vs
Simpson Manufacturing Co., Inc.（SSD）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是Simpson Manufacturing Co., Inc.的1.8倍（$1.0B vs $588.0M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 7.6%，领先7.4%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs 8.6%），过去两年思佳讯的营收复合增速更高（-0.5% vs -0.8%）
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
SSD vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.8倍
$588.0M
营收增速更快
SSD
高出0.5%
8.6%
净利率更高
SSD
高出7.4%
7.6%
两年增速更快
SWKS
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $588.0M | $1.0B |
| 净利润 | $88.2M | $79.2M |
| 毛利率 | 45.2% | 41.3% |
| 营业利润率 | 19.5% | 10.0% |
| 净利率 | 15.0% | 7.6% |
| 营收同比 | 9.1% | 8.6% |
| 净利润同比 | 13.3% | 15.3% |
| 每股收益（稀释后） | $2.13 | $0.53 |
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SSDSWKS
| Q1 26 | $588.0M | $1.0B | ||
| Q4 25 | $539.3M | $1.1B | ||
| Q3 25 | $623.5M | — | ||
| Q2 25 | $631.1M | $965.0M | ||
| Q1 25 | $538.9M | $953.2M | ||
| Q4 24 | $517.4M | $1.1B | ||
| Q3 24 | $587.2M | $1.0B | ||
| Q2 24 | $597.0M | $905.5M |
净利润SSDSWKS
| Q1 26 | $88.2M | $79.2M | ||
| Q4 25 | $56.2M | $141.4M | ||
| Q3 25 | $107.4M | — | ||
| Q2 25 | $103.5M | $105.0M | ||
| Q1 25 | $77.9M | $68.7M | ||
| Q4 24 | $55.4M | $162.0M | ||
| Q3 24 | $93.5M | $60.5M | ||
| Q2 24 | $97.8M | $120.9M |
毛利率SSDSWKS
| Q1 26 | 45.2% | 41.3% | ||
| Q4 25 | 43.4% | 40.7% | ||
| Q3 25 | 46.4% | — | ||
| Q2 25 | 46.7% | 41.6% | ||
| Q1 25 | 46.8% | 41.1% | ||
| Q4 24 | 44.0% | 41.4% | ||
| Q3 24 | 46.8% | 41.9% | ||
| Q2 24 | 46.7% | 40.2% |
营业利润率SSDSWKS
| Q1 26 | 19.5% | 10.0% | ||
| Q4 25 | 13.9% | 10.1% | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 22.2% | 11.5% | ||
| Q1 25 | 19.0% | 10.2% | ||
| Q4 24 | 14.8% | 16.9% | ||
| Q3 24 | 21.3% | 5.8% | ||
| Q2 24 | 22.1% | 14.4% |
净利率SSDSWKS
| Q1 26 | 15.0% | 7.6% | ||
| Q4 25 | 10.4% | 12.9% | ||
| Q3 25 | 17.2% | — | ||
| Q2 25 | 16.4% | 10.9% | ||
| Q1 25 | 14.5% | 7.2% | ||
| Q4 24 | 10.7% | 15.2% | ||
| Q3 24 | 15.9% | 5.9% | ||
| Q2 24 | 16.4% | 13.4% |
每股收益（稀释后）SSDSWKS
| Q1 26 | $2.13 | $0.53 | ||
| Q4 25 | $1.34 | $0.95 | ||
| Q3 25 | $2.58 | — | ||
| Q2 25 | $2.47 | $0.70 | ||
| Q1 25 | $1.85 | $0.43 | ||
| Q4 24 | $1.31 | $1.00 | ||
| Q3 24 | $2.21 | $0.36 | ||
| Q2 24 | $2.31 | $0.75 |
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 | $341.0M | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $2.1B | $5.8B |
| 总资产 | $3.0B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资SSDSWKS
| Q1 26 | $341.0M | $1.6B | ||
| Q4 25 | $384.1M | $1.4B | ||
| Q3 25 | $297.3M | — | ||
| Q2 25 | $190.4M | $1.3B | ||
| Q1 25 | $150.3M | $1.5B | ||
| Q4 24 | $239.4M | $1.7B | ||
| Q3 24 | $339.4M | $1.6B | ||
| Q2 24 | $354.9M | $1.3B |
总债务SSDSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $300.0M | $496.4M | ||
| Q3 25 | $371.3M | — | ||
| Q2 25 | $376.9M | $496.2M | ||
| Q1 25 | $382.5M | $995.1M | ||
| Q4 24 | $388.1M | $994.7M | ||
| Q3 24 | $393.8M | $994.3M | ||
| Q2 24 | $399.4M | $994.0M |
股东权益SSDSWKS
| Q1 26 | $2.1B | $5.8B | ||
| Q4 25 | $2.0B | $5.8B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.9B | $5.7B | ||
| Q1 25 | $1.9B | $5.9B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.9B | $6.3B | ||
| Q2 24 | $1.8B | $6.3B |
总资产SSDSWKS
| Q1 26 | $3.0B | $7.9B | ||
| Q4 25 | $3.1B | $7.9B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | $7.7B | ||
| Q1 25 | $2.8B | $7.9B | ||
| Q4 24 | $2.7B | $8.3B | ||
| Q3 24 | $2.9B | $8.3B | ||
| Q2 24 | $2.8B | $8.2B |
负债/权益比SSDSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.15× | 0.09× | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.20× | 0.09× | ||
| Q1 25 | 0.21× | 0.17× | ||
| Q4 24 | 0.21× | 0.16× | ||
| Q3 24 | 0.21× | 0.16× | ||
| Q2 24 | 0.23× | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流SSDSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $155.7M | $200.0M | ||
| Q3 25 | $170.2M | — | ||
| Q2 25 | $125.2M | $314.2M | ||
| Q1 25 | $7.6M | $409.4M | ||
| Q4 24 | $115.8M | $377.2M | ||
| Q3 24 | $103.3M | $476.1M | ||
| Q2 24 | $111.1M | $273.4M |
自由现金流SSDSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $119.0M | $144.0M | ||
| Q3 25 | $133.9M | — | ||
| Q2 25 | $87.3M | $252.7M | ||
| Q1 25 | $-42.6M | $370.9M | ||
| Q4 24 | $60.3M | $338.2M | ||
| Q3 24 | $58.1M | $393.3M | ||
| Q2 24 | $70.9M | $249.0M |
自由现金流率SSDSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 22.1% | 13.1% | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 13.8% | 26.2% | ||
| Q1 25 | -7.9% | 38.9% | ||
| Q4 24 | 11.7% | 31.7% | ||
| Q3 24 | 9.9% | 38.4% | ||
| Q2 24 | 11.9% | 27.5% |
资本支出强度SSDSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 6.8% | 5.1% | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 6.0% | 6.4% | ||
| Q1 25 | 9.3% | 4.0% | ||
| Q4 24 | 10.7% | 3.6% | ||
| Q3 24 | 7.7% | 8.1% | ||
| Q2 24 | 6.7% | 2.7% |
现金转化率SSDSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 2.77× | 1.41× | ||
| Q3 25 | 1.58× | — | ||
| Q2 25 | 1.21× | 2.99× | ||
| Q1 25 | 0.10× | 5.96× | ||
| Q4 24 | 2.09× | 2.33× | ||
| Q3 24 | 1.10× | 7.87× | ||
| Q2 24 | 1.14× | 2.26× |
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
SSD
暂无分部数据
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
