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Schneider National, Inc.（SNDR）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.的季度营收约是Ubiquiti Inc.的1.5倍（$1.2B vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 1.6%，领先27.0%），Ubiquiti Inc.同比增速更快（35.8% vs -1.2%），Ubiquiti Inc.自由现金流更多（$260.3M vs $48.1M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs -2.8%）
美国施耐德国家公司是知名交通运输企业，提供整车运输、多式联运及综合物流服务，业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域，可为客户提供定制化供应链解决方案。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
SNDR vs UI — 直观对比
营收规模更大
SNDR
是对方的1.5倍
$814.9M
营收增速更快
UI
高出37.0%
-1.2%
净利率更高
UI
高出27.0%
1.6%
自由现金流更多
UI
多$212.2M
$48.1M
两年增速更快
UI
近两年复合增速
-2.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $814.9M |
| 净利润 | $20.4M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | 2.7% | 35.9% |
| 净利率 | 1.6% | 28.7% |
| 营收同比 | -1.2% | 35.8% |
| 净利润同比 | -21.8% | 70.8% |
| 每股收益（稀释后） | $0.12 | $3.86 |
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SNDRUI
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $814.9M | ||
| Q3 25 | $1.5B | $733.8M | ||
| Q2 25 | $1.4B | $759.2M | ||
| Q1 25 | $1.4B | $664.2M | ||
| Q4 24 | $1.3B | $599.9M | ||
| Q3 24 | $1.3B | $550.3M | ||
| Q2 24 | $1.3B | $507.5M |
净利润SNDRUI
| Q1 26 | $20.4M | — | ||
| Q4 25 | $22.1M | $233.6M | ||
| Q3 25 | $19.4M | $207.9M | ||
| Q2 25 | $36.0M | $266.7M | ||
| Q1 25 | $26.1M | $180.4M | ||
| Q4 24 | $32.6M | $136.8M | ||
| Q3 24 | $30.6M | $128.0M | ||
| Q2 24 | $35.3M | $103.8M |
毛利率SNDRUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率SNDRUI
| Q1 26 | 2.7% | — | ||
| Q4 25 | 2.6% | 35.9% | ||
| Q3 25 | 2.4% | 35.7% | ||
| Q2 25 | 3.9% | 34.4% | ||
| Q1 25 | 3.0% | 34.2% | ||
| Q4 24 | 3.2% | 29.8% | ||
| Q3 24 | 3.3% | 30.7% | ||
| Q2 24 | 3.9% | 27.3% |
净利率SNDRUI
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.6% | 28.7% | ||
| Q3 25 | 1.3% | 28.3% | ||
| Q2 25 | 2.5% | 35.1% | ||
| Q1 25 | 1.9% | 27.2% | ||
| Q4 24 | 2.4% | 22.8% | ||
| Q3 24 | 2.3% | 23.3% | ||
| Q2 24 | 2.7% | 20.5% |
每股收益（稀释后）SNDRUI
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $3.86 | ||
| Q3 25 | $0.11 | $3.43 | ||
| Q2 25 | $0.20 | $4.40 | ||
| Q1 25 | $0.15 | $2.98 | ||
| Q4 24 | $0.19 | $2.26 | ||
| Q3 24 | $0.17 | $2.12 | ||
| Q2 24 | $0.20 | $1.72 |
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 | $227.8M | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $3.0B | $1.0B |
| 总资产 | $4.9B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资SNDRUI
| Q1 26 | $227.8M | — | ||
| Q4 25 | $41.8M | $302.8M | ||
| Q3 25 | $235.7M | $177.2M | ||
| Q2 25 | $205.1M | $149.7M | ||
| Q1 25 | $154.3M | $151.0M | ||
| Q4 24 | $165.5M | $133.1M | ||
| Q3 24 | $231.6M | $165.2M | ||
