vs
升特（SMTC）与WSFS FINANCIAL CORP（WSFS）财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是升特的1.0倍（$275.3M vs $267.0M），WSFS FINANCIAL CORP净利率更高（31.5% vs -1.1%，领先32.6%），升特同比增速更快（12.7% vs 7.5%），过去两年升特的营收复合增速更高（17.6% vs 1.7%）
升特（Semtech）是美国模拟与混合信号半导体及先进算法供应商，产品覆盖消费电子、企业计算、通信、工业等终端领域。公司1960年成立于加利福尼亚州纽伯里帕克，总部位于南加州卡马里奥，目前在北美、欧洲、亚洲的15个国家设有32个分支机构。
WSFS金融集团是一家金融服务企业，核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点，其中88个为银行网点，分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州，提供全面金融服务。
SMTC vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.0倍
$267.0M
营收增速更快
SMTC
高出5.2%
7.5%
净利率更高
WSFS
高出32.6%
-1.1%
两年增速更快
SMTC
近两年复合增速
1.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $267.0M | $275.3M |
| 净利润 | $-2.9M | $86.8M |
| 毛利率 | 51.9% | — |
| 营业利润率 | 11.6% | — |
| 净利率 | -1.1% | 31.5% |
| 营收同比 | 12.7% | 7.5% |
| 净利润同比 | 62.3% | 31.7% |
| 每股收益（稀释后） | $-0.03 | $1.64 |
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SMTCWSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $267.0M | $271.9M | ||
| Q3 25 | $257.6M | $270.5M | ||
| Q2 25 | $251.1M | $267.5M | ||
| Q1 25 | $251.0M | $256.1M | ||
| Q4 24 | $236.8M | $261.5M | ||
| Q3 24 | $215.4M | $267.7M | ||
| Q2 24 | $206.1M | $266.0M |
净利润SMTCWSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $-2.9M | $72.7M | ||
| Q3 25 | $-27.1M | $76.4M | ||
| Q2 25 | $19.3M | $72.3M | ||
| Q1 25 | $39.1M | $65.9M | ||
| Q4 24 | $-7.6M | $64.2M | ||
| Q3 24 | $-170.3M | $64.4M | ||
| Q2 24 | $-23.2M | $69.3M |
毛利率SMTCWSFS
| Q1 26 | — | — | ||
| Q4 25 | 51.9% | — | ||
| Q3 25 | 52.1% | — | ||
| Q2 25 | 52.3% | — | ||
| Q1 25 | 52.0% | — | ||
| Q4 24 | 51.1% | — | ||
| Q3 24 | 49.0% | — | ||
| Q2 24 | 48.3% | — |
营业利润率SMTCWSFS
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 35.8% | ||
| Q3 25 | -6.3% | 37.3% | ||
| Q2 25 | 14.3% | 35.7% | ||
| Q1 25 | 8.5% | 34.0% | ||
| Q4 24 | 7.5% | 32.3% | ||
| Q3 24 | 3.6% | 31.9% | ||
| Q2 24 | 1.5% | 34.0% |
净利率SMTCWSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | -1.1% | 26.7% | ||
| Q3 25 | -10.5% | 28.3% | ||
| Q2 25 | 7.7% | 27.0% | ||
| Q1 25 | 15.6% | 25.7% | ||
| Q4 24 | -3.2% | 24.6% | ||
| Q3 24 | -79.1% | 24.1% | ||
| Q2 24 | -11.2% | 26.0% |
每股收益（稀释后）SMTCWSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $-0.03 | $1.33 | ||
| Q3 25 | $-0.31 | $1.37 | ||
| Q2 25 | $0.22 | $1.27 | ||
| Q1 25 | $0.81 | $1.12 | ||
| Q4 24 | $-0.10 | $1.08 | ||
| Q3 24 | $-2.61 | $1.08 | ||
| Q2 24 | $-0.36 | $1.16 |
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 | $164.7M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $565.7M | $2.7B |
| 总资产 | $1.4B | $22.1B |
| 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SMTCWSFS
| Q1 26 | — | — | ||
| Q4 25 | $164.7M | $1.7B | ||
| Q3 25 | $168.6M | — | ||
| Q2 25 | $156.5M | — | ||
| Q1 25 | $151.7M | — | ||
| Q4 24 | $136.5M | $1.2B | ||
| Q3 24 | $115.9M | — | ||
| Q2 24 | $126.8M | — |
股东权益SMTCWSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $565.7M | $2.7B | ||
| Q3 25 | $552.9M | $2.8B | ||
| Q2 25 | $568.8M | $2.7B | ||
| Q1 25 | $542.4M | $2.7B | ||
| Q4 24 | $-139.7M | $2.6B | ||
| Q3 24 | $-141.4M | $2.7B | ||
| Q2 24 | $-313.1M | $2.5B |
总资产SMTCWSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $1.4B | $21.3B | ||
| Q3 25 | $1.4B | $20.8B | ||
| Q2 25 | $1.4B | $20.8B | ||
| Q1 25 | $1.4B | $20.5B | ||
| Q4 24 | $1.4B | $20.8B | ||
| Q3 24 | $1.4B | $20.9B | ||
| Q2 24 | $1.4B | $20.7B |
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 | $47.5M | — |
| 自由现金流经营现金流 - 资本支出 | $44.6M | — |
| 自由现金流率自由现金流/营收 | 16.7% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $143.2M | — |
8季度趋势，按日历期对齐
经营现金流SMTCWSFS
| Q1 26 | — | — | ||
| Q4 25 | $47.5M | $220.0M | ||
| Q3 25 | $44.4M | $121.5M | ||
| Q2 25 | $27.8M | $37.2M | ||
| Q1 25 | $33.5M | $8.7M | ||
| Q4 24 | $29.6M | $219.9M | ||
| Q3 24 | $-5.0M | $3.1M | ||
| Q2 24 | $-89.0K | $44.8M |
自由现金流SMTCWSFS
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $213.6M | ||
| Q3 25 | $41.5M | $120.3M | ||
| Q2 25 | $26.2M | $35.2M | ||
| Q1 25 | $30.9M | $6.3M | ||
| Q4 24 | $29.1M | $205.6M | ||
| Q3 24 | $-8.4M | $-489.0K | ||
| Q2 24 | $-1.4M | $42.1M |
自由现金流率SMTCWSFS
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 78.6% | ||
| Q3 25 | 16.1% | 44.5% | ||
| Q2 25 | 10.4% | 13.2% | ||
| Q1 25 | 12.3% | 2.5% | ||
| Q4 24 | 12.3% | 78.6% | ||
| Q3 24 | -3.9% | -0.2% | ||
| Q2 24 | -0.7% | 15.8% |
资本支出强度SMTCWSFS
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 2.3% | ||
| Q3 25 | 1.1% | 0.5% | ||
| Q2 25 | 0.7% | 0.7% | ||
| Q1 25 | 1.0% | 0.9% | ||
| Q4 24 | 0.2% | 5.5% | ||
| Q3 24 | 1.6% | 1.4% | ||
| Q2 24 | 0.6% | 1.0% |
现金转化率SMTCWSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 1.59× | ||
| Q2 25 | 1.44× | 0.51× | ||
| Q1 25 | 0.86× | 0.13× | ||
| Q4 24 | — | 3.43× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.65× |
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
SMTC
| Products | $239.5M | 90% |
| Services | $27.4M | 10% |
WSFS
暂无分部数据
