vs
闪迪（SNDK）与道富集团（STT）财务数据对比。点击上方公司名可切换其他公司
道富集团的季度营收约是闪迪的1.2倍（$3.7B vs $3.0B），闪迪净利率更高（26.5% vs 20.4%，领先6.2%），闪迪同比增速更快（78.5% vs 7.5%），道富集团自由现金流更多（$9.8B vs $980.0M）
闪迪是总部位于美国加利福尼亚州米尔皮塔斯的跨国计算机科技企业，主要设计生产闪存相关产品，涵盖存储卡、U盘、固态硬盘等品类。公司1988年由伊莱·哈拉里、桑贾伊·梅洛特拉、袁志坤共同创立，最初名为SunDisk，现品牌名取自创始人桑贾伊的名字与disk的组合。
道富集团是总部位于美国波士顿的跨国金融服务及银行控股公司，历史可追溯至1792年成立的联合银行，是美国运营历史第二悠久的存续银行。作为全球顶尖的资产管理与托管机构，截至2025年第三季度，其管理资产规模约5.4万亿美元，托管及管理资产总规模达51.7万亿美元。
SNDK vs STT — 直观对比
营收规模更大
STT
是对方的1.2倍
$3.0B
营收增速更快
SNDK
高出71.0%
7.5%
净利率更高
SNDK
高出6.2%
20.4%
自由现金流更多
STT
多$8.8B
$980.0M
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $3.7B |
| 净利润 | $803.0M | $747.0M |
| 毛利率 | 50.9% | — |
| 营业利润率 | 35.2% | 25.0% |
| 净利率 | 26.5% | 20.4% |
| 营收同比 | 78.5% | 7.5% |
| 净利润同比 | 141.5% | -4.6% |
| 每股收益（稀释后） | $5.15 | $2.41 |
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SNDKSTT
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.3B | $3.7B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $1.9B | $3.4B | ||
| Q1 25 | $1.7B | $3.3B | ||
| Q4 24 | $1.9B | $3.4B | ||
| Q3 24 | $1.9B | $3.3B | ||
| Q2 24 | — | $3.2B |
净利润SNDKSTT
| Q1 26 | $803.0M | — | ||
| Q4 25 | $112.0M | $747.0M | ||
| Q3 25 | — | $861.0M | ||
| Q2 25 | $-23.0M | $693.0M | ||
| Q1 25 | $-1.9B | $644.0M | ||
| Q4 24 | $104.0M | $783.0M | ||
| Q3 24 | $211.0M | $730.0M | ||
| Q2 24 | — | $711.0M |
毛利率SNDKSTT
| Q1 26 | 50.9% | — | ||
| Q4 25 | 29.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 26.2% | — | ||
| Q1 25 | 22.5% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | — | — |
营业利润率SNDKSTT
| Q1 26 | 35.2% | — | ||
| Q4 25 | 7.6% | 25.0% | ||
| Q3 25 | — | 31.1% | ||
| Q2 25 | 0.9% | 25.8% | ||
| Q1 25 | -111.0% | 25.0% | ||
| Q4 24 | 10.4% | 28.1% | ||
| Q3 24 | 15.5% | 28.4% | ||
| Q2 24 | — | 28.6% |
净利率SNDKSTT
| Q1 26 | 26.5% | — | ||
| Q4 25 | 4.9% | 20.4% | ||
| Q3 25 | — | 24.3% | ||
| Q2 25 | -1.2% | 20.1% | ||
| Q1 25 | -114.0% | 19.6% | ||
| Q4 24 | 5.5% | 22.9% | ||
| Q3 24 | 11.2% | 22.4% | ||
| Q2 24 | — | 22.3% |
每股收益（稀释后）SNDKSTT
| Q1 26 | $5.15 | — | ||
| Q4 25 | $0.75 | $2.41 | ||
| Q3 25 | — | $2.78 | ||
| Q2 25 | $-0.17 | $2.17 | ||
| Q1 25 | $-13.33 | $2.04 | ||
| Q4 24 | $0.72 | $2.43 | ||
| Q3 24 | $1.46 | $2.26 | ||
| Q2 24 | — | $2.15 |
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 | $1.5B | — |
| 总债务越低越好 | $603.0M | — |
| 股东权益账面价值 | $10.2B | $27.8B |
| 总资产 | $13.0B | $366.0B |
| 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SNDKSTT