| Q2 24 | $157.2M | $126.3M |
总债务SNDRUI
| Q1 26 | — | — | ||
| Q4 25 | $390.9M | $47.5M | ||
| Q3 25 | $509.8M | $133.8M | ||
| Q2 25 | $512.7M | $250.0M | ||
| Q1 25 | $565.8M | $340.0M | ||
| Q4 24 | $420.8M | $406.3M | ||
| Q3 24 | $124.7M | $552.5M | ||
| Q2 24 | $125.8M | $708.1M |
股东权益SNDRUI
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $1.0B | ||
| Q3 25 | $3.0B | $828.4M | ||
| Q2 25 | $3.0B | $668.3M | ||
| Q1 25 | $3.0B | $436.1M | ||
| Q4 24 | $3.0B | $290.4M | ||
| Q3 24 | $3.0B | $188.1M | ||
| Q2 24 | $3.0B | $95.1M |
总资产SNDRUI
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.8B | $1.6B | ||
| Q3 25 | $5.0B | $1.5B | ||
| Q2 25 | $5.0B | $1.5B | ||
| Q1 25 | $5.0B | $1.3B | ||
| Q4 24 | $4.9B | $1.2B | ||
| Q3 24 | $4.6B | $1.2B | ||
| Q2 24 | $4.5B | $1.2B |
负债/权益比SNDRUI
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | 0.05× | ||
| Q3 25 | 0.17× | 0.16× | ||
| Q2 25 | 0.17× | 0.37× | ||
| Q1 25 | 0.19× | 0.78× | ||
| Q4 24 | 0.14× | 1.40× | ||
| Q3 24 | 0.04× | 2.94× | ||
| Q2 24 | 0.04× | 7.45× |
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 | $92.9M | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $48.1M | $260.3M |
| 自由现金流率自由现金流/营收 | 3.9% | 31.9% |
| 资本支出强度资本支出/营收 | 3.6% | 0.4% |
| 现金转化率经营现金流/净利润 | 4.55× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $356.2M | $699.5M |
8季度趋势，按日历期对齐
经营现金流SNDRUI
| Q1 26 | $92.9M | — | ||
| Q4 25 | $186.0M | $263.9M | ||
| Q3 25 | $184.2M | $198.5M | ||
| Q2 25 | $175.5M | $130.4M | ||
| Q1 25 | $91.7M | $123.6M | ||
| Q4 24 | $199.5M | $152.4M | ||
| Q3 24 | $206.4M | $233.7M | ||
| Q2 24 | $182.6M | $231.4M |
自由现金流SNDRUI
| Q1 26 | $48.1M | — | ||
| Q4 25 | $145.5M | $260.3M | ||
| Q3 25 | $56.2M | $193.3M | ||
| Q2 25 | $106.4M | $125.2M | ||
| Q1 25 | $-22.7M | $120.7M | ||
| Q4 24 | $113.6M | $150.4M | ||
| Q3 24 | $98.7M | $231.1M | ||
| Q2 24 | $85.5M | $229.5M |
自由现金流率SNDRUI
| Q1 26 | 3.9% | — | ||
| Q4 25 | 10.4% | 31.9% | ||
| Q3 25 | 3.9% | 26.3% | ||
| Q2 25 | 7.5% | 16.5% | ||
| Q1 25 | -1.6% | 18.2% | ||
| Q4 24 | 8.5% | 25.1% | ||
| Q3 24 | 7.5% | 42.0% | ||
| Q2 24 | 6.5% | 45.2% |
资本支出强度SNDRUI
| Q1 26 | 3.6% | — | ||
| Q4 25 | 2.9% | 0.4% | ||
| Q3 25 | 8.8% | 0.7% | ||
| Q2 25 | 4.9% | 0.7% | ||
| Q1 25 | 8.2% | 0.4% | ||
| Q4 24 | 6.4% | 0.3% | ||
| Q3 24 | 8.2% | 0.5% | ||
| Q2 24 | 7.4% | 0.4% |
现金转化率SNDRUI
| Q1 26 | 4.55× | — | ||
| Q4 25 | 8.42× | 1.13× | ||
| Q3 25 | 9.49× | 0.95× | ||
| Q2 25 | 4.88× | 0.49× | ||
| Q1 25 | 3.51× | 0.68× | ||
| Q4 24 | 6.12× | 1.11× | ||
| Q3 24 | 6.75× | 1.83× | ||
| Q2 24 | 5.17× | 2.23× |
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
SNDR
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
