
营收规模更大
SEDG
是对方的1.7倍
$194.8M
营收增速更快
TMP
高出81.7%
70.9%
净利率更高
TMP
高出88.8%
-39.4%
自由现金流更多
SEDG
多$11.4M
$31.9M
两年增速更快
TMP
近两年复合增速
28.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.4M | $194.8M |
| 净利润 | $-132.1M | $96.2M |
| 毛利率 | 22.2% | — |
| 营业利润率 | -14.4% | 71.7% |
| 净利率 | -39.4% | 49.4% |
| 营收同比 | 70.9% | 152.7% |
| 净利润同比 | 54.0% | 388.9% |
| 每股收益（稀释后） | $-2.21 | $6.72 |
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SEDGTMP
| Q4 25 | $335.4M | $194.8M | ||
| Q3 25 | $340.2M | $87.4M | ||
| Q2 25 | $289.4M | $82.6M | ||
| Q1 25 | $219.5M | $81.7M | ||
| Q4 24 | $196.2M | $77.1M | ||
| Q3 24 | $235.4M | $76.6M | ||
| Q2 24 | $265.4M | $72.7M | ||
| Q1 24 | $204.4M | $72.8M |
净利润SEDGTMP
| Q4 25 | $-132.1M | $96.2M | ||
| Q3 25 | $-50.1M | $23.7M | ||
| Q2 25 | $-124.7M | $21.5M | ||
| Q1 25 | $-98.5M | $19.7M | ||
| Q4 24 | $-287.4M | $19.7M | ||
| Q3 24 | $-1.2B | $18.6M | ||
| Q2 24 | $-130.8M | $15.7M | ||
| Q1 24 | $-157.3M | $16.9M |
毛利率SEDGTMP
| Q4 25 | 22.2% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 11.1% | — | ||
| Q1 25 | 8.0% | — | ||
| Q4 24 | -57.2% | — | ||
| Q3 24 | -309.1% | — | ||
| Q2 24 | -4.1% | — | ||
| Q1 24 | -12.8% | — |
营业利润率SEDGTMP
| Q4 25 | -14.4% | 71.7% | ||
| Q3 25 | -10.3% | 35.6% | ||
| Q2 25 | -39.9% | 34.2% | ||
| Q1 25 | -46.8% | 31.6% | ||
| Q4 24 | -134.4% | 33.4% | ||
| Q3 24 | -471.8% | 32.0% | ||
| Q2 24 | -60.4% | 28.3% | ||
| Q1 24 | -85.0% | 30.4% |
净利率SEDGTMP
| Q4 25 | -39.4% | 49.4% | ||
| Q3 25 | -14.7% | 27.1% | ||
| Q2 25 | -43.1% | 26.0% | ||
| Q1 25 | -44.9% | 24.1% | ||
| Q4 24 | -146.5% | 25.5% | ||
| Q3 24 | -522.8% | 24.3% | ||
| Q2 24 | -49.3% | 21.6% | ||
| Q1 24 | -77.0% | 23.2% |
每股收益（稀释后）SEDGTMP
| Q4 25 | $-2.21 | $6.72 | ||
| Q3 25 | $-0.84 | $1.65 | ||
| Q2 25 | $-2.13 | $1.50 | ||
| Q1 25 | $-1.70 | $1.37 | ||
| Q4 24 | $-5.00 | $1.39 | ||
| Q3 24 | $-21.58 | $1.30 | ||
| Q2 24 | $-2.31 | $1.10 | ||
| Q1 24 | $-2.75 | $1.18 |
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 | $132.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $427.5M | $938.4M |
| 总资产 | $2.2B | $8.7B |
| 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SEDGTMP
| Q4 25 | $493.2M | $132.8M | ||
| Q3 25 | $498.6M | $193.5M | ||
| Q2 25 | $758.0M | $212.6M | ||
| Q1 25 | $651.6M | $193.1M | ||
| Q4 24 | $585.9M | $134.4M | ||
| Q3 24 | $678.8M | $132.3M | ||
| Q2 24 | $689.8M | $70.9M | ||
| Q1 24 | $680.6M | $57.1M |
股东权益SEDGTMP
| Q4 25 | $427.5M | $938.4M | ||
| Q3 25 | $479.8M | $788.8M | ||
| Q2 25 | $513.2M | $761.8M | ||
| Q1 25 | $594.2M | $741.4M | ||
| Q4 24 | $658.3M | $713.4M | ||
| Q3 24 | $930.9M | $719.9M | ||
| Q2 24 | $2.1B | $674.6M | ||
| Q1 24 | $2.2B | $667.9M |
总资产SEDGTMP
| Q4 25 | $2.2B | $8.7B | ||
| Q3 25 | $2.2B | $8.5B | ||
| Q2 25 | $2.5B | $8.4B | ||
| Q1 25 | $2.5B | $8.2B | ||
| Q4 24 | $2.6B | $8.1B | ||
| Q3 24 | $2.8B | $8.0B | ||
| Q2 24 | $3.9B | $7.9B | ||
| Q1 24 | $4.2B | $7.8B |
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 | $38.9M |
| 自由现金流经营现金流 - 资本支出 | $43.3M | $31.9M |
| 自由现金流率自由现金流/营收 | 12.9% | 16.4% |
| 资本支出强度资本支出/营收 | 2.8% | 3.6% |
| 现金转化率经营现金流/净利润 | — | 0.40× |
| 过去12个月自由现金流最近4个季度 | $80.8M | $105.0M |
8季度趋势，按日历期对齐
经营现金流SEDGTMP
| Q4 25 | $52.6M | $38.9M | ||
| Q3 25 | $25.6M | $34.9M | ||
| Q2 25 | $-7.8M | $18.9M | ||
| Q1 25 | $33.8M | $22.2M | ||
| Q4 24 | $37.8M | $95.0M | ||
| Q3 24 | $-89.3M | $21.2M | ||
| Q2 24 | $-44.8M | $27.3M | ||
| Q1 24 | $-217.0M | $23.2M |
自由现金流SEDGTMP
| Q4 25 | $43.3M | $31.9M | ||
| Q3 25 | $22.8M | $33.9M | ||
| Q2 25 | $-9.1M | $18.3M | ||
| Q1 25 | $23.7M | $20.9M | ||
| Q4 24 | $25.5M | $88.8M | ||
| Q3 24 | $-136.7M | $18.9M | ||
| Q2 24 | $-67.0M | $26.3M | ||
| Q1 24 | $-243.4M | $21.9M |
自由现金流率SEDGTMP
| Q4 25 | 12.9% | 16.4% | ||
| Q3 25 | 6.7% | 38.8% | ||
| Q2 25 | -3.1% | 22.1% | ||
| Q1 25 | 10.8% | 25.5% | ||
| Q4 24 | 13.0% | 115.1% | ||
| Q3 24 | -58.1% | 24.7% | ||
| Q2 24 | -25.2% | 36.2% | ||
| Q1 24 | -119.1% | 30.0% |
资本支出强度SEDGTMP
| Q4 25 | 2.8% | 3.6% | ||
| Q3 25 | 0.8% | 1.1% | ||
| Q2 25 | 0.4% | 0.8% | ||
| Q1 25 | 4.6% | 1.7% | ||
| Q4 24 | 6.2% | 8.1% | ||
| Q3 24 | 20.1% | 2.9% | ||
| Q2 24 | 8.4% | 1.3% | ||
| Q1 24 | 12.9% | 1.9% |
现金转化率SEDGTMP
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.74× | ||
| 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
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
TMP
暂无分部数据
