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闪迪（SNDK）与Welltower（WELL）财务数据对比。点击上方公司名可切换其他公司
Welltower的季度营收约是闪迪的1.1倍（$3.4B vs $3.0B），闪迪净利率更高（26.5% vs 22.4%，领先4.1%），闪迪同比增速更快（78.5% vs 38.3%）
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。
Welltower Inc.是一家专注于医疗基础设施领域的房地产投资信托企业，核心业务为医疗类地产投资运营。截至2022年12月31日，公司投资的物业总量约3000处，全部布局于美国、加拿大及英国市场，是全球医疗地产投资领域的代表性企业之一。
SNDK vs WELL — 直观对比
营收规模更大
WELL
是对方的1.1倍
$3.0B
营收增速更快
SNDK
高出40.1%
38.3%
净利率更高
SNDK
高出4.1%
22.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $3.4B |
| 净利润 | $803.0M | $752.3M |
| 毛利率 | 50.9% | — |
| 营业利润率 | 35.2% | — |
| 净利率 | 26.5% | 22.4% |
| 营收同比 | 78.5% | 38.3% |
| 净利润同比 | 141.5% | 192.4% |
| 每股收益（稀释后） | $5.15 | — |
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SNDKWELL
| Q1 26 | $3.0B | $3.4B | ||
| Q4 25 | $2.3B | $2.6B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.7B | $1.9B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $1.9B | $1.5B | ||
| Q2 24 | — | $1.4B |
净利润SNDKWELL
| Q1 26 | $803.0M | $752.3M | ||
| Q4 25 | $112.0M | $117.8M | ||
| Q3 25 | — | $282.2M | ||
| Q2 25 | $-23.0M | $304.6M | ||
| Q1 25 | $-1.9B | $257.3M | ||
| Q4 24 | $104.0M | $123.8M | ||
| Q3 24 | $211.0M | $456.8M | ||
| Q2 24 | — | $260.7M |
毛利率SNDKWELL
| Q1 26 | 50.9% | — | ||
| Q4 25 | 29.8% | 24.3% | ||
| Q3 25 | — | 23.5% | ||
| Q2 25 | 26.2% | 23.2% | ||
| Q1 25 | 22.5% | 21.6% | ||
| Q4 24 | 32.3% | 20.0% | ||
| Q3 24 | 38.6% | 19.8% | ||
| Q2 24 | — | 20.2% |
营业利润率SNDKWELL
| Q1 26 | 35.2% | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | 0.9% | 15.1% | ||
| Q1 25 | -111.0% | 10.7% | ||
| Q4 24 | 10.4% | 6.2% | ||
| Q3 24 | 15.5% | 12.2% | ||
| Q2 24 | — | 6.5% |
净利率SNDKWELL
| Q1 26 | 26.5% | 22.4% | ||
| Q4 25 | 4.9% | 4.6% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | -1.2% | 15.5% | ||
| Q1 25 | -114.0% | 13.8% | ||
| Q4 24 | 5.5% | 7.0% | ||
| Q3 24 | 11.2% | 30.2% | ||
| Q2 24 | — | 18.7% |
每股收益（稀释后）SNDKWELL
| Q1 26 | $5.15 | — | ||
| Q4 25 | $0.75 | $0.13 | ||
| Q3 25 | — | $0.41 | ||
| Q2 25 | $-0.17 | $0.45 | ||
| Q1 25 | $-13.33 | $0.40 | ||
| Q4 24 | $0.72 | $0.20 | ||
| Q3 24 | $1.46 | $0.73 | ||
| Q2 24 | — | $0.42 |
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 | $4.7B |
| 总债务越低越好 | $603.0M | — |
| 股东权益账面价值 | $10.2B | $44.7B |
| 总资产 | $13.0B | $67.2B |
| 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SNDKWELL
| Q1 26 | $1.5B | $4.7B | ||
| Q4 25 | $1.4B | $5.0B | ||
| Q3 25 | — | $6.8B | ||
| Q2 25 | $1.5B | $4.4B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $804.0M | $3.5B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $2.8B |