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $804.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务SNDKSTT
| Q1 26 | $603.0M | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益SNDKSTT
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.4B | $27.8B | ||
| Q3 25 | — | $27.6B | ||
| Q2 25 | $9.2B | $27.3B | ||
| Q1 25 | $9.2B | $26.7B | ||
| Q4 24 | $12.0B | $25.3B | ||
| Q3 24 | $12.1B | $25.8B | ||
| Q2 24 | — | $24.8B |
总资产SNDKSTT
| Q1 26 | $13.0B | — | ||
| Q4 25 | $12.7B | $366.0B | ||
| Q3 25 | — | $371.1B | ||
| Q2 25 | $13.0B | $376.7B | ||
| Q1 25 | $13.0B | $372.7B | ||
| Q4 24 | $14.2B | $353.2B | ||
| Q3 24 | — | $338.5B | ||
| Q2 24 | — | $325.6B |
负债/权益比SNDKSTT
| Q1 26 | 0.06× | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $1.0B | $10.0B |
| 自由现金流经营现金流 - 资本支出 | $980.0M | $9.8B |
| 自由现金流率自由现金流/营收 | 32.4% | 266.6% |
| 资本支出强度资本支出/营收 | 1.3% | 7.3% |
| 现金转化率经营现金流/净利润 | 1.27× | 13.44× |
| 过去12个月自由现金流最近4个季度 | — | $10.8B |
8季度趋势，按日历期对齐
经营现金流SNDKSTT
| Q1 26 | $1.0B | — | ||
| Q4 25 | $488.0M | $10.0B | ||
| Q3 25 | — | $7.9B | ||
| Q2 25 | — | $-8.4B | ||
| Q1 25 | $26.0M | $2.4B | ||
| Q4 24 | $95.0M | $-7.4B | ||
| Q3 24 | $-131.0M | $2.7B | ||
| Q2 24 | — | $-7.6B |
自由现金流SNDKSTT
| Q1 26 | $980.0M | — | ||
| Q4 25 | $438.0M | $9.8B | ||
| Q3 25 | — | $7.7B | ||
| Q2 25 | — | $-8.8B | ||
| Q1 25 | $-18.0M | $2.2B | ||
| Q4 24 | $47.0M | $-7.7B | ||
| Q3 24 | $-198.0M | $2.5B | ||
| Q2 24 | — | $-7.9B |
自由现金流率SNDKSTT
| Q1 26 | 32.4% | — | ||
| Q4 25 | 19.0% | 266.6% | ||
| Q3 25 | — | 216.0% | ||
| Q2 25 | — | -254.1% | ||
| Q1 25 | -1.1% | 66.1% | ||
| Q4 24 | 2.5% | -225.1% | ||
| Q3 24 | -10.5% | 75.9% | ||
| Q2 24 | — | -246.2% |
资本支出强度SNDKSTT
| Q1 26 | 1.3% | — | ||
| Q4 25 | 2.2% | 7.3% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | 2.6% | 6.9% | ||
| Q4 24 | 2.6% | 7.3% | ||
| Q3 24 | 3.6% | 7.2% | ||
| Q2 24 | — | 6.7% |
现金转化率SNDKSTT
| Q1 26 | 1.27× | — | ||
| Q4 25 | 4.36× | 13.44× | ||
| Q3 25 | — | 9.18× | ||
| Q2 25 | — | -12.18× | ||
| Q1 25 | — | 3.72× | ||
| Q4 24 | 0.91× | -9.49× | ||
| Q3 24 | -0.62× | 3.71× | ||
| Q2 24 | — | -10.75× |
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
SNDK
| Edge | $1.7B | 55% |
| Consumer | $907.0M | 30% |
| Datacenter | $440.0M | 15% |
STT
| Other | $2.2B | 59% |
| Investment Management | $729.0M | 20% |
| Management Services | $662.0M | 18% |
| Other Fee Revenue | $56.0M | 2% |
| Securities Financing Services | $54.0M | 1% |