总债务SNDKWELL
| Q1 26 | $603.0M | — | ||
| Q4 25 | $1.4B | $19.2B | ||
| Q3 25 | — | $16.9B | ||
| Q2 25 | $1.8B | $16.0B | ||
| Q1 25 | $1.9B | $15.7B | ||
| Q4 24 | — | $15.5B | ||
| Q3 24 | — | $15.8B | ||
| Q2 24 | — | $13.9B |
股东权益SNDKWELL
| Q1 26 | $10.2B | $44.7B | ||
| Q4 25 | $9.4B | $42.1B | ||
| Q3 25 | — | $38.8B | ||
| Q2 25 | $9.2B | $35.9B | ||
| Q1 25 | $9.2B | $34.0B | ||
| Q4 24 | $12.0B | $32.0B | ||
| Q3 24 | $12.1B | $30.3B | ||
| Q2 24 | — | $29.0B |
总资产SNDKWELL
| Q1 26 | $13.0B | $67.2B | ||
| Q4 25 | $12.7B | $67.3B | ||
| Q3 25 | — | $59.5B | ||
| Q2 25 | $13.0B | $55.8B | ||
| Q1 25 | $13.0B | $53.3B | ||
| Q4 24 | $14.2B | $51.0B | ||
| Q3 24 | — | $49.0B | ||
| Q2 24 | — | $45.5B |
负债/权益比SNDKWELL
| Q1 26 | 0.06× | — | ||
| Q4 25 | 0.14× | 0.46× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | 0.20× | 0.44× | ||
| Q1 25 | 0.21× | 0.46× | ||
| Q4 24 | — | 0.49× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.48× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $980.0M | — |
| 自由现金流率自由现金流/营收 | 32.4% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 1.27× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流SNDKWELL
| Q1 26 | $1.0B | — | ||
| Q4 25 | $488.0M | $654.3M | ||
| Q3 25 | — | $858.4M | ||
| Q2 25 | — | $770.0M | ||
| Q1 25 | $26.0M | $599.0M | ||
| Q4 24 | $95.0M | $559.2M | ||
| Q3 24 | $-131.0M | $685.0M | ||
| Q2 24 | — | $605.4M |
自由现金流SNDKWELL
| Q1 26 | $980.0M | — | ||
| Q4 25 | $438.0M | $340.4M | ||
| Q3 25 | — | $595.3M | ||
| Q2 25 | — | $537.2M | ||
| Q1 25 | $-18.0M | $358.6M | ||
| Q4 24 | $47.0M | $240.4M | ||
| Q3 24 | $-198.0M | $443.8M | ||
| Q2 24 | — | $440.3M |
自由现金流率SNDKWELL
| Q1 26 | 32.4% | — | ||
| Q4 25 | 19.0% | 13.3% | ||
| Q3 25 | — | 28.9% | ||
| Q2 25 | — | 27.3% | ||
| Q1 25 | -1.1% | 19.2% | ||
| Q4 24 | 2.5% | 13.6% | ||
| Q3 24 | -10.5% | 29.4% | ||
| Q2 24 | — | 31.6% |
资本支出强度SNDKWELL
| Q1 26 | 1.3% | — | ||
| Q4 25 | 2.2% | 12.3% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | 2.6% | 12.9% | ||
| Q4 24 | 2.6% | 18.1% | ||
| Q3 24 | 3.6% | 16.0% | ||
| Q2 24 | — | 11.8% |
现金转化率SNDKWELL
| Q1 26 | 1.27× | — | ||
| Q4 25 | 4.36× | 5.56× | ||
| Q3 25 | — | 3.04× | ||
| Q2 25 | — | 2.53× | ||
| Q1 25 | — | 2.33× | ||
| Q4 24 | 0.91× | 4.52× | ||
| Q3 24 | -0.62× | 1.50× | ||
| Q2 24 | — | 2.32× |
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% |
WELL
| Resident fees and services | $2.8B | 83% |
| Rental income | $453.8M | 14% |
| Other | $117.2M | 3% |
